Zebra Technologies has projected stronger-than-expected profit and revenue growth for the fourth quarter, signaling steady demand for its barcode scanners and mobile computers as more businesses embrace digital transformation. The Illinois-based technology firm expects net sales growth between 8% and 11%, outperforming analysts’ estimates of 6% growth, according to LSEG data. It also forecast adjusted earnings per share in the range of $4.20 to $4.40, with the midpoint above the consensus estimate of $4.24. Shares of the company rose more than 2% in premarket trading following the upbeat announcement.
The positive outlook reflects Zebra’s resilience amid global trade challenges and its successful diversification of manufacturing operations across China, Vietnam, Malaysia, and Mexico. The company said its third-quarter results benefited from lower-than-expected tariffs, further strengthening its recovery from the effects of U.S.-China trade tensions. Net sales for the quarter ended September 27 rose to $1.32 billion, slightly ahead of market expectations of $1.31 billion, while adjusted profit of $3.88 per share topped estimates of $3.75.
As industries accelerate automation and data-driven efficiency, Zebra’s devices have become essential tools for warehouses, retailers, and logistics firms. Its products — including barcode scanners, handheld computers, and tracking systems — enable companies to streamline supply chain operations and gain better visibility over shipments and inventory management. Analysts see Zebra as well-positioned to capitalize on the global trend toward industrial digitalization.
To reinforce its growth trajectory, Zebra has expanded its technology portfolio through strategic acquisitions. The company recently acquired U.S.-based touchscreen manufacturer Elo Touch Solutions and Slovakian 3D imaging firm Photoneo, moves aimed at broadening its capabilities in automation and intelligent sensing. With its diversified production footprint, strong product demand, and new technology integrations, Zebra is charting a confident course toward sustained growth in the final quarter of the year