Symbotic (SYM) Invested Capital (2020 - 2026)

Symbotic's (SYM) quarterly Invested Capital came in at $686.1 million in Q1 2026, up 63.28% year-on-year from $420.2 million in Q1 2025, and down 28.54% quarter-over-quarter from $960.2 million in Q4 2025.

Symbotic (SYM) Invested Capital (2020 - 2026) Analysis & Trends

Symbotic has disclosed Invested Capital across 7 years of filings, most recently posting $686.1 million for Q1 2026.

  • Invested Capital for Q1 2026 came in at $686.1 million, up 63.28% year-over-year; the trailing twelve-month figure through Mar 2026 was $686.1 million (up 63.28% YoY), and the FY2025 annual result was $220.2 million, down 43.56% from the prior year.
  • Invested Capital came in at $686.1 million for Q1 2026 at Symbotic, down from $960.2 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $960.2 million in Q4 2025 to a low of -$1.0 billion in Q1 2022.
  • The 5-year median for Invested Capital is $220.2 million (2025), against an average of $212.9 million.
  • Across the five-year window, Invested Capital sank 13543.88% in 2022 and jumped 14464.06% in 2024, its largest moves.
  • Symbotic's Invested Capital stood at $50.3 million in 2022, then surged by 229.55% to $165.8 million in 2023, then jumped by 137.33% to $393.4 million in 2024, then soared by 144.07% to $960.2 million in 2025, then slipped by 28.54% to $686.1 million in 2026.
  • The last three Invested Capital figures came in at $686.1 million (Q1 2026), $960.2 million (Q4 2025), and $220.2 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 GE Vernova 251.14 Bn 242.11 Bn 1.78 Bn 15.07 Bn
2 Eaton 153.70 Bn 153.00 Bn 2.65 Bn 38.34 Bn
3 Parker-Hannifin 111.44 Bn 110.97 Bn 2.02 Bn 14.61 Bn
4 Cummins 90.06 Bn 87.33 Bn 2.24 Bn 20.26 Bn
5 Emerson Electric 77.51 Bn 75.74 Bn 2.42 Bn 26.11 Bn
6 Illinois Tool Works 72.86 Bn 72.03 Bn 1.76 Bn 8.13 Bn
7 Ametek 51.86 Bn 51.38 Bn 717.56 Mn 12.03 Bn
8 Rockwell Automation 50.08 Bn 49.71 Bn 1.13 Bn 4.69 Bn
9 Dover 28.99 Bn 27.35 Bn 798.14 Mn 10.78 Bn
10 Symbotic 5.30 Bn 3.64 Bn 149.95 Mn 686.14 Mn

Historic Data

Download Data
DateValue
Mar 28, 2026 686.14 Mn
Dec 27, 2025 960.21 Mn
Sep 27, 2025 220.19 Mn
Jun 28, 2025 443.41 Mn
Mar 29, 2025 420.21 Mn
Dec 28, 2024 393.42 Mn
Sep 28, 2024 390.13 Mn
Jun 29, 2024 346.79 Mn
Mar 30, 2024 393.64 Mn
Dec 30, 2023 165.77 Mn
Sep 30, 2023 -2.72 Mn
Jun 24, 2023 21.63 Mn
Mar 25, 2023 21.44 Mn
Dec 24, 2022 50.30 Mn
Sep 24, 2022 68.94 Mn
Jun 25, 2022 73.13 Mn
Mar 26, 2022 -1.03 Bn
Dec 25, 2021 -978.61 Mn
Sep 25, 2021 -1.11 Bn
Jun 26, 2021 -983.11 Mn