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Symbotic Inc. (SYM) stock

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NASDAQ: SYM Nasdaq Industrial Machinery & Supplies & Components Next results ~November 16, 2026

C Fundamentals grade

Symbotic Inc. is a US-listed company in the industrial machinery & supplies & components industry. Its financial year ends in September.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$12

Valuation models combined (2)

Base case. Range ~$8.9–$13. Weighted average of 2 models (forward price-to-earnings vs peers, forward price-to-sales vs peers), the forward price-to-earnings vs peers counting double.

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Symbotic Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 13 selling0 purchases and 129 sales by directors and officers, last 12 monthsInsider trades
  • Funds251 adding, 165 cuttingOf 51 active managers that changed their stake, 33 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Symbotic files

Where Symbotic stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $2.65bn, up 20.6% on a year earlier, slower than the 21.5% growth a quarter earlier. That growth ranks 5 of 40 among the industrial machinery & supplies & components companies we cover. Free-cash-flow margin rose to 32.6% from 7.0% a year earlier. Operating margin widened to -0.0% from -2.7%. The diluted share count is up 18.8% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 2 of our 2 financial-health checks. Our cash-flow model value is $67.66 a share, against a share price of $38.48.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 16, 2026 (estimated)

Symbotic Inc.'s trailing-twelve-month revenue grew 20.6% year on year, with a free-cash-flow margin of 32.6%. Where it stands out: free-cash-flow margin of 32.6% ranks 1 of 76 industrial machinery & supplies & components companies we cover. Where it lags: stock pay as % of revenue of 9.0% ranks 65 of 70 industrial machinery & supplies & components companies we cover.

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 221% in the quarter to 2026-06-30, the 4th beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Fast growth. Revenue grew 20.6% over the last 12 months, against a median of 8.3% for industrial machinery & supplies & components companies we cover.
  • Strong cash generation. 32.6% of revenue turned into free cash flow, against a median of 9.1% for industrial machinery & supplies & components companies we cover.
  • Net cash. Cash exceeds long-term debt by $1.7bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Loss-making. Operating margin is -0.0%: costs exceed revenue.
  • Share dilution. Diluted shares rose 18.8% in a year.
  • High earnings multiple. The shares trade at 575 times the last 12 months' earnings, so expectations are demanding.
  • Volatile shares. Over the past year the shares showed annualised volatility of 78% and a beta of 2.9 against the S&P 500.
  • Insiders selling. 13 insiders sold $965M of stock over the past 365 days and none bought (1% under pre-set trading plans).
  • Below peers: stock pay as % of revenue. Stock pay as % of revenue of 9.0% ranks 65 of 70 industrial machinery & supplies & components companies we cover (median 0.8%).

Latest results: FY2026 Q3

Filed August 5, 2026
Earnings per share
$0.41 against an average estimate of $0.13: beat by 220.6%
Revenue
$721m, up 21.7% on a year earlier
Share reaction
-16.6% in the first session after the results on August 5, 2026, against -0.4% for the S&P 500
Next report
November 16, 2026; average EPS estimate $0.16

Symbotic's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+1.0%
  • 1 week-3.6%
  • 1 month-13.1%
  • This year-37.4%
  • 1 year-54.1%
  • 5 years+274.4%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$2.6B
Operating margin
-0.0%
Net margin
0.3%
EPS (TTM, diluted)
$0.06

