Company Overview - Zebra Technologies Corporation (ZBRA) has a market cap of $15.6 billion and is a leader in Enterprise Asset Intelligence (EAI) solutions within the Automatic Identification and Data Capture (AIDC) industry, offering a range of products and services including mobile computers, barcode scanners, RFID systems, specialty printers, software, and cloud-based solutions [1] Upcoming Earnings - Zebra Technologies is set to announce its fiscal Q3 2025 results on Tuesday, Oct. 28, with analysts expecting an EPS of $3.16, consistent with the same quarter last year [2] Financial Projections - For fiscal 2025, analysts project an EPS of $13.04, reflecting a 10.1% increase from $11.84 in fiscal 2024, with further growth expected to 15.8% year-over-year to $15.10 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, Zebra Technologies shares have decreased by 20.7%, underperforming the S&P 500 Index's gain of 16.2% and the Technology Select Sector SPDR Fund's increase of 25.5% [4] Recent Earnings Report - In Q2 2025, Zebra Technologies reported an adjusted EPS of $3.61, exceeding estimates and showing a year-over-year increase of 13.5%. Revenue reached $1.3 billion, surpassing forecasts with a growth of 6.2%. However, the company faced negative investor reactions due to weaker performance in the Asset Intelligence & Tracking segment, where revenues of $418 million fell short of consensus, and margin pressures from a 7.8% rise in cost of sales to $677 million [5] Analyst Ratings - The consensus view on ZBRA stock is moderately optimistic, with a "Moderate Buy" rating. Out of 17 analysts, 11 recommend a "Strong Buy," one a "Moderate Buy," and five a "Hold," indicating a more bullish outlook compared to three months ago when only nine analysts suggested a "Strong Buy" [6]
What to Expect From Zebra Technologies' Q3 2025 Earnings Report