Symbotic

SYM Q1 2026 Earnings

Reported Feb 4, 2026 at 4:04 PM ET · SEC Source

Q1 26 EPS

$0.02

MISS 77.38%

Est. $0.09

Q1 26 Revenue

$630.0M

BEAT +1.19%

Est. $622.6M

vs S&P Since Q1 26

-38.5%

TRAILING MARKET

SYM -30.9% vs S&P +7.6%

Market Reaction

Did SYM Beat Earnings? Q1 2026 Results

Symbotic posted a mixed first quarter for fiscal 2026, delivering revenue of $629.99 million, ahead of the $622.58 million consensus by 1.19% and up 29.4% year over year, while earnings per share of $0.02 fell well short of the $0.09 analyst estimate… Read more Symbotic posted a mixed first quarter for fiscal 2026, delivering revenue of $629.99 million, ahead of the $622.58 million consensus by 1.19% and up 29.4% year over year, while earnings per share of $0.02 fell well short of the $0.09 analyst estimate, a miss of 77.38%. The more compelling story, however, was the company's profitability inflection: GAAP net income came in at $13.36 million, compared to a net loss of $16.86 million in the year-ago period, driven by a meaningful expansion in gross margins to 21.2% from 16.6% and adjusted EBITDA that nearly quadrupled to $66.90 million. The improvement reflected operating leverage as the company scaled its deployment base to 57 systems, up from 44 a year ago, with R&D expenses holding roughly flat. Analysts reassessing the growth narrative sent shares higher following the report. Looking ahead, Symbotic guided Q2 FY2026 revenue to $650 million to $670 million, with adjusted EBITDA of $70 million to $75 million, signaling continued sequential improvement as rising deployments and expanding margins anchor management's forward outlook.

Key Takeaways

  • 29% year-over-year revenue growth driven by rising system deployments
  • Gross margin expansion to 21.2% from 16.6% year-over-year (adjusted gross margin to 23.4% from 17.7%)
  • Adjusted EBITDA nearly quadrupled to $67 million from $18 million year-over-year
  • 57 systems in deployment and 51 operational systems, up from 44 and 29 respectively a year ago
  • Stronger margins driving profitability that exceeded management expectations
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SYM YoY Financials

Q1 2026 vs Q1 2025, source: SEC Filings

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SYM Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 25 Q2 26

“We are off to a strong start this fiscal year. Our operational execution and product innovation are yielding tangible economic benefits for both our customers and us.”

— Rick Cohen, Q1 2026 Earnings Press Release