Enterprise data capture company Zebra Technologies (NASDAQ:ZBRA) will be reporting earnings this Thursday morning. Here’s what to expect.
Zebra met analysts’ revenue expectations last quarter, reporting revenues of $1.32 billion, up 5.2% year on year. It was a strong quarter for the company, with revenue guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates.
Is Zebra a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Zebra’s revenue to grow 9.3% year on year to $1.46 billion, slowing from the 32.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $4.33 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Zebra has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2% on average.
Looking at Zebra’s peers in the specialized technology segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Napco delivered year-on-year revenue growth of 12.2%, beating analysts’ expectations by 0.7%, and Mirion reported revenues up 9.1%, falling short of estimates by 1.3%. Napco traded up 18.6% following the results.
Read our full analysis of Napco’s results here and Mirion’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the specialized technology stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.6% on average over the last month. Zebra is down 2.8% during the same time and is heading into earnings with an average analyst price target of $338.18 (compared to the current share price of $256.34).
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