Symbotic Inc. (NASDAQ: SYM) reported fiscal fourth‑quarter 2025 results that included $618.46 million in revenue, a net loss of $19 million, and adjusted EBITDA of $49 million. Revenue grew 9.4% year‑over‑year, driven by a 12% increase in system deployments and a 15% rise in software‑and‑services revenue, while the adjusted EBITDA margin expanded to 7.9% from 7.4% in the same quarter a year earlier.
The revenue lift was largely attributable to the addition of Medline as the company’s first customer in the healthcare vertical, which added $30 million in recurring software‑and‑services revenue. System deployments grew 12% to $350 million, reflecting the deployment of SymBot’s next‑generation storage structure in several large e‑commerce and retail accounts.
Margin expansion was driven by disciplined cost control and operational leverage. Fixed operating costs were held near 60% of revenue, while variable costs fell 3% due to economies of scale. The company also benefited from a 5% improvement in gross margin on software‑and‑services contracts, offsetting a 2% decline in hardware sales margin.
Compared with Q3 2025, revenue rose from $592 million to $618 million, while the net loss narrowed from $32 million to $19 million and adjusted EBITDA increased from $45 million to $49 million. In contrast, Q4 2024 posted a $565 million revenue, a $16 million net income, and $42 million adjusted EBITDA, underscoring the company’s accelerating top‑line growth and improving profitability.
Management guided for fiscal 2026 first‑quarter revenue of $610 million to $630 million and adjusted EBITDA of $49 million to $53 million, signaling confidence in sustained demand and continued cost discipline. CFO Izzy Martins noted that the company’s free‑cash‑flow swing to $494 million from a negative $121 million in the prior year reflects the cumulative effect of higher margin contracts and disciplined capital allocation.
Investors responded positively, with analysts raising price targets and citing the revenue beat, margin expansion, and the strategic win with Medline as key drivers. CEO Rick Cohen highlighted the company’s ability to deliver “strong top‑line growth and significant margin expansion” while CFO Izzy Martins emphasized the company’s focus on “cost discipline and strategic investments in high‑return verticals.”
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