Symbotic (SYM) Long-Term Investments (2021 - 2026)
Symbotic's (SYM) quarterly Long-Term Investments came in at $140.5 million in Q2 2026, up 33.08% year-over-year from $105.6 million in Q2 2025, and up 3.53% quarter-over-quarter from $135.7 million in Q1 2026.
Analysis
Symbotic (SYM) Long-Term Investments (2021 - 2026) Analysis & Trends
Symbotic has disclosed Long-Term Investments across 4 years of filings, most recently posting $140.5 million for Q2 2026.
- In Q2 2026, Long-Term Investments rose 33.08% year-over-year to $140.5 million; the TTM figure through Jun 2026 stood at $140.5 million (up 33.08% YoY), while the FY2025 annual figure was $123.0 million, up 51.35% from the prior year.
- Long-Term Investments came in at $140.5 million for Q2 2026 at Symbotic, up from $135.7 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.
- Average Long-Term Investments over 3 years is $112.6 million, with a median of $114.3 million recorded in 2025.
- Year-over-year, Long-Term Investments soared 66.99% in 2025 and soared 33.08% in 2026.
- Over 3 years, Long-Term Investments stood at $85.9 million in 2024, then jumped by 66.99% to $143.5 million in 2025, then slipped by 2.13% to $140.5 million in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $140.5 million in Q2 2026, $135.7 million in Q1 2026, and $143.5 million in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | 3M | 85.60 Bn | 82.32 Bn | 2.68 Bn | - |
| 2 | Illinois Tool Works | 76.74 Bn | 75.90 Bn | 1.90 Bn | - |
| 3 | Ametek | 54.48 Bn | 53.99 Bn | 735.04 Mn | 648.52 Mn |
| 4 | Rockwell Automation | 46.14 Bn | 45.66 Bn | 1.14 Bn | - |
| 5 | Mettler Toledo International | 30.21 Bn | 30.16 Bn | 650.22 Mn | - |
| 6 | Symbotic | 25.30 Bn | 23.97 Bn | 160.91 Mn | 140.47 Mn |
| 7 | Dover | 25.24 Bn | 23.49 Bn | 880.61 Mn | - |
| 8 | Nordson | 17.35 Bn | 17.24 Bn | 453.73 Mn | - |
| 9 | Fortive | 16.64 Bn | 16.27 Bn | 695.30 Mn | - |
| 10 | RBC Bearings | 16.41 Bn | 16.28 Bn | 247.80 Mn | - |
Historic Data
Download Data
Historic 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 |