Symbotic (SYM) Long-Term Investments (2021 - 2026)
Symbotic (SYM) posted Long-Term Investments of $135.7 million for Q1 2026, down 5.47% sequentially from $143.5 million in Q4 2025, and up 59.01% YoY from $85.3 million in Q1 2025.
Symbotic (SYM) Long-Term Investments (2021 - 2026) Analysis & Trends
Symbotic has reported Long-Term Investments for 4 years, with the latest figure at $135.7 million in Q1 2026.
- Quarterly Long-Term Investments rose 59.01% year-over-year to $135.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $135.7 million (up 59.01% YoY) and the FY2025 annual result came in at $123.0 million, up 51.35% from the prior year.
- Long-Term Investments eased to $135.7 million in Q1 2026 per SYM's latest filing, from $143.5 million in the prior quarter.
- Over five years, Long-Term Investments peaked at $143.5 million in Q4 2025 and troughed at $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.
- The widest YoY moves for Long-Term Investments: up 66.99% in 2025, down 51.35% in 2025.
- Over 3 years, Long-Term Investments stood at $85.9 million in 2024, then soared by 66.99% to $143.5 million in 2025, then slipped by 5.47% to $135.7 million in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $135.7 million, $143.5 million, and $123.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | GE Vernova | 256.94 Bn | 243.82 Bn | 2.36 Bn | 1.38 Bn |
| 2 | Eaton | 163.14 Bn | 162.45 Bn | 2.86 Bn | - |
| 3 | Parker-Hannifin | 126.50 Bn | 126.02 Bn | 2.02 Bn | - |
| 4 | Emerson Electric | 87.87 Bn | 85.69 Bn | 2.66 Bn | - |
| 5 | Cummins | 81.13 Bn | 76.46 Bn | 2.47 Bn | 2.27 Bn |
| 6 | Illinois Tool Works | 80.86 Bn | 80.02 Bn | 1.90 Bn | - |
| 7 | Ametek | 54.87 Bn | 54.38 Bn | 735.04 Mn | 648.52 Mn |
| 8 | Rockwell Automation | 48.51 Bn | 48.03 Bn | 1.14 Bn | - |
| 9 | Ingersoll Rand | 31.31 Bn | 30.14 Bn | 862.60 Mn | - |
| 10 | Symbotic | 5.38 Bn | 3.63 Bn | 160.91 Mn | 140.47 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 27, 2026 | 140.47 Mn |
| 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 |