ZBRA at a glance
Zebra Technologies (ZBRA, SEC CIK 877212) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as August 11, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Zebra Technologies (ZBRA) reported revenue of $5.4 billion (up 8.3% from FY2024) and net income of $419.0 million. Diluted EPS was $8.18.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Zebra Technologies (ZBRA) shares worth $5.4 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Connly Linda on August 10, 2026 of 500 shares at $377.68 per share.
- In the last 90 days, ZBRA insiders reported 0 open-market purchases ($0) and 2 open-market sales ($1.5M) on Form 4, a net sale of $1.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $5.4B
- +8.3% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$1.5M
- 13F holders
- 38 funds
- $5.4B · +1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Technologies for barcode printing, mobile computing, data capture, and related software/services
- New segment structure effective Q4 2025, integrating Elo Holdings, Inc. acquisition expanding self-service and consumer-facing automation solutions
- Strategic expansion into self-service and consumer-facing workflows via $1.303 billion acquisition of Elo Holdings, diversifying product portfolio
- Net sales grew to $5.396 billion in 2025 from $4.981 billion in 2024; tangible products $4.418 billion, services/software $978 million
- Deferred revenue increased to $842 million in 2025 vs $757 million in 2024 indicating growing contract-based recurring revenue streams
Risk Factors
- Regulatory risk from compliance with EU Artificial Intelligence Act (EU) 2024/1689 imposing costly AI system obligations
- Geopolitical exposure to Russia-Ukraine war, suspension of operations in Russia; $1.3B Elo acquisition representing ~9% of market cap
- Operational risk from supply chain dependence on non-U.S. contract manufacturers, many with Chinese operations
- Competitive threat from faster tech innovation and established local competitors in new markets impacting market share
- Financial risk from $1.3B goodwill and intangible assets on Elo acquisition subject to impairment if expected synergies fail
Management Discussion & Analysis
- Segment realignment: former EVM and AIT changed to Connected Frontline (CF) and Asset Visibility and Automation (AVA)
- CF and AVA segment operating income excludes share-based compensation expense starting Q4 2025
AI summary of the ZBRA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Management Discussion & Analysis
- Revenue $1,557M, up $264M or 20.4% YoY
- Gross margin 53.0% vs 47.6% YoY; operating income $321M vs $183M
- Best segment CF revenue $903M, up 25.9%; AVA revenue $654M, up 13.5%
- Operating cash flow $387M vs $325M; share repurchases $268M during quarter
- Credit Facility refinancing planned for second half of 2026 amid capital-market uncertainty
Risk Factors
- No Risk Factors section provided; supplied text covers repurchases, insider trading disclosures, and exhibits
- Share-repurchase authorization expanded to $1 billion on February 4, 2026
- Repurchases totaled 1,173,993 shares at $228.68 average price
- Remaining repurchase capacity $691 million as of July 4, 2026
- No director or executive Rule 10b5-1 arrangements adopted or terminated during the quarter
AI summary of the ZBRA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results covered quarter ended July 4, 2026
- Results of operations and financial position announced August 4, 2026
Item EX-99.1: Item EX-99.1
- Q2 sales $1,557M, up 20.4%; organic growth 9.2%, indicating broad-based demand beyond acquisitions and currency
- Non-GAAP EPS $6.35, up 75.9%; adjusted EBITDA margin 27.7% versus 20.6%, showing significant operating leverage
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved the 2026 LTIP at the May 19, 2026 annual meeting
- Plan authorizes 2,430,000 shares, reduced by post-December 31, 2025 awards under the 2018 LTIP
Item 5.07: Submission of Matters to a Vote of Security Holders
- Annual meeting held May 19, 2026, with 2,576,907 broker non-votes on Proposals 1–3
- All four Class III director nominees elected for terms expiring at the 2029 annual meeting
Item 2.02: Results of Operations and Financial Condition
- First-quarter results for period ended April 4, 2026 announced May 12, 2026
- Financial position and operating results detailed in Exhibit 99.1
AI summaries of ZBRA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ZBRA
Don't miss the next ZBRA filing
- Alerts as it files. A push when ZBRA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ZBRA, by share count.
