Zebra Technologies Corporation

(NASDAQ Global Select)
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Bullish +72

Zebra Technologies Q3 2026 Earnings: What to Expect

Company update Product launch AI-generated analysis

πŸ“… Zebra Technologies will report Q3 fiscal 2026 earnings on Tuesday, November 3, 2026, before the market opens.

πŸ’° Analysts expect diluted EPS of $4.21 for Q3, marking a 45.2% increase from the year-ago quarter.

πŸ“ˆ Full-year fiscal 2026 EPS is projected at $18.07, reflecting a substantial 42.1% increase from fiscal 2025.

πŸš€ ZBRA has exceeded Wall Street's EPS estimates in three of the past four quarters while missing on one.

πŸ“Š The stock gained 28.7% over the past 52 weeks, significantly outperforming the S&P 500 Index.

πŸ“ˆ Organic revenue growth averaged 13.8% over the past two years, indicating solid business momentum.

πŸ’Έ Free cash flow margins improved by 4.8 percentage points over the past five years.

πŸ†• Zebra launched the KC401 kiosk on September 17 to streamline routine tasks and reduce customer wait times.

πŸ”— The new KC401 is compatible with existing CC6000 infrastructure for cost-effective upgrades.

πŸ“ˆ Shares rose 1.9% immediately following the announcement of the new self-service portfolio expansion.

πŸ‘ Analyst consensus rating is 'Moderate Buy' with nine out of 15 analysts recommending a 'Strong Buy'.

πŸ’΅ The average analyst price target of $420.79 implies potential upside of 11.5% from the current share price.

Bullish Signals
  • Analysts project diluted EPS of $4.21 for Q3 fiscal 2026, a significant 45.2% increase from the year-ago quarter.
  • Full-year fiscal 2026 EPS is expected to reach $18.07, representing a substantial 42.1% increase from fiscal 2025.
  • The company has exceeded Wall Street's EPS estimates in three of the past four quarters.
  • ZBRA stock gained 28.7% over the past 52 weeks, significantly outperforming the S&P 500 Index.
  • Organic revenue growth averaged 13.8% over the past two years, demonstrating solid business momentum.
  • Free cash flow margins improved by 4.8 percentage points over the past five years.
  • The launch of the KC401 kiosk expands the self-service portfolio to streamline operations in key industries.
  • Shares rose 1.9% following the announcement of the new kiosk expansion, indicating positive market sentiment.
  • Analyst consensus is 'Moderate Buy' with an average price target implying 11.5% upside potential.
Full Analysis
Zebra Technologies Corporation (ZBRA) is preparing to report its Q3 fiscal 2026 earnings on Tuesday, November 3, 2026. Analysts project diluted EPS of $4.21, representing a significant 45.2% increase from the year-ago quarter. The company has demonstrated strong momentum with organic revenue growth averaging 13.8% over the past two years and improved free cash flow margins. Ahead of the earnings release, Wall Street expects ZBRA to report full-year fiscal 2026 EPS of $18.07, a 42.1% rise from the prior year, with further growth projected for fiscal 2027. The stock has outperformed the S&P 500 over the past 52 weeks, gaining 28.7%, though it trails the broader technology sector ETF. Analyst consensus remains bullish with a 'Moderate Buy' rating and an average price target implying potential upside. In product news, Zebra expanded its self-service portfolio on September 17 with the launch of the KC401 kiosk designed to streamline operations in retail and healthcare sectors. This new offering is compatible with existing CC6000 infrastructure, allowing for cost-effective upgrades. Following the announcement, ZBRA shares rose 1.9%, reflecting positive market reception to the strategic expansion.