ZEBRA TECHNOLOGIES CORP — Form 8-K
Filed August 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Zebra Technologies reported Q2 2026 net sales of $1,557M (20.4% YoY growth), net income of $233M ($4.85 diluted EPS), and adjusted EBITDA of $431M (27.7% margin). The company recorded $73M in IEEPA tariff recoveries and repurchased $268M in shares. Management raised full-year 2026 guidance to 14-16% sales growth and Non-GAAP EPS of $20.75-$21.25, with free cash flow expected to exceed $1B.
Why this rating
Strong organic growth (9.2%), margin expansion, tariff benefits, and raised guidance indicate solid operational momentum. Relative to $15.5B market cap, event is meaningful but not transformational—typical strong quarter with updated outlook.
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