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| Date | Value |
|---|---|
| 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 |