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ZBRA Robotics & Physical AI

Zebra Technologies

Warehouse automation and machine vision

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Zebra supplies enterprise asset intelligence, scanning, machine vision, and automation tools.

Price $376.49
1D change +3.36%
Market cap $17.93B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric ZBRA
Price $376.49
1D Change +3.36%
Market Cap $17.93B
Enterprise Value $20.62B
Trailing P/E 34.5
Forward P/E 17.0
PEG Ratio 0.79x
Price / Sales 3.1
EV / Revenue 3.5
Revenue Growth 20.4%
Earnings Growth 121.5%
Gross Margin 49.6%
Operating Margin 21.3%
Net Margin 9.2%
ROE 15.3%
Free Cash Flow $576.8M
FCF Margin 9.9%
Debt / Equity 0.86x
Current Ratio 0.52x
Dividend Yield 0.00%
Next Earnings Nov 03, 2026
Quarterly Revenue $1.56B
Revenue QoQ +4.1%
Quarterly Net Income $233.0M
Net Income QoQ +72.6%

ZBRA thesis lens

Warehouse automation and machine vision

Why it could benefit

  • Zebra supplies enterprise asset intelligence, scanning, machine vision, and automation tools.
  • AI-enabled warehouses need more sensing, tracking, and workflow automation.
  • Its Fetch Robotics acquisition gives it direct autonomous mobile robot exposure.

Moat / edge

  • Deep footprint in retail, logistics, and warehouse operations.
  • Strong barcode, scanning, and enterprise mobility franchise.
  • Automation and machine-vision portfolio expands the AI edge angle.

What to watch

  • Warehouse and retail spending recovery.
  • Machine vision and robotics contribution.
  • Margin recovery after cyclical slowdown.

Key risks

  • Cyclical demand and inventory digestion can pressure results.
  • Robotics remains a smaller part of the overall company.