Every material Form 8-K Zebra Technologies filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Zebra Technologies filing is on SEC EDGAR ↗. 8-K briefs of other companies →