Core Insights - Zebra Technologies Corporation (ZBRA) is positioned to benefit from strong performance across its business segments, operational excellence, and strategic acquisitions, focusing on growth opportunities and long-term market positioning [1] Business Performance - The Enterprise Visibility & Mobility segment has seen an 8.1% year-over-year revenue increase in Q1 2025, driven by higher sales of mobile computing and data capture solutions, along with increased service and software sales [2] - The Asset Intelligence & Tracking segment experienced an 18.4% year-over-year sales increase in Q1 2025, supported by solid demand for printing solutions and RFID products [3] - For Q2 2025, the company anticipates net sales growth of 4-7% compared to the same quarter last year, reflecting overall business strength [3] Acquisition Strategy - Zebra Technologies acquired Photoneo in March 2025, enhancing its 3D machine vision solutions by integrating Photoneo's technology with its existing capabilities [4] - The acquisition of Matrox Imaging in June 2022 has allowed Zebra to strengthen its fixed industrial scanning and machine vision portfolio [5] Stock Performance and Shareholder Returns - ZBRA's stock has increased by 44.6% over the past three months, outperforming the industry average growth of 42% [8] - The company has repurchased shares worth $125 million in Q1 2025, compared to $47 million in Q1 2024, with a remaining buyback capacity of $721 million from a $1 billion program authorized in May 2022 [9] - Free cash flow for Q1 2025 reached $158 million, marking a 42.3% year-over-year increase, supporting shareholder-friendly policies [9] Earnings Estimates - The Zacks Consensus Estimate for ZBRA's 2025 earnings is $14.51 per share, reflecting a 7.3% year-over-year increase, while the estimate for 2026 earnings is $16.41 per share, indicating a 13.1% increase from the previous year [10]

Brady (BRC) Conference June 11, 2025 02:30 PM ET Speaker0 Good afternoon, everyone, and welcome back to Sidoti's Virtual Investor Conference. I do see there's still some people filling into the room. But I'll take this time right now and just remind everyone if you have questions, we expect a few minutes after the informative presentation. You press that q and a button at the bottom of your screen, type in the questions, and we'll get to as many as we can, time permitting. So happy to welcome CFO Anne Thorn ...

Core Viewpoint - Zebra Technologies Corporation (ZBRA) is expected to report first-quarter 2025 results on April 29, with revenue estimates of $1.28 billion, reflecting a 9% growth year-over-year, and adjusted earnings of $3.60 per share, indicating a 26.8% increase from the previous year [1]. Revenue Estimates - The consensus estimate for the Enterprise Visibility & Mobility segment's revenues is $852 million, representing an 8.8% increase from the year-ago figure [3]. - The Asset Intelligence and Tracking segment is projected to generate revenues of $434 million, indicating a 10.7% growth compared to the previous year [4]. Earnings Performance - Zebra Technologies has a strong earnings surprise history, outperforming consensus estimates in the last four quarters with an average surprise of 9.3% [2]. - The earnings estimate has remained stable over the past 60 days, suggesting consistent analyst expectations [2]. Challenges - Despite strong demand in various markets, Zebra Technologies faces challenges from high costs and expenses, including labor shortages and increased raw material costs, which are expected to negatively impact the bottom line [5]. - The company's operations are also affected by foreign exchange headwinds, particularly due to a stronger U.S. dollar impacting overseas business [6]. Earnings Prediction - The current Earnings ESP for Zebra Technologies is 0.00%, indicating no expected earnings beat, as both the Zacks Consensus Estimate and the Most Accurate Estimate are at $3.60 [8]. - The company holds a Zacks Rank of 4 (Sell), which further diminishes the likelihood of an earnings surprise this quarter [8].