Symbotic Inc. · NASDAQ:SYM
Symbotic — Investor Presentation (August 2026)
25 slides from Symbotic's investor presentation, Aug 5, 2026
Slide 1: Investor Presentation
Investor Presentation August 5, 2026 1 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Reserved | Proprietary and Confidential
Slide 2: Disclaimer
Disclaimer Forward Looking Statements This Presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. These stat
Slide 3: Our Vision
OUR VISION Reimagine the Supply Chain with Artificial ® Intelligence and Robotics and Transform the Distribution Network into a Strategic Asset 3 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Reserved | Proprietary and Confidential
Slide 4: Addressing Existential Threats
Addressing Existential Threats EXISTENTIAL THREATS LABOR PRESSURES EVOLVING OMNI-CHANNEL STRATEGIES SKU PROLIFERATION ADDRESSED BY SYMBOTIC’S A.I. POWERED AUTOMATION 4 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Reserved | Proprietary and Confidential
Slide 5: AI-Enabled, Tech Platform to Transform the Supply Chain
AI-Enabled, Tech Platform to Transform the Supply Chain Upstream Suppliers Distribution Centers Last Mile Eaches In-store Cases eCommerce Pallets Store Pick up S Y MB O T I C Factory Delivery Fully integrated AI / software platform drives actionable insights from goods and location data to improve i
Slide 6: Symbotic at a Glance
Key Operating Metrics Symbotic at a Glance 77 Systems in Deployment 56 Operational Systems Named Customers Key Financial Metrics Transformative Technology Platform ~21% YoY Revenue Growth1 $22.5B Total Backlog2 1 LTM as of Q3 2026. 2 As of Q3 2026. 3 As of FY25. Free Cash Flow defined as net cash pr
Slide 7: Large Addressable Markets
Large Addressable Markets 2 Micro- “In-House” “Outsourced” Fulfillment $432B 3 $500B+ $300B+ 1 4 One-time system sales and Incremental annual Estimated U.S. micro- recurring software in warehouse-as-a-service fulfillment opportunities (one- operator-owned warehouses opportunity time system sale and
Slide 8: Automated Distribution Center System
Automated Distribution Center System Symbotic’s systems are modular and can be installed around ongoing warehouse operations and be expanded over time to support growth. 8 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Reserved | Proprietary and Confidential
Slide 9: Solution Differentiators
Solution Differentiators A.I. Powered Software Turnkey Autonomous Bots Retrofit Solution IMPROVED Unique System EFFICIENCY Architecture SPEED Modular System Native Case Design Handling FLEXIBILITY DENSITY Case Level Storage ACCURACY 9 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Rese
Slide 10: Symbotic Distribution Center System Components
Symbotic Distribution Center System Components 1 BreakPack add-on for each picking and storage Automated Storage Case picking and storage • Storage Structure • Transfer Deck • Inventory Lifts • SymBots 3 2 Inbound / Outbound Cells Automated order processing A.I.-Powered Software • Robotic depalletiz
Slide 11: Next Gen Storage Structure Design
Next Gen Storage Structure Design Higher Density Rapid Assembly Innovative design provides ultra- Pre-assembled components for high density for increased storage faster implementation capacity and/or reduced footprint Enables shorter and faster bot Enhanced Safety trips per case delivery Pre-enginee
Slide 12: BreakPack: Cases to Eaches
BreakPack: Cases to Eaches • Attaches to case picking system • Manages less-than-case order quantities, allowing downstream replenishment of both case-and- each quantities 12 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Reserved | Proprietary and Confidential
Slide 13: Bringing Automation to the Last Mile, Enabling eCommerce
Bringing Automation to the Last Mile, Enabling eCommerce 13 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Reserved | Proprietary and Confidential
