What is the 13F Pro Quality Score for ZBRA?

13F Pro ranks ZEBRA TECHNOLOGIES CORP (ZBRA) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ZBRA's current score at https://13fpro.ai/company/ZBRA (free sign-up required for the full ranking).

Where does 13F Pro source ZBRA data?

All ZEBRA TECHNOLOGIES CORP fundamentals and ownership data come directly from SEC EDGAR. ZEBRA TECHNOLOGIES CORP files with the SEC under CIK 877212. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ZBRA in?

ZEBRA TECHNOLOGIES CORP (ZBRA) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives ZBRA's revenue?

Per ZEBRA TECHNOLOGIES CORP's latest 10-Q filed with the SEC on 2026-08-04, the biggest revenue drivers are: Connected Frontline (CF) ($903M, +25.9% YoY); Asset Visibility & Automation (AVA) ($654M, +13.5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ZBRA.

What are ZBRA's largest expenses?

ZEBRA TECHNOLOGIES CORP's latest 10-Q reports these as the largest expense items: Research and development ($159M, +10.4% YoY); General and administrative ($114M, +11.8% YoY); Amortization of intangible assets ($37M, +48% YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended July 4, 2026).

How often is ZBRA research updated on 13F Pro?

ZBRA's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ZEBRA TECHNOLOGIES CORP(ZBRA)Stock Analysis

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13F Pro Quality Score

67.5/100

Rank #358 of 2,961 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

67.5/100

Profitability

57.5/100

Balance Sheet

75.4/100

Earnings Quality

65.2/100

Free Cash Flow

66.0/100

Institutional Flow

81.3/100

Revenue Scale

80.1/100

Dilution Risk

32.3/100

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Why ZBRA Scores 68/100

exact factor attribution · 2026-09-11

ZBRA's composite is driven by scale and revenue growth. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+4.5 pts

80th pct

Revenue growth

+3.5 pts

68th pct

Capital efficiency

+2.5 pts

75th pct

Free cash flow

+2.4 pts

66th pct

Institutional flow

+1.6 pts

81th pct

Earnings quality

+1.5 pts

65th pct

Earnings growth

+1.3 pts

75th pct

Profitability

+1.1 pts

58th pct

Shareholder dilution

-0.9 pts

32th pct

Latest change (2026-08-05): 66 → 68 · ↑ Earnings growth 56→75; ↑ Institutional flow 67→78

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ZBRA Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for ZEBRA TECHNOLOGIES CORP (ZBRA), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ZBRA at 67.5/100 on a 32-signal composite quality model, placing it at rank #358 of 2,961 stocks — the top 25% of the AI-ranked universe. ZBRA scores in the top quartile across institutional flow (81.3), revenue scale (80.1), balance sheet strength (75.4). Shareholder dilution risk is elevated at 32.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), ZEBRA TECHNOLOGIES CORP reports quarterly revenue of $1.6B, net income of $233.0M, free cash flow of $198.0M. Top institutional holders of ZBRA by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. ZBRA trades on the Nasdaq exchange and files with the SEC under CIK 877212. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ZBRA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ZEBRA TECHNOLOGIES CORP directly from SEC EDGAR. ZEBRA TECHNOLOGIES CORP's 13F Pro composite quality score has ranged between 47 and 75 since 2021, currently 67.5 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

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Fun facts about ZEBRA TECHNOLOGIES CORP

Quirks, history, and lore behind ZBRA — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial technology company · mid-to-large cap · listed on Nasdaq · headquartered in Illinois.
2
The Numbers
Annual revenue in the range of $5–6 billion, with customers spanning retail, healthcare, manufacturing, and logistics — basically anywhere things need to be tracked.
3
The History
Founded in the late 1960s, the company pioneered automatic identification technology long before it was cool — or even called that.
4
The Secret
Its hardware is everywhere in warehouses and hospitals, but the real growth story is software and services wrapping around that hardware to create sticky enterprise ecosystems.
5
The Lore
It makes the handheld scanners and mobile computers that retail and warehouse workers carry all day — if you've ever watched an employee scan a shelf label, odds are good you've seen this company's product.
6
The Giveaway
Named after a certain black-and-white striped animal, this company literally built its business around reading barcodes — and it still does, just with a lot more Wi-Fi involved.

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What's Driving ZBRA's Business? Latest 10-Q Breakdown

AI-extracted from ZEBRA TECHNOLOGIES CORP's 10-Q filed 2026-08-04 — Q2 FY2026 (quarter ended July 4, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Zebra's Q2 revenue rose 20.4% YoY to $1,557M, but only 9.2% was organic — the rest driven by the Elo Touch acquisition, FX, and a one-time $73M IEEPA tariff refund benefit that lifted gross margin to 53.0%.

Biggest Revenue Drivers

Connected Frontline (CF)$903M+25.9% YoY

Primarily due to the inclusion of Elo Touch, higher sales of mobile computers, and favorable impact of foreign currency

Asset Visibility & Automation (AVA)$654M+13.5% YoY

Primarily due to higher sales of printing and machine vision products and favorable impact of foreign currency

Biggest Revenue Drivers

Total revenue: $1,557M+20.4% YoY

Connected Frontline (CF)$903M+25.9% YoY

Primarily due to the inclusion of Elo Touch, higher sales of mobile computers, and favorable impact of foreign currency

Asset Visibility & Automation (AVA)$654M+13.5% YoY

Primarily due to higher sales of printing and machine vision products and favorable impact of foreign currency

Largest Expense Items

Research and development$159M+10.4% YoY

Increase tied to inclusion of Elo Touch and higher employee-related costs

General and administrative$114M+11.8% YoY

Increase tied to inclusion of Elo Touch and higher employee-related costs

Amortization of intangible assets$37M+48% YoY

Reflects intangible asset amortization from the Elo Touch acquisition

Margins: Gross margin rose to 53.0% from 47.6% (+540 bps), primarily due to favorable impacts of IEEPA tariff recoveries and foreign currency; the company also fully mitigated increased memory costs through price realization.

