Every material Form 8-K Zebra Technologies has filed with the SEC since July 30, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Zebra Technologies reported net sales of $1,614 million and net income of $164 million for the third quarter ended October 3, 2026, driven by strong customer demand for automation and productivity solutions. The company also raised its full-year outlook, reflecting confidence in ongoing demand and disciplined capital allocation including share repurchases.
Net sales increased 22.3% year-over-year to $1,614 million for the third quarter ended October 3, 2026.
Net income rose to $164 million, with diluted earnings per share of $3.43.
The company executed $75 million in share repurchases during the quarter and $643 million during the first nine months of 2026.
Full-year free cash flow is expected to be at least $1 billion.
Zebra Technologies reported second-quarter 2026 results for the period ended July 4, 2026, with net sales of $1,557 million, up 20.4% from $1,293 million a year earlier, and net income of $233 million, or $4.85 per diluted share, compared with $112 million, or $2.19, in the prior year. The company raised its full-year 2026 outlook, with non-GAAP diluted earnings per share now expected between $20.75 and $21.25.
Q2 net sales $1,557 million vs. $1,293 million; net income $233 million ($4.85 per diluted share) vs. $112 million ($2.19).
Non-GAAP diluted EPS $6.35 vs. $3.61; Q2 included IEEPA tariff recoveries of $73 million recorded, with $14 million received in the quarter.
Full-year 2026 outlook: sales growth of 14% to 16%, non-GAAP diluted EPS of $20.75 to $21.25, and free cash flow greater than $1 billion.
Share repurchases of $568 million in the first six months of 2026; Q3 non-GAAP diluted EPS expected at $4.70 to $4.90.
At its May 19, 2026 annual meeting, Zebra Technologies stockholders approved the 2026 Long-Term Incentive Plan, which authorizes 2,430,000 shares for grants, and elected four Class III directors to three-year terms. Stockholders also approved the advisory say-on-pay resolution and ratified Ernst & Young LLP as independent auditors for 2026, so the votes set the company's equity compensation framework and board composition.
2026 LTIP authorizes 2,430,000 shares, reduced by shares granted under the 2018 plan after December 31, 2025.
Directors elected to terms expiring at the 2029 annual meeting: William J. Burns, Linda M. Connly, Anders Gustafsson and Janice M. Roberts.
Say-on-pay advisory vote: 37,250,605 for, 2,694,957 against, 68,160 abstain.
Ernst & Young LLP ratified as auditor for the year ending December 31, 2026: 39,627,804 for, 2,938,614 against.
Zebra Technologies reported first-quarter 2026 net sales of $1,495 million, up 14.3% from a year earlier, with organic growth of 4.3%. The company said it raised its full-year 2026 outlook, now expecting non-GAAP diluted EPS of $18.30 to $18.70, though GAAP net income was roughly flat, down 0.7%, at $135 million.
Net sales $1,495 million vs. $1,308 million a year earlier; organic growth 4.3%.
GAAP diluted EPS $2.72 vs. $2.62; non-GAAP diluted EPS $4.75 vs. $4.02.
Full-year 2026 outlook: sales growth of 10% to 14% and non-GAAP diluted EPS of $18.30 to $18.70.
Share repurchases of $300 million in the quarter; free cash flow of $163 million.
Zebra Technologies reported fourth-quarter 2025 net sales of $1,475 million, up 10.6% from a year earlier, but GAAP net income fell 57.1% to $70 million after $76 million in exit and restructuring charges. The Board also approved a $1 billion increase to the share repurchase authorization, which has no stated expiration date and brings total remaining authorization to more than $1.1 billion.
Q4 2025 GAAP net income was $70 million, or $1.39 per diluted share, versus $163 million, or $3.14, in Q4 2024.
Q4 2025 non-GAAP diluted EPS rose 8.3% to $4.33 from $4.00 a year earlier.
The Board approved a $1 billion increase to the share repurchase authorization; the company returned more than $580 million to shareholders through buybacks in 2025.
The company guided full-year 2026 sales growth of 9% to 13% and non-GAAP diluted EPS of $17.70 to $18.30.
