Invesaro

Stocks SYM Financial statements

Financial statements

Symbotic Inc. financial statements

Income statement, balance sheet and cash flow statement for the last 7 fiscal years, taken from the XBRL data Symbotic Inc. files with the SEC in its annual reports.

In USD millions, except per-share amounts. Outflows in the cash flow statement are negative.

Income statement

FY2020FY2022FY2021FY2022FY2023FY2024FY2025
Revenue92.12525931,1771,7882,247
Cost of revenue1112414949871,5431,824
Gross profit-18.910.499.6190246423
Research and development55.973.4124195173216
Selling, general and administrative35.659.4116218189299
General and administrative6.39
Operating expenses91.4133240413362538
Operating income-110-122-6.49-140-223-117-115
Other non-operating income0.810.070.021.2910.73736.1
Pre-tax income-110-122-139-213-79.7-78.9
Income tax-0.0500-4.624.21-1.63
Net income to minority interests-60.1-184-71.2-74.1
Net income-110-122-6.48-6.86-23.9-13.5-16.9
EBITDA-105-118-134-214-95.9-75.4
EPS, basic-0.13-0.37-0.14-0.16
EPS, diluted-0.13-0.37-0.14-0.16
Shares, basic (weighted)54.164.395.7109
Shares, diluted (weighted)54.164.395.7109

Balance sheet

FY2020FY2022FY2021FY2022FY2023FY2024FY2025
Cash and equivalents58.31570.813532597271,245
Receivables63.43.4169.2202187
Inventory33.691.9136106164
Other current assets6.370.7425.785.210186.6
Total current assets2601.556059921,3561,885
Property, plant and equipment18.624.934.597.1118
Lease right-of-use assets5.512.415.323.5
Goodwill059.9
Intangible assets1.160.650.223.6679.1
Other non-current assets0.330.3424.241131
Total assets2813226311,0511,5792,396
Accounts payable280.1968.4110175287
Accrued liabilities31.13.347.3100166
Deferred revenue2593947876761,242
Total current liabilities3374.055231,0251,0171,729
Lease liabilities12.316.124
Other non-current liabilities3.997.9284263.6
Total liabilities55815.25621,0531,1881,918
Paid-in capital001,2381,2541,5241,557
Retained earnings-1,155-13.5-1,287-1,310-1,324-1,334
Other comprehensive income-2.09-2.29-1.69-2.59-2.7
Shareholders' equity-13.57.180.08197220
Minority interests61.8-2.8193258
Total equity-844-1,113-13.568.9-2.72390478
Total liabilities and equity2813226311,0511,5792,396
Shares outstanding554557586591

Cash flow statement

FY2020FY2022FY2021FY2022FY2023FY2024FY2025
Net income-110-122-6.48-139-208-84.7-91
Depreciation and amortization5.734.495.999.4820.839.6
Stock-based compensation0.070.126.9154112184
Deferred income tax-0.0500-4.913.92-4.21
Change in receivables0.34-1.62-0.51-65.8-13215.1
Change in inventory-5.65-16.8-60.6-66.40.1-58.9
Change in payables-4.8122.20.1941.541.465.396.9
Cash from operations-124110-3.38-148231-58.1867
Capital expenditures-5.07-12.2-18-15.7-42.2
Acquisitions00-142
Purchases of investments00-408-48.70
Sales and maturities of investments001303400
Cash from investing-5.06-12.2-320-18-299156-351
Stock issued0002580
Cash from financing1000324362-24.13710.67
Exchange rate effect-0.680.970.570.23-0-0.03
Net change in cash-3098.40.81197-92.5469517
Free cash flow-12997.4-166215-100

Key metrics

Worked out from the statements above. Latest values use the trailing twelve months to June 27, 2026; growth uses fiscal years. Valuation uses the share price of $43.47 on September 25, 2026.

Profitability

MetricValueHow it is calculated
Gross margin21.3%Gross profit / revenue.
Operating margin-0.0%Operating income / revenue.
EBITDA margin1.2%EBITDA (operating income + depreciation and amortization) / revenue.
Pre-tax margin2.4%Pre-tax income / revenue.
Net margin0.3%Net income / revenue.
Operating cash flow margin33.8%Cash from operations / revenue.
Effective tax rate-0.6%Income tax / pre-tax income, when pre-tax income is positive.
Return on equity (ROE)1.2%Net income / average shareholders' equity (opening and closing). Not shown when equity is negative.
Return on assets (ROA)0.2%Net income / average total assets.
R&D / revenue7.7%Research and development expense / revenue.
SG&A / revenue13.3%Selling, general and administrative expense / revenue.
Stock-based pay / revenue9.0%Stock-based compensation (from the cash flow statement) / revenue.
D&A / revenue1.2%Depreciation and amortization / revenue.