Growth

Revenue growth
+20.6%
Change in growth rate
−0.9 pts
Share count change
+18.8%

Cash

Free cash flow (TTM)
$863M
FCF margin
32.6%
Stock pay % of revenue
9.0%

Earnings

Last results
August 5, 2026
Next results (est.)
November 23, 2026

News & updates

Updated November 3, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Our research
  2. Agreement
  3. Announcement
  4. Results
  5. Announcement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Symbotic Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Symbotic Inc. as an operating company, with every model that fits that kind of business. Cost of equity 11.2%: the 10-year Treasury yield (4.9%) plus a beta of 1.38 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$13 ~$12–$17 Primary model, counts double
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: the model gives no positive value
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: return on equity is not positive
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$8.9 ~$9.5–$19 Included, half weight
Cash-flow model (DCF) Free cash flow after stock pay, grown then faded to 2.5%, discounted at 8.5%. — Does not apply: Noncontrolling ownership is material. Its fair value and share of cash flow must be valued separately; a book-value deduction is insufficient.
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. — Does not apply: Noncontrolling ownership is material. Its fair value and share of cash flow must be valued separately; a book-value deduction is insufficient.
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: Noncontrolling ownership is material. Its fair value and share of cash flow must be valued separately; a book-value deduction is insufficient.
Combined value Weighted average of the models that apply: the primary model (forward price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$12 ~$8.9–$13 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Symbotic Inc. with Industrial Machinery & Supplies & Components in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 2022202320242025Now
Share price$10.54$33.43$25.52$52.14$37.23
Market value$570m$2.2bn$2.4bn$5.7bn$4.7bn
+ Net debt (− = net cash)−$353m−$259m−$727m−$1.2bn−$1.7bn
Enterprise value$217m$1.9bn$1.7bn$4.4bn$3.0bn
Multiples
Price / sales 1.0x1.8x1.4x2.5x1.8x
Price / earnings ————n/m
Price / free cash flow —10.0x—6.5x5.3x
EV / EBITDA ————96.5x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

38 /100

Weak moat

How hard Symbotic's competitive advantage looks for rivals to wear away, judged from 5 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median -1.5% of total assets over 5 years.

  • Pricing power 7 / 20

    Gross margin has been a median 16.3%, moving by 2.8 percentage points (standard deviation) across 5 years.

  • Durability 10 / 20

    Operating margin has been a median -11.2%; its worst year was -21.7%.

  • Cash conversion 14 / 20

    Free cash flow was positive in 5 of 5 years, at a median 7.0% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 16, 2026, after the close. Analysts expect revenue of $774m and EPS of $0.16 (range $0.14 to $0.19) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.57 −71% $2.8bn +25%
Next $0.74 +30% $3.6bn +29%

Next year's EPS estimate has moved +3.2% in 90 days, across 8 analysts.

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.13 $0.41 +220.6%
Mar 2026 $0.11 $0.45 +294.1%
Dec 2025 $0.09 $0.40 +364.2%
Sept 2025 $0.08 $0.58 +665.5%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

17 analysts, Oct 2026
Buy953%
Hold529%
Sell318%

Monthly trend

  1. Oct 202685217
  2. Sep 202685217
  3. Aug 202695218
  4. Jul 202695218

Counts of recommendations published by analysts covering Symbotic Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
31.8%
of tradable shares
Days to cover
10.6
at average volume
Short interest, 1 month
+5%
to September 30, 2026
Held by institutions
79%
of shares
Held by insiders
13.6%
of shares
Employees
2,000
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Recent prices are available. Older price history and the statistics that need it are being loaded in the background.

What moved the share price

Last 12 months −54.0%

$80.95 on October 31, 2025 to $37.23

ThenNowEffect
Revenue (last 12 months) $2.2bn $2.6bn +20.6%
P/S multiple 3.9x 1.8x −54.7%
Share count 107m 127m −15.8%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
SYM+19%+330%−54%+151%−37%
Industry peers (median)−15%+19%+2%+9%+5%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
SYM58%75%33%67%27%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
SYM−56%−52%−65%−48%−49%
S&P 500−25%−10%−8%−19%−9%

Worst fall since March 9, 2021: 73% from July 31, 2023 to April 4, 2025. Getting back needed a 263% gain, reached on October 2, 2025, 181 days after the low.

