Zebra Technologies Corporation filed its Form 10-Q for the quarterly period ended October 3, 2026 with the Securities and Exchange Commission on November 3, 2026, reporting results for both the three and nine months ended on that date.

Key Highlights

  • Total net sales for the nine months ended October 3, 2026 were $4,666 million, compared with $3,921 million for the nine months ended September 27, 2025, according to the filing.
  • Net income for the nine months ended October 3, 2026 was $532 million, up from $349 million in the comparable prior-year period.
  • Diluted earnings per share for the nine months ended October 3, 2026 were $10.97, as reported in the Consolidated Statements of Operations.
  • Current portion of long-term debt stood at $2,077 million as of October 3, 2026, compared with $141 million as of December 31, 2025, while long-term debt fell from $2,361 million to $494 million over the same period.
  • Third-quarter net income was $164 million on total net sales of $1,614 million for the three months ended October 3, 2026.
  • Share repurchases reduced treasury stock outflows totaling $568 million across the first two quarters disclosed in the stockholders' equity statements, with 24,975,690 treasury shares held as of October 3, 2026.
  • As of October 27, 2026, 47,087,454 shares of Class A Common Stock were outstanding, the filing stated.

Zebra Technologies Reports Revenue Growth and Debt Reclassification in Third Quarter 2026

Zebra Technologies Corporation, a Delaware-incorporated maker of enterprise technology solutions including barcode and RFID products, services, and software traded on NASDAQ:ZBRA, reported total net sales of $1,614 million for the three months ended October 3, 2026, up from $1,320 million for the comparable prior-year period, according to the filing. For the nine-month period, total net sales reached $4,666 million versus $3,921 million a year earlier. The company's product revenue comprised tangible products of $1,370 million and services and software of $244 million for the third quarter alone.

Operating income for the nine months ended October 3, 2026 was $773 million, compared with $561 million for the nine months ended September 27, 2025. Interest expense, net, for the nine-month period was $107 million, up from $71 million in the year-ago period. Income tax expense was $118 million for the nine months ended October 3, 2026. The filing reported basic earnings per share of $11.08 and diluted earnings per share of $10.97 for the nine-month period ended October 3, 2026.

The Consolidated Balance Sheet as of October 3, 2026 showed the current portion of long-term debt at $2,077 million, compared with $141 million at December 31, 2025. Long-term debt decreased from $2,361 million to $494 million over the same interval, reflecting a reclassification of a large portion of debt from long-term to current liabilities, as presented in the filing. Total assets were $8,820 million as of October 3, 2026, versus $8,502 million at December 31, 2025. Total stockholders' equity was $3,568 million as of October 3, 2026, compared with $3,588 million at December 31, 2025.

What Was Disclosed

Zebra Technologies filed its quarterly report covering the period ended October 3, 2026, disclosing nine-month net income of $532 million, total net sales of $4,666 million, diluted EPS of $10.97, and a substantial shift in the balance sheet presentation of debt between current and long-term categories.