Symbotic Inc - Class A
Q3 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +2.86%.
Did SYM Beat Earnings? Q3 2025 Results
Symbotic delivered a split verdict in its fiscal third quarter of 2025, posting revenue of $592.12 million, a 25.9% year-over-year gain that cleared the $533.25 million consensus by 11.04%, yet falling short on the bottom line with an EPS loss of $0.05 against expectations for a $0.05 profit, a miss of 206.16%. The strong top-line result was driven by accelerated systems deployment activity, with 46 systems in deployment as of quarter end, while GAAP gross margin expanded to 18.2% from 11.7% a year ago, reflecting improving execution. The quarter's most significant development, however, may shape near-term results: <a href="https://247wallst.com/investing/2025/08/06/live-symbiotic-sym-report-earnings-today-will-shares-skyrocket/">Symbotic's next-generation storage</a> structure announcement is expected to create a temporary revenue headwind as customer schedules adjust to the new design, a dynamic the company acknowledged in issuing Q4 guidance of $590 million to $610 million in revenue and $45 million to $49 million in adjusted EBITDA. Notably, the company's $22.40 billion contracted backlog remains intact.
- 26% year-over-year revenue growth driven by systems deployment
- Gross margin improvement to 18.2% from 11.7% year-over-year
- Adjusted EBITDA of $45 million, up from $3 million year-over-year
- 42 operational systems as of Q3 FY2025, up from 25 a year ago
- 46 systems in deployment
“We continue to deliver strong results and drive operational progress. We are building on this momentum with game-changing innovations that are unlocking new opportunities across the supply chain as we have unveiled with our next generation storage structure.”
SYM CEO, on the earnings call
Forward Guidance & Outlook
For Q4 FY2025, Symbotic expects revenue of $590 million to $610 million and adjusted EBITDA of $45 million to $49 million. The company noted that the launch of its proprietary next-generation storage structure is expected to create a temporary short-term impact on revenue as customer schedules shift to accommodate the new design, though the new structure does not affect the company's backlog and supports long-term value creation.
SYM YoY Financials
SYM Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.