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April 27, 2025

Zebra Earnings: What To Look For From ZBRA

Enterprise data capture company Zebra Technologies (NASDAQ:ZBRA) will be announcing earnings results tomorrow before market open. Here’s what investors should know.

Zebra beat analysts’ revenue expectations by 1.2% last quarter, reporting revenues of $1.33 billion, up 32.2% year on year. It was a decent quarter for the company, with an impressive beat of analysts’ organic revenue estimates.

Is Zebra a buy or sell going into earnings? Read our full analysis here, it’s free .

This quarter, analysts are expecting Zebra’s revenue to grow 9.8% year on year to $1.29 billion, a reversal from the 16.4% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $3.62 per share.

Zebra Earnings: What To Look For From ZBRA

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Zebra has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2% on average.

Looking at Zebra’s peers in the tech hardware & electronics segment, some have already reported their Q1 results, giving us a hint as to what we can expect. Knowles’s revenues decreased 32.7% year on year, beating analysts’ expectations by 2.5%, and Amphenol reported revenues up 47.7%, topping estimates by 12.2%. Knowles traded up 2.6% following the results while Amphenol was also up 15.5%.

Read our full analysis of Knowles’s results here and Amphenol’s results here .

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the tech hardware & electronics stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.1% on average over the last month. Zebra is down 11.9% during the same time and is heading into earnings with an average analyst price target of $331.93 (compared to the current share price of $248.88).

Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next .

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