Zebra Technologies (ZBRA)
Information Technology · Automatic Identification and Data Capture (AIDC)
Global leader in automatic identification and data capture (AIDC) solutions that digitizes and automates frontline operations across retail, manufacturing, logistics, and healthcare.
What Zebra Technologies does
Zebra Technologies designs, manufactures, and sells a comprehensive range of automatic identification and data capture (AIDC) products and services that help enterprises digitize and automate workflows. The company offers mobile computers, barcode scanners and imagers, RFID readers, thermal barcode printers, real-time location systems (RTLS), machine vision solutions, and cloud-based software subscriptions. Its offerings serve customers across retail and e-commerce, manufacturing, transportation and logistics, healthcare, hospitality, and public sector industries through a direct sales force and over 10,000 channel partners operating in 179 countries.
Themes: ["frontline operations automation","supply chain visibility","retail and e-commerce digitization","enterprise mobility","IoT and connected devices","AI-powered workflow optimization","healthcare operations","smart logistics","computer vision","cloud analytics"]
Fundamentals
- Price$264.32 as of 2026-07-08 close
- Market cap$12.4B as of 2026-07-09
- 1-year return-18.2% as of 2026-07-08 close
- P/E29.65 as of 2026-07-09
- Net margin+7.5% as of 2026-07-09
- Gross margin+48.2% as of 2026-07-09
- ROE+11.6% as of 2026-07-09
- Debt / equity0.76 as of 2026-07-09
- Revenue growth (YoY)+9.2% as of 2026-07-09
- Revenue CAGR (3y)-2.3% SEC XBRL
- Beta1.59 as of 2026-07-09
Key risks (from latest filing)
["Integration complexity from acquisitions (Elo for $1.3B and Photoneo for $62M) and potential for goodwill and intangible asset impairments, as evidenced by $4.7B goodwill balance and $765M intangibles","Geographic and foreign exchange exposure with operations in 179 countries and demonstrated FX losses ($0M reported in Q1 2026, but $5M loss in prior year period)","Dependence on channel partner network (10,000+ partners) for global distribution and potential vulnerability to supply chain disruptions or partner performance"]
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.