Barcode scanner maker Zebra forecasts upbeat Q4 on resilient demand, lower tariffs

Reuters
Oct 28, 2025
Barcode scanner maker Zebra forecasts upbeat Q4 on resilient demand, lower tariffs

Oct 28 (Reuters) - Zebra Technologies 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.

(Reporting by Kritika Lamba in Bengaluru; Editing by Shailesh Kuber)

((Kritika.Lamba@thomsonreuters.com;))

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