Watch Items from the Filing

Company recognized a $73M pretax benefit from expected IEEPA tariff refunds within Cost of Sales in Q2 ($46M CF, $27M AVA); only $14M had been received in cash by quarter-end, a non-recurring boost to reported margins.
Consolidated Organic Net sales growth was only 9.2% versus reported GAAP growth of 20.4%, with acquisitions/dispositions contributing 8.7 points and FX contributing 2.5 points.
Current portion of long-term debt jumped to $2,275M from $141M as Term Loan A and the Revolving Credit Facility mature May 25, 2027; the company states it intends to refinance in the second half of 2026.
Repurchased $568M of common stock year-to-date ($268M in Q2), funded partly by increased borrowings under the Revolving Credit and Receivables Financing Facilities.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.6B

Net Income

Q2 2026

$233.0M

Free Cash Flow

Q2 2026

$198.0M

ROIC

Q2 2026

15.1%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+8.3% YoY

$5.40BFY 2025

FY22 $5.78BFY23 $4.58BFY24 $4.98BFY25 $5.40B

Net Income

-20.6% YoY

$419.0MFY 2025

FY22 $463.0MFY23 $296.0MFY24 $528.0MFY25 $419.0M

Operating Income

-5.7% YoY

$700.0MFY 2025

FY22 $529.0MFY23 $481.0MFY24 $742.0MFY25 $700.0M

EPS (Diluted)

-19.6% YoY

$8.18FY 2025

FY22 $8.80FY23 $5.72FY24 $10.18FY25 $8.18

Total Assets

+6.7% YoY

$8.50BFY 2025

FY22 $7.53BFY23 $7.31BFY24 $7.97BFY25 $8.50B

Total Debt

+15.2% YoY

$2.50BFY 2025

FY22 $2.02BFY23 $2.22BFY24 $2.17BFY25 $2.50B

Op. Cash Flow

-9.5% YoY

$917.0MFY 2025

FY22 $488.0MFY23 $-4.0MFY24 $1.01BFY25 $917.0M

Free Cash Flow

-12.9% YoY

$831.0MFY 2025

FY22 $413.0MFY23 $-91.0MFY24 $954.0MFY25 $831.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$5.40B +8.3%	$4.98B +8.7%	$4.58B -20.7%	$5.78B +2.7%	$5.63B +26.5%	$4.45B
Net Income	$419.0M -20.6%	$528.0M +78.4%	$296.0M -36.1%	$463.0M -44.7%	$837.0M +66.1%	$504.0M
Operating Income	$700.0M -5.7%	$742.0M +54.3%	$481.0M -9.1%	$529.0M -46.0%	$979.0M +50.4%	$651.0M
EPS (Diluted)	$8.18 -19.6%	$10.18 +78.0%	$5.72 -35.0%	$8.80 -43.3%	$15.52 +66.0%	$9.35
Total Assets	$8.50B +6.7%	$7.97B +9.1%	$7.31B -3.0%	$7.53B +21.1%	$6.21B +15.6%	$5.38B
Total Debt	$2.50B +15.2%	$2.17B -2.2%	$2.22B +9.7%	$2.02B +104.1%	$991.0M -38.4%	$1.61B
Operating Cash Flow	$917.0M -9.5%	$1.01B +25425.0%	$-4.0M -100.8%	$488.0M -54.3%	$1.07B +11.1%	$962.0M
Free Cash Flow	$831.0M -12.9%	$954.0M +1148.4%	$-91.0M -122.0%	$413.0M -59.1%	$1.01B +12.8%	$895.0M

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Available Research

13F Pro tracks comprehensive data for ZEBRA TECHNOLOGIES CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ZBRA

BlackRock, Inc.
$871.8M3,311,526 sh
VANGUARD CAPITAL MANAGEMENT LLC
$819.9M3,114,262 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$702.2M2,667,369 sh
Boston Partners
$689.1M2,617,838 sh
STATE STREET CORP
$496.2M1,884,644 sh
Invesco Ltd.
$464.9M1,765,967 sh
GEODE CAPITAL MANAGEMENT, LLC
$355.2M1,351,501 sh
Alyeska Investment Group, L.P.
$328.7M1,248,478 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$318.3M1,208,889 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$280.8M1,066,696 sh

Fund	Value	Shares
BlackRock, Inc.	$871.8M	3,311,526
VANGUARD CAPITAL MANAGEMENT LLC	$819.9M	3,114,262
VANGUARD PORTFOLIO MANAGEMENT LLC	$702.2M	2,667,369
Boston Partners	$689.1M	2,617,838
STATE STREET CORP	$496.2M	1,884,644
Invesco Ltd.	$464.9M	1,765,967
GEODE CAPITAL MANAGEMENT, LLC	$355.2M	1,351,501
Alyeska Investment Group, L.P.	$328.7M	1,248,478
FULLER & THALER ASSET MANAGEMENT, INC.	$318.3M	1,208,889
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$280.8M	1,066,696

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Is ZBRA a good stock to buy?

13F Pro's AI-powered analysis of ZEBRA TECHNOLOGIES CORP (ZBRA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ZBRA are available on the ZBRA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ZBRA is classified as a large company.

Which hedge funds own ZBRA?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ZBRA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ZEBRA TECHNOLOGIES CORP's investment landscape.