NASDAQ$ZBRA

Zebra Technologies Corp. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced second-quarter results, exceeding guidance ranges due to strong execution and cost discipline.

Zebra Technologies reported a slight increase in net sales and maintained profitability through cost discipline and improved gross margin. The company's EVM segment drove growth, while AIT segment sales declined. Increased full year outlook reflecting Q2 performance and early signs of momentum in demand led by mobile computing, balanced with continued cautious customer spending behavior.

  • Net sales increased by 0.2% year-over-year to $1,217 million.
  • Net income decreased by 21.5% year-over-year to $113 million, with diluted EPS at $2.17.
  • Adjusted EBITDA decreased to $250 million, with a margin of 20.5%.
  • The company is on track with $120 million annualized net expense savings from Exit and Restructuring plans.

Headline financials

Total Revenue

$1.22B

Previous: $1.21B+0.2%
EPS

$2.17

Previous: $3.29-34.0%
Gross Margin

48.4%

Previous: 47.9%+1.0%
Adjusted EBITDA

$250M

Previous: $257M-2.7%
Adjusted EBITDA Margin

20.5%

Previous: 21.2%-3.3%
Net Income Margin

9.3%

Previous: 11.9%-21.8%
Capital Expenditures

-$24M

Previous: -$34M+29.4%
Free Cash Flow

$89M

Previous: $110M-19.1%
Net Income

$113M

Previous: $144M-21.5%
Operating Income

$167M

Previous: $194M-13.9%
Gross Profit

$589M

Previous: $581M+1.4%
Cash & Equivalents

$411M

Previous: $68M+504.4%
Total Assets

$7.49B

Previous: $7.46B+0.5%
R&D Expense

$146M

No prior period
Stock-Based Comp

$31M

Previous: $2M+1450.0%

Revenue & EPS history

Zebra · Revenue · Quarterly

$1.22B

Q2 2024+0.2%vs Q2 2023
Beat estimate in 9 of 13 quarters(69%)
ActualEstimate

Revenue by segment

Zebra · $956M total across 2 segments · Q3 2023

  • Connected Frontline (CF)
    $632M-34.4%
  • Asset Visibility & Automation
    $324M-21.9%

Forward guidance

The Company expects net sales to increase between 25% and 28% compared to the prior year. Adjusted EBITDA margin is expected to be between 20% and 21%. Non-GAAP diluted earnings per share are expected to be in the range of $3.00 to $3.30.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.3%

Avg return

Earnings day

+2.2%

Avg return

5 days after

+2.4%

Avg return

30 days after

53%

36 / 68 earnings

Positive

+17.9%

Q4 2017

Best reaction

-21.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.6%+19.7%+0.5%
Q4 2025+8.6%+3.3%-19.7%
Q3 2025-11.7%-13.3%-19.3%
Q1 2025+5.2%+5.1%+20.1%
Q4 2024-8.4%-6.2%-21.0%
Q3 2024+5.6%+5.8%+11.6%
Q2 2024+4.8%-3.8%+2.1%
Q1 2024+3.0%+3.2%+5.5%
Q4 2023+8.9%+7.5%+13.0%
Q3 2023-5.6%+2.2%+13.0%
Q2 2023-21.7%-18.4%-10.7%
Q1 2023-10.1%-4.7%-7.4%
Q4 2022-1.4%-6.1%-11.7%
Q3 2022-16.7%-18.6%-5.1%
Q2 2022-8.9%-7.5%-13.6%
Q1 2022-3.1%-9.7%-8.6%
Q4 2021-12.7%-14.0%-23.7%
Q3 2021+6.6%+12.0%+10.0%
Q2 2021+1.6%+2.1%+6.8%
Q1 2021+0.7%+2.0%+5.6%
Q4 2020+11.8%+13.7%+10.6%
Q3 2020+12.3%+18.2%+27.1%
Q2 2020+0.2%+2.7%+1.4%
Q1 2020+10.9%+2.1%+16.5%
Q4 2019-5.2%-6.1%-27.0%
Q3 2019+7.2%+6.8%+14.5%
Q2 2019+11.3%+5.0%+10.1%
Q1 2019-9.6%-9.0%-25.2%
Q4 2018+8.6%+8.3%+14.9%
Q3 2018+7.3%+8.0%+2.7%
Q2 2018+10.7%+13.4%+17.5%
Q1 2018+8.8%+13.2%+15.0%
Q4 2017+17.9%+16.6%+13.3%
Q3 2017-7.9%-9.8%-7.0%
Q2 2017+6.8%+6.4%+3.6%
Q1 2017+2.3%+3.1%+11.7%
Q4 2016+8.4%+5.8%+1.2%
Q3 2016+9.2%+12.3%+27.5%
Q2 2016+11.8%+15.1%+17.6%
Q1 2016-17.8%
Q4 2015-15.0%
Q3 2015-9.3%
Q2 2015-20.4%
Q1 2015+15.5%
Q4 2014-3.5%
Q3 2014-1.1%
Q2 2014-8.1%
Q1 2014+3.5%
Q4 2013+15.3%
Q3 2013+6.3%
Q2 2013-1.3%
Q1 2013+0.3%
Q4 2012+3.5%
Q3 2012+3.5%
Q2 2012-2.0%
Q1 2012+0.7%
Q4 2011+1.9%
Q3 2011-1.5%
Q2 2011-11.6%
Q1 2010-1.0%
Q4 2010-1.0%
Q1 2011+0.1%
Q4 2008-0.3%
Q3 2010-1.1%
Q3 2009-1.1%
Q2 2009-0.0%
Q2 2010-0.0%
Q4 2009-0.0%

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