Skip to content
Markets
SPY733.00▼ -4.41%QQQ647.05▼ -6.49%DIA514.27▼ -3.53%GLD375.49▲ +0.81%TLT81.93▲ +0.21%BABA108.07▲ +2.64%NIO3.20▼ -3.03%PDD83.95▲ +2.19%Realtime derived data
Octans ResearchOCTANS RESEARCHWaitlist
Traders beneath the quotation boards on the floor of the New York Stock Exchange, 1963.
Source: Thomas J. O'Halloran, U.S. News & World Report (Library of Congress), public domain, via Wikimedia Commons

Zebra Technologies quarterly revenue rises 22.3% to $1.61 billion

Zebra Technologies' revenue growth is speeding up. Results for the quarter ended October 3, 2026, from the earnings release filed with the SEC on Nov 3, 2026.

Octans ResearchPublished

Snapshot

Zebra Technologies' revenue growth is speeding up: revenue rose 22.3% to $1.61 billion in the quarter ended October 3, 2026, from $1.32 billion a year earlier, after 20.4% year over year growth the quarter before.

Coverage
Independent Research
Prepared by
Octans Research
Tickers
ZBRA
As of

Market Data

Latest prices for the companies covered in this article
Company1D %Price
($ZBRA)▼ −3.25%321.64

as of 16:00 ET · Realtime derived data

What We Know

Revenue for the quarter ended October 3, 2026 was $1.61 billion, versus $1.32 billion in the same quarter a year earlier, up 22.3%. That is its highest quarterly revenue of the last eight quarters. Diluted earnings per share was $3.43, up from $1.97.

Bar chart: Zebra Technologies: revenue, last eight quarters. US$ billions by fiscal quarter end, as of Nov 3, 2026. Dec 2024 1.33; Mar 2025 1.31; Jun 2025 1.29; Sep 2025 1.32; Dec 2025 1.48; Apr 2026 1.5; Jul 2026 1.56; Oct 2026 1.61. Latest quarter $1.61B, Up 22.3% vs a year earlier.
Source: SEC EDGAR (earnings release and XBRL financial data)

Quarterly revenue by fiscal quarter end, oldest first: Dec 2024: $1.33 billion; Mar 2025: $1.31 billion; Jun 2025: $1.29 billion; Sep 2025: $1.32 billion; Dec 2025: $1.48 billion; Apr 2026: $1.50 billion; Jul 2026: $1.56 billion; Oct 2026: $1.61 billion.

Octans View

Year over year revenue change by quarter, computed from the filed figures: Dec 2025 up 10.6%; Apr 2026 up 14.3%; Jul 2026 up 20.4%; Oct 2026 up 22.3%. On those figures, Zebra Technologies' revenue growth is speeding up. That read compares the latest two year over year growth rates and nothing else.

Bear Case · Room for Disagreement

This brief covers reported revenue and diluted earnings per share only. It does not cover guidance, margins, segment results, cash flow or the earnings call, and it makes no forecast. Revenue is the total on the release line we matched; a company's own adjusted measures can differ.

Method and source. Octans Research matched the revenue line in the earnings release (Exhibit 99.1) to the year ago quarter the company reported in its own XBRL financial data; the two must agree before anything is published. The quarterly history comes from the same XBRL data. The text is generated from those verified figures by a fixed template; no model wrote it.

Chart

$ZBRA adjusted close, last 6 months $ZBRA adjusted close, last 6 months: series rising from 217 to 322 (+48.2%) from 2026-05-11 to 2026-11-05. Scale 200 to 400. 200250300350400 2026-05-112026-11-05 $ZBRA ADJUSTED CLOSE, LAST 6 MONTHS +48.2% 321.6
Source: Tiingo · As of 2026-11-05Indicative, not investment advice.

Sources

  1. [1]SEC EDGAR — Zebra Technologies earnings release for the quarter ended October 3, 2026 (Exhibit 99.1), filed Nov 3, 2026
  2. [2]SEC EDGAR — Zebra Technologies XBRL financial data (company facts)

These are the sources this piece was drafted from. How we verify. Found an error? Tell us and we correct it in public.

$1.61B

Revenue for the quarter ended October 3, 2026 was $1.61 billion, versus $1.32 billion in the sa… · What we know

Related coverage

More on $ZBRA

4 reports