Symbotic 2025 Q3 Earnings Misses Targets Despite 26% Revenue Growth

Symbotic’s Q3 2025 earnings report fell short of Wall Street’s expectations, particularly in its guidance, despite a strong 26% year-over-year revenue increase. The company’s revenue of $592.12 million exceeded forecasts but came with a net loss of $31.93 million, a 19.5% increase from a year ago. Guidance for the next quarter was below expectations, contributing to a sharp post-earnings sell-off.

Revenue

Symbotic delivered robust top-line growth, with total revenue rising 25.9% year-over-year to $592.12 million. The Systems segment led the performance, contributing $559.1 million in revenue, a 24% increase compared to the prior year. Software Maintenance and Support also posted a strong performance, rising 129% to $8.1 million, reflecting higher demand for ongoing support services. Operation Services added $24.9 million in revenue, up 54% year-over-year, demonstrating continued momentum in service offerings. Collectively, these segments underscored the company’s ability to drive growth across its product and service lines.

Earnings/Net Income

Despite the strong revenue performance, Symbotic’s financial results were weighed down by continued losses. The company reported a net loss of $31.93 million in Q3 2025, a 19.5% increase from the $26.72 million loss in Q3 2024. Earnings per share remained flat at -$0.05. These results highlight the company’s ongoing struggles to achieve profitability despite significant growth in revenue.

Price Action

Following the earnings report, Symbotic’s stock price reacted strongly to the mixed results. Shares edged up 0.42% during the latest trading day, surged 19.24% during the most recent full trading week, and climbed 33.04% month-to-date. However, the post-earnings reaction was mixed, with shares falling sharply in after-hours trading due to concerns over the company’s guidance.

Post-Earnings Price Action Review

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CEO Commentary

Rick Cohen, Symbotic’s Chairman and Chief Executive Officer, emphasized the company’s operational progress and innovation as key growth drivers. He highlighted the unveiling of a next-generation storage structure, which he believes is unlocking new supply chain opportunities. Carol Hibbard, Chief Financial Officer, noted improved gross margins and a net loss of $32 million for Q3 FY2025. She also pointed out a temporary short-term revenue impact expected due to scheduling shifts for the new storage structure, which does not affect the company’s backlog or long-term value creation.

Guidance

For Q4 FY2025, Symbotic expects revenue to range between $590 million and $610 million, with adjusted EBITDA projected between $45 million and $49 million. The company did not provide guidance for net loss, citing a lack of a reasonable basis for reconciliation to GAAP.

Additional News

Live coverage from 24/7 Wall St. highlighted the mixed reaction to Symbotic’s earnings report. While revenue of $592.1 million significantly exceeded expectations, guidance for the next quarter fell short, leading to a sharp decline in the stock price. The midpoint of Symbotic’s Q4 revenue guidance was set at $600 million, below the $636 million expected by Wall Street. Similarly, EBITDA guidance of $47 million was below the $52.1 million consensus. The company attributed the short-term revenue impact to the rollout of a proprietary new storage structure, which it emphasized will not affect its backlog or long-term value. Despite the sell-off, the company’s leadership remains optimistic about its strategic direction and long-term growth potential.