Stock Fundamentals

Company Information

Company Name
Symbotic Inc
Sector
Industrials
Industry
Specialty Industrial Machinery
Exchange
NASDAQ
ISIN: US87151X1019
CIK: 0001837240
CUSIP: 87151X101
Currency: USD
Full Time Employees: 2,000
Phone: 978 284 2800
Fiscal Year End: September
IPO Date: Mar 09, 2021
Description:

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.

Address:

200 Research Drive, Wilmington, MA, United States, 01887

Directors & Officers

Name Title Year Born
Mr. Richard B. Cohen Chairman of the Board, President & CEO 1953
Ms. Izilda P. Martins CFO & Treasurer 1971
Dr. James Kuffner Chief Technology Officer 1971
Mr. Michael Dunn Chief Customer officer 1974
Mr. Walter Odisho Chief Manufacturing & Supply Chain Officer 1964
Mr. Charles Lowell Anderson Vice President of Investor Relations & Corporate Development NA
Mr. Corey C. DuFresne Chief Legal Officer & Secretary 1972
Ms. Miriam Ort Chief Human Resources Officer 1982
Mr. William Boyd III Chief Strategy Officer 1967
Mr. Pete Opalacz Senior Vice President of Customer Operations NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 06, 2026 Todd Krasnow N/A Sale 2.00K $53.27 $106.54K
Apr 01, 2026 William M Boyd III N/A Sale 5.12K $55.99 $286.39K
Apr 01, 2026 Charles Kane N/A Sale 2.00K $53.74 $107.48K
Mar 11, 2026 Merline Saintil N/A Sale 3.41K $50.82 $173.50K
Mar 09, 2026 Charles Kane N/A Sale 4.00K $47.86 $191.44K
Mar 09, 2026 Todd Krasnow N/A Sale 2.00K $47.70 $95.40K
Feb 25, 2026 James Kuffner N/A Sale 3.67K $56.84 $208.55K
Feb 11, 2026 Rollin L Ford N/A Sale 60.00K $57.51 $3.45M
Feb 02, 2026 Todd Krasnow N/A Sale 4.00K $53.73 $214.92K
Jan 28, 2026 Maria G Freve N/A Sale 8.31K $55.11 $457.74K
Jan 26, 2026 James Kuffner N/A Sale 77.32K $59.76 $4.62M
Jan 26, 2026 Maria G Freve N/A Sale 6.67K $59.99 $399.95K
Jan 05, 2026 Todd Krasnow N/A Sale 4.00K $68.63 $274.52K
Jan 05, 2026 William M Boyd III N/A Sale 15.00K $69.00 $1.04M
Jan 02, 2026 William M Boyd III N/A Sale 5.12K $63.89 $326.80K
Dec 15, 2025 William M Boyd III N/A Sale 2.46K $60.51 $148.55K
Dec 08, 2025 Group Corp. Softbank N/A Sale 3.50M $53.21 $186.24M
Dec 08, 2025 Svf Sponsor Iii (De) Llc N/A Sale 3.50M $53.21 $186.24M
Dec 03, 2025 Todd Krasnow N/A Sale 4.00K $71.00 $284.00K
Nov 28, 2025 Merline Saintil N/A Sale 9.00K $84.72 $762.48K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
SoftBank Group Corp 39.83M Mar 31, 2026 31.35% $18.57 0.00%
Baillie Gifford & Co Limited. 12.48M Mar 31, 2026 9.83% $0.68 0.31%
Vanguard Group Inc 6.93M Dec 31, 2025 5.46% $0.01 47.65%
SVF Sponsor III (DE) LLC 5.59M Mar 31, 2026 4.40% $100.00 0.00%
JPMorgan Chase & Co 2.36M Mar 31, 2026 1.86% $0.01 8.70%
Morgan Stanley - Brokerage Accounts 2.33M Mar 31, 2026 1.83% $0.01 -7.93%
FMR Inc 1.82M Mar 31, 2026 1.43% $0.01 6.39%
BlackRock Inc 1.44M Mar 31, 2026 1.14% $0.00 14.49%
The Goldman Sachs Group Inc 1.34M Mar 31, 2026 1.05% $0.01 53.08%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.04M Mar 31, 2026 0.82% $0.07 -21.86%
Bank of America Corp 1.04M Mar 31, 2026 0.82% $0.00 -14.39%
Two Sigma Investments LLC 939.97K Mar 31, 2026 0.74% $0.04 31.78%
Geode Capital Management, LLC 822.05K Mar 31, 2026 0.65% $0.00 13.03%
ARK Investment Management LLC 782.22K Mar 31, 2026 0.62% $0.32 21.67%
TCW Group Inc 731.17K Mar 31, 2026 0.58% $0.29 29.97%
Allspring Global Investments Holdings, LLC 724.98K Mar 31, 2026 0.57% $0.07 -0.20%
Renaissance Technologies Corp 714.80K Mar 31, 2026 0.56% $0.06 -21.08%
Citadel Advisors Llc 626.47K Mar 31, 2026 0.49% $0.01 -24.70%
Franklin Resources Inc 544.99K Mar 31, 2026 0.43% $0.01 24.49%
Hood River Capital Management LLC 524.42K Mar 31, 2026 0.41% $0.28 15.51%

