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Zebra Tops Q3, Lifts Outlook and Announces $500 Million Buyback as Shares Slip

Management credited demand strength, tariff relief, cost control for the upside.

Overview

  • Adjusted Q3 earnings rose 11% to $3.88 per share on revenue of $1.32 billion, beating FactSet estimates.
  • Fourth-quarter guidance targets an adjusted $4.30 per share on $1.46 billion in sales at the midpoint, above Wall Street models.
  • CEO Bill Burns pointed to solid end-market demand, lower-than-expected tariffs, operating expense leverage and strong execution as drivers.
  • Zebra repurchased $284 million of stock year to date and outlined an additional $500 million in buybacks through the third quarter of 2026.
  • Shares fell about 3.4% premarket to roughly 300, with IBD noting a 13-week consolidation and a 352.66 buy point on technical charts.