ZBRAZebra Technologies

Technology · Industrial Machinery · Nasdaq

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

What the 10-K filed 2026-02-12 says about risks that are not on the face of the balance sheet, from the notes to the financial statements, Legal Proceedings and the MD&A (and, for big customers and key suppliers, Business and Risk Factors). Tickdelta picks sentences with specifics (amounts, accruals, covenant ratios) and quotes them as filed. New marks a sentence with nothing like it in the 10-K filed 2025-02-13.

Big customers

1 new

Customers the company names as a large share of revenue or receivables (it must name any worth 10% of revenue).

“The Company has three customers, who are distributors of the Company’s offerings, that individually accounted for more than 10% of total Company Net sales during the years ended December 31, 2025, 2024 and 2023.”
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New “These customers accounted for 31%, 14% and 13%, respectively, of accounts receivable as of December 31, 2025, and 24%, 13% and 11%, respectively, of accounts receivable as of December 31, 2024.”
Read it in the 10-K ↗

“No other customer accounted for more than 10% of total Net sales during the years ended December 31, 2025, 2024 or 2023, or more than 10% of outstanding accounts receivable as of December 31, 2025 or 2024.”
Read it in the 10-K ↗

Key suppliers

Parts or manufacturing that depend on one or a few suppliers.

“We may be dependent on such electronics manufacturers as a sole-source of supply for the manufacture of such products.”
Read it in the 10-K ↗

“We source some of our components from sole-source suppliers.”
Read it in the 10-K ↗

“In addition, certain supplies are available only from a single source or limited sources and we may not be able to diversify sources in a timely manner.”
Read it in the 10-K ↗

Lawsuits and legal claims

Pending cases, settlements and what the company has set aside for them.

No specific sentence about this in the 10-K.

Guarantees and indemnities

Promises to pay someone else's debts or losses if they cannot.

No specific sentence about this in the 10-K.

Debt covenants

Conditions in loan agreements that, if broken, can make debt due early.

“As of December 31, 2025, the Company was in compliance with all debt covenants.”
Read it in the 10-K ↗

Commitments off the balance sheet

Contracts the company must pay for later: purchase obligations, take-or-pay deals.

No specific sentence about this in the 10-K.

Sentences are chosen by their words, not read by AI, so some can be off topic. Always check the filing. Open the 10-K ↗

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.