- Ask anything. An AI agent that reads every ZBRA filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Connly Linda | Sell | Aug 10, 2026 | 500 | $377.68 |
| Cho Michael | Sell | Aug 7, 2026 | 3,500 | $375.20 |
| Luff Loizides Melissa | F | Aug 3, 2026 | 46 | $291.64 |
| Luff Loizides Melissa | Sell | May 26, 2026 | 500 | $253.95 |
| Dhanasekaran Satish | A | May 19, 2026 | 951 | $247.15 |
| GUSTAFSSON ANDERS | A | May 19, 2026 | 951 | $247.15 |
| MCDOWELL MARY T | A | May 19, 2026 | 951 | $247.15 |
| Modruson Frank Blaise | A | May 19, 2026 | 951 | $247.15 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $5.0B | $5.4B |
| Gross Profit | - | $2.4B | $2.6B |
| Operating Income | - | $742.0M | $700.0M |
| Net Income | - | $528.0M | $419.0M |
| Gross Margin | - | 48.4% | 48.1% |
| Op. Margin | - | 14.9% | 13.0% |
| Net Margin | - | 10.6% | 7.8% |
| Balance Sheet | |||
| Total Assets | $7.3B | $8.0B | $8.5B |
| Equity | $3.0B | $3.6B | $3.6B |
| ROE | - | 14.7% | 11.7% |
| Per Share | |||
| EPS | - | $10.18 | $8.18 |
| Cash Flow | |||
| Operating CF | - | $1.0B | $917.0M |
| CapEx | - | $59.0M | $86.0M |
Source: XBRL data in Zebra Technologies (ZBRA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ZBRA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $5.40B |
| Q1 2026 | 37 | $4.17B |
| Q4 2025 | 37 | $5.07B |
| Q3 2025 | 38 | $6.49B |
| Q2 2025 | 36 | $6.31B |
| Q1 2025 | 35 | $4.68B |
| Q4 2024 | 30 | $5.46B |
| Q3 2024 | 25 | $2.49B |
- Millennium Management+738.5K (+870%)
- Morgan Stanley+455.8K (+105%)
- FMR LLC (Fidelity)+297.4K (+60%)
- Invesco Ltd+236.4K (+15%)
- Goldman Sachs Group+226.1K (+45%)
- BlackRock−891.4K (-21%)
- State Street Corp−273.0K (-13%)
- Vanguard Portfolio Management LLC−135.5K (-5%)
- Citadel Advisors LLC−125.9K (-75%)
- Vanguard Capital Management LLC−86.7K (-3%)
- D.E. Shaw & Co−269.1K
- Regions Financial Corporation−1.1K
Source: 13F-HR filings on SEC EDGAR (aggregated from 276 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ZBRA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jul 4, 2026 | Analysis | |
| SC 13G | Aug 4, 2026 | - | - | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | May 28, 2026 | - | - | |
| 8-K | May 26, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 10-Q | May 12, 2026 | Apr 4, 2026 | Analysis | |
| 8-K | May 12, 2026 | - | Analysis |
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ZBRA SEC filings: frequently asked questions
Are ZBRA insiders buying or selling?
In the last 90 days, Zebra Technologies (ZBRA) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $1.5 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ZBRA stock?
As of June 30, 2026, the largest Zebra Technologies (ZBRA) holders among the 13F filers tracked by SignalX were BlackRock ($871.8 million), Vanguard Capital Management LLC ($819.9 million), Vanguard Portfolio Management LLC ($702.2 million), State Street Corp ($496.2 million), Invesco Ltd ($464.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ZBRA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Zebra Technologies (ZBRA) reported revenue of $5.4 billion (up 8.3% from FY2024) and net income of $419.0 million. Diluted EPS was $8.18. The figures come from the XBRL data in the 10-K.
What are the main risks in ZBRA's latest 10-K?
In the 10-K filed February 12, 2026, Zebra Technologies (ZBRA) flagged: Regulatory risk from compliance with EU Artificial Intelligence Act (EU) 2024/1689 imposing costly AI system obligations. Geopolitical exposure to Russia-Ukraine war, suspension of operations in Russia; $1.3B Elo acquisition representing ~9% of market cap. (AI summary of the Risk Factors section.)
What did ZBRA report in its latest 8-K?
Zebra Technologies (ZBRA) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 results covered quarter ended July 4, 2026.
What are the latest ZBRA SEC filings?
Zebra Technologies (ZBRA) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on August 11, 2026.
What is ZBRA's SEC CIK number?
Zebra Technologies (ZBRA)'s SEC Central Index Key (CIK) is 877212. EDGAR lists every ZBRA filing under that number.
Ask anything about ZBRA
The research agent reads ZBRA's filings, financials, insider trades and 13F holders, then answers with sources.