ZBRA · News · 20260804N

Revenue Performance and Mix

ZEBRA TECHNOLOGIES CORP · 2026-08-04 · Importance 53 · Surprise 48 · In source text

Second-quarter net sales increased 20.4% year over year to $1,557 million for the quarter ended July 4, 2026. Organic sales growth was approximately 9% year over year, indicating acquisitions contributed materially to reported growth. Sales increased at double-digit rates in both the Connected Frontline and Asset Visibility & Automation segments. Growth was broad-based across frontline automation, data capture, mobile computing, RFID, machine vision and AI-enabled solutions.

Key facts

• Second-quarter sales grew more than 20% year-over-year and 9% on an organic basis, with sales exceeding $1.5 billion. source
• Second-quarter net sales: $1,557 million for the quarter ended July 4, 2026. source
• Year-over-year net sales increase: 20.4% in the second quarter. source
• Zebra reported quarterly earnings of $6.35 per share, beating the Zacks Consensus Estimate of $4.35 per share. source
• Adjusted second-quarter earnings of $6.35 per share landed $1.99 above the consensus. source
• Second-quarter net income: $233 million. source
• Second-quarter net income per diluted share (GAAP): $4.85. source
• Second-quarter non-GAAP diluted EPS: $6.35. source

Impact estimates