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ZBRA Robotics & Physical AI

Zebra Technologies

Warehouse automation and machine vision

Detail page

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

Price $245.69
1D change +4.11%
Market cap $11.70B
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 $245.69
1D Change +4.11%
Market Cap $11.70B
Enterprise Value $14.44B
Trailing P/E 29.7
Forward P/E 11.9
PEG Ratio 0.50x
Price / Sales 2.1
EV / Revenue 2.6
Revenue Growth 14.3%
Earnings Growth 3.8%
Gross Margin 48.2%
Operating Margin 15.0%
Net Margin 7.5%
ROE 11.8%
Free Cash Flow $559.0M
FCF Margin 10.0%
Debt / Equity 0.82x
Current Ratio 0.96x
Dividend Yield —
Next Earnings Aug 04, 2026
Quarterly Revenue $1.50B
Revenue QoQ +1.4%
Quarterly Net Income $135.0M
Net Income QoQ +92.9%

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.