Zebra Technologies Q4 net income falls 57.1% on restructuring; sales up 10.6%
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.
Key points
- 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.
The filing
Written by AI on Nov 8, 2026, 1:11 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 12, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.