Symbotic (SYM) Tax Rate (2024 - 2026)
Symbotic (SYM) posted Tax Rate of -1.81% for fiscal Q3 2026 (quarter ended Jun 27, 2026), down 1.56 percentage points from -0.25% a year earlier and down 5.19 percentage points from the prior quarter.
Symbotic (SYM) Tax Rate (2024 - 2026) Analysis & Trends
For the trailing twelve months through Jun 27, 2026, Tax Rate at Symbotic was -0.62%, up 13.26 percentage points year-over-year; for FY2025 (ended Sep 27, 2025), it was 2.06%, up 7.35 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of +2.02 percentage points (FY2020 to FY2025).
- In prior fiscal years, Symbotic's Tax Rate was -5.29% in FY2024 (-7.46 pp) and 2.17% in FY2023.
- The fiscal Q3 2026 figure stands as the lowest quarterly Tax Rate in data going back to fiscal Q1 2023.
- On a year-over-year basis, Tax Rate increased in four of the last eight quarters, with an average year-over-year change of -0.34 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was fiscal Q2 2025, with a gain of 15.49 percentage points; the weakest was fiscal Q4 2025, with a drop of 19.12 percentage points.
- According to Business Quant data, Tax Rate for the three prior fiscal quarters was 3.38% (Q2 2026), 3.11% (Q1 2026) and 1.12% (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Caterpillar | 334.06 Bn | 305.75 Bn | 7.76 Bn | 23.15% |
| 2 | Amphenol | 195.22 Bn | 189.80 Bn | 3.55 Bn | 25.30% |
| 3 | Deere | 170.77 Bn | 138.86 Bn | 4.66 Bn | 28.11% |
| 4 | Eaton | 148.39 Bn | 145.58 Bn | 2.86 Bn | 28.06% |
| 5 | Parker-Hannifin | 119.49 Bn | 117.61 Bn | 2.25 Bn | 18.51% |
| 6 | Emerson Electric | 89.58 Bn | 82.32 Bn | 2.66 Bn | 21.62% |
| 7 | 3M | 88.93 Bn | 70.33 Bn | 2.68 Bn | 16.34% |
| 8 | Illinois Tool Works | 78.81 Bn | 75.37 Bn | 1.90 Bn | 24.54% |
| 9 | Vertiv Holdings | 78.25 Bn | 68.87 Bn | 1.23 Bn | 19.71% |
| 10 | Symbotic | 5.08 Bn | -1.74 Bn | 160.91 Mn | - |
Historic Data
| Date | Value |
|---|---|
| Mar 28, 2026 | 3.38% |
| Dec 27, 2025 | 3.11% |
| Sep 28, 2024 | 20.24% |
Symbotic Tax Rate 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=tax-rate&ticker=SYM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=SYM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();