企業を読み込み中
Just reported
Q3 2026 results
From Zebra Technologies's results release of 2026年11月3日; its quarterly report has since been filed.
Revenue
Actual
$1.61B
+22% y/y
+3.7% q/qGuided
—
No guide given
EPS, GAAP
Actual
$3.43
+74% y/y
-29% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$237M
+30% y/y
-26% q/qGuided
—
No guide given
Company outlook
Full year 2026
- EPS, adjusted$5.00 – $5.40Lowered -75%
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Zebra Technologies is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Communication Equipment
Graded A or B and worth $2B or more: A first, then the largest.
HPEHewlett Packard Enterprise Company$66.7BA
LITELumentum Holdings Inc.$58.8BA
CIENCiena Corp$42BA+
UIUbiquiti Inc.$41.1BA+
VIAVViavi Solutions Inc.$8.1BA
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A- UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Connected Frontline: mobile computers, self-service and point-of-sale equipment, workflow software, and related services55%
- Asset Visibility and Automation: barcode and card printers, supplies, scanners, machine vision, radio-frequency identification equipment, and related services45%
売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Mobile computers
Rugged handheld, wearable, vehicle-mounted, and tablet computers used by workers to scan items, manage inventory, and access work information.
Thermal barcode and card printers
Printers that produce labels, wristbands, tickets, receipts, and plastic identification or payment cards.
Barcode scanners and machine vision equipment
Handheld and fixed scanners read barcodes; industrial cameras and related equipment inspect items and capture information on production lines.
さらに3件を表示
Radio-frequency identification and location systems
Readers, tags, sensors, and software help businesses identify and locate goods, equipment, and people.
Printing supplies and sensors
Labels, ribbons, wristbands, receipts, cards, and temperature-monitoring labels used with printing and tracking equipment.
Workflow software and services
Subscriptions and services help businesses assign tasks, coordinate workers, manage devices, and set up, maintain, and repair equipment.
誰が買っているか4
- Retailers and online retailers use the equipment for checkout, inventory checks, and managing goods moving through stores.
- Manufacturers, warehouses, and transportation and logistics businesses use it to identify, inspect, and track goods and equipment.
- Hospitals and other healthcare organizations use it for patient identification, wristbands, and tracking supplies and equipment.
- Customers generally buy through distributors, resellers, software providers, and other channel partners; Zebra also sells directly to some customers and sells software mainly through its direct sales team.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Many sales depend on distributors and other channel partners to reach customers, configure equipment, and provide installation and support.
- 2Third-party manufacturers assemble hardware, with production concentrated in Asia-Pacific and Mexico; the company also relies on suppliers for components and materials.
- 3Wireless products depend on access to radio spectrum and on government rules governing its use.
うまくいかなくなる可能性
- 1Competition and changes in technology or customer needs could make existing products less suitable or require Zebra to adapt its products and software.
- 2Disruptions affecting outsourced manufacturing, suppliers, or cross-border trade could delay products or raise costs.
- 3Changes to radio-spectrum rules or interference from other uses of radio frequencies could affect how some wireless products operate or limit sales opportunities.
Zebra Technologies Corporationについて
Zebra sells handheld and vehicle-mounted computers that workers use to scan items, check inventory, and communicate while on the job. It also sells printers for labels, wristbands, receipts, and cards, along with scanners and equipment that track goods and assets. Customers can buy software subscriptions and services for setting up, maintaining, and managing the equipment.
- 本社
- Lincolnshire, Illinois, United States
- 設立
- 1969
- 従業員数
- 10,700 (December 31, 2025, high)
- 上場市場
- Nasdaq
- 決算期
- December 31
Zebra Technologies Corporation 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
