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Profile & Fundamentals

Symbotic Profile & Fundamentals

Name: Symbotic financial chart data preview
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Examine company identity, ownership, reported performance, valuation, balance-sheet resilience, dividends, buybacks, and material corporate events.

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Company and Market Context

Company Profile & Ownership

Symbotic Inc., an automation technology company, develops technologies to enhance operating efficiencies in modern warehouses. The company automates the processing of pallets, cases, and individual items in warehouses. Its systems enhance operations at the front end of the supply chain. The company is headquartered in Wilmington, Massachusetts.

Company profile record

Symbotic Inc

Common Stock · Industrials · Industrial Machinery & Supplies & Components

Official website

Company

Company / asset: Symbotic Inc
Security type: Common Stock
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components
HQ: 🇺🇸 United States
Head office: 200 Research Drive, Wilmington, MA, United States, 01887

Leadership & scale

Chief executive: Mr. Richard B. Cohen
CEO year born: 1953
Full-time employees: 2K
Fiscal year end: September
IPO date: 2021-03-09

Fundamentals snapshot

Updated 2026-09-13

Market Cap: USD 6.0B
P/E: 475.9x
Revenue (Q2 26): USD 720.8M
Profit (Q2 26): USD 11.7M
Dividend Yield: --
Revenue (FY 25): USD 2.2B
Shares in public float: 114M
Insider ownership: 13.62%

Reporting & identifiers

Symbol: SYM.NASDAQ
Listing: 🇺🇸 United States | Dividend Tax: 30%
Ticker Currency: USD
Income Statement Currency: USD
Balance Sheet Currency: USD
Cash Flow Currency: USD
EPS Currency: USD
Contract Type: SPOT
ISIN: US87151X1019
Asset ID: equity_e7f574a1-3412-5dbe-9250-b1b3f8332da0

Ownership

Shares Outstanding

Shares outstanding

Annual reported shares outstanding. Values in shares.

Top holders

SoftBank Group Corp39,825,312 shares · 30.66% · Reported 2026-06-30
Baillie Gifford & Co Limited.12,263,759 shares · 9.44% · Reported 2026-06-30
SVF Sponsor III (DE) LLC5,590,000 shares · 4.30% · Reported 2026-03-31
Vanguard Portfolio Management, LLC3,770,318 shares · 2.90% · Reported 2026-03-31
Vanguard Capital Management, LLC2,915,736 shares · 2.25% · Reported 2026-03-31
JPMorgan Chase & Co2,363,546 shares · 1.82% · Reported 2026-03-31
Morgan Stanley - Brokerage Accounts2,330,286 shares · 1.79% · Reported 2026-03-31

View more holders (8)

Vanguard MStar Total Stk Mkt Idx Invest2,103,770 shares · 1.62% · Reported 2026-07-31
Vanguard MStar Growth Index Investor1,988,238 shares · 1.53% · Reported 2026-07-31
FMR Inc1,821,565 shares · 1.40% · Reported 2026-03-31
BlackRock Inc1,444,327 shares · 1.11% · Reported 2026-03-31
Two Sigma Investments LLC1,410,103 shares · 1.09% · Reported 2026-06-30
The Goldman Sachs Group Inc1,335,760 shares · 1.03% · Reported 2026-03-31
Columbia Cornerstone Growth Inst1,268,641 shares · 0.98% · Reported 2026-07-31
JPM US Technology A dist USD1,120,215 shares · 0.86% · Reported 2026-07-31

Earnings, Profitability & Valuation

Earnings & Revenue

AI Review

The company's latest financial results demonstrate real top-line progress, with quarterly revenue reaching $721 million, up 21.7% year-over-year. This top-line momentum has successfully lifted consolidated operations into positive GAAP net income, marking an important operational turnaround after years of developmental cash burn. However, headline numbers conceal a critical structural division. Of the $55 million in consolidated quarterly profit, only $11.7 million belongs to public Class A shareholders, with the remainder absorbed by internal non-controlling interests. Investors must distinguish between top-line expansion and actual per-share earnings power.

Revenue, Net Income, and Free Cash Flow

Revenue
Free cash flow
Net income

Annual reported financial results, converted using the statement's recorded USD conversion. Missing values are omitted. Values in USD.

Valuation

Historical P/E Ratio

The published data is insufficient to draw this chart.

Profitability & Margins

AI Review

Gross margins have recovered meaningfully from historical deficits, expanding from 15.6% in fiscal 2024 to approximately 22% in recent quarters. This improvement reflects modular component standardization and rising installation efficiency as field teams gain operational repetition across repeated warehouse layouts. Nevertheless, operating margins remain razor-thin at roughly 1.2% on a trailing basis. Because hardware assembly accounts for nearly 90% of revenue, consolidated profitability behaves like industrial engineering rather than pure software, meaning significant margin expansion depends on growing the high-margin recurring software maintenance layer over time.

Profitability Margins

Gross margin
Operating margin
Net margin
Free cash flow margin

Annual gross, operating, net income and free cash flow divided by revenue for matching reporting dates. Values in percent.

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Reported Data Tables — chart preview

The following tables contain the same values as the financial charts above. Monetary values are USD; margins are percentages. Missing inputs are not estimated. Use is subject to the iPulse AI Terms of Service and applicable source rights.

Source: eodhd. Statement snapshots with chart transformations and ratios calculated by iPulse AI. Snapshot retrieved 2026-09-15.

Annual earnings and profitability
Period end	Revenue	Free cash flow	Net income	Gross margin	Operating margin	Net margin	Free cash flow margin
2019-09-30	100,123,000	12,858,000	-104,361,000	-19.94	-105.66	-104.23	12.84
2020-09-30	92,086,000	-129,378,000	-109,521,000	-20.56	-119.86	-118.93	-140.5
2021-09-30	251,913,000	97,399,000	-122,314,000	4.15	-48.58	-48.55	38.66
2022-09-30	593,312,000	-166,197,000	-78,997,000	16.8	-23.66	-13.31	-28.01
2023-09-30	1,176,891,000	209,468,000	-23,866,000	17.8	-18.97	-2.03	17.8
2024-09-30	1,788,179,000	-102,451,000	-13,490,000	15.61	-6.53	-0.75	-5.73
2025-09-30	2,246,922,000	787,909,000	-16,937,000	18.81	-4.1	-0.75	35.07

Shares outstanding — chart values
Reporting date	Shares outstanding
2020-01-01	50,664,100
2021-01-01	50,664,100
2022-01-01	58,235,500
2023-01-01	83,320,900
2024-01-01	106,098,600
2025-01-01	127,870,200
2026-01-01	133,252,900

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Dividends & Actions
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