KPI data tables

Zebra Technologies operating metrics behind the KPI charts, newest period first (up to 24 periods per chart). Periods use each company's own fiscal labels where the source does; each table names its source.

Zebra Technologies AVA Tangible Products vs Services (Quarterly) (usd_millions)
PeriodAVA tangible productsAVA services and software
Q2 202661044
Q1 202662248
Q4 202557546
Q3 202557243
Q2 202553442
Q1 202558143
Q4 202456543
Q3 202453842
Q2 202450441
Q1 202449341

Source: AVA tangible products and services and software net sales. Q1 2024 through Q3 2025: Q3 2025 Exhibit 99.1 recast segment table (https://www.sec.gov/Archives/edgar/data/877212/000162828025046567/zbraex99120250927.htm). Q4 2025: FY2025 Form 10-K AVA annual split (tangible $2,262 million, services $174 million) minus Q1-Q3 2025 recast prints, which equals the printed Q4 2025 AVA total of $621 million (https://www.sec.gov/Archives/edgar/data/877212/000162828026007668/zbra-20251231.htm and Q4 2025 earnings release). Q1 2026: Form 10-Q ended 4 Apr 2026 AVA MD&A table (https://www.sec.gov/Archives/edgar/data/877212/000162828026034109/zbra-20260404.htm). Q2 2026: Form 10-Q ended 4 Jul 2026 AVA MD&A table (https://www.sec.gov/Archives/edgar/data/877212/000162828026052550/zbra-20260704.htm).

Zebra Technologies Connected Frontline vs Asset Visibility Net Sales (Quarterly) (usd_millions)
PeriodConnected FrontlineAsset Visibility & Automation
Q2 2026903654
Q1 2026825670
Q4 2025854621
Q3 2025705615
Q2 2025717576
Q1 2025684624
Q4 2024726608
Q3 2024675580
Q2 2024672545
Q1 2024641534

Source: Recast CF and AVA net sales. Q1 2024 through Q3 2025: Q3 2025 Exhibit 99.1 segment recast table (https://www.sec.gov/Archives/edgar/data/877212/000162828025046567/zbraex99120250927.htm). Q4 2025: Q4/FY2025 earnings release (https://www.zebra.com/content/dam/zebra_dam/global/zcom-web-production/web-production-photography/press-releases/q4-2025-earnings-press-release.pdf) and FY2025 Form 10-K Note 20 (https://www.sec.gov/Archives/edgar/data/877212/000162828026007668/zbra-20251231.htm). Q1 2026: Form 10-Q ended 4 Apr 2026 (https://www.sec.gov/Archives/edgar/data/877212/000162828026034109/zbra-20260404.htm). Q2 2026: Form 10-Q ended 4 Jul 2026 (https://www.sec.gov/Archives/edgar/data/877212/000162828026052550/zbra-20260704.htm) and Q2 2026 Exhibit 99.1 (https://www.zebra.com/content/dam/zebra_dam/global/zcom-web-production/web-production-photography/press-releases/2q26-earnings-press-release.pdf).

Zebra Technologies Remaining Performance Obligations (Quarterly) (usd_billions)
PeriodRPO (contracts over one year)
Q2 20261.15
Q1 20261.15
Q4 20251.17
Q3 20251.16
Q2 20251.17
Q1 20251.18
Q4 20241.19
Q3 20241.24
Q2 20241.24
Q1 20241.13
Q4 20231.13
Q3 20231.09
Q2 20231.13
Q1 20231.14
Q4 20221.11
Q3 20221.06
Q2 20221.06
Q1 20221.08
Q4 20211.03
Q3 20211.02