Price behaviour

52-week range
$37.23 – $87.30
From 52-week high
−57.4%
vs 50-day average
−9.7%
vs 200-day average
−22.3%
Volatility (1 year)
78%
Beta vs S&P 500
2.86

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±20.0%
After a week
6 up, 6 down
typical move ±18.4%
After a month
3 up, 9 down
typical move ±21.4%
Results releasedNext dayS&P 500 next day5 days21 days
August 5, 2026 −16.6% −0.4% −13.2% −12.3%
May 6, 2026 −2.8% +1.1% −14.4% −24.2%
February 4, 2026 −4.2% −1.7% +4.1% −13.4%
November 24, 2025 +44.1% +2.4% +24.8% +8.7%
August 6, 2025 −14.2% +0.7% −15.1% −23.7%
May 7, 2025 +4.3% +1.1% +22.0% +29.9%
February 5, 2025 −14.2% +0.8% −3.9% −23.1%
November 18, 2024 +32.3% +0.8% +27.1% −18.7%
July 29, 2024 −29.8% −0.4% −40.8% −44.8%
May 6, 2024 +13.1% +1.1% +3.9% −3.1%
February 5, 2024 −24.9% −0.1% −7.4% −17.3%
November 20, 2023 +40.0% +0.6% +44.6% +37.4%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Symbotic Inc. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Symbotic Inc.
$1B $1.5B $2B $2.5B $3B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $1.2B Revenue (TTM), FY24 Q1: $1.3B Revenue (TTM), FY24 Q2: $1.5B Revenue (TTM), FY24 Q3: $1.6B Revenue (TTM), FY24 Q4: $1.8B Revenue (TTM), FY25 Q1: $1.9B Revenue (TTM), FY25 Q2: $2.1B Revenue (TTM), FY25 Q3: $2.2B Revenue (TTM), FY25 Q4: $2.2B Revenue (TTM), FY26 Q1: $2.4B Revenue (TTM), FY26 Q2: $2.5B Revenue (TTM), FY26 Q3: $2.6B $2.6B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $1.2B
FY24 Q1 $1.3B
FY24 Q2 $1.5B
FY24 Q3 $1.6B
FY24 Q4 $1.8B
FY25 Q1 $1.9B
FY25 Q2 $2.1B
FY25 Q3 $2.2B
FY25 Q4 $2.2B
FY26 Q1 $2.4B
FY26 Q2 $2.5B
FY26 Q3 $2.6B
Revenue growth, TTM YoY Symbotic Inc.
0% 50% 100% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: 98.4% Revenue growth, TTM YoY, FY24 Q1: 84.1% Revenue growth, TTM YoY, FY24 Q2: 63.1% Revenue growth, TTM YoY, FY24 Q3: 56.9% Revenue growth, TTM YoY, FY24 Q4: 51.9% Revenue growth, TTM YoY, FY25 Q1: 43.9% Revenue growth, TTM YoY, FY25 Q2: 42.2% Revenue growth, TTM YoY, FY25 Q3: 35.7% Revenue growth, TTM YoY, FY25 Q4: 25.7% Revenue growth, TTM YoY, FY26 Q1: 24.8% Revenue growth, TTM YoY, FY26 Q2: 21.5% Revenue growth, TTM YoY, FY26 Q3: 20.6% 20.6%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 98.4%
FY24 Q1 84.1%
FY24 Q2 63.1%
FY24 Q3 56.9%
FY24 Q4 51.9%
FY25 Q1 43.9%
FY25 Q2 42.2%
FY25 Q3 35.7%
FY25 Q4 25.7%
FY26 Q1 24.8%
FY26 Q2 21.5%
FY26 Q3 20.6%
Operating margin (TTM) Symbotic Inc.
-20% -15% -10% -5% 0% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: -19.0% Operating margin (TTM), FY24 Q1: -13.4% Operating margin (TTM), FY24 Q2: -12.8% Operating margin (TTM), FY24 Q3: -11.2% Operating margin (TTM), FY24 Q4: -6.5% Operating margin (TTM), FY25 Q1: -6.0% Operating margin (TTM), FY25 Q2: -3.4% Operating margin (TTM), FY25 Q3: -2.7% Operating margin (TTM), FY25 Q4: -5.1% Operating margin (TTM), FY26 Q1: -3.6% Operating margin (TTM), FY26 Q2: -2.3% Operating margin (TTM), FY26 Q3: -0.0% -0.0%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 -19.0%
FY24 Q1 -13.4%
FY24 Q2 -12.8%
FY24 Q3 -11.2%
FY24 Q4 -6.5%
FY25 Q1 -6.0%
FY25 Q2 -3.4%
FY25 Q3 -2.7%
FY25 Q4 -5.1%
FY26 Q1 -3.6%
FY26 Q2 -2.3%
FY26 Q3 -0.0%
FCF margin (TTM) Symbotic Inc.
-20% 0% 20% 40% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 18.3% FCF margin (TTM), FY24 Q1: 6.7% FCF margin (TTM), FY24 Q2: 5.6% FCF margin (TTM), FY24 Q3: 4.3% FCF margin (TTM), FY24 Q4: -5.6% FCF margin (TTM), FY25 Q1: 6.8% FCF margin (TTM), FY25 Q2: 19.5% FCF margin (TTM), FY25 Q3: 7.0% FCF margin (TTM), FY25 Q4: 37.3% FCF margin (TTM), FY26 Q1: 34.4% FCF margin (TTM), FY26 Q2: 32.3% FCF margin (TTM), FY26 Q3: 32.6% 32.6%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 18.3%
FY24 Q1 6.7%
FY24 Q2 5.6%
FY24 Q3 4.3%
FY24 Q4 -5.6%
FY25 Q1 6.8%
FY25 Q2 19.5%
FY25 Q3 7.0%
FY25 Q4 37.3%
FY26 Q1 34.4%
FY26 Q2 32.3%
FY26 Q3 32.6%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2020 Sept 2020 2021 Sept 2021 2022 Sept 2022 2023 Sept 2023 2024 Sept 2024 2025 Sept 2025 LTM Jun 2026
Income
Revenue 92 252 593 1,177 1,788 2,247 2,646
Gross profit −19 10 100 190 246 423 563
EBITDA −105 −118 −134 −214 −96 −75 31
Operating income −110 −122 −140 −223 −117 −115 −0
Net income −110 −122 −7 −24 −13 −17 8
Diluted EPS — — −$0.13 −$0.37 −$0.14 −$0.16 $0.06
Growth (year on year)
Revenue — +173.6% +135.5% +98.4% +51.9% +25.7% +20.6%
Margins
Gross margin −20.6% 4.1% 16.8% 16.1% 13.7% 18.8% 21.3%
EBITDA margin −113.6% −46.8% −22.7% −18.2% −5.4% −3.4% 1.2%
Operating margin −119.9% −48.6% −23.7% −19.0% −6.5% −5.1% −0.0%
Net margin −118.9% −48.6% −1.2% −2.0% −0.8% −0.8% 0.3%
Free-cash-flow margin −140.5% 38.7% −28.0% 18.3% −5.6% 38.6% 33.8%
Cash flow
Cash from operations −124 110 −148 231 −58 867 894
Capital spending 5 12 18 16 42 0 0
Free cash flow −129 97 −166 215 −100 867 894
Stock-based pay 0 0 27 154 112 184 237
Free cash flow after stock pay −129 97 −193 61 −213 683 657
Balance sheet
Cash 58 3 353 259 727 1,245 1,746
Total debt 0 — 0 0 0 0 0
Net debt (negative = net cash) −58 −3 −353 −259 −727 −1,245 −1,746
Diluted shares — — 54m 64m 96m 109m 127m

