Zebra Technologies Corporation Class A (ZBRA)

In Q3 2025, Zebra reported stronger-than-expected earnings, driven by growth in retail, e-commerce, and healthcare, and guided for flat organic growth in Q4 2025. In February 2026, Zebra reported Q4 2025 results that topped revenue expectations, with sales up 10.6% year-on-year. In early May 2026, Zebra's stock experienced some fluctuations due to a constructive macro environment and broader tech sector pressure. Investors are anticipating Zebra's Q1 2026 earnings report, due on May 12, 2026.

Demand for Zebra Technologies' products and services can exhibit seasonality, which the company addresses through its solutions like Workcloud Demand Forecasting & Analysis. Zebra also offers a device rental service to help customers handle seasonal demand with ease.

Zebra Technologies Corporation is a multinational technology conglomerate specializing in smart data capture systems and enterprise asset intelligence solutions, operating in computer hardware, manufacturing, retail, healthcare, transportation, and logistics. Its core business involves designing, manufacturing, and selling marking, tracking, and computer printing technologies. The company's product portfolio includes mobile computing and tablets, printers, scanners and RFID, automation and machine vision, and software and services. Zebra serves a wide range of sectors including retail and e-commerce, manufacturing, transportation and logistics, healthcare, and the public sector.

Zebra Technologies has a robust global presence, serving customers in over 170 countries with approximately 9,900 employees in 54 countries. Its primary headquarters is in Lincolnshire, Illinois, United States. The company's corporate office network spans North America, Asia Pacific, and other strategic international locations, including Singapore, which serves as the Asia Pacific headquarters. Zebra also has facilities across the U.S. and in Western Europe, as well as offices in countries like India, China, and Mexico.

Zebra Technologies has maintained a positive brand reputation, recognized as one of America's Most Loved Workplaces and Greatest Workplaces for Diversity. The company also appeared on Fast Company's list of the Best Workplaces for Innovators. Zebra's reputation is bolstered by its strong market position as a global leader, working with over 80% of Fortune 500 companies.

Zebra Technologies' ownership is predominantly institutional, with institutional shareholders holding a significant majority of the company's shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insider ownership is a smaller segment, accounting for less than 1% to 12.19% of total shares. Gerhard Cless, a co-founder, is the largest individual shareholder.