Zebra Technologies said on December 9, 2025 that it will dispose of or exit its robotics automation solutions business to realign resources toward its strategic priorities. The company expects up to $80 million of one-time pre-tax charges, including about $60 million of non-cash asset impairment charges, in the fourth quarter of fiscal 2025. Shareholders should note that the company also expects at least $20 million of net annualized pre-tax cost savings, but actual results may differ materially from these estimates.
Decision made December 9, 2025 to dispose of or exit the robotics automation solutions business
Up to $80 million of one-time pre-tax charges expected
About $60 million of those charges are non-cash asset impairments, expected in Q4 fiscal 2025
Expected net annualized pre-tax cost savings of at least $20 million
Zebra Technologies said Chief People Officer Jeffrey Schmitz will step down on Dec. 31, 2025, and Vice President Melissa Luff Loizides will take the role on Jan. 1, 2026. Schmitz will remain as a Senior Vice President to lead integration of the Elo acquisition until he retires in the second quarter of 2026. The filing describes a planned leadership succession and does not report any change to financial results or guidance.
Jeffrey Schmitz steps down as Chief People Officer effective close of business Dec. 31, 2025
Melissa Luff Loizides becomes Chief People Officer on Jan. 1, 2026; she joined Zebra in 2014
Schmitz continues as Senior Vice President through his retirement in the second quarter of 2026, leading Elo integration
Zebra Technologies reported third-quarter 2025 net sales of $1,320 million, up 5.2% from a year earlier, and non-GAAP diluted EPS of $3.88, up 11.2%. GAAP net income fell 26.3% to $101 million, or $1.97 per diluted share, and the company guided to fourth-quarter sales growth of 8% to 11% and non-GAAP EPS of $4.20 to $4.40. The company also committed to $500 million of share repurchases over the next twelve months.
Q3 net sales $1,320 million, up 5.2%; organic net sales growth 4.8%
GAAP net income $101 million vs. $137 million a year earlier; GAAP diluted EPS $1.97 vs. $2.64
Non-GAAP diluted EPS $3.88 vs. $3.49; adjusted EBITDA $285 million, up 6.3%
Q4 outlook: sales growth of 8% to 11%, non-GAAP diluted EPS of $4.20 to $4.40; $500 million of buybacks through the next 12 months
Zebra Technologies disclosed that Chief Product & Solutions Officer Joseph R. White notified the company on October 15, 2025, that he will resign to pursue another opportunity. His resignation becomes effective November 7, 2025. The filing does not name a successor or describe the reasons beyond the stated opportunity.
Joseph R. White notified Zebra on October 15, 2025 of his resignation as Chief Product & Solutions Officer
Resignation is effective November 7, 2025
He is leaving to pursue another opportunity, per the filing
Zebra Technologies reported second-quarter 2025 results for the quarter ended June 28, 2025, with net sales up 6.2% to $1.29 billion and non-GAAP diluted EPS up 13.5% to $3.61, while GAAP net income was roughly flat at $112 million. The company raised its full-year 2025 sales growth outlook to 5% to 7% and its adjusted EBITDA margin outlook to 21% to 22%, and it agreed to acquire Elo Touch Solutions for $1.3 billion, expected to close in 2025 and not included in its outlook.
Net sales were $1,293 million, up 6.2% year over year; GAAP net income was $112 million, or $2.19 per diluted share, versus $2.17 a year earlier.
Non-GAAP diluted EPS was $3.61 versus $3.18; gross margin fell to 47.6% from 48.4%, mainly due to about $10 million of U.S. import tariff expense net of mitigating actions.
Full-year 2025 sales growth is now expected at 5% to 7%, non-GAAP diluted EPS at $15.25 to $15.75, and free cash flow at more than $800 million.
Zebra agreed to acquire Elo Touch Solutions, Inc. for $1.3 billion, with closing expected in 2025.
Zebra Technologies signed an agreement to acquire all outstanding shares of Elo Holdings from Elo Investors, L.P. for about $1.3 billion, subject to customary adjustments. The purchase is expected to be funded with cash on hand and financing from Zebra's credit facility, and closing depends on HSR antitrust clearance and other conditions. The filing does not report earnings, so the deal's effect on shareholders depends on its eventual closing and integration.
