Symbotic's Warehouse Automation Business Shows Significant Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 19 2026
0mins
Source: Yahoo Finance
- Contracted Revenue Growth: Symbotic boasts a contracted backlog of $22.70 billion, ensuring multi-year revenue visibility, with Q2 FY2026 revenue rising 23.1% year-over-year to $676.48 million, reflecting strong demand in North America's large distribution centers.
- Profitability Improvement: Adjusted EBITDA more than doubled year-over-year to $77.75 million, with gross margin expanding from 20.2% to 22.2%, indicating a significant shift in profitability, while management projects Q3 revenue between $700 million and $720 million.
- Customer Base Expansion: The GreenBox joint venture with SoftBank offers warehouse-as-a-service against a $500 billion outsourced warehousing market, anchored by a contract worth approximately $11 billion, broadening Symbotic's market opportunities.
- Optimistic Market Outlook: Despite a 20.92% decline in Symbotic's stock price year-to-date, the operational progress and growth in customer contracts suggest substantial future potential in the automation sector, making it a noteworthy consideration for investors.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to fall
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 426.010
Low
25.28
Averages
401.93
High
600.00
Current: 426.010
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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