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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 4:26 AM

Oct 28 (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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