Source: Zebra Technologies Form 10-Q and Form 10-K remaining performance obligations footnote (original expected duration exceeding one year, inclusive of deferred revenue; us-gaap:RevenueRemainingPerformanceObligation). SEC companyfacts only lists 2018–2019; later amounts are tagged in each 10-Q/10-K iXBRL. Later filing wins. Window Q3 2021–Q2 2026. Q3 2021 $1.02B 10-Q ended 2021-10-02 https://www.sec.gov/Archives/edgar/data/877212/000087721221000191/zbra-20211002.htm. Q4 2021 $1.03B 10-K ended 2021-12-31 https://www.sec.gov/Archives/edgar/data/877212/000087721223000025/zbra-20221231.htm. Q1 2022 $1.08B 10-Q ended 2022-04-02 https://www.sec.gov/Archives/edgar/data/877212/000087721222000059/zbra-20220402.htm. Q2 2022 $1.06B 10-Q ended 2022-07-02 https://www.sec.gov/Archives/edgar/data/877212/000087721222000108/zbra-20220702.htm. Q3 2022 $1.06B 10-Q ended 2022-10-01 https://www.sec.gov/Archives/edgar/data/877212/000087721222000117/zbra-20221001.htm. Q4 2022 $1.11B 10-K ended 2022-12-31 https://www.sec.gov/Archives/edgar/data/877212/000087721224000029/zbra-20231231.htm. Q1 2023 $1.14B 10-Q ended 2023-04-01 https://www.sec.gov/Archives/edgar/data/877212/000087721223000055/zbra-20230401.htm. Q2 2023 $1.13B 10-Q ended 2023-07-01 https://www.sec.gov/Archives/edgar/data/877212/000087721223000125/zbra-20230701.htm. Q3 2023 $1.09B 10-Q ended 2023-09-30 https://www.sec.gov/Archives/edgar/data/877212/000087721223000143/zbra-20230930.htm. Q4 2023 $1.13B 10-K ended 2023-12-31 https://www.sec.gov/Archives/edgar/data/877212/000087721225000027/zbra-20241231.htm. Q1 2024 $1.13B 10-Q ended 2024-03-30 https://www.sec.gov/Archives/edgar/data/877212/000087721224000063/zbra-20240330.htm. Q2 2024 $1.24B 10-Q ended 2024-06-29 https://www.sec.gov/Archives/edgar/data/877212/000087721224000151/zbra-20240629.htm. Q3 2024 $1.24B 10-Q ended 2024-09-28 https://www.sec.gov/Archives/edgar/data/877212/000087721224000164/zbra-20240928.htm. Q4 2024 $1.19B 10-K ended 2024-12-31 https://www.sec.gov/Archives/edgar/data/877212/000162828026007668/zbra-20251231.htm. Q1 2025 $1.18B 10-Q ended 2025-03-29 https://www.sec.gov/Archives/edgar/data/877212/000087721225000065/zbra-20250329.htm. Q2 2025 $1.17B 10-Q ended 2025-06-28 https://www.sec.gov/Archives/edgar/data/877212/000087721225000131/zbra-20250628.htm. Q3 2025 $1.16B 10-Q ended 2025-09-27 https://www.sec.gov/Archives/edgar/data/877212/000162828025046778/zbra-20250927.htm. Q4 2025 $1.17B 10-Q ended 2025-12-31 https://www.sec.gov/Archives/edgar/data/877212/000162828026052550/zbra-20260704.htm. Q1 2026 $1.15B 10-Q ended 2026-04-04 https://www.sec.gov/Archives/edgar/data/877212/000162828026034109/zbra-20260404.htm. Q2 2026 $1.15B 10-Q ended 2026-07-04 https://www.sec.gov/Archives/edgar/data/877212/000162828026052550/zbra-20260704.htm.

Zebra Technologies Segment Operating Income (Quarterly) (usd_millions)
PeriodConnected FrontlineAsset Visibility & Automation
Q2 2026219192
Q1 2026169159
Q4 2025171136
Q3 2025132136
Q2 2025142107
Q1 2025140135
Q4 2024158119
Q3 2024140112
Q2 202413697
Q1 202412592

Source: CF and AVA segment operating income. Q1 2024 through Q3 2025: Q3 2025 Exhibit 99.1 recast segment table (https://www.sec.gov/Archives/edgar/data/877212/000162828025046567/zbraex99120250927.htm). Q4 2025: FY2025 Form 10-K Note 20 annual CF $585 million and AVA $514 million minus Q1-Q3 2025 recast (https://www.sec.gov/Archives/edgar/data/877212/000162828026007668/zbra-20251231.htm). Q1 2026: Form 10-Q ended 4 Apr 2026 Note 18 and Q1 2026 Exhibit 99.1 (https://www.sec.gov/Archives/edgar/data/877212/000162828026034109/zbra-20260404.htm, https://www.sec.gov/Archives/edgar/data/877212/000162828026033877/zbraex99120260404.htm). Q2 2026: Form 10-Q ended 4 Jul 2026 and Q2 2026 Exhibit 99.1 (https://www.sec.gov/Archives/edgar/data/877212/000162828026052550/zbra-20260704.htm, https://www.zebra.com/content/dam/zebra_dam/global/zcom-web-production/web-production-photography/press-releases/2q26-earnings-press-release.pdf).

Zebra Technologies Tangible Products vs Services and Software (Quarterly) (usd_millions)
PeriodTangible productsServices and software
Q2 20261,316241
Q1 20261,231264
Q4 20251,220255
Q3 20251,081239
Q2 20251,055238
Q1 20251,062246
Q4 20241,085249
Q3 20241,019236
Q2 2024983234
Q1 2024929246

Source: Consolidated statements of operations, Net sales: Tangible products and Services and software. Q1 2024 through Q3 2025 recast-era totals also equal CF plus AVA lines in the Q3 2025 Exhibit 99.1 segment table (https://www.sec.gov/Archives/edgar/data/877212/000162828025046567/zbraex99120250927.htm). Q3 2025 10-Q: https://www.sec.gov/Archives/edgar/data/877212/000162828025046778/zbra-20250927.htm. Q4 2025: Q4/FY2025 earnings release income statement (https://www.zebra.com/content/dam/zebra_dam/global/zcom-web-production/web-production-photography/press-releases/q4-2025-earnings-press-release.pdf) and FY2025 Form 10-K (https://www.sec.gov/Archives/edgar/data/877212/000162828026007668/zbra-20251231.htm). Q1 2026: Form 10-Q ended 4 Apr 2026 (https://www.sec.gov/Archives/edgar/data/877212/000162828026034109/zbra-20260404.htm). Q2 2026: Form 10-Q ended 4 Jul 2026 (https://www.sec.gov/Archives/edgar/data/877212/000162828026052550/zbra-20260704.htm).

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Zebra Technologies (ZBRA) - KPIs | Sterling