Growth

MetricValueHow it is calculated
Revenue growth, 1y25.7%Revenue vs the same period a year earlier. Only from a positive base.
Revenue CAGR, 3y55.9%Compound annual growth of revenue over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Gross profit growth, 1y72.0%Gross profit vs the same period a year earlier. Only from a positive base.
Gross profit CAGR, 3y61.9%Compound annual growth of gross profit over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Book value growth, 1y11.6%Book value vs the same period a year earlier. Only from a positive base.
Book value CAGR, 3y213.0%Compound annual growth of book value over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Total assets growth, 1y51.8%Total assets vs the same period a year earlier. Only from a positive base.
Total assets CAGR, 3y56.0%Compound annual growth of total assets over 3 fiscal years: (end / start)^(1/3) - 1. Only when both values are positive.
Share count change, 1y13.6%Change in diluted weighted shares vs a year earlier. Negative means buybacks shrank the share count; positive means dilution.
Share count change per year, 3y26.2%Change in diluted weighted shares, per year over 3 years. Negative means buybacks shrank the share count; positive means dilution.

Balance sheet health

MetricValueHow it is calculated
Current ratio1.33xCurrent assets / current liabilities.
Quick ratio0.95x(Cash + short-term investments + receivables) / current liabilities.
Cash ratio0.81x(Cash + short-term investments) / current liabilities.
Liabilities / assets67.8%Total liabilities / total assets.
Working capital$710.7MCurrent assets - current liabilities.
Goodwill and intangibles / assets4.1%(Goodwill + intangible assets) / total assets.
Tangible book value$565.7MShareholders' equity - goodwill - intangible assets.

Efficiency

MetricValueHow it is calculated
Asset turnover0.75xRevenue / average total assets.
Fixed asset turnover16.7xRevenue / average property, plant and equipment.
Inventory turnover9.43xCost of revenue / average inventory.
Days inventory39 days365 x average inventory / cost of revenue.
Receivables turnover9.17xRevenue / average receivables.
Days sales outstanding40 days365 x average receivables / revenue.
Days payables57 days365 x average accounts payable / cost of revenue.
Cash conversion cycle21 daysDays inventory + days sales outstanding - days payables.

Per share

MetricValueHow it is calculated
EPS, diluted$0.06Net income per diluted share, as reported (split-adjusted). Over the last twelve months: the four quarters summed, or net income / latest diluted shares when a quarter has no reported EPS.
Revenue per share$19.86Revenue / diluted weighted shares.
Operating cash flow per share$6.71Cash from operations / diluted weighted shares.
Book value per share$1.17Shareholders' equity / shares outstanding (diluted weighted shares when not reported).
Tangible book per share$0.94Tangible book value / shares outstanding.
Cash per share$2.89(Cash + short-term investments) / shares outstanding.

Valuation

MetricValueHow it is calculated
Market cap$26.29BShare price x shares outstanding.
Enterprise value$24.54BMarket cap + total debt - cash - short-term investments.
P/E3,203xMarket cap / net income. Only when net income is positive.
P/S9.94xMarket cap / revenue.
P/B37.1xMarket cap / shareholders' equity. Only when equity is positive.
Price / tangible book46.5xMarket cap / tangible book value, when positive.
P/OCF29.4xMarket cap / cash from operations, when positive.
EV/Sales9.28xEnterprise value / revenue.
EV/EBITDA797xEnterprise value / EBITDA, when both are positive.
Earnings yield0.0%Net income / market cap (the inverse of P/E).
What was Symbotic Inc.'s revenue in fiscal 2025?

Symbotic Inc. reported revenue of $2.25B for fiscal 2025, 25.7% higher than the year before.

Was Symbotic Inc. profitable in fiscal 2025?

No. It reported a net loss of $16.9M.

Source: SEC EDGAR XBRL company facts. Where a company tags only year-to-date figures, quarters are worked out as differences. Where a line is not tagged it is left empty, never estimated.

Open interactive statements, quarterly figures and charts

Back to Symbotic Inc.