ZBRAZebra Technologies
We are a global leader in the Automatic Identification and Data Capture (“AIDC”) industry. 10-K, Item 1
- Employees
- 10,700
- Headquarters
- Lincolnshire, IL
- CEO
- Bill Burns
- Next results
- around Feb 11, 2027
4 paragraphs in Risk Factors of the 10-K filed Feb 12, 2026 with nothing like them in the 10-K filed Feb 13, 2025. Quoted exactly. Paragraphs that were only edited are under 10-K change.
Compared with the Risk Factors in the latest 10-K of the other 74 Technology companies: a paragraph with at least half its words the same at another company is called similar, and the companies are listed under it. A paragraph most of them have is marked boilerplate. No line means no other company has one like it. This counts text; it does not say how serious a risk is.
•Managing logistical challenges common to complex, expansive international operations;
•Managing impacts of government shutdowns or disruptions, including any adverse effects due to limited government funding and services, such as import and export clearance, regulatory approvals or visa processing;
•Managing our organizational structure and workforce challenges, and ensuring a cohesive company culture among our employees;
Read in the 10-K ↗
On September 30, 2025, the Company acquired Elo Holdings, Inc. (“Elo”) for a purchase price of approximately $1.3 billion, a transaction that is significant in size, representing approximately 9% of the Company’s market capitalization on such date. This acquisition substantially increased the Company’s goodwill and other intangible assets, which could become impaired and result in material non-cash charges if we fail to achieve the expected operating results and cash flows. The Company may not be able to successfully integrate Elo's business operations and personnel and to realize the anticipated growth opportunities and cost synergies, and the integration process may divert management's attention from other business priorities. Failure to successfully manage these and other risks associated with this acquisition, including those outlined above, may have a material adverse effect on our business and operating results.
Read in the 10-K ↗
New in the latest 10-Q
9 paragraphs in the 10-Q filed Nov 3, 2026 with nothing like them in the 10-Q filed Aug 4, 2026 (at least half the words must differ; new numbers alone do not count). Quoted exactly, grouped by the item heading above them. This is text that changed, not a judgement of how serious it is.
10-Q
Three Months Ended Nine Months Ended October 3, September 27, October 3, September 27,
Read in the 10-Q ↗
Three Months Ended Nine Months Ended October 3, September 27, October 3, September 27,
Read in the 10-Q ↗
Three Months Ended Nine Months Ended October 3, September 27, October 3, September 27,
Read in the 10-Q ↗
Three Months Ended Nine Months Ended October 3, September 27, October 3, September 27,
Read in the 10-Q ↗
Three Months Ended Nine Months Ended October 3, September 27, October 3, September 27,
Read in the 10-Q ↗
Three Months Ended Nine Months Ended October 3, September 27, October 3, September 27,
Read in the 10-Q ↗
• The Company’s ability to effectively manage manufacturing and operating costs,
Read in the 10-Q ↗
• The Company’s ability to attract, retain, develop, and motivate key personnel,
Read in the 10-Q ↗
non-GAAP financial measures should not be considered superior to, as a substitute for, or as an alternative to, and should be considered in conjunction with the GAAP financial measures presented.
Read in the 10-Q ↗
The 10-Q's risk factors against the 10-K
Item 1A of the 10-Q filed Nov 3, 2026 against Item 1A of the 10-K filed Feb 12, 2026.
A 10-Q repeats only the risks that changed, so a 10-K paragraph that is missing from it is not counted as removed.
Added is a paragraph with nothing like it in the 10-K, Reworded a sentence that is in both with several words changed,
Quiet changes a sentence in both where one to four words changed and one is a hedge or a modal
(cut words struck through, new words highlighted and underlined).
Text on the page, not a score; each links to the filing at sec.gov.
Work on ZBRA in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/ZBRA/export.csv") into a cell.