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Zebra Technologies (ZBRA) investor relations material
Zebra Technologies Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Q2 2025 net sales reached $1.293B, up 6.2%–6.3% year-over-year, with adjusted EBITDA margin at 20.6% and non-GAAP EPS of $3.61, a 13.5%–14% increase.
Strong growth in North America, Asia Pacific, and Latin America; EMEA declined 1% due to tough comps.
Mobile computing, scanning, RFID, transportation/logistics, and retail/e-commerce were top growth verticals.
Announced pending $1.3B acquisition of Elo Touch Solutions, expanding into customer-facing and self-service solutions.
Raised full-year outlook for sales growth, EBITDA margin, and free cash flow, reflecting strong Q2 and robust pipeline.
Financial highlights
Adjusted gross margin declined 70–80 bps to 47.6%–47.9% due to higher U.S. import tariffs.
Adjusted operating expenses as a percent of sales improved by 80 bps; total operating expenses increased due to higher employee costs and FX.
Generated $288M in free cash flow year-to-date; $872M cash on hand at Q2 end.
Repurchased $250M in stock and completed $62M acquisition of Photoneo.
Net debt to adjusted EBITDA leverage ratio at 1.2x, with $1.5B credit capacity and $2.2B in total debt.
Outlook and guidance
Q3 2025 sales growth guided at 2–6%, with adjusted EBITDA margin expected at ~21%.
Full-year 2025 sales growth guidance raised to 5–7%, with adjusted EBITDA margin now 21–22%.
Non-GAAP EPS for the year increased to $15.25–$15.75; free cash flow guidance raised to at least $800M.
Tariff impact for 2025 now expected at $30M gross profit loss after mitigation, $40M better than prior guide.
Evaluating impact of new tax legislation (OBBB) starting Q3 2025.
Explain the impact of tariffs on gross margin.
Detail the rationale for Elo acquisition.
What are the assumptions for 2025 EPS outlook?
How will Elo expand Zebra's market reach?
Assess tariff impact on gross profit in Q3.
Elaborate on Elo's competitive advantages.
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Next Zebra Technologies earnings date
Q3 202528 Oct, 2025
Next Zebra Technologies earnings date
Q3 202528 Oct, 2025
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Frequently asked questions
Zebra Technologies Corporation, provides enterprise asset intelligence solutions in the automatic identification and data capture solutions industry. The company manufactures handheld computers, mobile computers, printers, bar code scanners, and RFID readers. It offers capture devices such as closed-loop UHF RFID readers that read both EPCglobal Gen 2 (ISO18000-6C) and Gen 1 tags; short range EZRadio Wireless products; ultra-wide band (UWB) RFID readers for accessing both Gen 2 and Gen 1 tags; long range UWB RFID reader that reads both Type 4 and Type 5 UWB tags operating at 123KHz to 868MHz frequency bands; panel mount terminals; datalink USB adapters; and wireless portable printers. Zebra Technologies Corporation is based in Lincolnshire, Illinois.
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