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Zebra Technologies (ZBRA) Q4 FY25 adj. earnings beat estimates; sales up 11%

$ZBRA February 12, 2026 1 min read

Zebra Technologies Corporation (NASDAQ: ZBRA), a provider of AI-driven data-capture and automation solutions, on Thursday reported higher adjusted earnings for the fourth quarter of fiscal 2025 amid double-digit sales growth.

  • Net sales increased 10.6% year-over-year to $1.48 billion in the fourth quarter
  • Consolidated organic net sales for the quarter increased 2.5% year over year
  • Asset Visibility & Automation segment sales rose 1% annually to $621 million
  • Connected Frontline sales were $854 million, vs. $726 million in Q4 2025
  • Q4 net income was $70 million or $1.39 per share, down 57.1% and 55.7% YoY, respectively
  • Excluding special items, adjusted earnings increased 8.3% from last year to $4.33 per share
  • During the quarter, Zebra’s adjusted EBITDA increased 10.5% year-over-year to $326 million
  • The company repurchased $303 million of its shares under the previously announced $500-million buyback program
  • For the first quarter of fiscal 2026, management expects sales growth between 11% and 15% compared to the prior year
  • Adjusted EBITDA margin for Q1 is expected to be in the range of 21% to 22%
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