Zebra Technologies Q1 Earnings & Revenues Top Estimates, Rise Y/Y

Zebra Technologies Corporation ZBRA reported first-quarter 2025 adjusted earnings of $4.02 per share, which surpassed the Zacks Consensus Estimate of $3.60. The bottom line increased 41.5% from $2.84 per share reported in the year-ago quarter.Total revenues of $1.31 billion surpassed the consensus estimate of $1.28 billion. The top line increased 11.3% year over year, driven by strength in the Enterprise Visibility & Mobility and Asset Intelligence & Tracking units. Consolidated organic net sales increased 11.9% year over year. Foreign-currency translation had a negative impact of 0.7% on total revenues. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)ZBRA’s Segmental PerformanceRevenues from the Asset Intelligence & Tracking segment rose 17.9% year over year to $462 million. The Zacks Consensus Estimate for segmental revenues was pegged at $434 million. Organic net sales increased 18.4%. Foreign-currency translation had a negative impact of 0.5% on total revenues.The Enterprise Visibility & Mobility segment’s revenues totaled $846 million, up 8.1% year over year. The consensus estimate for segmental revenues was pegged at $852 million. Organic net sales increased 8.6%. Foreign-currency translation had a negative impact of 0.7% on total revenues.Zebra Technologies Corporation Price, Consensus and EPS Surprise Zebra Technologies Corporation price-consensus-eps-surprise-chart | Zebra Technologies Corporation QuoteZBRA’s Margin ProfileIn the first quarter, Zebra Technologies’ cost of sales totaled $663 million, up 8.3% year over year. Total operating expenses increased 11.4% year over year to $450 million.The company reported a net income of $136 million compared with $115 million in the year-ago period.Zebra Technologies’ Balance Sheet and Cash FlowZebra Technologies had cash and cash equivalents of $879 million at the end of the first quarter compared with $901 million at the end of December 2024. Long-term debt totaled $2.1 billion compared with $2.09 billion at the end of December 2024.In the first three months of 2025, Zebra Technologies generated net cash of $178 million in operating activities compared with $125 million in the year-ago period. The company incurred a capital expenditure of $20 million in the same time frame. Free cash flow amounted to $158 million compared with $111 million in the year-ago period.ZBRA’s GuidanceFor the second quarter of 2025, Zebra Technologies expects net sales to increase in the band of 4-7% year over year. Foreign currency translation is anticipated to have a neutral impact of 1%. Adjusted EBITDA margin is anticipated to be approximately 19% in the second quarter. Adjusted earnings per share are expected to be in the band of $3.00-$3.50. For 2025, ZBRA has increased its adjusted earnings outlook. The company now expects adjusted earnings to be in the range of $13.75-$14.75 per share compared with $14.75-$15.25 anticipated earlier. ZBRA expects net sales to increase in the band of 3-7% year over year. It expects free cash flow to be at least $700 million.ZBRA’s Zacks RankThe company currently carries a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Performance of Other CompaniesAZZ Inc. AZZ came out with quarterly earnings of $0.98 per share, beating the Zacks Consensus Estimate of $0.95. This compares with earnings of $0.93 per share a year ago.AZZ reported revenues of $351.88 million, missing the consensus estimate by 3.77%. This compares with year-ago revenues of $366.5 million. Valmont Industries VMI reported revenues of $969.31 million in the first quarter of 2025, declining 0.9% on a year-over-year basis. Earnings per share of $4.32 for the same period compare with $4.32 a year ago.The reported revenues compare with the Zacks Consensus Estimate of $975.6 million. The company delivered an earnings surprise of 1.89%, with the consensus estimate being $4.24 per share.Pentair plc PNR came out with quarterly earnings of $1.11 per share in the first quarter of 2025, beating the Zacks Consensus Estimate of $1.01. This compares with earnings of $0.94 per share a year ago.Pentair posted revenues of $1.01 billion for the quarter, surpassing the consensus estimate by 2.68%. This compares with year-ago revenues of $1.02 billion.Zacks Names #1 Semiconductor StockIt's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Valmont Industries, Inc. (VMI): Free Stock Analysis Report AZZ Inc. (AZZ): Free Stock Analysis Report Pentair plc (PNR): Free Stock Analysis Report Zebra Technologies Corporation (ZBRA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks