ZBRA · 10-Q · 2026Q3 · Full report

Supply Chain Constraints

ZEBRA TECHNOLOGIES CORP · 2026-08-04 · Importance 10 · Surprise 6

The company experienced increased memory costs during the quarter, but stated that these costs were fully mitigated through price realization. This indicates ongoing component-cost pressure without an identified inability to obtain memory or other materials. Pricing actions preserved the effect of the higher memory costs rather than allowing them to reduce profitability. The filing does not disclose specific supplier shortages, inventory constraints, or extended lead times.