| ZBRA |
Report |
Revenue |
IN-LINE |
pred ~$1.503B vs. cons $1.494B |
MEDIUM |
| ZBRA |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$4.53 vs. cons $4.39 |
MEDIUM |
| ZBRA |
Report |
Adjusted EBITDA margin |
IN-LINE |
pred ~21.4% vs. cons 21.2% |
MEDIUM |
| ZBRA |
Guide |
FY2026 non-GAAP diluted EPS guidance |
UNCHANGED |
guide ~$18.50 midpoint vs. cons $18.66 (FY2026) |
MEDIUM |
| ZBRA |
Guide |
FY2026 adjusted EBITDA margin guidance |
UNCHANGED |
guide ~22.0% vs. cons 22.0% (FY2026) |
MEDIUM |
| ZBRA |
Guide |
FY2026 reported revenue-growth guidance |
UNCHANGED |
guide ~12.0% midpoint vs. cons 12.1% (FY2026) |
MEDIUM |
| ZBRA |
Guide |
Second-half memory supply and cost commentary |
UNCHANGED |
guide ~100% of planned demand allocation vs. cons ~100% (2H2026) |
LOW |
| ZBRA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| ZBRA |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
5-day residual ~2.0% vs. day-1 residual ~2.8%: a modest EPS beat and intact FY2026 framework should support the initial move, but largely unchanged out-period EPS, revenue, and margin math limits estimate-revision upside after the event. |
MEDIUM |