Zebra Technologies Corp

Company facts

Industry

General Industrial Machinery & Equipment

Headquarters

Lincolnshire, Illinois

Most recent report

10-Q, filed Nov 3, 2026

Incorporated

N/A

Filings on record

1,000+ filings

On EDGAR

CIK 877212

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Oct 2026 10-Q

SECSift found 3 of 11 sections worth reading, with 3 positive, 4 notable, and 0 negative flags.

• Financial Statements (Item 1)

  Debt maturity wall, tariff refund, segment shift, and buyback pace all in the statements and notes.
  Notable

  • Recognized $73M benefit from IEEPA tariff refunds in Q2 2026 within Cost of Sales; $46M received in cash.

• Management's Discussion (Item 2)

  Strong revenue and profit growth, but a $2.1B debt wall due May 2027 with refinancing planned.
  Positive

  • Net sales up 22.3% to $1,614M in Q3 2026; operating income up 29.5% to $237M.
  • Net income rose to $164M ($3.43/diluted share) in Q3 2026 from $101M ($1.97) a year ago.
  Notable

  • Year-to-date share repurchases of $643M, including $75M in Q3 2026.
  • Gross margin fell to 45.7% in Q3 2026 from 48.0% due to higher memory costs and unfavorable mix.
  • Effective tax rate dropped to 17.2% in Q3 2026 from 36.5% due to prior-year foreign earnings tax and lower state taxes.

• Unregistered Sales and Repurchases (Item 2)

  New $1B buyback authorization in Feb 2026; $616M remaining after Q3 2026 repurchases.
  Positive

  • New $1B buyback authorization in Feb 2026; $616M remaining after Q3 2026 repurchases.

What changed: Oct 2026 vs. Jul 2026

About 2% of ZBRA's Oct 2026 10-Q is new information. 5 paragraphs were added, 116 changed, and 27 removed. Below are the most important lines SECSift identified.

• Item 2 46
• Item 1 33
• Item 6 4
• Item 4 2
• Item 3 1
• Item 5 1