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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 $322.02
1D change +0.12%
Market cap $15.16B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

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 $322.02
1D Change +0.12%
Market Cap $15.16B
Enterprise Value $17.76B
Trailing P/E 26.0
Forward P/E 14.5
PEG Ratio 0.56x
Price / Sales 2.5
EV / Revenue 2.9
Revenue Growth 22.3%
Earnings Growth 74.1%
Gross Margin 48.9%
Operating Margin 14.7%
Net Margin 9.8%
ROE 16.5%
Free Cash Flow $699.4M
FCF Margin 11.4%
Debt / Equity 0.78x
Current Ratio 0.57x
Dividend Yield 0.00%
Next Earnings —
Quarterly Revenue $1.61B
Revenue QoQ +3.7%
Quarterly Net Income $164.0M
Net Income QoQ -29.6%

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.