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 2 checks passed · June 27, 2026
What it owns · $3.5bn
Short-term assets $2.9bnLonger-term assets $666m
What it owes, and who funded it · $3.1bn
Short-term liabilities $2.1bnLonger-term liabilities $243mShareholders' equity $709m
  • Short-term assets cover short-term liabilities $2.9bn of assets due within a year against $2.1bn of liabilities due within a year.
  • Short-term assets cover long-term liabilities $2.9bn short-term assets against $243m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Symbotic Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+18.8%
year over year
R&D spending
7.7%
of revenue
Sales & admin spending
13.3%
of revenue
Days sales outstanding
40 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in industrial machinery & supplies & components
Last 12 months unless stated SYM CR KMT NDSN ESAB GGG Median
Revenue, last 12 months $2.6bn $2.8bn $2.4bn $3.0bn $3.0bn $2.3bn $1.4bn
Revenue growth, last 12 months 20.6% 21.5% 19.8% 7.0% 9.7% 5.4% 8.3%
Revenue growth, 3-year average 37.0% 19.7% 4.3% 4.7% 3.7% 1.9% 4.0%
Revenue growth, latest quarter 21.7% 28.1% 42.6% 10.3% 12.9% 7.9% 9.1%
Gross margin 21.3% 41.5% 41.2% 55.3% 37.0% 52.0% 35.2%
Operating margin −0.0% 17.7% 20.1% 26.9% 12.1% 26.8% 13.1%
Operating margin, 3-year average −4.6% 17.2% 11.9% 25.6% 14.6% 27.5% 13.7%
Net margin 0.3% 12.4% 14.5% 18.6% 5.7% 22.4% 8.9%
Cash from operations / revenue 33.8% 15.5% −0.2% 26.0% 8.6% 28.6% 11.9%
Free-cash-flow margin 32.6% 13.8% −3.4% 24.3% 6.5% 26.0% 8.8%
Free-cash-flow margin, 3-year average 14.6% 11.9% 3.6% 21.7% 9.1% 25.4% 9.8%
Stock pay / revenue 9.0% 0.7% 1.5% 0.8% 0.6% 1.4% 0.8%
Change in share count 18.8% 0.4% −0.6% −1.8% 0.2% −2.4% −0.0%

