What is Symbotic Inc.'s equity method investments?

Symbotic Inc. (SYM) reported equity method investments of $21.7M in Q1 2026.

How has Symbotic Inc.'s equity method investments changed year-over-year?

Symbotic Inc.'s equity method investments decreased by 74.6% year-over-year, from $85.32M to $21.7M.

What does equity method investments mean?

Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.

Symbotic Inc. SYM Equity Method Investments

Equity Method Investments at other companies

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$11.8M+59.5%

SS&C TechnologiesSSNC

$294.7M-10.9%

Alarm.com HoldingsALRM

$219.85M—

ROP

Roper Technologies, Inc.ROP

$963.6M+32.3%

Affirm Holdings, Inc.AFRM

——

Other financials

Income statement

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Revenue$676.5M+23.1%

Gross profit$150.0M+35.3%

Operating income$6.1M+130%

Net income$2.0M+209%

EPS (diluted)$0.01+150%

Balance sheet

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Cash & equivalents$2.0B+110%

Total debt$27.9M-1.4%

Total equity$686.1M+234%

Total assets$3.5B+78.0%

Cash flow

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Operating cash flow$261.3M-3.1%

CapEx$7.4M+239%

Free cash flow$197.7M+712%

Valuation

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Market cap$4.91B+207%

Profitability

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Gross margin20.6%+4.0pp

Operating margin-1.8%-0.6pp

Net margin-0.2%-0.1pp

FCF margin6.7%+4.0pp

Returns & leverage

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Return on equity-1.1%-0.4pp

Debt / equity0×-0.1×

Current ratio1.4×+0.4×

Where this comes from

Reported directly by Symbotic Inc. in its filing.

Tagged under the XBRL concept us-gaap:EquitySecuritiesWithoutReadilyDeterminableFairValueAmount.

The official record: Symbotic Inc.’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Symbotic Inc.'s equity method investments?: Symbotic Inc. (SYM) reported equity method investments of $21.7M in Q1 2026.
How has Symbotic Inc.'s equity method investments changed year-over-year?: Symbotic Inc.'s equity method investments decreased by 74.6% year-over-year, from $85.32M to $21.7M.
What does equity method investments mean?: Investments in unconsolidated affiliates and joint ventures where the company has significant influence (typically 20-50% ownership), carried at proportional book value.