Increasing costs and high debt levels are weighing on ZBRA. Unfavorable foreign currency movement is an added concern.
ZBRA's acquisition of Photoneo is set to strengthen its product offerings and boost its position in the 3D machine vision solutions industry.
Rising costs, high debt level and unfavorable foreign-currency movement are weighing on ZBRA's performance.
Zebra Technologies Corporation (NASDAQ:ZBRA ) Q4 2024 Earnings Call Transcript February 12, 2025 8:30 AM ET Company Participants Mike Steele - Vice President, Investor Relations Bill Burns - Chief Executive Officer Nathan Winters - Chief Financial Officer Conference Call Participants Srikar Venjamuri - UBS Tommy Moll - Stephens Joe Giordano - TD Cowen Piyush Avasthy - Citi Research Brian Drab - William Blair Meta Marshall - Morgan Stanley Keith Housum - Northcoast Research Guy Hardwick - Freedom Capital Markets Brad Hewitt - Wolfe Research Melissa Shreve - Barclays Chris Grenga - Needham Rob Jamieson - Cowen & Company Operator Good day. And welcome to the Fourth Quarter and Full Year 2024 Zebra Technologies Earnings Conference Call.
ZBRA's fourth-quarter 2024 revenues surge 32.2% year over year, driven by strength in the Asset Intelligence & Tracking and Enterprise Visibility & Mobility segments.
Zebra Technologies (ZBRA) came out with quarterly earnings of $4 per share, beating the Zacks Consensus Estimate of $3.95 per share. This compares to earnings of $1.71 per share a year ago.
Barcode scanner-maker Zebra Technologies forecast full-year 2025 revenue growth below Wall Street estimates on Thursday due to the effects of U.S. trade restrictions, sending the company's shares sliding 9% in premarket trading.
Zebra Technologies Corporation ZBRA will release its fourth-quarter financial results, before the opening bell, on Thursday, Feb. 13, 2025.
ZBRA's fourth-quarter results are likely to benefit from the solid demand for mobile computing products and data capture solutions. Weakness in the printing end market is likely to hurt its results.
I'm cautious about Zebra Technologies Corporation's valuation at 22x forward free cash flow, given its erratic growth patterns. I appreciate Zebra's operational improvements and AI-powered software launch but remain skeptical about sustainable growth. I'm wary of the one-off working capital changes driving much of the 2024 cash flow gains.
ZBRA's acquisition of Photoneo is set to enable it to strengthen its product offerings and boost its position in the 3D machine vision solutions industry.
ZBRA's strong prospects, driven by strength across its businesses, cost management actions, shareholder-friendly policies and attractive valuation, make it an ideal pick for investors.