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Earnings transcript
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ZBRA
Zebra Technologies Corporation
$202.84
-4.45
(-2.14%)
| Exchange: | NASDAQ |
| Market Cap: | 10.276B |
| Shares Outstanding: | 53.847M |
About The Company
| Sector: | Technology | |||||
| Industry: | Communication Equipment | |||||
| CEO: | William J. Burns | |||||
| Full Time Employees: | 9900 | |||||
| Address: |
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| Website: | https://www.zebra.com |
Zebra Technologies Corporation, together with its subsidiaries, provides enterprise asset intelligence solutions in the automatic identification and data capture solutions industry worldwide. It operates in two segments, Asset Intelligence & Tracking and Enterprise Visibility & Mobility. The company designs, manufactures, and sells printers, which produce labels, wristbands, tickets, receipts, and plastic cards; dye-sublimination thermal card printers, which produce images which are used for personal identification, access control, and financial transactions; RFID printers that encode data into passive RFID transponders; accessories and options for our printers, including vehicle mounts and battery chargers; stock and customized thermal labels, receipts, ribbons, plastic cards, and RFID tags for printers; and temperature-monitoring labels primarily used in vaccine distribution. It also provides various maintenance, technical support, repair, and managed and professional services; real-time location systems and services; and tags, sensors, exciters, middleware software, and application software; as well as physical inventory management solutions, and rugged tablets and enterprise-grade mobile computing products and accessories. In addition, the company offers barcode scanners, image capture devices, and RFID readers; and workforce management solutions, workflow execution and task management solutions, and prescriptive analytics solutions, as well as communications and collaboration solutions. It also provides services, including maintenance, technical support, repair, managed and professional services; as well as cloud-based software subscriptions and robotics automation solutions. The company serves retail and e-commerce, manufacturing, transportation and logistics, healthcare, public sector, and other industries through direct sales force, and network of channel partners. The company was founded in 1969 and is headquartered in Lincolnshire, Illinois.
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Revenue Segmentation
EPS
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 4,584,000 | 4,981,000 | 5,396,000 |
| Gross Profit | 2,123,000 | 2,413,000 | 2,479,000 |
| EBITDA | 761,000 | 937,000 | 985,000 |
| Operating Income | 481,000 | 742,000 | 800,000 |
| Net Income | 296,000 | 528,000 | 419,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 7,306,000 | 7,968,000 | 8,502,000 |
| Total Liabilities | 4,270,000 | 4,382,000 | 4,914,000 |
| Total Stockholders Equity | 3,036,000 | 3,586,000 | 3,588,000 |
| Total Debt | 2,414,000 | 2,362,000 | 2,816,000 |
| Cash and Cash Equivalents | 137,000 | 901,000 | 125,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | -4,000 | 1,013,000 | 917,000 |
| Capital Expenditure | -87,000 | -59,000 | -86,000 |
| Free Cash Flow | -91,000 | 954,000 | 831,000 |
| Net Income | 296,000 | 528,000 | 0 |
| Net Change in Cash | 21,000 | 763,000 | -776,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 7,038,213.221 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 7,263,705.980 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 7,157,682.253 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,323,207.056 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,365,600.430 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,345,667.623 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 1,412,811.220 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 1,471,955.391 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 1,444,146.548 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,314,521.274 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,356,636.371 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,336,834.407 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 28.200 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 28.740 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 27.590 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 5 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates ZBRA intrinsic value between $270.58 – $372.69 per share. This depends on revenue growth, margins, and discount rate.
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Common questions about ZBRA valuation
Is Zebra Technologies Corporation (ZBRA) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Zebra Technologies Corporation (ZBRA) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
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What is ZBRA’s P/E ratio?
You can see ZBRA’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
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ZBRA
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Daily snapshot
-2.14
Trading Metrics:
| Open: | 202 | Previous Close: | 207.28 | |
| Day Low: | 199.77 | Day High: | 210.95 | |
| Year Low: | 199.05 | Year High: | 352.66 | |
| Price Avg 50: | 228.74 | Price Avg 200: | 274.98 | |
| Volume: | 491894 | Average Volume: | 795588 |
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