Symbotic (SYM) Return on Assets [ROA] (2022 - 2026)
Symbotic (SYM) reported Return on Assets [ROA] of 0.99% for fiscal Q3 2026 (quarter ended Jun 27, 2026), up 2.67 percentage points from -1.68% a year earlier and up 2.27 percentage points from the prior quarter.
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Analysis
Symbotic (SYM) Return on Assets [ROA] (2022 - 2026) Analysis & Trends
For FY2025 (ended Sep 27, 2025), Symbotic posted Return on Assets [ROA] of -4.58%, up 1.86 percentage points from FY2024.
- Return on Assets [ROA] has increased for three consecutive fiscal years, though with a four-year change of -2.43 percentage points (FY2021 to FY2025).
- By fiscal year, Return on Assets [ROA] came in at -6.44% in FY2024 (+14.14 pp), -20.58% in FY2023 (+8.61 pp), -29.19% in FY2022 and -2.16% in FY2021.
- The fiscal Q3 2026 figure ranks as the highest quarterly Return on Assets [ROA] in data going back to fiscal Q4 2022.
- Year over year, Return on Assets [ROA] has now increased in each of the last eight quarters, with an average year-over-year change of +5.97 percentage points over the last eight quarters.
- The year-over-year gain in Return on Assets [ROA] has ranged between 0.76 percentage points (fiscal Q2 2026) and 24.58 percentage points (fiscal Q1 2024) over the last five years.
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at -1.28% (Q2 2026), -2.26% (Q1 2026) and -4.31% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 372.79 Bn | 344.49 Bn | 7.76 Bn | 10.94% |
| 2 | Amphenol | 207.98 Bn | 202.68 Bn | 3.55 Bn | 11.93% |
| 3 | Deere | 181.02 Bn | 189.78 Bn | 4.66 Bn | 4.54% |
| 4 | Eaton | 166.86 Bn | 164.09 Bn | 2.86 Bn | 6.89% |
| 5 | Parker-Hannifin | 120.45 Bn | 118.58 Bn | 2.25 Bn | 11.86% |
| 6 | Vertiv Holdings | 92.94 Bn | 83.56 Bn | 1.23 Bn | 11.82% |
| 7 | Emerson Electric | 86.56 Bn | 79.32 Bn | 2.66 Bn | 6.12% |
| 8 | 3M | 84.72 Bn | 66.18 Bn | 2.68 Bn | 8.56% |
| 9 | Illinois Tool Works | 73.32 Bn | 69.88 Bn | 1.90 Bn | 19.50% |
| 10 | Symbotic | 25.40 Bn | 19.01 Bn | 160.91 Mn | 0.99% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 27, 2026 | 0.99% |
| Mar 28, 2026 | -1.28% |
| Dec 27, 2025 | -2.26% |
| Sep 27, 2025 | -4.31% |
| Jun 28, 2025 | -1.68% |
| Mar 29, 2025 | -2.04% |
| Dec 28, 2024 | -5.01% |
| Sep 28, 2024 | -5.50% |
| Jun 29, 2024 | -9.57% |
| Mar 30, 2024 | -11.04% |
| Dec 30, 2023 | -13.44% |
| Sep 30, 2023 | -20.58% |
| Jun 24, 2023 | -24.42% |
| Mar 25, 2023 | -25.98% |
| Dec 24, 2022 | -27.46% |
| Sep 24, 2022 | -24.56% |
API Access
Symbotic Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SYM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "SYM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=SYM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();