ZBRA Earnings Predictions — 2026-08-04

Ticker Report or Guide KPI Prediction Answer Confidence
ZBRA Report Non-GAAP EPS (Q2 2026) BEAT pred ~$4.55 vs. cons $4.37 MEDIUM
ZBRA Report Revenue (Q2 2026) IN-LINE pred ~$1.505B vs. cons $1.499B MEDIUM
ZBRA Report Adj. Gross Margin (Q2 2026) IN-LINE pred ~48.5% vs. cons 48.2% MEDIUM
ZBRA Guide FY 2026 Non-GAAP EPS (FY 2026) BETTER guide mid ~$18.70 vs. cons $18.58 MEDIUM
ZBRA Guide FY 2026 Revenue (FY 2026) UNCHANGED guide reaffirm 10-14% (mid ~$6.04B) vs. cons $6.07B HIGH
ZBRA Guide FY 2026 Adj. EBITDA Margin (FY 2026) UNCHANGED guide reaffirm ~22% vs. cons ~22.2% HIGH
ZBRA Guide Q3 2026 Revenue (Q3 2026) UNCHANGED guide mid ~$1.545B vs. cons ~$1.55B MEDIUM
ZBRA Return Day-1 residual (stock − beta × S&P 500) +3.0% MEDIUM
ZBRA Return 5-day cumulative residual +1.0% (FADE) FADE — H2 implied EPS math is flat-to-slightly-below consensus; initial pop partially given back as sell-side digests out-period math; no follow-through catalyst absent a memory supply upgrade signal MEDIUM