ZBRA · 8-K · 20260804PR052158

Revenue Performance and Mix

ZEBRA TECHNOLOGIES CORP · 2026-08-04 · Importance 52 · Surprise 30 · No source text

Second-quarter net sales increased 20.4% year over year to $1,557 million from $1,293 million. Connected Frontline revenue rose to $903 million from $717 million, while Asset Visibility & Automation revenue increased to $654 million from $576 million. Organic net sales growth was 9.2% overall, including 7.5% in Connected Frontline and 11.4% in Asset Visibility & Automation. Tangible-products revenue increased to $1,316 million from $1,055 million, while services and software revenue rose to $241 million from $238 million, shifting the mix toward tangible products.

Key facts

• Net sales for the second quarter ended July 4, 2026 were $1,557 million, a year-over-year increase of 20.4%. source
• Connected Frontline (CF) segment net sales for the second quarter were $903 million compared to $717 million in the prior year. source
• Asset Visibility & Automation (AVA) segment net sales for the second quarter were $654 million compared to $576 million in the prior year. source
• Net income for the second quarter was $233 million, or $4.85 per diluted share, compared to net income of $112 million, or $2.19 per diluted share, in the prior year. source
• Non-GAAP net income for the second quarter was $305 million or $6.35 per diluted share, compared to $186 million, or $3.61 per diluted share for the prior year. source
• Reported operating income for the three months ended July 4, 2026 was $321 million consolidated, with CF $219 million and AVA $192 million. source
• Three months ended July 4, 2026 tangible products net sales were $1,316 million and services and software net sales were $241 million. source
• Reported GAAP net sales growth for the three months ended July 4, 2026 was 25.9% in CF, 13.5% in AVA, and 20.4% consolidated. source

Impact estimates