Company Dossier · Information Technology
Zebra Technologies
- S&P 500
- Russell 1000
What Zebra Technologies is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 4, 2026: $5.85 billion, up 13% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 4, 2026: $0.90 billion, up 5.9% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 4, 2026: $0.08 billion, up 14% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.59 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.35 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 12, 2026): 0 risk factors added, 3 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.5 million on the open market.SEC Form 4
- 647 institutional managers reported a position at June 30, 2026 (+11 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 16 (34 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Zebra Technologies is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending39th pct
- Debt raised72nd pct
- Buybacks vs capex15th pct
- Hiring filings53rd pct
- Deals and private raises48th pct
- Patent publications33rd pct
Confident ↔ Hedging
Confident
- Call sentiment58th pct
- Call confidence53rd pct
- Guidance changes88th pct
- Risk factors added80th pct
- Insider open-market trades27th pct
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver32nd pct
- Stress filings49th pct
Credit
How these are built →Zebra Technologies's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$2.8B
- Due within a year $2.3B
- Longer term $0.5B
- Default point $2.5B (short + ½ long)
Finance leases included · Jul 4, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (SORINI STRATEGIC ADVISORS)third_quarter 2026
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (VAN SCOYOC ASSOCIATES)third_quarter 2026 · $0.0 million
- Oct 13, 2026Patent
- Aug 26, 2026Trademark
- Aug 11, 2026LobbyingLobbying report (ZEBRA TECHNOLOGIES CORPORATION)third_quarter 2026
- Aug 11, 2026Trademark
- Aug 11, 2026Trademark
- Jul 20, 2026LobbyingLobbying report (VAN SCOYOC ASSOCIATES)second_quarter 2026 · $0.0 million
- Jul 20, 2026LobbyingLobbying report (SORINI STRATEGIC ADVISORS)second_quarter 2026 · $0.0 million
- Jul 16, 2026LobbyingLobbying report (121 STRATEGIES & GOVERNMENT RELATIONS)second_quarter 2026 · $0.0 million
- Jul 12, 2026LobbyingLobbying report (HEARTLAND SOLUTIONS GROUP, INC.)second_quarter 2026 · $0.0 million
- May 26, 20268-KShareholder vote resultsItem 5.07
- May 26, 20268-KDirector or officer changeItem 5.02
- May 4, 2026LobbyingLobbying report (HEARTLAND SOLUTIONS GROUP, INC.)first_quarter 2026 · $0.0 million
- Feb 12, 202610-KAnnual report (10-K)0 risk factors added, 3 removed
- Dec 17, 2025Trademark
- Dec 17, 2025Trademark
- Dec 15, 20258-KExit or restructuring costsItem 2.05
- Dec 15, 20258-KMaterial impairmentItem 2.06
- Nov 24, 20258-KDirector or officer changeItem 5.02
- Oct 17, 20258-KDirector or officer changeItem 5.02
- Aug 5, 20258-KMaterial agreement signedItem 1.01
- Jul 28, 20258-KDirector or officer changeItem 5.02
- May 14, 20258-KShareholder vote resultsItem 5.07
- Feb 13, 202510-KAnnual report (10-K)7 risk factors added, 1 removed
- Dec 30, 2024Risk event
- Feb 15, 202410-KAnnual report (10-K)2 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Teledyne Technologies TDY | $6.4B | $1.1B | Jun 28, 2026 |
| Keysight Technologies KEYS | $6.6B | $1.5B | Jul 31, 2026 |
| Roper Technologies ROP | $8.3B | — | Jun 30, 2026 |
| Vontier VNT | $3.1B | $0.4B | Jul 3, 2026 |
| Cognex Corporation CGNX | $1.1B | $0.3B | Jul 5, 2026 |
| Ciena CIEN | $6.0B | $0.8B | Aug 1, 2026 |
| EPAM Systems EPAM | $5.6B | $0.5B | Jun 30, 2026 |
| Twilio TWLO | $5.6B | — | Jun 30, 2026 |