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On June 08, 2026, Construction Partners Inc ROAD shares fell 3.8% to a current price of $106.30. The stock has experienced a significant decline over the past month, dropping 24.3%. Its 52-week range has been between $93.22 and $151.00, reflecting considerable volatility.

GF Value™ verdict: Current price is $106.30, which is 11.2% below the GF Value™ of $119.64.GF Score™: 95/100, indicating a strong overall performance.Most notable signal: Momentum rank of 10/10, suggesting strong upward price movement. Is ROAD Overvalued or Undervalued? Currently, Construction Partners Inc ROAD is trading at $106.30, which is 11.2% undervalued compared to its GF Value™ estimate of $119.64. This undervaluation presents a potential opportunity for investors who may be looking for stocks that are trading below their intrinsic value. The GF Valuation label indicates that ROAD is considered modestly undervalued, suggesting that there is some margin of safety for investors. However, it is essential to be cautious, as a decline in price can also indicate underlying issues that could affect future performance.

GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Considering the current price relative to the GF Value™, there may be an attractive entry point for potential investors, but further analysis of the company's fundamentals and market conditions is warranted.

How Does ROAD's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 46.6x 65.1x Forward P/E 27.9x N/A The current P/E (TTM) of 46.6x is 28% below its 5-year median P/E of 65.1x. Additionally, the forward P/E of 27.9x indicates a more favorable valuation compared to the historical averages. This P/E analysis aligns with the GF Value™ verdict, reinforcing the conclusion that ROAD is currently undervalued relative to its historical valuation metrics.

What Does ROAD's GF Score™ Tell Us? Metric Rating GF Score™ 95 Financial Strength 5/10 Profitability 9/10 Growth 10/10 Valuation 9/10 Momentum 10/10 The GF Score™ of 95/100 indicates a strong overall performance for Construction Partners Inc ROAD , with particularly high rankings in Growth (10/10) and Momentum (10/10). However, the Financial Strength rating of 5/10 suggests there may be some concerns in this area, which warrants further investigation. The strong Profitability (9/10) and Valuation (9/10) scores also indicate that the company's core operations are performing well and that it is priced attractively relative to its earnings.

What Are Insiders Doing with ROAD Stock? In the last three months, there have been no insider transactions reported for Construction Partners Inc ROAD . This lack of insider activity may suggest that executives and board members do not see immediate opportunities for buying or selling their shares, which can often imply confidence in the company's current valuation and outlook. However, it is essential to keep an eye on insider activity, as significant purchases or sales can signal changes in management's perspective on the company’s future performance.

What This Means for Investors Based on the analysis of the current price relative to the GF Value™, Construction Partners Inc ROAD is currently undervalued. This presents a potential opportunity for investors to consider, but it is essential to conduct further due diligence regarding the company’s financial health and market conditions.

For the complete analysis, visit the Construction Partners Inc ROAD stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.

Frequently Asked Questions What is ROAD's GF Score™?

ROAD's GF Score™ is 95/100, indicating a strong overall performance with high potential for long-term returns.

Is ROAD overvalued or undervalued?

ROAD is currently considered undervalued, with a GF Value™ estimate of $119.64 compared to its current price of $106.30.

What is ROAD's P/E ratio?

ROAD's P/E (TTM) is 46.6x, which is significantly below its 5-year median P/E of 65.1x, suggesting a favorable valuation.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

C.H. Robinson Worldwide, Inc. (CHRW) Q1 2026 Earnings Call Transcript

Key Takeaways C.H. Robinson posted Q1 2026 EPS of $1.35, up 15.4% Y/Y, while revenue fell 0.8% to $4.01B.CHRW cited share gains, revenue management, cost-of-hire edge and Lean AI productivity for EPS growth.For 2026, C.H. Robinson expects capital expenditures between $75 million and $85 million. C.H. Robinson Worldwide, Inc. (CHRW - Free Report) reported mixed first-quarter 2026 results, wherein earnings surpassed the Zacks Consensus Estimate while revenues missed the same.

Quarterly earnings per share (EPS) of $1.35 outpaced the Zacks Consensus Estimate of $1.24 and improved 15.4% year over year. C.H. Robinson reported earnings growth on the back of market share gains, revenue management, a cost of hire advantage versus the market and productivity improvements (aided by its Lean AI strategy).

Total revenues of $4.01 billion missed the Zacks Consensus Estimate of $4.08 billion and fell 0.8% year over year, owing to the lower volume in the company’s ocean and truckload services and lower pricing in the ocean services. These were, however, partially offset by higher pricing in CHRW’s truckload and less than truckload (LTL) services.

Adjusted gross profits fell 1.9% year over year to $660.5 million in the first quarter, owing to lower adjusted gross profit per transaction and lower volume in ocean services. This was partially offset by higher adjusted gross profit per transaction in the company’s LTL services.

Adjusted income from operations grew 5.6% year over year to $195.9 million. Adjusted operating margin of 26.6% grew 30 basis points from the year-ago reported quarter.

Operating expenses decreased 2.3% year over year to $484.8 million. Personnel expenses grew 1.2% year over year to $352.7 million, owing to higher restructuring charges related to workforce reductions, partially offset by cost optimization efforts and productivity improvements. Other selling, general and administrative (SG&A) expenses decreased 10.6% year over year to $132.1 million, owing to a prior year impairment charge on CHRW’s Kansas City regional center lease resulting from the execution of a sublease agreement on a portion of the building. In addition, other SG&A expenses declined across several expense categories in 2026 due to cost optimization efforts.

CHRW’s Q1 Segmental ResultsNorth American Surface Transportation’s total revenues were $2.94 billion (up 2.8% year over year) in the first quarter, owing tohigher pricing in CHRW’s truckload and LTL services. Adjusted gross profit of the segment grew 3% year over year to $431.07 million.

Total revenues from Global Forwarding fell 14.2% year over year to $664.73 million, owing to lower pricing and volume in the company’s ocean services. Adjusted gross profits fell 12.1% year over year to $162.29 million.

Revenues from other sources (Robinson Fresh, Managed Services and Other Surface Transportation) decreased 0.6% year over year to $400.88 million.

Below, we present the division of adjusted profits among the service lines (on an enterprise basis).

Transportation: The unit (comprising Truckload, LTL, Ocean, Air, Customs and Other logistics services) delivered an adjusted gross profit of $628.40million in the quarter under review, down 1.9% from the prior-year figure.

Adjusted gross profits of LTL, Customs and Other logistics services grew 10.1%, 20.1% and 6.6%, year over year, respectively. Truckload, Ocean and Air’s adjusted gross profits declined 4.1%, 22% and 0.3% year over year, respectively.

Balance-Sheet DataCHRW exited the first quarter with cash and cash equivalents of $159.66 million compared with $160.87 million at the end of the prior quarter. Long-term debt was $1.34 billion compared with $1.09 billion at the end of the prior quarter.

CHRW generated $68.6 million of cash from operations in the first quarter of 2026, down from $106.5 million generated in the year-ago quarter. The $37.9 million downside in cash flow generation was owing to a $62.4 million decrease in cash generated by changes in net operating working capital.

In the first quarter of 2026, CHRW rewarded its shareholders with $359.8 million, which includes $280.7 million in the form of share repurchases and $79 million through cash dividends.

