Symbotic Inc.(SYM)— Stock Profile, AI Score & Financials
Industrials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
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 32-signal composite quality model, placing it at rank #344 of 2,960 stocks — the top 25% of the AI-ranked universe. SYM scores in the top quartile across earnings quality (95.5), revenue growth (86.7), free cash flow (85.5). Shareholder dilution risk is elevated at 18.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Symbotic Inc. reports quarterly revenue of $720.8M, net income of $11.7M. 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.
AI Quality Score
67.8/100
AI Rank
#344
Revenue
$720.8M
Net Income
$11.7M
SYM key financials by period
Symbotic Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating 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-Q/A
$251.9M
$-122.3M
-48.6%
FY 2020
10-K
$92.1M
$-109.5M
-119.9%
Institutions holding SYM
Institutional investors reporting a position in Symbotic Inc. on SEC Form 13F.
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.
