Zebra Technologies 2025 Q2 Earnings Mixed Performance with EPS Rise and Net Income Decline
Generado por agente de IAAinvest Earnings Report Digest
miércoles, 6 de agosto de 2025, 5:05 am ET1 min de lectura
ZBRA--
Zebra Technologies (ZBRA) reported its fiscal 2025 Q2 earnings on August 5, 2025, delivering mixed results. While the company exceeded expectations with revenue growth and raised full-year guidance, net income slightly declined year-over-year. The results reflect strong execution and demand, with a strategic focus on innovation and shareholder value.
Zebra Technologies reported total revenue of $1.29 billion for Q2 2025, a 6.2% increase compared to the same period in 2024. The growth was driven by robust performance across its core business segments, with tangible products accounting for the largest share at $1.05 billion. Meanwhile, services and software generated $238 million, contributing to a total net sales figure of $1.29 billion.
The company’s earnings per share (EPS) rose 0.5% to $2.20 in Q2 2025, up from $2.19 in Q2 2024, signaling continued earnings growth. However, net income dipped to $112 million, a 0.9% decline from $113 million in the prior-year period.
Despite the earnings beat, the stock has faced downward pressure, with a 13.70% drop in the latest trading day, 8.75% in the past week, and 6.52% month-to-date.
A post-earnings trading strategy that involves buying ZBRA after it beats revenue expectations and holding for 30 days generated a 6.07% return. However, this underperformed compared to the benchmark return of 86.40%, resulting in an excess return of -80.33%. The strategy recorded a maximum drawdown of 0.00% and a Sharpe ratio of 0.03, indicating a low-risk yet low-reward approach.
Chief Executive Officer Bill Burns highlighted the company’s strong first-half performance and raised full-year guidance, driven by solid demand, team execution, and lower-than-expected tariffs. He emphasized continued momentum and a focus on driving growth through innovative solutions that digitize and automate customer workflows.
For Q3 2025, Zebra TechnologiesZBRA-- expects sales growth of between 2% and 6%, with an adjusted EBITDA margin of approximately 21%. Non-GAAP diluted EPS is projected to range between $3.60 and $3.80. Full-year 2025 guidance was raised to reflect sales growth of 5% to 7%, with adjusted EBITDA margin expected to be 21% to 22% and non-GAAP diluted EPS between $15.25 and $15.75. Free Cash Flow for the full year is now forecasted to exceed $800 million.
Zebra Technologies has made strategic advancements in recent weeks, including the announcement of a partnership with a leading logistics software provider, which aims to integrate Zebra’s hardware with the platform to enhance supply chain visibility. Additionally, the company has initiated a share repurchase program of up to $250 million, reflecting its confidence in long-term value creation. The CEO also announced a strategic realignment of the North American operations, aimed at streamlining processes and improving regional efficiency.
Zebra Technologies reported total revenue of $1.29 billion for Q2 2025, a 6.2% increase compared to the same period in 2024. The growth was driven by robust performance across its core business segments, with tangible products accounting for the largest share at $1.05 billion. Meanwhile, services and software generated $238 million, contributing to a total net sales figure of $1.29 billion.
The company’s earnings per share (EPS) rose 0.5% to $2.20 in Q2 2025, up from $2.19 in Q2 2024, signaling continued earnings growth. However, net income dipped to $112 million, a 0.9% decline from $113 million in the prior-year period.
Despite the earnings beat, the stock has faced downward pressure, with a 13.70% drop in the latest trading day, 8.75% in the past week, and 6.52% month-to-date.
A post-earnings trading strategy that involves buying ZBRA after it beats revenue expectations and holding for 30 days generated a 6.07% return. However, this underperformed compared to the benchmark return of 86.40%, resulting in an excess return of -80.33%. The strategy recorded a maximum drawdown of 0.00% and a Sharpe ratio of 0.03, indicating a low-risk yet low-reward approach.
Chief Executive Officer Bill Burns highlighted the company’s strong first-half performance and raised full-year guidance, driven by solid demand, team execution, and lower-than-expected tariffs. He emphasized continued momentum and a focus on driving growth through innovative solutions that digitize and automate customer workflows.
For Q3 2025, Zebra TechnologiesZBRA-- expects sales growth of between 2% and 6%, with an adjusted EBITDA margin of approximately 21%. Non-GAAP diluted EPS is projected to range between $3.60 and $3.80. Full-year 2025 guidance was raised to reflect sales growth of 5% to 7%, with adjusted EBITDA margin expected to be 21% to 22% and non-GAAP diluted EPS between $15.25 and $15.75. Free Cash Flow for the full year is now forecasted to exceed $800 million.
Zebra Technologies has made strategic advancements in recent weeks, including the announcement of a partnership with a leading logistics software provider, which aims to integrate Zebra’s hardware with the platform to enhance supply chain visibility. Additionally, the company has initiated a share repurchase program of up to $250 million, reflecting its confidence in long-term value creation. The CEO also announced a strategic realignment of the North American operations, aimed at streamlining processes and improving regional efficiency.
Divulgación editorial y transparencia de la IA: Ainvest News utiliza tecnología avanzada de Modelos de Lenguaje Largo (LLM) para sintetizar y analizar datos de mercado en tiempo real. Para garantizar los más altos estándares de integridad, cada artículo se somete a un riguroso proceso de verificación con participación humana.
Mientras la IA asiste en el procesamiento de datos y la redacción inicial, un miembro editorial profesional de Ainvest revisa, verifica y aprueba de forma independiente todo el contenido para garantizar su precisión y cumplimiento con los estándares editoriales de Ainvest Fintech Inc. Esta supervisión humana está diseñada para mitigar las alucinaciones de la IA y garantizar el contexto financiero.
Advertencia sobre inversiones: Este contenido se proporciona únicamente con fines informativos y no constituye asesoramiento profesional de inversión, legal o financiero. Los mercados conllevan riesgos inherentes. Se recomienda a los usuarios que realicen una investigación independiente o consulten a un asesor financiero certificado antes de tomar cualquier decisión. Ainvest Fintech Inc. se exime de toda responsabilidad por las acciones tomadas con base en esta información. ¿Encontró un error? Reportar un problema
Comentarios
Aún no hay comentarios