Capital expenditures were $15 million in the reported quarter.

For 2026, capital expenditures for 2026 are anticipated to be between $75 million and $85 million.

Currently, CHRW carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Q1 Performances of Other Transportation CompaniesDelta Air Lines (DAL - Free Report) reported first-quarter 2026 earnings (excluding $1.08 from non-recurring items) of 64 cents per share, which beat the Zacks Consensus Estimate of 61 cents. Earnings increased 39.1% on a year-over-year basis due to high labor costs. Adjusted revenues in the March-end quarter were $14.2 billion, beating the Zacks Consensus Estimate of $14 billion and increasing on a year-over-year basis. 

United Airlines Holdings, Inc. (UAL - Free Report) reported solid first-quarter 2026 results wherein the company’s earnings and revenues beat the Zacks Consensus Estimate as well as improved on a year-over-year basis.

UAL's first-quarter 2026 adjusted earnings per share (EPS) (excluding 95 cents from non-recurring items) of $1.19 surpassed the Zacks Consensus Estimate of $1.08 and increased 30.8% on a year-over-year basis. The reported figure lies within the guided range of $1.00-$1.50.

Operating revenues of $14.6 billion outpaced the Zacks Consensus Estimate of $14.3 billion and increased 10.5% year over year. Passenger revenues (which accounted for 90.1% of the top line) increased 11% year over year to $13.1 billion. UAL flights transported 42,486 passengers in the first quarter, up 4.1% year over year.

Cargo revenues fell 1.6% year over year to $422 million. Revenues from other sources rose 10.5% year over year to $1.02 billion.

J.B. Hunt Transport Services (JBHT - Free Report)  posted first-quarter 2026 earnings per share of $1.49, up 27% from $1.17 a year ago. The result topped the Zacks Consensus Estimate by $0.04, a 2.8% surprise.

Operating revenues totaled $3.06 billion, rising 4.6% year over year. Revenues beat the consensus mark of $2.94 billion, resulting in a 3.9% surprise, as demand proved resilient across several service offerings, led by Intermodal volume growth and higher revenue per load in select highway-related businesses.

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.93% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: C.H. Robinson Worldwide (CHRW - Free Report) Based in Minnesota, C.H. Robinson Worldwide Inc. is a third-party logistics company. As a asset-light transportation provider, C.H. Robinson provides freight transportation services and logistic solutions to companies across a range of industries. The company's services range from commitments on a specific shipment to more comprehensive and integrated relationships.

CHRW is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Momentum investors should take note of this Transportation stock. CHRW has a Momentum Style Score of A, and shares are up 0.6% over the past four weeks.

Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.08 to $6.07 per share. CHRW boasts an average earnings surprise of +9.4%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, CHRW should be on investors' short list.

2 hours ago

Church & Dwight (NYSE:CHD) Director Robert Shearer Sells 8,600 SharesChurch & Dwight Co., Inc. (NYSE:CHD - Get Free Report) Director Robert Shearer sold 8,600 shares of the business's stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $97.97, for a total transaction of $842,542.00. Following the completion of the sale, the director directly owned 30,678 shares in the company, valued at $3,005,523.66. This trade represents a 21.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

NYSE:CHD

Investors interested in stocks from the Transportation - Services sector have probably already heard of ZTO Express (Cayman) Inc. (ZTO) and C.H. Robinson Worldwide (CHRW).

EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--C.H. Robinson responds to Supreme Court decision and reinforces support for strong federal safety oversight.

C.H. Robinson Worldwide, Inc. (CHRW) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript

Investors looking for stocks in the Transportation - Services sector might want to consider either ZTO Express (Cayman) Inc. (ZTO - Free Report) or C.H. Robinson Worldwide (CHRW - Free Report) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.

We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

ZTO Express (Cayman) Inc. has a Zacks Rank of #2 (Buy), while C.H. Robinson Worldwide has a Zacks Rank of #3 (Hold) right now. This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that ZTO is likely seeing its earnings outlook improve to a greater extent. However, value investors will care about much more than just this.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

Our Value category grades stocks based on a number of key metrics, including the tried-and-true P/E ratio, the P/S ratio, earnings yield, and cash flow per share, as well as a variety of other fundamentals that value investors frequently use.

ZTO currently has a forward P/E ratio of 11.93, while CHRW has a forward P/E of 29.20. We also note that ZTO has a PEG ratio of 1.10. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. CHRW currently has a PEG ratio of 1.54.

Another notable valuation metric for ZTO is its P/B ratio of 1.4. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, CHRW has a P/B of 12.31.

Based on these metrics and many more, ZTO holds a Value grade of A, while CHRW has a Value grade of D.

ZTO has seen stronger estimate revision activity and sports more attractive valuation metrics than CHRW, so it seems like value investors will conclude that ZTO is the superior option right now.

As the global leader in Lean AI supply chains, C.H. Robinson has built the first AI technology designed to both operate a shipper’s global supply chain and also continuously assess and improve its performance. Now serving the company’s 4PL Managed Solutions customers, a new Lean AI Engineer works in concert with the Lean AI Planner introduced last year to create one connected system that uniquely enhances a supply chain as it runs.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260520874794/en/

The Lean AI Engineer can assess an entire supply chain in 25 to 30 minutes and determine improvements before performance is impacted – compared to supply chain assessments that typically take up to four weeks and look backward at what has happened instead of what should happen. While the Lean AI Engineer delivers intel, the Lean AI Planner manages shipments through hundreds of interconnected AI agents and in turn feeds more data back to the Lean AI Engineer to develop even smarter refinements.

“The breakthrough here is that it’s one closed-loop AI system,” said Jordan Kass, President of Managed Solutions. “It will run continuously, improve the operation it’s running and heal itself when something breaks — without an alert or a human noticing a problem first. The Lean AI Planner executes in real time while the Lean AI Engineer studies the results, identifies patterns, adapts logic and influences future decisions. Just like we launched Managed Solutions to break down the barriers between TMS, 3PL and 4PL services, this technology ends the need for separate supply chain intelligence and orchestration tools. It’s what businesses with complex logistics have wanted for decades.”

The technology is autonomously handling 92% of 4PL shipments globally across trucking, ocean, air and rail, from the moment an order is created through tendering, routing, delivery, exceptions and carrier payment.

“This level of premium logistics service has traditionally depended on talented people to manage complexity, make smart decisions day to day and intervene during disruption,” said Kass. “The problem was that talent didn’t scale. We’ve changed that by encoding expertise in the technology itself. Shippers will get infinite talent and expertise, consistently applied across every shipment, regardless of who’s available in what time zone or how much their shipping volume grows or spikes. Their team and our team can focus on strategic priorities and driving the best business results.”

As with all AI, success depends on the data and context the system has access to. With 450 in-house software engineers and data scientists, the proprietary context layer of C.H. Robinson’s AI was built by methodically capturing institutional knowledge from workflows and the company’s seasoned freight experts and feeding it to the model on an ongoing basis.

