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

Symbotic (SYM) reported Long-Term Investments of $135.7 million for Q1 2026, up 59.01% on a YoY basis from $85.3 million in Q1 2025, and down 5.47% sequentially from $143.5 million in Q4 2025.

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

Symbotic (SYM) has 4 years of Long-Term Investments data on file, last reported at $135.7 million in Q1 2026.

  • For the quarter ending Q1 2026, Long-Term Investments rose 59.01% year-over-year to $135.7 million; the trailing twelve-month figure through Mar 2026 stood at $135.7 million (up 59.01% YoY), and the FY2025 full-year result was $123.0 million, up 51.35% from the prior year.
  • Long-Term Investments eased to $135.7 million in Q1 2026, 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.
  • A 3-year average of $108.6 million and a median of $105.6 million in 2025 frame the typical range for Long-Term Investments.
  • Peak annual rise in Long-Term Investments reached 66.99% in 2025, while the deepest fall reached 51.35% in 2025.
  • Tracing SYM's Long-Term Investments over 3 years: stood at $85.9 million in 2024, then soared by 66.99% to $143.5 million in 2025, then fell by 5.47% to $135.7 million in 2026.
  • Business Quant data shows SYM's Long-Term Investments at $135.7 million in Q1 2026, $143.5 million in Q4 2025, and $123.0 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 GE Vernova 270.93 Bn 257.81 Bn 2.36 Bn 1.38 Bn
2 Eaton 156.55 Bn 155.79 Bn 2.65 Bn -
3 Parker-Hannifin 124.04 Bn 123.57 Bn 2.02 Bn -
4 Cummins 91.66 Bn 88.48 Bn 2.24 Bn 1.00 Bn
5 Emerson Electric 82.90 Bn 81.11 Bn 2.42 Bn -
6 Illinois Tool Works 81.54 Bn 80.71 Bn 1.76 Bn -
7 Ametek 55.40 Bn 54.92 Bn 717.56 Mn 637.03 Mn
8 Rockwell Automation 51.78 Bn 51.35 Bn 1.13 Bn -
9 Ingersoll Rand 32.99 Bn 31.71 Bn 792.40 Mn -
10 Symbotic 5.05 Bn 3.04 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