Zebra Technologies (ZBRA) Reports $1.5B Q4 Net Sales and 10.6% Growth

Zebra Technologies Corporation (NASDAQ:ZBRA) is one of the best AI stocks with huge upside potential. On February 12, Zebra Technologies reported a strong conclusion to 2025, with Q4 net sales reaching $1,475 million, which was a 10.6% increase year-over-year. This growth was led by the Connected Frontline segment, which saw sales rise to $854 million, supported by the integration of the Elo Touch acquisition and a 2.5% increase in consolidated organic net sales.

While the company achieved an Adjusted EBITDA of $326 million (a 10.5% improvement), GAAP net income fell to $70 million, primarily due to $76 million in restructuring charges and the strategic decision to exit the robotics business. The company is sharpening its focus on high-growth opportunities by digitizing and automating workflows across its two primary divisions. The Asset Visibility & Automation segment contributed $621 million to quarterly net sales, while the Connected Frontline segment remained the primary growth driver.

Operating expenses for the quarter rose to $559 million, reflecting both the costs of reorganization and the expanded scale of the business following recent acquisitions. Zebra Technologies Corporation (NASDAQ:ZBRA) continues to prioritize the return of capital to its shareholders, completing $303 million in share repurchases during Q4 as part of an initial $500 million commitment. To further this strategy, the Board of Directors has authorized an additional $1 billion for future share repurchases.

Zebra Technologies Corporation (NASDAQ:ZBRA), together with its subsidiaries, operates in the automatic identification and data capture solutions industry worldwide. It operates in two segments: Connected Frontline and Asset Visibility & Automation.

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