ZBRA · 10-Q · 2026Q3 · Full report

End-Market Demand Trends

ZEBRA TECHNOLOGIES CORP · 2026-08-04 · Importance 59 · Surprise 40

Zebra operates in the automatic identification and data capture (AIDC) market, spanning mobile computing, data capture, RFID, thermal barcode printing, workflow automation, and related services. Six-month net sales increased to $3.052 billion from $2.601 billion, while Connected Frontline sales increased to $1.728 billion from $1.401 billion and Asset Visibility & Automation sales increased to $1.324 billion from $1.200 billion. The company serves retail and e-commerce, manufacturing, transportation and logistics, healthcare, hospitality, public-sector, and other end markets. Remaining performance obligations for services and software arrangements with original terms exceeding one year were $1.15 billion as of July 4, 2026, expected to be recognized over approximately two years.