Q3 2025 Zebra Technologies Corp Earnings Call Transcript
Key Points
- Zebra Technologies Corp (ZBRA) reported a 5% year-over-year increase in sales, reaching $1.3 billion for the third quarter.
- The company achieved an adjusted EBITDA margin of 21.6%, a 20 basis point improvement from the previous year.
- Non-GAAP diluted earnings per share increased by 11% to $3.88, surpassing the high end of their outlook.
- Strong sales growth was observed in Asia Pacific, Latin America, and North America, with notable performance in mobile computing and RFID.
- Zebra Technologies Corp (ZBRA) plans to commit $500 million to share repurchases over the next 12 months, demonstrating confidence in long-term shareholder value.
- The company experienced a decline in sales in the EMEA region, with particular softness in Germany.
- Adjusted gross margin declined by 90 basis points to 48.2%, primarily due to higher US import tariffs.
- The manufacturing sector remained relatively soft, impacting overall sales growth.
- There is uneven demand across different geographies and vertical markets due to macroeconomic uncertainties.
- The Enterprise Visibility & Mobility segment showed modest growth of 2%, indicating potential challenges in this area.
quarter 2025 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.
Good morning, and welcome to Zebra's third-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 the slide presentation and in today's earnings press release. Throughout this presentation, unless otherwise indicated, our references to sales performance are year on year on
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