“Our technology truly understands your supply chain from the inside out, because the AI leverages all the data on all the steps of your shipping end to end, not just the parts of your supply chain that disparate tools see,” said Kass. “It also has the benefit of being trained on the unique context we have from orchestrating your freight – the large and small details about your goods, your procedures, each pickup and delivery location, your carriers, your routing and risk tolerance. That’s how the Lean AI Engineer knows which improvements are right for you, instead of making generic or theoretical recommendations. If you’re an auto-parts maker shipping cross-border to a just-in-time assembly line five days a week, it won’t suggest how much you could save by shipping once a week.”

C.H. Robinson’s advanced AI takes into account more variables than human analysis or typical software analysis could, and recommendations are more actionable as well as prioritized. At launch, the Lean AI Engineer identifies optimizations and hidden savings. One early adopter learned that switching from a varied shipping schedule to once a week would reduce their loads by 17% across 20 locations for an annual savings of over $1 million. For another, reorganizing their shipments so that one pickup serves three different delivery locations would cut their loads by 81% and save them 40%.

In the coming weeks, the Lean AI Engineer will roll out for more customers and begin assessing a multitude of other factors, such as carrier performance. Continuously monitoring carrier behavior across lanes, transportation modes and customers, it will identify leading indicators of degrading performance and recommend corrective actions before service failures happen.

“Supply chains do not generally suffer from a lack of information. They suffer from the gap between knowing and doing,” said Arun Rajan, Chief Strategy and Innovation Officer. “Tech that sits above or outside of a supply chain can aggregate data, harmonize signals and recommend. But it relies on someone else to execute on the signals and someone else to learn whether those actions worked. Our tech closes the gap, delivering 24/7 premium service with one unified system no one else can match.”

ABOUT C.H. ROBINSON

C.H. Robinson is the global leader in Lean AI supply chains. For more than a century, companies everywhere have looked to us to reimagine how goods move. Now, as we redefine what’s next for the industry, that same drive fuels our commitment to Building Tomorrow’s Supply Chains, Today™. Trusted by 75,000 customers and 450,000 carriers, we manage an unmatched 37 million shipments annually, representing $23 billion in freight. We deliver tailored solutions across the world via truckload, less-than-truckload, ocean, air and more. With our unique combination of human insight and Lean AI working as one, supply chains move faster, smarter and more sustainably. As a responsible global citizen, we proudly contribute millions to the causes that matter most to our employees. Find out more at chrobinson.com. (Nasdaq: CHRW)

View source version on businesswire.com: https://www.businesswire.com/news/home/20260520874794/en/

Key Takeaways C.H. Robinson launched Lean AI Engineer to evaluate and improve supply chains in real time. CHRW says its AI platform autonomously manages 92% of global 4PL shipments. C.H. Robinson reports early customer gains with lower shipment volumes and transport costs. C.H. Robinson Worldwide’s (CHRW - Free Report) latest AI innovation strengthens its position as a technology leader in logistics by introducing a closed-loop system that not only manages supply chain operations but also continuously evaluates and improves them. The combination of the Lean AI Planner and the newly launched Lean AI Engineer enables real-time execution and optimization, reducing assessment times from weeks to minutes. This capability allows customers to identify inefficiencies and implement improvements before disruptions affect performance, enhancing supply chain resilience and operational efficiency.

The technology’s ability to autonomously manage 92% of global 4PL shipments across trucking, ocean, air and rail highlights the scalability of C.H. Robinson’s AI-driven platform. By embedding logistics expertise directly into the system, the company reduces reliance on manual intervention and enables customers to handle growing shipment volumes more effectively. This automation can improve service consistency while allowing logistics teams to focus on higher-value strategic initiatives.

The Lean AI Engineer also offers meaningful cost-saving opportunities through data-driven optimization. Early customer results demonstrate significant efficiency gains, including lower shipment volumes and reduced transportation costs. By leveraging proprietary data, customer-specific operating parameters and institutional knowledge accumulated across its logistics network. This enables C.H. Robinson to deliver tailored recommendations that are more practical and actionable than generic analytics solutions.

The launch further reinforces C.H. Robinson’s long-term growth strategy centered on digital transformation and AI adoption. As the company expands the platform’s capabilities to areas such as carrier performance monitoring and predictive disruption management, it is well-positioned to deepen customer relationships and enhance service quality. This should strengthen its competitive advantage in the increasingly technology-driven global logistics market.

CHRW’s Share Price PerformanceCHRW’s shares have gained 14.9% in the past six months compared with the Transportation - Services industry’s 11.7% growth.

Image Source: Zacks Investment Research

CHRW’s Zacks RankCHRW currently carries a Zacks Rank #3 (Hold).

Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Expeditors International of Washington, Inc. (EXPD - Free Report) and International Seaways (INSW - Free Report) . 

EXPDcurrently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Expeditors has an expected earnings growth rate of 11.9% for the current year.  The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.96%.

INSW currently sports a Zacks Rank #1.

INSW has an expected earnings growth rate of more than 100% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 33.93%.

WILMINGTON, Mass., May 06, 2026 (GLOBE NEWSWIRE) -- Symbotic Inc. (Nasdaq: SYM), a leader in A.I.-enabled robotics technology for the supply chain, announced financial results for its second quarter of fiscal year 2026, which ended on March 28, 2026. Symbotic reported revenue of $676 million, up 23% year-over-year, and net income of $9 million, compared with a net loss of $10 million in the second quarter of fiscal year 2025. Adjusted EBITDA1 reached $78 million, more than double the $35 million in the second quarter of fiscal year 2025.

Cash and cash equivalents totaled $2.0 billion at the end of the second quarter of fiscal year 2026, up from $1.8 billion at the end of the first quarter of fiscal year 2026.

“We again demonstrated strong execution against our key objectives,” said Rick Cohen, Symbotic Chairman and Chief Executive Officer. “Our momentum continues to build as customers across several verticals are now realizing tangible value from our end-to-end automation systems.”

“We delivered another quarter of growth and margin expansion as our total number of systems in deployment rose to 70,” said Izzy Martins, Symbotic Chief Financial Officer. “Looking ahead, we continue to see a solid growth trajectory supported by rising deployments, along with enhanced profitability.”

OUTLOOK

For the third quarter of fiscal 2026, Symbotic expects revenue of $700 million to $720 million, and adjusted EBITDA2 of $80 million to $85 million.

WEBCAST INFORMATION

Symbotic will host a webcast today at 5:00 pm ET to discuss its second quarter fiscal year 2026 results. The webcast link is: https://edge.media-server.com/mmc/go/symbotic-q2-2026/.

ABOUT SYMBOTIC
Symbotic is an automation technology leader reimagining the supply chain with its end-to-end, A.I.-powered robotic and software platform. Symbotic reinvents the warehouse as a strategic asset for the world’s largest retail, wholesale, food & beverage, and medical supply distribution companies. Applying next-generation technology, high-density storage and machine learning to solve today's complex distribution challenges, Symbotic enables companies to move goods with unmatched speed, agility, accuracy and efficiency. As the backbone of commerce, Symbotic transforms the flow of goods and the economics of the supply chain for its customers. For more information, visit www.symbotic.com.

______________________
1 Adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) is a non-GAAP financial measure as defined below under “Use of Non-GAAP Financial Information.” See the tables below for reconciliations to net income (loss), the most comparable GAAP measure.

