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Zebra Technologies Corporation ZBRA

Zebra Technologies Corporation scores average on business quality (4.8 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$387.18Oct 9, 2026
Business qualityAverage
Next earningsNov 3, 2026, before the open
Insiders, 90 daysSelling

Why it matters

  1. What Zebra Technologies Corporation does

    Zebra Technologies sells enterprise asset intelligence gear. It makes barcode scanners, mobile computers, and RFID printers for warehouses, hospitals, and retail supply chains. Warehouses and retailers pay Zebra to track inventory and automate workflows. The company is leaning into advanced machine vision and software automation to expand its recurring revenue base beyond hardware sales.

  2. What it does best

    Zebra dominates enterprise mobile computing and barcode scanning, anchoring its position with a 49.6% gross margin. This edge relies on deep integration with warehouse management systems that enterprise clients rarely rip out.

  3. The main risk

    Net debt sits at $2.4B, increasing leverage risk if supply chain demand cools. This limits aggressive balance-sheet deployment during down cycles.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin sits at 16.6% with a return on equity of 15.1%. Margins reflect steady cost control, though profitability scales moderately with revenue.

MoatFair

Enterprise workflow integration locks in warehouse operators and logistics firms. Its gross margin sits in the middle of the pack at 49.6%, trailing peer CGNX at 68.9%.

GrowthSlow

Revenue grew 8.3% to $5.8B over the latest period, bouncing back from prior stagnation. The top-line pace remains modest compared to historical peaks.

Financial healthFair

Total debt is $2.5B against $125M in cash, leaving a net debt position of $2.4B. Free cash flow reached $904M, keeping the liquidity profile manageable as debt matures.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

2 sold $1.5M outside pre-planned sales.

Our sealed record on ZBRA

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is ZBRA a good business?

Zebra Technologies Corporation scores average on the Cluenex quality check (4.8 of 10), measured against its own industry. Profitability is fair, moat fair, growth slow and financial health fair.

Are insiders buying ZBRA?

In the last 90 days of SEC Form 4 filings: 2 sold $1.5M outside pre-planned sales.

When does ZBRA report earnings?

Nov 3, 2026, before the open.

For members

See ZBRA today

  • Today's verdict on ZBRA, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Zebra Technologies Corporation (ZBRA)”, https://cluenex.com/stocks/zbra/, data as of Oct 10, 2026.