Purchase price of approximately $1.3 billion, funded by cash on hand and Zebra's credit facility
Elo has annual sales of approximately $400 million, according to the press release, and is expected to be immediately accretive to earnings upon closing
Expected to generate an incremental $25 million of annual EBITDA through synergies by year three
Transaction may close on or before August 3, 2026, or February 3, 2027 if extended; the company expects it to close in 2025
Zebra Technologies appointed Mary McDowell as a Class I director effective July 25, 2025, raising the board from ten to eleven members. She also joined the Audit Committee, which grew from five to six members. The change adds a director with prior CEO and board experience at technology companies, and the filing discloses no financial results.
Board expanded from ten to eleven directors effective July 25, 2025
McDowell joins the Audit Committee, which grew from five to six members
Class I term expires at the 2027 Annual Meeting of Stockholders
Her compensation will follow the standard non-employee director arrangements, prorated for her start date
Zebra Technologies reported first-quarter 2025 net sales of $1,308 million, up 11.3% from a year earlier, and net income per diluted share of $2.62 versus $2.23. The company kept its full-year sales growth outlook of 3% to 7% but now expects a full-year adjusted EBITDA margin of 20% to 21%, which includes about $70 million of U.S. import tariff expense, net of mitigating actions.
Net sales $1,308 million vs $1,175 million a year earlier; organic net sales growth 11.9%
GAAP diluted EPS $2.62 vs $2.23; non-GAAP diluted EPS $4.02 vs $2.84
Full-year 2025 non-GAAP diluted EPS expected at $13.75 to $14.75; free cash flow now expected above $700 million
Q1 share repurchases of $125 million and Photoneo acquisition for $62 million
Zebra Technologies reported fourth-quarter 2024 net sales of $1,334 million, up 32.2% from a year earlier, with GAAP diluted earnings of $3.14 per share versus $0.31. For full-year 2024, net sales rose 8.7% to $4,981 million and GAAP diluted EPS was $10.18 versus $5.72. The company guided 2025 net sales growth of 3% to 7% and non-GAAP diluted EPS of $14.75 to $15.25, and said it remains cautious about the rest of the year amid trade, geopolitical and macroeconomic uncertainty.
Q4 2024 net income was $163 million, or $3.14 per diluted share, versus $17 million, or $0.31, in Q4 2023; non-GAAP diluted EPS was $4.00 versus $1.71.
Full-year 2024 net sales were $4,981 million, up 8.7%, and full-year free cash flow was $954 million.
2025 outlook: first-quarter net sales growth of 8% to 11% and non-GAAP diluted EPS of $3.50 to $3.70; full-year net sales growth of 3% to 7% and non-GAAP diluted EPS of $14.75 to $15.25.
The outlook excludes the Photoneo acquisition, which the company expects to close in the first quarter of 2025.
Zebra Technologies reported third-quarter 2024 net sales of $1.255 billion, up 31.3% from $956 million a year earlier, and net income of $137 million, or $2.64 per diluted share, compared with a net loss of $15 million a year earlier. The company also said it increased its full-year outlook and expects fourth-quarter sales growth of 28% to 31%, which gives shareholders updated near-term guidance.
Q3 net sales were $1.255 billion versus $956 million, with organic net sales growth of 30.6%.
GAAP diluted EPS was $2.64 versus a loss of $0.28; non-GAAP diluted EPS was $3.49 versus $0.87.
Fourth-quarter outlook calls for sales growth of 28% to 31% and non-GAAP diluted EPS of $3.80 to $4.00.
Full-year free cash flow is expected to be at least $850 million; nine-month free cash flow was $666 million.
Zebra Technologies reported second-quarter 2024 net sales of $1.2 billion, up 0.2% from a year earlier, while GAAP net income fell 21.5% to $113 million. The company raised its full-year 2024 outlook, now expecting net sales growth of 4% to 7% and non-GAAP diluted earnings per share of $12.30 to $12.90.
Q2 2024 net sales of $1,217 million vs. $1,214 million a year earlier; GAAP diluted EPS of $2.17 vs. $2.78
Non-GAAP diluted EPS of $3.18 vs. $3.29; adjusted EBITDA of $250 million vs. $257 million
Full-year 2024 guidance raised: net sales growth of 4% to 7%, non-GAAP diluted EPS of $12.30 to $12.90, free cash flow of at least $700 million
Third-quarter guidance: net sales expected to rise 25% to 28%; non-GAAP diluted EPS of $3.00 to $3.30
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