Slide 14: Competitive Edge
Competitive Edge 650+ Patents Issued or Pending1: Patents Issued1 1,000+ $1B+ Innovation $125+ Million Annual R&D Cumulative R&D is in our DNA Budget1 Spend1 On a Journey 15+ years Toward R&D Development 7 SIGMA 1 As of FY25 14 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Reserved |
Slide 15: Supply Chain Automation Technology Alternatives
Supply Chain Automation Technology Alternatives Upstream: Distribution Centers Downstream: Order Fulfillment 0 Legacy Alternatives Point Solutions 15 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Reserved | Proprietary and Confidential 15
Slide 16: Blue Chip Customers
Blue Chip Customers Largest 2nd Largest World’s Largest Joint Venture U.S. Wholesale U.S. Supermarket Company between Grocery Distributor1 Chain by Revenue2 by Revenue3 Symbotic and SoftBank 6 year, ~$11B contract Symbotic 35% ownership Unlocks $500B+ annual TAM Owned & Operated Model As-a-Service M
Slide 17: Comprehensive, AI-enabled, SKU- agile warehouse automation system with integrated
Comprehensive, AI-enabled, SKU- Highly visible growth profile with Leadership position agile warehouse automation $22.5B1 of contracted backlog with targeting large market system with integrated blue-chip customers opportunities omni-channel 1 As of Q3 2026 17 | © Symbotic Symbotic,Inc. Inc. All All
Slide 18: Long-Term Growth Strategy
Long-Term Growth Strategy MULTIPLE VECTORS FOR POTENTIAL GROWTH 3PL APPAREL GROCERY CPG GENERAL HOME IMPROVEMENT WALMART MERCHANDISE C&S AUTO PARTS UNFI BEVERAGE ALBERTSONS EXOL SOUTHERN GLAZER’S HEALTH CARE MEDLINE 18 | © Symbotic Symbotic,Inc. Inc. All AllRights RightsReserved Reserved | Proprieta
Slide 19: Recap of Symbotic's Business Model
Recap of Symbotic’s Business Model Symbotic Sells Highly Advanced AI-powered Supply Chain Automation Systems with Supporting Software and Maintenance Services over 15-Year Contracts,1 Creating Long-Term Recurring Revenue Streams Parts and Systems Software Services Capital Asset Sale Required to Use
Slide 20: Key Highlights
Key Highlights AI-Enabled Technology Platform with Transformational Impact on Supply Chain Economics Disrupting Large Addressable Markets with Secular Long-Term Tailwinds Deep Relationships with Blue-Chip Customers and $22.5B1 Contracted Backlog Strong Track Record of Scaling and Visionary Leadershi
Slide 21: Symbotic's Key Financial Highlights
Symbotic’s Key Financial Highlights 1 Visible growth profile at scale 2 Highly visible growth underwritten by ~$22.5B1 contracted backlog High margin, annual recurring revenue base building over time from 3 software, parts, and services 4 Generating positive adjusted EBITDA with margin upside 5 Stro
Slide 22: Financials / Key Performance Indicators
Financials / Key Performance Indicators GAAP Net Income (Loss) ($M) Systems in Deployment Total Revenue ($M) 55 77 70 57 13 50 721 9 46 676 618 630 (9) 592 (21) Q325 Q425 Q126 Q226 Q326 Q325 Q425 Q126 Q226 Q326 Adj. EBITDA ($M) Operational Systems 95 56 51 52 78 48 42 67 45 49 Q325 Q425 Q126 Q226 Q3
Slide 23: Appendix
Appendix
Slide 24: Reconciliation of Net Income (Loss) to Adjusted EBITDA
Reconciliation of Net Income (Loss) to Adjusted EBITDA Three Months Ended (in thousands) June 28, 2025 September 27, 2025 December 27, 2025 March 28, 2026 June 27, 2026 Net income (loss) (21,174) (8,969) 13,358 9,429 55,000 Interest income (8,373) (8,085) (11,600) (10,906) (11,335) Income tax expens
Slide 25: Reconciliation of Free Cash Flow
Reconciliation of Free Cash Flow Year Ended (in thousands) Septem ber 27, 2025 Septem ber 28, 2024 Septem ber 30, 2023 Net cash provided by (used in) operating activities 866,939 (58,077) 230,794 Purchases of property and equipment and capitalization of internal use software development (79,030) (44