Shares Statistics

Shares Outstanding: 127.22M
Shares Float: 111.45M
% Insiders: 1,383.30%
% Institutions: 7,382.60%
Short % Float: 27.46%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 2.11M 1.66% ▲ 0.28% Apr 30, 2026
2 Vanguard Growth Index Investor 1.49M 1.18% ▲ 0.53% Apr 30, 2026
3 Baillie Gifford WW L/T Glb Gr B USD Acc 1.12M 0.88% ▲ 1.14% Apr 30, 2026
4 Global X Robotics & Artfcl Intllgnc ETF 916.67K 0.72% ▲ 0.00% Apr 30, 2026
5 Fidelity Contrafund 808.27K 0.64% ▼ 7.57% Mar 31, 2026
6 Vanguard Small Cap Index 761.28K 0.60% ▼ 0.02% Apr 30, 2026
7 Vanguard Mid Cap Index Institutional 715.51K 0.56% ▲ 0.13% Apr 30, 2026
8 JPM US Technology A dist USD 690.12K 0.54% ▼ 1.37% Apr 30, 2026
9 ARK Autonomous Technology&Robotics ETF 671.82K 0.53% ▼ 1.80% Apr 30, 2026
10 Vanguard Institutional Extnd Mkt Idx Tr 667.79K 0.53% ▲ 1.23% Apr 30, 2026

Valuation Metrics

Enterprise Value: $4.15B
Trailing P/E: 0.00
Forward P/E: 95.24

Financial Highlights

Market Cap: $28.50B
EBITDA: $22.64M
PEG Ratio: $3.16
Book Value: $5.39
Earnings/Share: $-0.08
Profit Margin: -0.29%
Operating Margin: 1.09%
ROA (TTM): -0.65%
ROE (TTM): -5.73%
Revenue (TTM): $2.52B
Revenue/Share (TTM): $21.80
Earnings Growth (YOY): 0.00%
Revenue Growth (YOY): 23.10%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-09-30 1.09x 0.03x 0.80x N/A -0.16x
2024-09-30 1.33x 0.00x 0.75x N/A 0.00x
2023-09-30 0.97x 16.43x 1.00x N/A -0.01x
2022-09-30 1.16x 0.00x 0.89x -109.16x 0.00x
2021-09-30 0.77x 0.00x 4.97x N/A 0.00x
2020-09-30 1.44x 0.00x 4.75x -136.44x 0.00x
2019-09-30 N/A N/A N/A N/A 0.00x

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