ZBRA · 10-Q · 2026Q3 · Full report

Segment Revenue Performance

ZEBRA TECHNOLOGIES CORP · 2026-08-04 · Importance 59 · Surprise 48 · No source text

Connected Frontline revenue increased $186 million, or 25.9%, to approximately $905 million in the second quarter and rose 23.3% year to date, primarily from Elo Touch, mobile computers, and favorable foreign currency. CF organic sales growth was 7.5% in the quarter and 5.7% year to date after excluding currency and Elo Touch. Asset Visibility & Automation revenue increased $78 million, or 13.5%, to approximately $652 million in the quarter and rose 10.3% year to date, driven by printing and machine vision products. AVA organic sales growth was 11.4% in the quarter and 8.0% year to date after excluding currency and acquisition or disposition effects.

Key facts

• Total Net sales for CF increased $186 million or 25.9% compared to the prior year. source
• Connected Frontline (CF) segment six months Net sales: $1,728 million for the six months ended July 4, 2026 and $1,401 million for the six months ended June 28, 2025. source
• Total Net sales for AVA increased $78 million or 13.5% compared to the prior year. source
• Asset Visibility & Automation (AVA) segment six months Net sales: $1,324 million for the six months ended July 4, 2026 and $1,200 million for the six months ended June 28, 2025. source
• Excluding the impacts of foreign currency and acquisitions and dispositions, AVA Organic Net sales increased by 11.4% for the quarter. source
• Excluding the impact of foreign currency and the acquisition of Elo Touch, CF Organic Net sales increased by 7.5% for the quarter. source

Impact estimates