Filings monitor · ZBRA

What ZEBRA TECHNOLOGIES CORP's SEC filings said

10-Q for 2026Q4, filed 3 Nov 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance / Outlook85 · importance in its document · 8-K exhibit · 3 Nov 2026
   Zebra forecast fourth-quarter sales growth of 10% to 14% versus the prior year, including an approximately 150-basis-point favorable foreign-currency impact. Fourth-quarter adjusted EBITDA margin was expected to be approximately 22%.…
2. Free Cash Flow and Capex80 · importance in its document · 8-K exhibit · 3 Nov 2026
   For the first nine months of 2026, operating cash flow was $711 million, up from $560 million in the prior-year period. Capital expenditures were $50 million, compared with $56 million, producing free cash flow of $661 million versus $504…
3. Segment Revenue Performance64 · importance in its document · 10-Q · 2026Q4
   Connected Frontline (CF) third-quarter sales grew $244 million, or 34.6%, with 15.0% organic growth after excluding foreign currency and Elo Touch; nine-month sales increased $571 million, or 27.1%, with 8.9% organic growth. CF growth…
4. Guidance raised60 · rule score among filings · 8-K Item 2.02 · 3 Nov 2026
   Zebra Technologies Corporation 3 Overlook Point Lincolnshire, IL 60069 USA +1 847 634 6700 www.zebra.com Zebra Technologies Announces Third Quarter 2026 Results Strong growth across segments and regions reflects customer investment in…
5. Tariff Refund and Gross Margin59 · importance in its document · 10-Q · 2026Q4
   Following the February 20, 2026 U.S. Supreme Court ruling that IEEPA did not authorize the executive branch to impose tariffs, Zebra sought refunds of previously paid import tariffs. In the second quarter of 2026, the company deemed…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q4 filed 3 Nov 2026

Full report · Filing on EDGAR

• Segment Revenue PerformanceImportance 64 · +2 more on this subject
  Connected Frontline (CF) third-quarter sales grew $244 million, or 34.6%, with 15.0% organic growth after excluding foreign currency and Elo Touch; nine-month sales increased $571 million, or 27.1%, with 8.9% organic…
• Tariff Refund and Gross MarginImportance 59 · +1 more on this subject
  Following the February 20, 2026 U.S. Supreme Court ruling that IEEPA did not authorize the executive branch to impose tariffs, Zebra sought refunds of previously paid import tariffs. In the second quarter of 2026, the…
• Operating Income and MarginsImportance 59
  Third-quarter operating income increased to $237 million from $183 million year over year. Nine-month operating income rose to $773 million from $561 million. Third-quarter operating-income growth was 29.5% for CF and…
• Income Tax Rate ChangesImportance 57
  Zebra’s effective tax rate for the third quarter of 2026 was 17.2%, down from 36.5% in the third quarter of 2025. The nine-month effective rate fell to 18.2% from 24.5% year over year. Current-year rates were primarily…
• Gross Margin DriversImportance 55
  Consolidated third-quarter gross margin fell 230 basis points year over year to 45.7%, primarily because of higher memory costs and unfavorable business mix, partly offset by foreign-currency favorability. Nine-month…
• Operating Expense TrendsImportance 54
  Third-quarter operating expenses increased to $501 million from $451 million, but declined to 31.0% of sales from 34.2%. The increase primarily reflected Elo Touch operating expenses, including intangible-asset…
• Liquidity and Debt PositionImportance 54
  Total debt was $2.578 billion at October 3, 2026, compared with $2.511 billion at December 31, 2025; $2.077 billion was classified as current. Term Loan A had a 5.25% interest rate and matures primarily on May 25,…
• Interest Rate and Refinancing ExposureImportance 46
  The Company’s Term Loan A and Revolving Credit Facility mature on May 25, 2027; together, they constitute its Credit Facility and are included among its short-term debt obligations as of October 3, 2026. Zebra intends…
• Acquisitions and DivestituresImportance 41
  Zebra completed the sale of its robotics automation business to Skild AI in the first quarter of 2026. The transaction generated a net pre-tax gain recognized in first-quarter other expense, net, and consideration…
• Products and TechnologyImportance 34
  Connected Frontline (CF) third-quarter sales growth reflected higher sales of mobile computers, with CF organic net sales increasing 15.0% after excluding foreign currency and Elo Touch. Asset Visibility & Automation…
• Operating Cash Flow TrendsImportance 32
  Net operating cash inflows increased $151 million year over year during the nine months ended October 3, 2026, primarily because of higher operating profitability and IEEPA tariff refunds. Net investing cash outflows…
• Supply Chain ConstraintsImportance 31
  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…

8-K filings last 12 months

• Guidance raised3 Nov 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “Zebra Technologies Corporation 3 Overlook Point Lincolnshire, IL 60069 USA +1 847 634 6700 www.zebra.com Zebra Technologies Announces Third Quarter 2026 Results Strong growth across segments and regions reflects customer investment in…”
  Read from the attached exhibit: Guidance / Outlook · Free Cash Flow and Capex · Capital Return Program
• Results (release not read)4 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Free Cash Flow and Capex · Gross Margin Drivers · Capital Return Program
• Management change (filing not read)26 May 2026 · 8-K Item 5.02 · Routine · rule score 20
• Results (release not read)12 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)12 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Restructuring, first in three years · Impairment, first in three years15 Dec 2025 · 8-K Items 2.05, 2.06 · Flagged · rule score 65
• Management change (filing not read)24 Nov 2025 · 8-K Item 5.02 · Routine · rule score 20

Earlier reports

• 10-Q · 2026Q3filed 4 Aug 2026
  Liquidity and Debt Position · Operating Income and Margins · Acquisitions and Divestitures

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.