Core Viewpoint - Zebra Technologies is strategically positioned to manage incoming tariff expenses due to lessons learned from the COVID-19 pandemic and subsequent supply chain challenges, leading to strong financial performance in the first quarter of 2024 [1][2]. Financial Performance - In the first quarter, Zebra reported an 11% year-over-year increase in revenues and a 42% rise in earnings, surpassing Wall Street's consensus estimates [1]. - The company anticipates direct tariff costs of approximately $30 million in Q2 2025 and $70 million for the entire fiscal year [4]. - Tariff expenses are expected to impact adjusted EBITDA, which was $292 million in Q2 and $1.05 billion for fiscal year 2024, representing roughly 10% of adjusted EBITDA profits in the next quarter and less than 7% for the full year [5]. Supply Chain Management - Zebra has diversified its supply chain, reducing shipments from China to the U.S. from 85% to an expected 30% by the end of Q2, enhancing supply chain resiliency [8]. - While most manufacturing can be relocated, some key components are still sourced from China, indicating that tariff costs will not be entirely avoidable [9][10]. Market Outlook - The demand for data-tracking services and supply chain analytics is expected to drive revenue growth and margin expansion for Zebra [11]. - Despite a 34% decline in stock price over the last three months, trading at 13 times free cash flows, the market's reaction may be overly pessimistic given Zebra's anticipated robust sales growth and manageable tariff impact [12]. - Investing in Zebra is seen as a strategic opportunity for long-term growth in data-driven sectors such as shipping, manufacturing, and retail [13].

"特朗普关税输家"指数涨0.85%，报84.49点。 成分股斑马技术收涨5.16%，Five Below涨3.12%，Gap涨1.35%，蔻驰涨1.13%，美元树涨0.9%。 百思买则收跌1.19%，哈雷戴维森跌1.24%。 ...

Zebra Technologies (ZBRA) Q1 2025 Earnings Call April 29, 2025 01:50 PM ET Speaker0 Good day, and welcome to the First Quarter twenty twenty five Zebra Technologies Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded. I would now like to turn the conference over to Mike Steele, Vice President, Investor Relations. Please go ahead. Speaker1 Good morning and welcome to Zebra's ...

Zebra Technologies Corporation (ZBRA) reported first-quarter 2025 adjusted earnings of $4.02 per share, which surpassed the Zacks Consensus Estimate of $3.60. The bottom line increased 41.5% from $2.84 per share reported in the year-ago quarter.Total revenues of $1.31 billion surpassed the consensus estimate of $1.28 billion. The top line increased 11.3% year over year, driven by strength in the Enterprise Visibility & Mobility and Asset Intelligence & Tracking units. Consolidated organic net sales increase ...

Zebra Technologies First Quarter 2025 Results April 29, 2025 Click to enter Presentation Title Subhead Copy here Safe Harbor Statement Statements made in this presentation which are not statements of historical fact are forward-looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. Actual results may differ from those expressed or implied in the company's forward-looking statements. Zebra undertakes no obligation, other than as may b ...

Zebra Technologies (ZBRA) Q1 2025 Earnings Call April 29, 2025 08:30 AM ET Company Participants Michael Steele - VP, IR & ESGBill Burns - CEONathan Winters - CFOJamie Cook - Managing Director - Equity ResearchBrad Hewitt - VP - Equity ResearchDamian Karas - Executive DirectorTommy Moll - Managing DirectorGuy Hardwick - Managing DirectorJoseph Giordano - Managing DirectorChris Grenga - Equity Research Associate Conference Call Participants Piyush Avasthy - AnalystAndrew Buscaglia - Senior AnalystKaran Juveka ...

Exhibit 99.1 Zebra Technologies Corporation 3 Overlook Point Lincolnshire, IL 60069 USA +1 847 634 6700 www.zebra.com "We delivered first quarter sales and earnings results above the high end of our outlook, reflecting strong demand, supported by our team's excellent execution," said Bill Burns, Chief Executive Officer of Zebra Technologies. "Demand trends have continued to be positive into the second quarter, and we are leaving our full-year outlook unchanged, with the exception of the direct cost of tarif ...

Zebra Technologies Corporation (ZBRA) is slated to release first-quarter 2025 results on April 29, before market open. The Zacks Consensus Estimate for revenues is pegged at $1.28 billion, which indicates growth of 9% from the year-ago quarter’s figure. The consensus estimate for adjusted earnings is pinned at $3.60 per share, indicating an increase of 26.8% from a year ago.The consensus estimate for earnings has been stable in the past 60 days. The company has an impressive earnings surprise history, havin ...

Core Insights - Intelligent Product Solutions (IPS) has joined Zebra Technologies' PartnerConnect program as a Registered Alliance Partner, focusing on software solutions development and systems integration [1][2][3] - The partnership provides IPS with access to Zebra's innovative portfolio, training, and marketing benefits, enhancing collaboration opportunities within the Zebra ecosystem [2][3] Company Overview - IPS is a subsidiary of Forward Industries (NASDAQ: FORD) and specializes in product design and engineering, particularly in MedTech and wearable technology [4] - The company serves leading brands in consumer electronics and medical devices, including Neuvotion, Google, Verizon, and Zebra Technologies [4]

Zebra Technologies Corporation (ZBRA) is grappling with the adverse impacts of the increasing cost of sales, high debt levels and forex woes. Headquartered in Lincolnshire, IL, ZBRA is the leading provider of enterprise asset intelligence solutions in the automatic identification and data capture solutions industry throughout the world. The company has a diversified portfolio of products and solutions that includes cloud-based subscriptions and a full range of services like maintenance, repair, technical su ...