ZB
ZBRA
ZBRA What Zebra Technologies promised, and what happened
Guidance
What management said, and what became of it
55 of 55 judged targets kept · 31 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Q2 FY26 adjusted EBITDA margin | slightly higher than 21% | Mar 2026 | An adjusted EBITDA margin of 27.7%, including the benefit of $73 million of tariff recovery | Achieved |
| Full-year adjusted EBITDA margin (FY26) | approximately 22% | Dec 2025 | Our full year adjusted EBITDA margin is now expected to be between 23.5% and 24% | Revised Up |
| Elo Touch acquisition EBITDA synergies | $25 million of incremental annual EBITDA synergies by year 3 | Jun 2025 | progress we're making on synergies, about $10 million identified so far | On Track |
The full ledger
Open Zebra Technologies’s full ledger
A free account opens 5 company ledgers a month. All 86 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 86 tracked commitments for Zebra Technologies
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.