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ZBRA Robotics & Physical AI

Zebra Technologies

Warehouse automation and machine vision

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Zebra supplies enterprise asset intelligence, scanning, machine vision, and automation tools.

Price $264.69
1D change -1.01%
Market cap $12.61B
Sector Technology

Shared metric table

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Metric ZBRA
Price $264.69
1D Change -1.01%
Market Cap $12.61B
Enterprise Value $15.34B
Trailing P/E 32.2
Forward P/E 12.8
PEG Ratio 0.57x
Price / Sales 2.3
EV / Revenue 2.7
Revenue Growth 14.3%
Earnings Growth 3.8%
Gross Margin 48.2%
Operating Margin 15.0%
Net Margin 7.5%
ROE 11.8%
Free Cash Flow $559.0M
FCF Margin 10.0%
Debt / Equity 0.82x
Current Ratio 0.96x
Dividend Yield 0.00%
Next Earnings Aug 04, 2026
Quarterly Revenue $1.50B
Revenue QoQ +1.4%
Quarterly Net Income $135.0M
Net Income QoQ +92.9%

ZBRA thesis lens

Warehouse automation and machine vision

Why it could benefit

  • Zebra supplies enterprise asset intelligence, scanning, machine vision, and automation tools.
  • AI-enabled warehouses need more sensing, tracking, and workflow automation.
  • Its Fetch Robotics acquisition gives it direct autonomous mobile robot exposure.

Moat / edge

  • Deep footprint in retail, logistics, and warehouse operations.
  • Strong barcode, scanning, and enterprise mobility franchise.
  • Automation and machine-vision portfolio expands the AI edge angle.

What to watch

  • Warehouse and retail spending recovery.
  • Machine vision and robotics contribution.
  • Margin recovery after cyclical slowdown.

Key risks

  • Cyclical demand and inventory digestion can pressure results.
  • Robotics remains a smaller part of the overall company.