How Zebra Technologies Is Dodging Tariff Costs While Others Panic

From Yahoo Finance: 2025-05-04 13:37:00

Zebra Technologies expects a 10% impact on EBITDA from new tariffs in Q2, dropping to 5% in the second half of 2025. The company has reduced U.S. shipments from China, minimizing exposure to tariff costs. Despite a 34% stock decline, Zebra looks like a strong buy. Revenues increased 11% and earnings 42% year over year. Zebra anticipates tariff expenses of $30 million in Q2 and $70 million for the fiscal year, amounting to about 10% of adjusted EBITDA profits initially. CEO Bill Burns highlights the company’s resilient supply chain and global manufacturing network. Tariff expenses remain manageable for Zebra, with stock trading at a discount.



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