ZBRAZEBRA TECHNOLOGIES CORP
General Industrial Machinery & Equipment
- Revenue
- $5.4B
- 8.3% YoY
- Operating margin
- 13.0%
- 13% YoY
- EBITDA
- $885M
- 3.2% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.0×
- $2.6B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear219% of net incomeCash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear64% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired54% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $5.6B | $5.8B | $4.6B | $5.0B | $5.4B | 8.3% |
| Operating income | $979M | $529M | $481M | $742M | $700M | 5.7% |
| Net income | $837M | $463M | $296M | $528M | $419M | 21% |
| Operating cash flow | $1.1B | $488M | −$4M | $1.0B | $917M | 9.5% |
| Capex | $59M | $75M | $87M | $59M | $86M | 46% |
| Stock-based comp | $76M | $88M | $55M | $89M | $163M | 83% |
| Buybacks | $57M | $751M | $52M | $47M | $587M | 1149% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.