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Dec 31, 2024
Zebra Q4 2024 Earnings Report
Key Takeaways
Zebra Technologies posted strong Q4 performance with 32.2% YoY revenue growth, driven by robust demand in North America. Gross and operating margins improved significantly, while net income surged due to higher sales and cost efficiencies.
Revenue by Segment
Forward Guidance
Zebra expects continued growth in 2025, with Q1 revenue projected to increase by 8-11% and full-year revenue growth between 3-7%. However, macroeconomic uncertainty and import tariffs may impact profitability.
Positive Outlook
- Q1 2025 revenue expected to grow 8-11% YoY.
- Full-year 2025 revenue expected to grow 3-7% YoY.
- Adjusted EBITDA margin forecasted between 21-22%.
- Projected FY25 adjusted EPS in the range of $14.75 - $15.25.
- Strong backlog supports Q1 growth.
Challenges Ahead
- Macroeconomic uncertainty may impact customer spending.
- Geopolitical risks and trade policies remain a concern.
- Foreign currency translation expected to have a negative impact.
- Import tariffs from Mexico and China expected to reduce gross profit by $20M.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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