2 Symbotic is not providing guidance for net income (loss), which is the most comparable GAAP financial measure to adjusted EBITDA, because information reconciling forward-looking adjusted EBITDA to net income (loss) is unavailable to it without unreasonable effort. Symbotic is not able to provide reconciliations of adjusted EBITDA to GAAP financial measures because certain items required for such reconciliations are outside of Symbotic’s control and/or cannot be reasonably predicted, such as the provision for stock-based compensation.

USE OF NON-GAAP FINANCIAL INFORMATION

Symbotic reports its financial results in accordance with Generally Accepted Accounting Principles in the United States (“U.S. GAAP”). This press release contains financial measures that are not recognized under U.S. GAAP (“non-GAAP financial measures”), including adjusted EBITDA, adjusted gross profit, adjusted gross profit margin, adjusted research and development expenses, adjusted selling, general, and administrative expenses, and free cash flow. These non-GAAP financial measures have limitations as an analytical tool as they do not have a standardized meaning prescribed by U.S. GAAP. The non-GAAP financial measures Symbotic uses may not be the same non-GAAP financial measures, and may not be calculated in the same manner, as that of other companies and, therefore, are unlikely to be comparable to similar measures presented by other companies. Rather, these non-GAAP financial measures are provided as a supplement to corresponding U.S. GAAP measures to provide additional information regarding the results of operations from management’s perspective. Accordingly, non-GAAP financial measures should not be considered a substitute for, in isolation from, or superior to, the financial information prepared and presented in accordance with U.S. GAAP. All non-GAAP financial measures presented in this press release are reconciled to their closest reported U.S. GAAP financial measures. Symbotic recommends that investors review the reconciliation of these non-GAAP financial measures to the most directly comparable GAAP financial measures provided in the financial statement tables included below in this press release, and not rely on any single financial measure to evaluate its business.

Symbotic defines adjusted EBITDA, a non-GAAP financial measure, as GAAP net income (loss) excluding the following items: interest income; income taxes; depreciation and amortization of tangible and intangible assets; stock-based compensation; business combination transaction expenses; equity method investment; internal control remediation; business transformation costs; fair value adjustments on strategic investments; restructuring charges; and other infrequent items that may arise from time to time. Symbotic defines adjusted gross profit, a non-GAAP financial measure, as GAAP gross profit excluding the following items: depreciation, stock-based compensation, and restructuring charges. Symbotic defines adjusted gross profit margin, a non-GAAP financial measure, as adjusted gross profit divided by total revenue. Symbotic defines adjusted research and development expenses, a non-GAAP financial measure, as GAAP research and development expenses excluding the following items: depreciation and amortization of tangible and intangible assets and stock-based compensation. Symbotic defines adjusted selling, general, and administrative expenses, a non-GAAP financial measure, as GAAP selling, general, and administrative expenses excluding the following items: depreciation and amortization of tangible and intangible assets; stock-based compensation; business combination transaction expenses; internal control remediation; business transformation costs; and other infrequent items that may arise from time to time. Symbotic defines free cash flow, a non-GAAP financial measure, as net cash provided by or used in operating activities less purchases of property and equipment and capitalization of internal use software development costs. In addition to Symbotic’s financial results determined in accordance with U.S. GAAP, Symbotic believes that adjusted EBITDA, adjusted gross profit, adjusted gross profit margin, adjusted research and development expenses, adjusted selling, general, and administrative expenses, and free cash flow non-GAAP financial measures, are useful in evaluating the performance of Symbotic’s business because they highlight trends in its core business.

FORWARD-LOOKING STATEMENTS

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 including, but not limited to, Symbotic’s expectations or predictions of future financial or business performance or conditions. Forward-looking statements are inherently subject to risks, uncertainties and assumptions. Generally, statements that are not historical facts, including statements concerning our possible or assumed future actions, business strategies, events, backlog or results of operations, are forward-looking statements. These statements may be preceded by, followed by or include the words “believes,” “estimates,” “expects,” “projects,” “forecasts,” “may,” “will,” “should,” “seeks,” “plans,” “scheduled,” “anticipates” or “intends” or similar expressions.

Forward-looking statements include, but are not limited to, statements about the ability of or expectations regarding Symbotic to:

meet the technical requirements of existing or future supply agreements with its customers, including with respect to existing backlog;expand its target customer base and maintain its existing customer base;realize the benefits expected from its GreenBox Systems LLC joint venture, which is now doing business as Exol (“Exol”), the commercial agreement with Exol, the commercial agreement with Nueva Wal Mart de México, S. de R.L. de C.V and the acquisition of the Advanced Systems and Robotics business from Walmart;realize its outlook, including its system gross margin;the timing and cost of any product replacement, programs and related recalls;anticipate industry trends;maintain and enhance its system;execute its growth strategy;develop, design and sell systems that are differentiated from those of competitors;execute its research and development strategy;acquire, maintain, protect and enforce intellectual property;attract, train and retain effective officers, key employees or directors;comply with laws and regulations applicable to its business;stay abreast of modified or new laws and regulations applying to its business;successfully defend litigation;issue equity securities in connection with future transactions;meet future liquidity requirements and, if applicable, comply with restrictive covenants related to long-term indebtedness;timely and effectively remediate any material weaknesses in its internal control over financial reporting;anticipate rapid technological changes;maintain the listing of the Symbotic common stock on Nasdaq; andeffectively respond to general economic and business conditions. Forward-looking statements also include, but are not limited to, statements with respect to:

the future performance of Symbotic’s business and operations;expectations regarding revenues, expenses, adjusted EBITDA and anticipated cash needs;expectations regarding cash flow, liquidity and sources of funding;expectations regarding capital expenditures;the anticipated benefits of Symbotic’s leadership structure;the effects of pending and future legislation;the effects of inflation, prevailing price levels, exchange rates, changes in trade agreements and trade protection measures including tariffs and other economic factors;the direct and indirect effects of geopolitical conditions in the United States and in global economies, including those resulting from acts of war and conflicts and responses to such events;business disruption;disruption to the business due to Symbotic’s dependency on Walmart;increasing competition in the warehouse automation industry;any delays in the design, production or launch of Symbotic’s systems and products;the failure to meet customers’ requirements under existing or future contracts or customer’s expectations as to price or pricing structure;any defects in new products or enhancements to existing products;the fluctuation of operating results from period to period due to a number of factors, including the pace of customer adoption of Symbotic’s new products and services and any changes in its product mix that shift too far into lower gross margin products; andany consequences associated with joint ventures and legislative and regulatory actions and reforms. Such forward-looking statements involve risks and uncertainties that may cause actual events, results or performance to differ materially from those indicated by such statements. Certain of these risks are identified and discussed in Symbotic’s Annual Report on Form 10-K for the fiscal year ended September 27, 2025, filed with the U.S. Securities and Exchange Commission (the “SEC”) on November 24, 2025. These risk factors will be important to consider in determining future results and should be reviewed in their entirety. These forward-looking statements are expressed in good faith, and Symbotic believes there is a reasonable basis for them. However, there can be no assurance that the events, results or trends identified in these forward-looking statements will occur or be achieved. Forward-looking statements are provided for the purposes of assisting the reader in understanding its financial performance, financial position and cash flows as of and for periods ended on certain dates and to present information about management’s current expectations and plans relating to the future, and the reader is cautioned not to place undue reliance on these forward-looking statements because of their inherent uncertainty and to appreciate the limited purposes for which they are being used by management. Symbotic believes that the assumptions and expectations reflected in the forward-looking statements are reasonable based on information currently available to management, there is no assurance that such assumptions and expectations will prove to have been correct. Forward-looking statements speak only as of the date they are made and are based on the beliefs, estimates, expectations and opinions of management on that date. Symbotic is not under any obligation, and expressly disclaims any obligation to update, alter or otherwise revise any forward-looking statement, whether as a result of new information, future events or otherwise, except as required by law. Readers should carefully review the statements set forth in the reports that Symbotic has filed or will file from time to time with the SEC.

