Symbotic (SYM) Long-Term Investments (2021 - 2026)

Symbotic's (SYM) quarterly Long-Term Investments came in at $135.7 million in Q1 2026, up 59.01% year-on-year from $85.3 million in Q1 2025, and down 5.47% quarter-over-quarter from $143.5 million in Q4 2025.

Symbotic (SYM) Long-Term Investments (2021 - 2026) Analysis & Trends

Symbotic has disclosed Long-Term Investments across 4 years of filings, most recently posting $135.7 million for Q1 2026.

  • Long-Term Investments for Q1 2026 came in at $135.7 million, up 59.01% year-over-year; the trailing twelve-month figure through Mar 2026 was $135.7 million (up 59.01% YoY), and the FY2025 annual result was $123.0 million, up 51.35% from the prior year.
  • Long-Term Investments came in at $135.7 million for Q1 2026 at Symbotic, down from $143.5 million in the prior quarter.
  • In the past five years, Long-Term Investments ranged from a high of $143.5 million in Q4 2025 to a low of $81.3 million in Q3 2024.
  • The 3-year median for Long-Term Investments is $105.6 million (2025), against an average of $108.6 million.
  • Peak annual rise in Long-Term Investments reached 66.99% in 2025, while the deepest fall reached 51.35% in 2025.
  • Symbotic's Long-Term Investments stood at $85.9 million in 2024, then jumped by 66.99% to $143.5 million in 2025, then retreated by 5.47% to $135.7 million in 2026.
  • The last three Long-Term Investments figures came in at $135.7 million (Q1 2026), $143.5 million (Q4 2025), and $123.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 GE Vernova 251.14 Bn 242.11 Bn 1.78 Bn 1.40 Bn
2 Eaton 153.70 Bn 153.00 Bn 2.65 Bn -
3 Parker-Hannifin 111.44 Bn 110.97 Bn 2.02 Bn -
4 Cummins 90.06 Bn 87.33 Bn 2.24 Bn 2.22 Bn
5 Emerson Electric 77.51 Bn 75.74 Bn 2.42 Bn -
6 Illinois Tool Works 72.86 Bn 72.03 Bn 1.76 Bn -
7 Ametek 51.86 Bn 51.38 Bn 717.56 Mn 637.03 Mn
8 Rockwell Automation 50.08 Bn 49.71 Bn 1.13 Bn -
9 Dover 28.99 Bn 27.35 Bn 798.14 Mn -
10 Symbotic 5.30 Bn 3.64 Bn 149.95 Mn 135.68 Mn

Historic Data

Download Data
DateValue
Mar 28, 2026 135.68 Mn
Dec 27, 2025 143.52 Mn
Sep 27, 2025 123.03 Mn
Jun 28, 2025 105.55 Mn
Mar 29, 2025 85.32 Mn
Dec 28, 2024 85.95 Mn
Sep 28, 2024 81.29 Mn
Mar 31, 2021 320.00 Mn