$ZBRA

Zebra: Q3 Earnings Snapshot

Zebra Technologies (ZBRA) reported Q3 profit of $164M, or $3.43 per share, exceeding estimates. Revenue was $1.61B. The company expects Q4 earnings of $5-$5.40 per share, according to its earnings release.

Original reporting
Published Nov 3, 2026, 11:39 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 3, 2026, 11:47 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Zebra: Q3 Earnings Snapshot — source image
Decision brief

The 30-second read

$ZBRABullishMed
01

Why it matters

Traders can update Zebra’s near-term earnings expectations using the beat versus consensus and the provided EPS range for the quarter ending in December.

02

Market read

Fresh earnings and guidance numbers can drive same-day and next-day positioning in industrial automation and labeling-related equities.

03

What to watch

The article does not break out segment performance, backlog, cash flow, or margin drivers, which can dominate the stock reaction even after an EPS beat.

Relevance 9/10Novelty 8/10Timing: reported Tuesday, with current-quarter guidance for the period ending in December

Background

The piece is an AP-generated earnings snapshot for Zebra Technologies’ third quarter, including reported EPS, revenue, and December-quarter guidance.

Company-level read

Ticker impact

$ZBRABullishMedium confidence
Context

Zebra reported Q3 profit of $164 million, EPS $4.95 (adjusted) vs $4.90 expected, and guided Dec-quarter EPS to $5.00-$5.40.

Expected impact

Likely upward bias as the market digests the EPS beat and the specific December-quarter guidance range.

Evidence & confidence

The article includes both the reported quarter results and forward EPS guidance, which are direct inputs to earnings models and near-term expectations.

Market effects

Signals demand and margin trajectory for barcode and RFID hardware suppliers, relevant to industrial automation and labeling supply chains.

Limited, as the disclosure is company-specific rather than a broad regional macro driver.

Moderate, as Zebra is a global industrial tech supplier, but the article provides no cross-border policy or supply shock details.

Counterpoint

A single-quarter EPS beat may not offset concerns about underlying demand trends or order visibility, which are not detailed in the snapshot.

Key entities

  • Zebra Technologies Corp.

    Producer of barcode printers, plastic cards, and RFID tags; reported Q3 profit and issued December-quarter EPS guidance.

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Why is Zebra Technologies stock tumbling today?

Zebra Technologies (ZBRA) shares fell 13.1% in pre-market trading after Q3 2026 earnings beat estimates but Q4 guidance missed expectations. Adjusted EPS was $4.95 vs. $4.89 estimate, revenue was $1.61B vs. $1.57B estimate. Gross margin declined to 45.7% from 48.0% due to higher costs. Wall Street Zen upgraded ZBRA to 'Strong-Buy'.