ZBRA · 10-Q · 2026Q4 · Full report

Revenue Performance and Mix

ZEBRA TECHNOLOGIES CORP · 2026-11-03 · Importance 59 · Surprise 48 · In source text

Third-quarter 2026 net sales were $1.614 billion, up 22.3% from $1.320 billion in the third quarter of 2025; nine-month sales increased 19.0% to $4.666 billion from $3.921 billion. Third-quarter tangible-product sales rose to $1.370 billion from $1.081 billion, while services and software sales were approximately $244 million versus $239 million. For the first nine months, Connected Frontline sales grew 27.1% to $2.677 billion, while Asset Visibility & Automation sales increased 9.6% to $1.989 billion.

Key facts

• As of October 3, 2026, Zebra had $1.14 billion of remaining performance obligations for arrangements with an original term exceeding one year, compared with $1.17 billion as of December 31, 2025; these obligations were expected to be recognized over approximately two years on average. source
• ZEBRA TECHNOLOGIES CORP third-quarter net sales increased $294 million, or 22.3%, year over year. source
• ZEBRA TECHNOLOGIES CORP third-quarter 2026 consolidated organic net sales increased 11.3%, excluding foreign currency, acquisitions, and dispositions. source
• ZEBRA TECHNOLOGIES CORP year-to-date 2026 consolidated organic net sales increased 8.3%, excluding foreign currency, acquisitions, and dispositions. source
• ZEBRA TECHNOLOGIES CORP net sales were $1,614 million in the third quarter of 2026, compared with $1,320 million in the third quarter of 2025. source
• ZEBRA TECHNOLOGIES CORP year-to-date net sales increased $745 million, or 19.0%, compared with the prior year. source

Impact estimates