Any financial projections in this press release or discussed in the webcast are forward-looking statements that are based on assumptions that are inherently subject to significant uncertainties and contingencies, many of which are beyond Symbotic’s control. While all projections are necessarily speculative, Symbotic believes that the preparation of prospective financial information involves increasingly higher levels of uncertainty the further out the projection extends from the date of preparation. The assumptions and estimates underlying the projected results are inherently uncertain and are subject to a wide variety of significant business, economic and competitive risks and uncertainties that could cause actual results to differ materially from those contained in the projections. The inclusion of projections in this communication should not be regarded as an indication that Symbotic, or its representatives, considered or considers the projections to be a reliable prediction of future events.

Annualized, projected and estimated numbers are not forecasts and may not reflect actual results.

This communication is not intended to be all-inclusive or to contain all the information that a person may desire in considering an investment in Symbotic and is not intended to form the basis of an investment decision in Symbotic. The forward-looking statements contained in this press release and other reports we file with, or furnish to, the SEC and other regulatory agencies and made by our directors, officers, other employees and other persons authorized to speak on our behalf are expressly qualified in their entirety by these cautionary statements.

INVESTOR RELATIONS CONTACT

Charlie Anderson
Vice President, Investor Relations & Corporate Development
[email protected]

MEDIA INQUIRIES

[email protected]

 Symbotic Inc. and Subsidiaries
Consolidated Statements of Operations
  Three Months Ended Six Months Ended(in thousands, except share and per share data)March 28,
2026 December 27,
2025 March 29,
2025 March 28,
2026 March 29,
2025Revenue:         Systems$634,496  $590,292  $513,372  $1,224,788  $977,431 Software maintenance and support 12,924   10,885   6,685   23,809   12,210 Operation services 29,060   28,808   29,594   57,868   46,703 Total revenue 676,480   629,985   549,651   1,306,465   1,036,344 Cost of revenue:         Systems 495,551   469,873   411,788   965,424   792,778 Software maintenance and support 3,368   2,954   2,030   6,322   3,888 Operation services 27,609   23,734   25,041   51,343   47,870 Total cost of revenue 526,528   496,561   438,859   1,023,089   844,536 Gross profit 149,952   133,424   110,792   283,376   191,808 Operating expenses:         Research and development expenses 51,283   43,006   57,960   94,289   101,239 Selling, general, and administrative expenses 92,566   81,219   73,305   173,785   134,010 Restructuring charges 12   2,673   —   2,685   — Total operating expenses 143,861   126,898   131,265   270,759   235,249 Operating income (loss) 6,091   6,526   (20,473)  12,617   (43,441)Other income, net 10,855   13,246   11,714   24,101   19,537 Income (loss) before income tax and equity method investment 16,946   19,772   (8,759)  36,718   (23,904)Income tax benefit (expense) (572)  (615)  1,397   (1,187)  1,248 Loss from equity method investment (6,945)  (5,799)  (2,490)  (12,744)  (4,055)Net income (loss) 9,429   13,358   (9,852)  22,787   (26,711)Net income (loss) attributable to noncontrolling interests 7,460   10,756   (8,048)  18,216   (21,732)Net income (loss) attributable to common stockholders$1,969  $2,602  $(1,804) $4,571  $(4,979)          Income (loss) per share of Class A Common Stock:         Basic$0.02  $0.02  $(0.02)  0.04  $(0.05)Diluted$0.01  $0.02  $(0.02)  0.03  $(0.05)Weighted-average shares of Class A Common Stock outstanding:         Basic 125,538,207   115,474,119   107,726,978   120,506,529   106,900,622 Diluted 134,364,904   127,870,238   107,726,978   130,869,376   106,900,622   Symbotic Inc. and Subsidiaries
Reconciliation of Non-GAAP Financial Measures  The following table reconciles GAAP net income (loss) to Adjusted EBITDA:
  Three Months Ended Six Months Ended(in thousands)March 28,
2026 December 27,
2025 March 29,
2025 March 28,
2026 March 29,
2025Net income (loss)$9,429  $13,358  $(9,852) $22,787  $(26,711)Interest income (10,906)  (11,600)  (7,229)  (22,505)  (14,998)Income tax expense (benefit) 572   615   (1,397)  1,187   (1,248)Depreciation and amortization 11,322   8,693   11,169   20,015   18,029 Stock-based compensation 57,188   44,118   36,376   101,305   63,456 Business combination transaction expenses 710   11   3,298   721   7,100 Equity method investment 6,945   5,799   2,490   12,744   4,055 Internal control remediation 1,931   2,415   2,175   4,347   5,251 Business transformation costs 550   2,531   2,400   3,080   2,400 Fair value adjustments on strategic investments —   (1,661)  (4,481)  (1,661)  (4,481)Restructuring charges 12   2,624   (231)  2,636   (231)Adjusted EBITDA$77,753  $66,903  $34,718  $144,656  $52,622                      The following table reconciles GAAP gross profit to Adjusted gross profit:

 Three Months Ended Six Months Ended(in thousands)March 28,
2026  December 27,
2025 March 29,
2025 March 28,
2026 March 29,
2025Gross profit$149,952  $133,424  $110,792  $283,376  $191,808 Depreciation and amortization 1,614   1,489   2,949   3,102   5,418 Stock-based compensation 14,208   12,382   8,300   26,879   11,032 Restructuring charges —   (48)  (231)  (48)  (231)Adjusted gross profit$165,774  $147,247  $121,810  $313,309  $208,027  Gross profit margin22.2% 21.2% 20.2% 21.7% 18.5%Adjusted gross profit margin24.5% 23.4% 22.2% 24.0% 20.1%                The following table reconciles GAAP research and development expenses to Adjusted research and development expenses:

 Three Months Ended Six Months Ended(in thousands)March 28,
2026 December 27,
2025 March 29,
2025 March 28,
2026 March 29,
2025Research and development expenses$51,283  $43,006  $57,960  $94,289  $101,239 Depreciation and amortization (5,161)  (4,990)  (5,611)  (10,151)  (7,911)Stock-based compensation (17,123)  (8,150)  (12,028)  (25,044)  (23,966)Adjusted research and development expenses$28,999  $29,866  $40,321  $59,094  $69,362                      The following table reconciles GAAP selling, general, and administrative expenses to Adjusted selling, general, and administrative expenses:

