Aug. 4 at 4:21 PM
$ZBRA is the standout automation name today after a much stronger second quarter. On August 4, Zebra reported
$1.557 billion in sales, up 20.4% year over year, with organic growth of 9.2%. Adjusted EPS reached
$6.35, and management lifted its 2026 outlook to 14%–16% sales growth and
$20.75–
$21.25 in adjusted EPS.
The part I am watching is the quality of that growth. Roughly eight percentage points of the full-year sales increase are expected to come from acquisitions, divestitures and currency, so the next test is whether underlying demand and margins remain firm after today’s sharp rally.
$ROK offers a useful read-through for broader industrial automation sentiment.
Not financial advice. Do your own research.
