Shares of Zebra Technologies Corporation (NASDAQ: ZBRA) rose in active trading on Thursday after the company reported quarterly and annual results that showed revenue growth and outlined capital allocation plans. At the closing price of approximately $252.50, ZBRA was up around X% on the day, reflecting rising investor engagement following its earnings announcement. [Live market data at market close may vary slightly from these figures.]
Market Capitalization
At current levels, Zebra Technologies’ market capitalization stands at roughly $12.8 billion.
Q4 2025 Results
For the fourth quarter ending December 31, 2025, Zebra reported net sales of $1,475 million, an increase of 10.6% from the year-ago quarter. Consolidated gross profit was $698 million, up 7.7%, and net income was $70 million, down 57.1% compared with the fourth quarter of 2024. On a non-GAAP basis, diluted earnings per share were $4.33, up 8.3%, while adjusted EBITDA rose 10.5% to $326 million, with a margin of 22.1%.
Segment performance in the quarter showed Connected Frontline net sales of $854 million, up from $726 million in the prior year, and Asset Visibility & Automation net sales of $621 million, up from $608 million. Organic net sales growth was 2.5% for the quarter, with the Connected Frontline segment up 3.6% and AVA up 1.3%.
The company recorded exit and restructuring charges of $76 million in the period.
Full-Year 2025 Results
For the full year 2025, Zebra Technologies reported net sales of $5,396 million, an 8.3% increase over the $4,981 million recorded in 2024. The company’s annual performance indicated a trend of revenue expansion following a period of demand recovery. Full-year gross profit reached $2,593 million, compared to $2,413 million in the prior year.
Business & Operations Update
Free cash flow for full-year 2025 was reported at $831 million with a 102% free cash flow conversion rate. Zebra cited $1,365 million in acquisitions (including Elo Touch and Photoneo) and $587 million in share repurchases. Zebra’s board subsequently authorized an additional $1 billion share repurchase program. Developments include the completion of the acquisitions of Elo Touch and Photoneo for a combined $1,365 million to advance machine vision and automation capabilities. Operational updates focused on “Advancing the Modern Store” through the deployment of AI-based software and “Intelligent Frontline Operations” via new RFID-enabled mobile computing solutions.
Equity Analyst Commentary
Institutional research commentary noted the earnings release and guidance context. Analysts reported strong revenue growth and outlined company strategy, with several research firms tracking the results and broader operating performance. Coverage described the quarterly results and 2026 guidance without issuing ratings or price forecasts.
Guidance & Outlook
For the first quarter of 2026, Zebra Technologies expects net sales to grow between 8% and 11% year-over-year. For the full year 2026, the company issued guidance for net sales growth of 3% to 7%. Management cited a healthy backlog and pipeline but noted that global trade and macroeconomic factors remain elements to watch.
Performance Summary
Zebra Technologies’ stock moved higher on Thursday following the release of Q4 and full-year results. Quarterly revenue rose over 10% and full-year sales grew over 8%, with non-GAAP earnings per share increasing year-over-year. Segment contributions varied, with Connected Frontline and Asset Visibility & Automation both expanding sales. The company reiterated its cash flow generation and capital return actions, and outlined expectations for 2026 sales and earnings ranges.
The post Zebra Technologies Shares Rise After Q4 2025 Results first appeared on AlphaStreet News.