 Three Months Ended Six Months Ended(in thousands)March 28,
2026 December 27,
2025 March 29,
2025 March 28,
2026 March 29,
2025Selling, general, and administrative expenses$92,566  $81,219  $73,305  $173,785  $134,010 Depreciation and amortization (4,547)  (2,214)  (2,609)  (6,762)  (4,699)Stock-based compensation (25,857)  (23,585)  (16,049)  (49,383)  (28,460)Business combination transaction expenses (710)  (11)  (3,298)  (721)  (7,099)Internal control remediation (1,931)  (2,415)  (2,175)  (4,346)  (5,251)Business transformation costs (550)  (2,531)  (2,400)  (3,080)  (2,400)Adjusted selling, general, and administrative expenses$58,971  $50,463  $46,774  $109,493  $86,101                      The following table reconciles GAAP net cash provided by operating activities to free cash flow:

 Three Months Ended Six Months Ended(in thousands)March 28,
2026 December 27,
2025 March 29,
2025 March 28,
2026 March 29,
2025Net cash provided by operating activities$261,341  $191,540  $269,575  $452,881  $474,602 Purchases of property and equipment and capitalization of internal use software development costs (43,368)  (2,052)  (20,560)  (45,420)  (27,917)Free cash flow$217,973  $189,488  $249,015  $407,461  $446,685   Symbotic Inc. and Subsidiaries
Supplemental Common Share Information
    Total Common Shares issued and outstanding:
     March 28, 2026 September 27, 2025Class A Common Shares issued and outstanding127,015,993 112,635,932Class V-1 Common Shares issued and outstanding71,940,208 74,693,311Class V-3 Common Shares issued and outstanding403,559,196 403,559,196 602,515,397 590,888,439  Symbotic Inc. and Subsidiaries
Consolidated Balance Sheets
 (in thousands, except share data)March 28, 2026 September 27, 2025ASSETSCurrent assets:   Cash and cash equivalents$2,009,435  $1,244,993 Accounts receivable 132,623   186,705 Unbilled accounts receivable 452,995   181,658 Inventories 201,243   164,390 Deferred expenses 43,538   20,532 Prepaid expenses and other current assets 82,433   86,582 Total current assets 2,922,267   1,884,860 Property and equipment, net 146,458   117,649 Intangible assets, net 87,209   79,149 Goodwill 59,871   59,871 Equity method investment 135,675   123,034 Other assets 143,975   131,166 Total assets$3,495,455  $2,395,729 LIABILITIES AND EQUITYCurrent liabilities:   Accounts payable$293,675  $286,669 Accrued expenses and other current liabilities 251,481   200,442 Deferred revenue 1,476,382   1,242,312 Total current liabilities 2,021,538   1,729,423 Deferred revenue 384,025   124,932 Other liabilities 62,227   63,629 Total liabilities 2,467,790   1,917,984 Commitments and contingencies —   — Equity:   Class A Common Stock, 3,000,000,000 shares authorized, 127,015,993 and 112,635,932 shares issued and outstanding at March 28, 2026 and September 27, 2025, respectively 14   13 Class V-1 Common Stock, 1,000,000,000 shares authorized, 71,940,208 and 74,693,311 shares issued and outstanding at March 28, 2026 and September 27, 2025, respectively 7   7 Class V-3 Common Stock, 450,000,000 shares authorized, 403,559,196 shares issued and outstanding at March 28, 2026 and September 27, 2025 40   40 Additional paid-in capital 2,018,008   1,556,611 Accumulated deficit (1,329,212)  (1,333,783)Accumulated other comprehensive loss (2,713)  (2,695)Total stockholders' equity 686,144   220,193 Noncontrolling interest 341,521   257,552 Total equity 1,027,665   477,745 Total liabilities and equity$3,495,455  $2,395,729   Symbotic Inc. and Subsidiaries
Consolidated Statements of Cash Flows
  Three Months Ended Six Months Ended(in thousands)March 28,
2026 December 27,
2025 March 29,
2025 March 28,
2026 March 29,
2025Cash flows from operating activities:         Net income (loss)$9,429  $13,358  $(9,852) $22,787  $(26,711)Adjustments to reconcile net income (loss) to net cash provided by operating activities:         Depreciation and amortization 11,323   8,704   11,153   20,027   18,013 Amortization of leases 2,536   1,388   1,126   3,924   1,911 Restructuring of leases —   —   —   —   — Loss from equity method investment 6,945   5,799   2,491   12,744   4,055 Foreign currency losses (gains) 31   27   20   58   (12)Loss on disposal of assets —   —   —   —   201 Provision for excess and obsolete inventory 4,753   4,832   292   9,585   980 Deferred taxes, net —   —   —   —   — Stock-based compensation 48,549   45,941   30,919   94,490   55,522 Gain from strategic investment fair value adjustment —   (1,661)  (4,481)  (1,661)  (4,481)Changes in operating assets and liabilities:         Accounts receivable (24,487)  79,090   (3,195)  54,603   64,181 Inventories (23,184)  (24,122)  (23,232)  (47,306)  (33,657)Prepaid expenses and other current assets (209,544)  (51,726)  90,341   (261,270)  101,167 Deferred expenses (15,731)  (7,275)  (1,757)  (23,006)  (3,921)Other assets 7,288   2,335   (4,836)  9,623   (7,479)Accounts payable 41,661   (23,857)  13,806   17,804   44,951 Accrued expenses and other current liabilities 41,334   8,718   (65,685)  50,052   (20,145)Deferred revenue 360,362   132,244   230,283   492,606   288,619 Acquisition-related consideration paid to customer —   —   —   —   — Other liabilities 76   (2,255)  2,182   (2,179)  (8,592)Net cash provided by operating activities 261,341   191,540   269,575   452,881   474,602 Cash flows from investing activities:         Purchases of property and equipment and capitalization of internal use software development costs (43,368)  (2,052)  (20,560)  (45,420)  (27,917)Acquisitions of strategic investments (31,456)  (38,528)  —   (69,984)  (17,992)Cash paid for business acquisitions —   —   (200,000)  —   (200,000)Net cash used in investing activities (74,824)  (40,580)  (220,560)  (115,404)  (245,909)Cash flows from financing activities:         Payment for taxes related to net share settlement of stock-based compensation awards —   —   —   —   (3,012)Net proceeds from issuance of common stock under employee stock purchase plan 3,898   —   3,233   3,898   3,233 Distributions to or on behalf of Symbotic Holdings LLC partners —   (1,222)  (382)  (1,222)  (1,232)Proceeds from issuance of Class A common stock (61)  424,368   —   424,307   — Net cash provided by (used in) financing activities 3,837   423,146   2,851   426,983   (1,011)Effect of exchange rate changes on cash, cash equivalents, and restricted cash (16)  8   50   (8)  (34)Net increase in cash, cash equivalents, and restricted cash 190,338   574,114   51,916   764,452   227,648 Cash, cash equivalents, and restricted cash - beginning of period 1,821,307   1,247,193   906,086   1,247,193   730,354 Cash, cash equivalents, and restricted cash - end of period$2,011,645  $1,821,307  $958,002  $2,011,645  $958,002                      Three Months Ended Six Months Ended(in thousands)March 28,
2026 December 27,
2025 March 29,
2025 March 28,
2026 March 29,
2025Reconciliation of cash, cash equivalents, and restricted cash:         Cash and cash equivalents$2,009,435  $1,819,102  $954,944  $2,009,435  $954,944 Restricted cash 2,210   2,205   3,058   2,210   3,058 Cash, cash equivalents, and restricted cash$2,011,645  $1,821,307  $958,002  $2,011,645  $958,002 

