News Summary:
Zebra Technologies reported strong performance in its fourth quarter earnings call on February 19, 2026, surpassing Wall Street's revenue expectations with 10.6% year-on-year growth and a 1.2% beat. Management attributed this success to solid growth in Asia Pacific and Latin America, a return to growth in Europe, and continued expansion in healthcare, manufacturing, and retail sectors. CEO William Burns credited the company's ability to mitigate existing tariffs, drive operating expense leverage through productivity initiatives, and successfully integrate recent acquisitions, noting robust demand for its Connected Frontline and Asset Visibility and Automation segments. Also on February 19, UK parcel delivery firm Evri deployed Zebra's self-service solution, featuring linerless printing technology, across 7,000 ParcelShops to enhance customer experience, cut waste, and reduce emissions. This follows an announcement on February 17 that the collaboration with Evri has cut service disruptions by 99%. Previously, on February 18, Zebra hosted a Customer Summit across multiple cities in Australia and New Zealand, gathering senior leaders to explore navigation of rapid changes in customer expectations, workforce dynamics, and supply chain resilience.
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