Zebra Technologies Corporation ZBRA

Revenue Intelligence Report • 66 quarters of SEC filing data • Updated 2026-03-06

Zebra Technologies Corporation demonstrates strong revenue growth driven primarily by strategic investments in research and development (R&D) and selling, general, and administrative expenses (SG&A), with elasticities of 0.67% and 1.07%, respectively. The company's latest quarterly revenue of $1.475 billion reflects a solid return on its spending, supported by a robust model accuracy of 3.8% MAPE. Looking ahead, Zebra is projected to achieve $6 billion in revenue for the fiscal year, representing a 13.2% year-over-year increase, indicating a positive outlook for sustained growth and profitability.

Next FY Revenue
$6.11B
+13.2% YoY
R&D Elasticity
0.67x
SG&A Elasticity
1.07x
Model Accuracy
3.8% MAPE
Holdout validation: The model predicted $1B vs the actual $1B — an error of 4.2%.

Revenue Forecast

ZBRA Revenue Forecast

Quarterly Detail

QuarterModel ForecastActual95% RangeYoY GrowthStatus
Q4 2025 $1B $1B $1B – $2B +5.9% ✓ In range
Q1 2026 $1B $1B – $2B +11.8%
Q2 2026 $2B $1B – $2B +16.5%
Q3 2026 $2B $1B – $2B +17.3%
Q4 2026 $2B $1B – $2B +7.7%

How Spending Drives Revenue

ZBRA Spending Timing
Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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Data sourced from SEC EDGAR XBRL filings. Model: ARDL (log-log) with 66 quarters. This analysis is for informational purposes only and does not constitute investment advice.