Symbotic Inc. (SYM - Free Report) reported $676.48 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 23.1%. EPS of $0.44 for the same period compares to -$0.04 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $660.6 million, representing a surprise of +2.4%. The company delivered an EPS surprise of +312.37%, with the consensus EPS estimate being $0.11.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how SYMBOTIC INC performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

Revenue- Software maintenance and support: $12.92 million versus the three-analyst average estimate of $10.98 million. The reported number represents a year-over-year change of +93.3%.Revenue- Systems: $634.5 million versus $612.77 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +23.6% change.Revenue- Operation services: $29.06 million compared to the $36.03 million average estimate based on three analysts. The reported number represents a change of -1.8% year over year.View all Key Company Metrics for SYMBOTIC INC here>>>

Shares of SYMBOTIC INC have returned +12.6% over the past month versus the Zacks S&P 500 composite's +10.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Walmart WMT is still holding stakes in Symbotic SYM , Green Dot GDOT and Klarna KLAR , showing that the retailer's investment strategy remains closely tied to automation, fintech and checkout innovation. In a new 13F filing, Walmart said it owned 15 million shares of Symbotic, 975K shares of Green Dot and 2.4 million shares of Klarna as of March 31.

The Symbotic position is probably the most important piece of the filing because it connects directly to Walmart's warehouse automation push. Walmart's investment is tied to Symbotic's AI enabled robotics platform and a broader commercial agreement to deploy automation across accelerated pickup and delivery centers. Symbotic also bought Walmart's advanced systems and robotics business in January 2025, while Walmart committed to buying systems for 400 APDs if performance targets are hit.

The Green Dot stake points to Walmart's longer fintech relationship through Walmart MoneyCard and TailFin Labs, while Klarna supports a checkout and lending partnership through the OnePay app.

© jetcityimage / iStock Editorial via Getty Images

The cooldown period for the broad basket of AI stocks, especially the semiconductors, appears to have ended, thanks in part to the rise of agents and powerful frontier models like Anthropic’s Claude Mythos. As we move into a phase of the AI boom that goes beyond just large language models or image generators, where AI could become exponentially more useful, perhaps it’s no surprise that investors are rushing back into the semi stocks.

Why bother picking and choosing stocks at another layer when the semis are standing behind the next wave(s)? Of course, after the latest surge in semi stocks, I do think that the valuation has become a tad on the excessive side. For the most part, it felt like explosive AI chip demand was already baked in going into the year. Since the latest run-up, it feels a tad excessive, even if the next leg does manage to shock and awe.

In any case, as agentic AI paves the way for digital labor and automation while completely gutting the software industry, all while world models and physical AI come into their own, I think it’s time to consider where the puck could head next. The semis might stand out as obvious winners in the next phase, but the problem, at least in my view, is that they’re already priced like massive winners.

Whenever you’re buying unstoppable names that can do no wrong, you could run the risk of overpaying. In this piece, we’ll look at candidates that actually have the power to level up their fundamentals at the hands of more powerful AI. While some names might be getting up there in price, I still think there’s far less hype compared to some of the more obvious winners at the lower levels of the AI stack.

Amazon If embodied AI really is the next big leap, Amazon (NASDAQ:AMZN | AMZN Price Prediction) could be the Magnificent Seven name to own. Arguably, the company is already in the fast lane when it comes to rolling out the fleet of robotic laborers in the warehouse. As Amazon looks to automate everything from coding to delivery itself, I see the company as having the most ground to gain on the operating margin front.

The company isn’t just exploring possibilities, it’s putting physical AI to work. And with $200 billion in CapEx for the year, Amazon is spending a bit more than its Mag Seven peers. Once the script flips and investors start pounding the table for more, not less, CapEx, I think Amazon is poised to shine bright. Beyond physical AI, Amazon also has a strong horse in the AI chip race with silicon like Trainium and Inferentia.

Add AWS and the satellite connectivity growth engines into the equation, and I think Amazon stock is one of the bargains hiding in plain sight as the AI boom gets physical. The stock goes for just 32.1 times trailing price-to-earnings (P/E) right here despite soaring 35% in the past three months.

Walmart In case you missed it, Walmart (NASDAQ:WMT) is now on the Nasdaq because it is, in fact, becoming more and more like an AI tech play by the day. Like Amazon, Walmart’s a massive retailer that’s been betting big on the rise of warehouse robots.

The company’s Symbiotic (NASDAQ:SYM) stake makes Walmart a firm that will not be left behind as warehouse automation becomes one of the next big sources of operating margin gains. The efforts and big bet in physical AI aren’t just to please Wall Street, though. The firm is cutting away at fulfillment costs, and I think the market might still be underestimating a company that’s already shown it can successfully pivot in the new era of retail.

Of course, the 44.0 times forward P/E multiple is getting a bit steep. Unlike Amazon, the retailer isn’t pouring $200 billion in CapEx for the year. And with its physical retail presence and grocery exposure acting as a huge moat source, especially in this inflationary environment, perhaps investors are right to reward Walmart in this climate. In short, it’s a defensive that’s also going on the offensive on AI.

In our first article of the year, we spoke about how robotics was at the cusp of a period of rapid expansion. We're now almost halfway through 2026 and everything continues to point in that direction.

Symbotic Inc. (SYM - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this company have returned -21% over the past month versus the Zacks S&P 500 composite's +4.6% change. The Zacks Technology Services industry, to which SYMBOTIC INC belongs, has lost 1.8% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, SYMBOTIC INC is expected to post earnings of $0.12 per share, indicating a change of +340% from the year-ago quarter. The Zacks Consensus Estimate has changed -12% over the last 30 days.

For the current fiscal year, the consensus earnings estimate of $0.5 points to a change of -72.5% from the prior year. Over the last 30 days, this estimate has changed -32%.

For the next fiscal year, the consensus earnings estimate of $0.63 indicates a change of +25.8% from what SYMBOTIC INC is expected to report a year ago. Over the past month, the estimate has changed +3.3%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, SYMBOTIC INC is rated Zacks Rank #3 (Hold).

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

For SYMBOTIC INC, the consensus sales estimate for the current quarter of $714.76 million indicates a year-over-year change of +20.7%. For the current and next fiscal years, $2.79 billion and $3.62 billion estimates indicate +24.1% and +30% changes, respectively.

Last Reported Results and Surprise HistorySYMBOTIC INC reported revenues of $676.48 million in the last reported quarter, representing a year-over-year change of +23.1%. EPS of $0.44 for the same period compares with -$0.04 a year ago.

Compared to the Zacks Consensus Estimate of $660.6 million, the reported revenues represent a surprise of +2.4%. The EPS surprise was +300%.

