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Barcode scanner maker Zebra forecasts upbeat Q4 on resilient demand, lower tariffs
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Barcode scanner maker Zebra forecasts upbeat Q4 on resilient demand, lower tariffs
Oct 28, 2025 4:25 AM

(Reuters) -Zebra Technologies ( ZBRA ) on Tuesday forecast fourth-quarter profit and revenue growth above analysts' estimates, signaling steady demand for its barcode scanners and mobile computers as businesses accelerate efforts to digitize operations.

Shares of the Lincolnshire, Illinois-based company were up more than 2% in premarket trading

The upbeat outlook comes as Zebra shakes off the impact of U.S.-China trade tensions, with demand recovering after it diversified manufacturing across China, Vietnam, Malaysia and Mexico.

The third-quarter results further benefited from lower-than-expected tariffs this quarter, the company said.

As warehouses, retailers and logistics firms ramp up automation, Zebra's devices - used for scanning barcodes, tracking shipments and managing inventory - remain central to companies streamlining supply chains and improving operational visibility.

The company expects fourth-quarter net sales growth between 8% and 11%, compared to analysts' estimate of 6% growth, according to data compiled by LSEG.

For the fourth quarter, the company expects adjusted earnings per share between $4.20 and $4.40, the mid-point of which is above analysts' estimate of $4.24.

Zebra has also expanded its product lineup through recent acquisitions, including U.S.-based touchscreen maker Elo Touch Solutions and Slovakian 3D imaging company Photoneo, moves aimed at broadening its technology portfolio and customer base.

The company posted net sales of $1.32 billion for the quarter ended September 27, compared to analysts' estimate of $1.31 billion. Adjusted profit came in at $3.88 a share, ahead of estimates of $3.75.

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