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Symbotic reported Q3 FY2026 revenue of $720.8 million, which was above the consensus revenue estimate of $714.8 million. The company reported adjusted EPS of $0.09, below the consensus adjusted EPS estimate of $0.12. Revenue increased 21.7% from $592.1 million in Q3 FY2025, while diluted EPS changed from −$0.05 to $0.09.
The filing attributed higher systems revenue to 77 Systems in Deployment, compared with 46 a year earlier. It attributed higher Software Maintenance and Support revenue to 56 Operational Systems under related contracts, compared with 42 a year earlier, and cited more Operational Systems for higher Operation Services revenue. Symbotic reported gross margin of 22.3%, compared with 18.9%, and operating margin of 4.56%, compared with −4.36%. The company reported free cash flow of −$164.6 million, compared with −$211.4 million a year earlier.
| Q3 FY2026 | Q3 FY2025 | Change | |
|---|---|---|---|
| Revenue | $720.8 million | $592.1 million | 21.7% |
| Diluted EPS | $0.09 | −$0.05 | — |
| Gross margin | 22.3% | 18.9% | 3.4 percentage points |
| Operating margin | 4.56% | −4.36% | 8.9 percentage points |
| Free cash flow | −$164.6 million | −$211.4 million | — |
| Against the consensus | Reported | Consensus | Result |
|---|---|---|---|
| Adjusted EPS | $0.09 | $0.12 | Missed by 25.0% |
| Revenue | $720.8 million | $714.8 million | Beat by 0.85% |
Adjusted EPS is the figure the consensus estimates, not the GAAP EPS above.
What management said on the call
A latest Symbotic earnings call was not available, so no call commentary, analyst questions or management answers were provided.
Guidance
In its August 5 results release, Symbotic said it expects Q4 FY2026 revenue of $760.0 million to $780.0 million and non-GAAP EBITDA of $100.0 million to $105.0 million.
| Metric | For | Guide | Previous guide | Change |
|---|---|---|---|---|
| EBITDA, non-GAAP | Q4 FY2026 | $100.0 million–$105.0 million | — | New |
| Revenue | Q4 FY2026 | $760.0 million–$780.0 million | — | New |