Symbotic (SYM) Return on Equity [ROE] (2022 - 2026)
Symbotic (SYM) posted Return on Equity [ROE] of 3.20% for fiscal Q3 2026 (quarter ended Jun 27, 2026), up 10.63 percentage points from -7.42% a year earlier and up 7.38 percentage points from the prior quarter.
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Analysis
Symbotic (SYM) Return on Equity [ROE] (2022 - 2026) Analysis & Trends
For FY2025 (ended Sep 27, 2025), Symbotic's Return on Equity [ROE] came in at -20.98%, up 22.73 percentage points from FY2024.
- Annual Return on Equity [ROE] shows a three-year change of +481.16 percentage points (FY2022 to FY2025).
- In prior fiscal years, Symbotic's Return on Equity [ROE] was -43.71% in FY2024 (+2154.48 pp), -2198.19% in FY2023 (-1696.05 pp) and -502.14% in FY2022.
- The fiscal Q3 2026 figure stands as the highest quarterly Return on Equity [ROE] in data going back to fiscal Q4 2022.
- On a year-over-year basis, Return on Equity [ROE] has increased in each of the last eight quarters, with an average year-over-year change of +307.50 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Equity [ROE] in the past five years was fiscal Q4 2024, with a gain of 2175.21 percentage points; the weakest was fiscal Q4 2023, with a drop of 1876.10 percentage points.
- According to Business Quant data, Return on Equity [ROE] for the three prior fiscal quarters was -4.18% (Q2 2026), -8.46% (Q1 2026) and -19.83% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 372.79 Bn | 344.49 Bn | 7.76 Bn | 56.98% |
| 2 | Amphenol | 207.98 Bn | 202.68 Bn | 3.55 Bn | 34.94% |
| 3 | Deere | 181.02 Bn | 189.78 Bn | 4.66 Bn | 17.59% |
| 4 | Eaton | 166.86 Bn | 164.09 Bn | 2.86 Bn | 19.13% |
| 5 | Parker-Hannifin | 120.45 Bn | 118.58 Bn | 2.25 Bn | 24.30% |
| 6 | Vertiv Holdings | 92.94 Bn | 83.56 Bn | 1.23 Bn | 38.48% |
| 7 | Emerson Electric | 86.56 Bn | 79.32 Bn | 2.66 Bn | 12.67% |
| 8 | 3M | 84.72 Bn | 66.18 Bn | 2.68 Bn | 95.38% |
| 9 | Illinois Tool Works | 73.32 Bn | 69.88 Bn | 1.90 Bn | 104.29% |
| 10 | Symbotic | 25.40 Bn | 19.01 Bn | 160.91 Mn | 3.20% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 27, 2026 | 3.20% |
| Mar 28, 2026 | -4.18% |
| Dec 27, 2025 | -8.46% |
| Sep 27, 2025 | -19.83% |
| Jun 28, 2025 | -7.42% |
| Mar 29, 2025 | -9.21% |
| Dec 28, 2024 | -21.05% |
| Sep 28, 2024 | -22.98% |
| Jun 29, 2024 | -39.45% |
| Mar 30, 2024 | -56.63% |
| Dec 30, 2023 | -195.00% |
| Sep 30, 2023 | -2,198.19% |
| Jun 24, 2023 | -1,065.35% |
| Mar 25, 2023 | -622.31% |
| Dec 24, 2022 | -331.63% |
| Sep 24, 2022 | -215.09% |
API Access
Symbotic Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=SYM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=SYM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();