Zebra Technologies enters 2026 with a clear operational advantage, forecasting financial results that significantly exceed previous market analyses. The company’s solid fundamentals are underpinned by unrelenting demand for barcode scanners and mobile communication systems, confirming a broader trend: businesses, regardless of sector, are making infrastructure modernisation an investment priority.
CEO, Bill Burns, highlights that the company now has a record order book and a strong project pipeline. A key element of this strategy is the finalised acquisition of Elo Touch for $1.3 billion. The integration of the specialist touchscreen manufacturer allows Zebra to penetrate deeper into the interactive solutions market, combining data identification hardware with advanced user interfaces.
For 2026, the company expects sales growth in the range of 9% to 13%, targeting a midpoint well above market estimates. Adjusted earnings per share are forecast to be in the range of US$17.70 to US$18.30. These figures reflect the effectiveness of a business model based on real-time employee productivity products.
Q4 2025 results, with net sales of $1.48 billion, are proof that the logistics and retail automation market is still insatiable. Zebra, bolstered by a $1 billion share buyback programme, is positioning itself not only as a hardware provider, but as a key partner in the digital transformation of operational processes. With increasing pressure for efficiency, the company’s tools are becoming the standard for modern supply chain management.