Median of all 76 companies we cover in industrial machinery & supplies & components. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

76 industrial machinery & supplies & components companies
Measure Company Peer median Rank
Revenue growth Growth 20.6% 8.3% 15 of 75
Change in growth rate Growth -0.9pp +1.2pp 59 of 75
Gross margin Profitability 21.3% 35.4% 60 of 70
Operating margin Profitability -0.0% 13.0% 57 of 75
Net margin Profitability 0.3% 8.9% 56 of 76
Free-cash-flow margin Cash generation 32.6% 9.1% 1 of 76
Stock pay as % of revenue Cash generation 9.0% 0.8% 65 of 70
Change in share count Balance sheet 18.8% -0.0% 67 of 73
Days sales outstanding Balance sheet 40 days 63 days 6 of 65

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to September 27, 2025
Products and services
Line of business Revenue Share YoY
Systems $2.1B 94.3% ▲ 24.2%
Operation Services $98.5M 4.4% ▲ 43.6%
Software Maintenance and Support $29.6M 1.3% ▲ 108.9%
Geography
Region Revenue Share YoY
United States $2.2B 97.9% ▲ 23.2%
Outside the US $47.9M 2.1% ▲ 1148.3%

From Symbotic Inc.'s 10-K filed November 24, 2025, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$5.2B
Institutions reporting
413
Shares held vs prior quarter
▲ 2.6%
Positions opened / closed
81 / 81

