ZBRA · 10-Q · 2026Q4 · Full report

Supply Chain Constraints

ZEBRA TECHNOLOGIES CORP · 2026-11-03 · Importance 31 · Surprise 32

Management identified increased memory costs as a factor weighing on product economics. Consolidated third-quarter gross margin fell to 45.7% from 48.0%, with higher memory costs and unfavorable business mix cited as primary drivers, partly offset by favorable foreign currency. Higher memory costs also partially offset year-to-date margin improvements in both segments.

Key facts

• ZEBRA TECHNOLOGIES CORP reported that current-year gross margins were partly offset by higher memory costs in both its consolidated and segment results. source
• ZEBRA TECHNOLOGIES CORP identified its ability to purchase sufficient materials, parts, and components to meet customer demand as a business risk. source
• ZEBRA TECHNOLOGIES CORP identified reliance on key suppliers located in non-U.S. countries as a risk to manufacturing and business operations. source