SYM is the ticker symbol for Symbotic Inc., a publicly traded Industrials sector company listed on Nasdaq. 13F Pro tracks SYM with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is SYM a good stock to buy?

13F Pro's AI ranking engine scores SYM at 67.8/100, ranked #339 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for SYM is available at https://13fpro.ai/company/SYM. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source SYM data?

All Symbotic Inc. fundamentals and ownership data come directly from SEC EDGAR. Symbotic Inc. files with the SEC under CIK 1837240. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Symbotic Inc. SYM

NasdaqMid CapIndustrials

13F Pro quality score

Rank #339 of 2,925TOP 25%

Why it scores 68 Industrials peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$720.84M

Quarter to Jun 27

Net income

$11.67M

Quarter to Jun 27

Operating margin

4.6%

Quarter to Jun 27

Top Institutional Holders

as of Q2 2026

$5.21B total

SOFTBANK GROUP CORP.

$1.79B0.0%

Walmart Inc.

$674.25M0.0%

BAILLIE GIFFORD & CO

$551.26M-1.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

$193.09M+13.9%

MORGAN STANLEY

$173.85M+66.0%

VANGUARD CAPITAL MANAGEMENT LLC

$128.17M-2.2%

JPMORGAN CHASE & CO

$121.90M+22.3%

AMERIPRISE FINANCIAL INC

$90.41M+4136.5%

BlackRock, Inc.

$78.97M+21.6%

FMR LLC

$64.11M-21.7%

TWO SIGMA INVESTMENTS, LP

$63.38M+50.0%

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$49.28M+5.8%

BANK OF AMERICA CORP /DE/

$47.51M+1.6%

RENAISSANCE TECHNOLOGIES LLC

$43.16M+34.3%

Daiwa Securities Group Inc.

$42.58MNew

GOLDMAN SACHS GROUP INC

$42.06M-30.0%

RAYMOND JAMES FINANCIAL INC

$40.65M-5.5%

CANADA PENSION PLAN INVESTMENT BOARD

$38.85M+118.3%

GEODE CAPITAL MANAGEMENT, LLC

$37.04M+0.2%

ARK Investment Management LLC

$35.81M+1.9%

MILLENNIUM MANAGEMENT LLC

$34.66M+115.7%

TCW GROUP INC

$32.75M-0.4%

EXCHANGE TRADED CONCEPTS, LLC

$30.93M+39.3%

Legal & General Group Plc

$28.72M+76.3%

Navis Wealth Advisors, LLC

$27.66M+821.2%

See all 421 institutional holders →

What's Driving SYM's Business? Latest 10-Q Breakdown

33/33 datapoints verified

AI-extracted from the 10-Q filed 2026-08-05 — Q3 FY2026 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Symbotic swung to GAAP net income of $55.0M on revenue of $720.8M (+22% YoY), with gross margin expanding to 22.3% from 18.9% a year ago.

Biggest Revenue Drivers

Systems$671.0M+20% YoY

77 Systems in Deployment versus 46 in the prior-year quarter

Operation services$37.1M+49% YoY

Increase in the number of Operational Systems where the company is performing Operation Services

Biggest Revenue Drivers

Total revenue: $720.8M+22% YoY

Systems$671.0M+20% YoY

77 Systems in Deployment versus 46 in the prior-year quarter

Operation services$37.1M+49% YoY

Increase in the number of Operational Systems where the company is performing Operation Services

Software maintenance and support$12.8M+57% YoY

56 Operational Systems under Software Maintenance and Support contracts versus 42 a year ago

Largest Expense Items

Total cost of revenue$559.9M

Primarily Systems cost of revenue of $523.6M tied to material, labor, and installation of Systems

Selling, general, and administrative expenses$84.2M+18% YoY

Headcount growth in selling, general, and administrative functions and higher IT costs, partially offset by lower legal expense

Research and development expenses$43.8M-12% YoY

Lower stock-based compensation, restructuring-related cost savings, and fewer developed technology intangibles amortizing

Margins: Gross margin rose to 22.3% from 18.9% YoY (adjusted gross margin 25.0% vs 21.5%), driven by strong project execution, cost discipline, and capturing increasing customer value, partially offset by rising tariff expenses.

Watch Items from the Filing

Customer A represented 90.5% of total revenue this quarter, up from 83.8% a year ago, and 82.8% of accounts receivable.
Disclosure controls remain not effective due to a previously reported material weakness over timing of cost-of-revenue recognition, not yet remediated.
Backlog of approximately $22.5 billion as of June 27, 2026, with agreements with Walmart and Exol comprising the vast majority.
Securities class action (Decker v. Symbotic) partially survived a motion to dismiss on July 23, 2026, with a scheduling conference set for August 31, 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q3 2026

EDGAR

Net Income

Q3 2026

EDGAR

EPS (Diluted)

Q3 2026

EDGAR

Operating Margin

Q3 2026

EDGAR

ROIC

Q3 2026

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/SYM

Earnings Per Share

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Symbotic Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2025	10-K	$2.2B	$-16.9M	-5.1%
FY 2024	10-K	$1.8B	$-13.5M	-6.5%
FY 2023	10-K	$1.2B	$-23.9M	-19.0%
FY 2022	10-K	$593.3M	$-6.9M	-23.7%
FY 2021	10-K	$251.9M	$-122.3M	-48.6%
FY 2020	10-K	$92.1M	$-109.5M	-119.9%

About Symbotic Inc. (SYM): stock profile, AI score and financials

Symbotic Inc. (SYM) stock profile, AI quality score, and SEC EDGAR financial data, a Industrials sector company. 13F Pro's AI-powered ranking engine scores SYM at 67.8/100 on a composite quality score built from its SEC filings, placing it at rank #339 of 2,925 stocks — the top 25% of the AI-ranked universe. SYM scores in the top quartile across earnings quality (95.1), revenue growth (86.8), free cash flow (86.1). Shareholder dilution risk is elevated at 18.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q3 2026), Symbotic Inc. reports quarterly revenue of $720.8M, net income of $11.7M, an operating margin of 4.6%. Top institutional holders of SYM by reported 13-F value include SOFTBANK GROUP, Walmart, BAILLIE GIFFORD, based on the most recent SEC filings. SYM trades on the Nasdaq exchange and files with the SEC under CIK 1837240. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SYM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Symbotic Inc. directly from SEC EDGAR.

Financials through the period ended Jun 27, 2026SEC EDGAR: CIK 1837240 →

Symbotic Inc. SYM

Top Institutional Holders

What's Driving SYM's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

SYM key financials by period

SYM insiders

About Symbotic Inc. (SYM): stock profile, AI score and financials

Symbotic Inc. SYM

Top Institutional Holders

What's Driving SYM's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

SYM key financials by period

Companies similar to SYM

SYM insiders

About Symbotic Inc. (SYM): stock profile, AI score and financials