Top buyers and sellers, Q2 2026: 251 institutions bought and 165 sold ; the biggest buyer was Ameriprise Financial Inc (+2.0M shares) and the biggest seller Svf Sponsor Iii (DE) LLC (−5.6M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Softbank Group Corp. $1.8B 39.8M 34.4% 0.0%
Walmart Inc. $674M 15.0M 12.9% 0.0%
Baillie Gifford & Co $551M 12.3M 10.6% ▼ 1.7%
Vanguard Portfolio Management LLC $193M 4.3M 3.7% ▲ 13.9%
Morgan Stanley $174M 3.9M 3.3% ▲ 66.0%
Vanguard Capital Management LLC $128M 2.9M 2.5% ▼ 2.2%
Jpmorgan Chase & Co $122M 2.9M 2.3% ▲ 22.3%
Ameriprise Financial Inc $90.4M 2.0M 1.7% ▲ 4136.5%
Blackrock, Inc. $79M 1.8M 1.5% ▲ 21.6%
FMR LLC $64.1M 1.4M 1.2% ▼ 21.7%
Two Sigma Investments, LP $63.4M 1.4M 1.2% ▲ 50.0%
Mirae Asset Global Etfs Holdings Ltd. $49.3M 1.1M 0.9% ▲ 5.8%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Symbotic Inc.'s complete shareholder register. Values are as reported by the filers ; 2 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $965M 129 trades by 13 insiders · 1% under pre-set plans
Net ▼ $965M net selling
Insider Date Trade Shares Price Value
Martins Izilda P Chief Financial Officer October 28, 2026 Sell 7,224 $38.93 $281,225
Freve Maria G See Remarks October 27, 2026 Sell 23 $38.34 $882
Alexander Brian Daniel SVP, Commercial October 27, 2026 Sell 89 $38.28 $3,407
Kuffner James Chief Technology Officer October 27, 2026 Sell 198 $38.34 $7,591
Boyd William M Iii Chief Strategy Officer October 27, 2026 Sell pre-set plan 5,694 $39.14 $222,853
Boyd William M Iii Chief Strategy Officer October 27, 2026 Sell pre-set plan 3,500 $38.34 $134,174
Freve Maria G See Remarks October 26, 2026 Sell 2,265 $38.25 $86,639
Alexander Brian Daniel SVP, Commercial October 26, 2026 Sell 9,225 $38.26 $352,919
Kuffner James Chief Technology Officer October 26, 2026 Sell 19,201 $38.24 $734,329
Krasnow Todd Director October 5, 2026 Sell pre-set plan 247 $43.03 $10,628
Krasnow Todd Director October 5, 2026 Sell pre-set plan 1,753 $42.67 $74,807
Kane Charles Director October 1, 2026 Sell pre-set plan 900 $43.72 $39,350

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around November 23, 2026 estimated from the company's past filing pattern, not announced

  • August 5, 2026
  • May 6, 2026
  • February 4, 2026
  • November 24, 2025
  • August 6, 2025
  • May 7, 2025

Recent SEC filings

Data status

When each part of this page on Symbotic Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Symbotic Inc. in brief

What does Symbotic Inc. do?
Symbotic Inc. is a US-listed company in the industrial machinery & supplies & components industry. Its financial year ends in September.
What is Symbotic Inc.'s stock ticker?
Symbotic Inc. trades under the ticker SYM on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Symbotic Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Symbotic Inc. reported revenue of $2.6B, 20.6% higher than a year earlier, according to its SEC filings.
What is Symbotic Inc.'s free cash flow?
Symbotic Inc.'s free-cash-flow margin is 32.6% of revenue over the trailing twelve months, ranking 1 of the 76 industrial machinery & supplies & components companies we cover.
Who are Symbotic Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Softbank Group Corp., Walmart Inc. and Baillie Gifford & Co. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Symbotic Inc.'s market cap?
On November 2, 2026, Symbotic Inc.'s market capitalisation was about $4.7B, with a price-to-earnings ratio of 575.0 and net debt of -$1.7B. Market figures come from third-party market data and may be delayed.
Who are Symbotic Inc.'s competitors?
In our Industrial Machinery & Supplies & Components peer group, the companies closest to Symbotic Inc. are Crane Co, Kennametal Inc, Nordson Corporation, ESAB Corp and Graco Inc. The side-by-side comparison below sets their revenue, margins and growth against Symbotic Inc.'s.
Are insiders buying or selling Symbotic Inc. stock?
Over the last 12 months, Symbotic Inc.'s directors and officers reported 0 open-market purchases and 129 sales on Form 4. The insider trading page charts every trade.
When is Symbotic Inc.'s next earnings date?
Around November 16, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Symbotic Inc. announces its own schedule.