General Industrial Machinery & Equipment, NEC · SIC 3569

Symbotic Inc.

SYM

Watch

Latest revenue

$676.5M

as of 2026-03-28

Latest net income

$2.0M

as of 2026-03-28

Net margin

0.3%

as of 2026-03-28

Price · 5Y

+40.4% / yr 26.7 pts / yr vs S&P 500 443.0% total
Compare:

Live market

delayed ≤15 min
$54.03
6.05%
Market cap
$32.55B
Enterprise value
$32.55B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$87.88
52-wk low
$27.26
Beta
Shares out
602.5M

5-year trend

What this company does

AI

Item 1. Business Company Overview Our vision is to make the supply chain work better for everyone. We do this by developing, commercializing, and deploying innovative and comprehensive technology solutions that dramatically improve supply chain operations. We automate the processing of pallets, cases and items (known as eaches) in warehouses. Our robotic based automation systems, which include hardware and essential software, move, store and sort cases and eaches in warehouses. Our systems are operational in a number of the world’s largest retailers, including Walmart, wholesale distributors, including C&S Wholesale Grocers, and are being deployed in GreenBox Systems LLC (“GreenBox”), our…

AI summary unavailable — showing raw filing excerpt

Generated from SYM's filing dated 2025-11-24

Key risks

AI

Item 1A. Risk Factors In evaluating our business and the Company, you should carefully consider the risks and uncertainties described below, together with the other information in this Annual Report on Form 10-K, including our consolidated financial statements and the related notes and in the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations.” The occurrence of one or more of the events or circumstances described in these risk factors, alone or in combination with other events or circumstances, may have a material adverse effect on our business, reputation, revenue, financial condition, results of operations and future prospects, in which…

AI summary unavailable — showing raw filing excerpt

Generated from SYM's filing dated 2025-11-24

Profitability

Gross margin

18.8%

36.9%

Operating margin

-5.1%

21.6%

Net margin

-0.8%

0.1%

Return on equity

-7.7%

11.9%

Return on assets

-0.7%

17.5%

Leverage

Debt / equity

9.85×

40.6%

Debt / assets

90.8%

3.7%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-28

$676.5M+23.1%$2.0M+209.1%0.3%

Q4 2025

2025-12-27

$630.0M+29.4%$2.6M+182.0%0.4%

Q3 2025

2025-09-27

$618.5M+9.5%$-6.0M-142.4%-1.0%

Q2 2025

2025-06-28

$592.1M+25.9%$-5.9M-137.7%-1.0%

Q1 2025

2025-03-29

$549.7M+39.7%$-1.8M+72.6%-0.3%

Q4 2024

2024-12-28

$486.7M+35.2%$-3.2M-64.7%-0.7%

Q3 2024

2024-09-28

$564.6M$-2.5M-0.4%

Q2 2024

2024-06-29

$470.3M+50.8%$-2.5M+42.8%-0.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

General Industrial Machinery & Equipment, NEC · SIC 3569

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Insider activity

Insider buying

$0

Insider selling

$420.9M

Net activity

−$420.9M

Distinct insiders

14

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-11

Todd Krasnow

Director

Sale24,220$52.41$1.3M
2026-05-11

Todd Krasnow

Director

Sale1,202$53.35$64.1K
2026-05-04

Todd Krasnow

Director

Sale1,249$56.96$71.1K
2026-05-04

Todd Krasnow

Director

Sale360$58.38$21.0K
2026-05-04

Todd Krasnow

Director

Sale320$58.72$18.8K
2026-05-04

Todd Krasnow

Director

Sale71$60.10$4.3K
2026-05-01

Charles Kane

Director

Sale300$56.90$17.1K
2026-05-01

Charles Kane

Director

Sale1,252$58.27$72.9K
2026-05-01

Charles Kane

Director

Sale448$59.17$26.5K
2026-04-28

Maria G Freve

Reporting Person's title is VP, Controller and Chief Accounting Officer

Sale2,265$57.72$130.7K
2026-04-27

William M Boyd III

Chief Strategy Officer

Sale4,080$58.10$237.0K
2026-04-27

William M Boyd III

Chief Strategy Officer

Sale2,470$58.71$145.0K
2026-04-27

William M Boyd III

Chief Strategy Officer

Sale2,644$59.79$158.1K
2026-04-24

Maria G Freve

Reporting Person's title is VP, Controller and Chief Accounting Officer

Sale2,335$60.08$140.3K
2026-04-24

James Kuffner

Chief Technology Officer

Sale19,729$59.82$1.2M
2026-04-24

Brian Daniel Alexander

SVP, Commercial

Sale36,512$59.95$2.2M
2026-04-24

Brian Daniel Alexander

SVP, Commercial

Sale1,348$60.63$81.7K
2026-04-06

Todd Krasnow

Director

Sale1,859$53.24$99.0K
2026-04-06

Todd Krasnow

Director

Sale141$53.74$7.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns SYM

Institutional value

$2.48B

Total shares held

47.2M

Distinct holders

268

-131 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1Walmart Inc.15.0M$798.0M+0 (+0.0%)No change
2BAILLIE GIFFORD & CO12.5M$663.9M+38.9K (+0.3%)Added
3VANGUARD PORTFOLIO MANAGEMENT LLC3.8M$200.6MNew
4VANGUARD CAPITAL MANAGEMENT LLC2.9M$155.1MNew
5JPMORGAN CHASE & CO2.4M$112.1M+189.2K (+8.7%)Added
6BlackRock, Inc.1.4M$76.8M+182.8K (+14.5%)Added
7ARK Investment Management LLC782.2K$41.6M+139.3K (+21.7%)Added
8Allspring Global Investments Holdings, LLC725.0K$39.7M-1.4K (-0.2%)Trimmed
9FRANKLIN RESOURCES INC545.0K$29.0M+107.2K (+24.5%)Added
10EXCHANGE TRADED CONCEPTS, LLC493.9K$26.3M+166.8K (+51.0%)Added
11UBS Group AG398.9K$21.2M-501.5K (-55.7%)Trimmed
12VANGUARD FIDUCIARY TRUST CO364.9K$19.4MNew
13Legal & General Group Plc362.5K$19.3M+112.6K (+45.1%)Added
14FIRST TRUST ADVISORS LP308.5K$16.4M-115.1K (-27.2%)Trimmed
15LPL Financial LLC302.3K$16.1M+84.3K (+38.6%)Added
16BNP PARIBAS FINANCIAL MARKETS301.7K$16.1M-28.6K (-8.7%)Trimmed
17USS Investment Management Ltd282.0K$15.0MNew
18Mitsubishi UFJ Trust & Banking Corp262.1K$13.9M-15.0K (-5.4%)Trimmed
19CITIGROUP INC208.8K$11.1M+155.7K (+293.1%)Added
20WELLS FARGO & COMPANY/MN156.5K$8.3M+4.2K (+2.8%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once SYM's latest filing finishes processing.