Zebra Technologies raises guidance on robust automation demand

Published: 2026-05-12 12:11:29 ET ZBRA

Zebra Technologies has lifted its full-year revenue growth forecasts, bolstered by strong demand for its automation solutions across warehousing, logistics and retail sectors. The announcement was cheered by the markets, with the stock surging nearly 17% during trading. The group is benefiting from accelerating investment in supply chain automation and real-time tracking tools for industrial and commercial operations.

Esteban Tesson

Published on 05/12/2026 at 12:11 pm EDT

The company specializes in barcode scanners, RFID devices, industrial printers, and autonomous robots. Zebra now projects sales growth between 10% and 14% for 2026, up from its previous estimate of 9% to 13%. For Q2, the group anticipates revenue growth of 14% to 17%, exceeding analyst expectations according to LSEG data.Adjusted EPS is expected between $4.20 and $4.50, topping the market consensus of $4.14. CEO Bill Burns emphasized that Zebra is well-positioned to capitalize on the expansion of e-commerce, industrial automation, and the practical applications of artificial intelligence in equipment and infrastructure. For the quarter ended in early April, the group reported revenue of $1.50bn and adjusted EPS of $4.75, with both figures surpassing market expectations.