Q4 2024 Zebra Technologies Corp Earnings Call Transcript

Feb 13, 2025 / 01:30PM GMT

Release Date Price: $323.42 (-8.36%)

Transcript 10-K8-K

Key Points

Positve

Zebra Technologies Corp (ZBRA) reported a 32% year-over-year increase in sales for Q4, surpassing $1.3 billion.
The company achieved an adjusted EBITDA margin of 22.1%, marking a 670 basis point increase from the previous year.
Non-GAAP diluted earnings per share more than doubled from the prior year, reaching $4.
Zebra Technologies Corp (ZBRA) experienced strong double-digit sales growth across all regions, with notable strength in North America and Latin America.
The company has made significant progress in diversifying its supply chain, reducing its reliance on China and mitigating tariff impacts.

Negative

The manufacturing sector continues to lag in demand recovery compared to other end markets.
Zebra Technologies Corp (ZBRA) remains cautious in its 2025 outlook due to uncertainties in the global trade and macroeconomic environment.
The company anticipates a $20 million impact on gross profit in 2025 due to new tariffs from China and Mexico.
Visibility beyond Q1 2025 is lower than usual, with customers still finalizing budgets amid market uncertainties.
The strong US dollar poses a headwind, impacting sales growth due to unfavorable foreign exchange rates.

Operator

Good day and welcome to the fourth quarter and full-year 2024 Zebra Technologies earnings conference call. (Operator Instructions) Please note this event is being recorded. I would now like to turn the conference over to Mike Steele, Vice President, Investor Relations. Please go ahead.

Michael Steele

Zebra Technologies Corp - Vice President, Investor Relations

Good morning and welcome to Zebra's fourth quarter earnings conference call. This presentation is being simulcast on our website at investors.zebra.com, and will be archived there for at least one year.

Our forward-looking statements are based on current expectations and assumptions and are subject to risks and uncertainties. Actual results could differ materially, and we refer you to the factors discussed in our SEC filings.

During this call, we will reference non-GAAP financial measures as we describe our business performance. You can find reconciliations at the end of this slide presentation and in today's earnings press release. Throughout this presentation, unless otherwise

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