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Zebra Technologies Corporation (ZBRA) Presents at Wolfe R...
2026-05-22 · via All Articles on Seeking Alpha

Zebra Technologies Corporation (ZBRA) Wolfe Research 19th Annual Global Transportation & Industrials Conference May 21, 2026 11:45 AM EDT

Company Participants

Nathan Winters - Chief Financial Officer

Presentation

Unknown Analyst

All right. So continuing on with day 3 of our conference. Up next, we have Zebra Technologies. Very pleased to have the CFO, Nathan Winters.

Nathan Winters
Chief Financial Officer

Great. It's great to be here.

Question-and-Answer Session

Unknown Analyst

Thanks for joining us. So Nathan, maybe just start on kind of state of the union in terms of demand. Where do you see demand tracking? You guided to 5% organic growth at the midpoint for 2026.

Nathan Winters
Chief Financial Officer

Yes. So I think, again, off to a great start to the year. We saw broad-based demand across our regional markets, across different verticals as well as both our product segments. So with the strong start to the year, the visibility we had here in the second quarter, we raised our guide at a point to, as you said, 5% at the midpoint. I can talk more about it. But I think, again, we feel great about the start to the year. We have line of sight to the memory we need. I know we'll talk about that in a little bit to achieve the midpoint of our guidance and really look at the high end of our guidance range around where we see unconstrained demand in the market.

And so, really, now is just working through some of the memory capacity to get there through the balance of the year. But again, the broad-based strength and particularly the strength in manufacturing drove a bit of the upside here in the first quarter, which was great to see.

Unknown Analyst

So as you think about kind