Over the last four quarters, SYMBOTIC INC surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

SYMBOTIC INC is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about SYMBOTIC INC. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Key Takeaways Serve Robotics expanded its delivery network to 44 cities as fleet size grew 7x year over year.SYM grew software revenues 93% and expanded to 70 active systems in fiscal Q2 2026.Symbotic maintained profitability and ended the quarter with more than $2B in cash and no debt. Autonomous robotics is rapidly becoming one of the most important themes shaping the future of logistics, fulfillment and physical AI, and companies like Serve Robotics Inc. (SERV - Free Report) and Symbotic Inc. (SYM - Free Report) are emerging as key players driving this transformation. From navigating crowded sidewalks to orchestrating increasingly complex warehouse operations, robotics companies are racing to build scalable autonomy platforms capable of operating safely and reliably in real-world, human-centered environments.

While businesses look to improve operational efficiency, automate repetitive workflows and strengthen supply-chain capabilities, investors are increasingly turning their attention toward companies positioned at the center of this shift.

While Serve Robotics is focused on autonomous sidewalk delivery, healthcare automation and expanding its multi-domain robotics platform, Symbotic is building end-to-end warehouse and supply-chain automation systems powered by advanced robotics, software and AI-driven orchestration technologies. Both companies are leveraging proprietary data, autonomy stacks and next-generation robotics platforms to expand their commercial opportunities across logistics and fulfillment markets.

Let’s dive deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now.

The Case for Serve Robotics StockServe Robotics is expanding its autonomous delivery network as the adoption of sidewalk robotics increases across urban markets. The company reported that its deployed fleet became 7x larger year over year in the first quarter of 2026, while daily active robots increased 10x over the same period. Delivery activity also improved as robot supply hours climbed 13x year over year, supported by expansion into additional cities and broader merchant coverage. The company now operates across 44 cities and 14 states, reflecting continued progress in scaling its delivery footprint.

The company is also broadening its business beyond food delivery operations. Software services represented nearly one-third of total first-quarter activity, while recurring revenues accounted for just under half of the overall business. Serve Robotics is additionally expanding into healthcare automation through Diligent Robotics, giving it exposure to hospital workflows and indoor robotics applications. The company believes operating across multiple environments strengthens its autonomy platform and improves long-term data collection and AI development.

However, operating losses remain elevated as Serve Robotics continues investing aggressively in autonomy, software infrastructure and platform expansion. Gross margins stayed deeply negative during the quarter as the company supported a significantly larger fleet and integrated healthcare operations. The company also expects slower growth during the second quarter while focusing on improving robot utilization, operational efficiency and market coverage rather than deploying additional robots immediately.

Looking ahead, Serve Robotics expects stronger utilization, broader delivery platform integrations and expansion into new cities to support growth through the second half of 2026. The company is also exploring international opportunities and additional software commercialization initiatives as it continues building a larger multi-domain robotics platform.

The Case for Symbotic StockSymbotic is benefiting from rising demand for warehouse automation as retailers and distributors focus on improving supply-chain efficiency and fulfillment speed. In the second quarter of fiscal 2026, the company expanded its deployment base to 70 active systems after initiating 14 new deployments during the period. Systems revenues increased 24% year over year, while software revenues climbed 93%, supported by a growing number of operational sites generating recurring activity. The company also maintained GAAP profitability and ended the quarter with more than $2 billion in cash and no debt.

Broader adoption of automation solutions is supporting expansion beyond traditional warehouse systems. Symbotic is investing in e-commerce fulfillment, dock management, route optimization and next-generation robotics capabilities to improve warehouse productivity. The company is also developing larger robots capable of handling a wider mix of inventory and improving throughput efficiency. Interest from industries including apparel, healthcare and food service is increasing as customers seek more integrated automation platforms.

However, deployment timing and project mix continue creating operational variability. System completions remain affected by lower deployment starts from prior years, while installation timelines can fluctuate depending on site complexity and customer requirements. Investments tied to supplier capacity, robotics development and new technologies also remain elevated as the company continues expanding its automation platform across additional use cases.

Looking ahead, Symbotic expects demand for supply-chain automation to support further deployment growth and broader customer adoption. Expansion into international markets, additional software integration opportunities and increasing use of next-generation robotic systems are expected to strengthen the company’s long-term positioning across warehouse and logistics automation.

Stock Performance & ValuationAs witnessed from the chart below, in the year-to-date period, Serve Robotics' share price performance has stood below that of Symbotic. 

Image Source: Zacks Investment Research

Considering valuation, Serve Robotics is currently trading at a premium compared with Symbotic on a forward 12-month price-to-sales (P/S) ratio basis.

Image Source: Zacks Investment Research

Comparing EPS Estimate Trends of SERV & SYMThe Zacks Consensus Estimate for SERV’s 2026 loss per share has widened to $2.64 in the past 30 days, as shown below. Also, the estimated figure indicates a wider loss from the year-ago estimated loss of $1.63 per share.

SERV's EPS Trend
Image Source: Zacks Investment Research

Symbotic’s earnings estimates for fiscal 2026 have increased in the past 30 days to 50 cents per share. This indicates expected earnings decline of 72.5% year over year.

SYM’s EPS Trend
Image Source: Zacks Investment Research

Which Stock Has More Upside Now?Serve Robotics and Symbotic both offer exposure to the growing robotics and automation market, but both companies are positioned very differently from a risk and execution standpoint. Serve Robotics is targeting a large long-term opportunity in autonomous delivery and healthcare robotics, supported by rapid fleet expansion, improving utilization trends and growing platform integrations. However, the company remains in an early-stage scaling phase, with elevated operating losses and continued execution risk tied to expansion and commercialization efforts.

Symbotic offers a more established automation platform with stronger operational scale, recurring software growth and a profitable business model supported by large enterprise customers. The company is also benefiting from rising warehouse automation demand, expanding deployment activity and broader adoption of next-generation robotics solutions across supply-chain operations.

With both stocks currently carrying a Zacks Rank #3 (Hold), Symbotic appears better positioned for investors seeking a more balanced risk-reward profile at this stage, supported by stronger financial stability and a more mature operating platform. Serve Robotics still offers higher long-term upside potential if autonomous delivery adoption accelerates further, but the stock also carries materially higher operational and profitability risks.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Symbotic Inc. (SYM - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this company have returned -22.8% over the past month versus the Zacks S&P 500 composite's +4.6% change. The Zacks Technology Services industry, to which SYMBOTIC INC belongs, has gained 8.6% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

For the current quarter, SYMBOTIC INC is expected to post earnings of $0.12 per share, indicating a change of +340% from the year-ago quarter. The Zacks Consensus Estimate has changed -12% over the last 30 days.

The consensus earnings estimate of $0.5 for the current fiscal year indicates a year-over-year change of -72.5%. This estimate has changed -32% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $0.63 indicates a change of +25.8% from what SYMBOTIC INC is expected to report a year ago. Over the past month, the estimate has changed +3.3%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for SYMBOTIC INC.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of SYMBOTIC INC, the consensus sales estimate of $714.76 million for the current quarter points to a year-over-year change of +20.7%. The $2.79 billion and $3.62 billion estimates for the current and next fiscal years indicate changes of +24.1% and +30%, respectively.

Last Reported Results and Surprise HistorySYMBOTIC INC reported revenues of $676.48 million in the last reported quarter, representing a year-over-year change of +23.1%. EPS of $0.44 for the same period compares with -$0.04 a year ago.

Compared to the Zacks Consensus Estimate of $660.6 million, the reported revenues represent a surprise of +2.4%. The EPS surprise was +300%.

Over the last four quarters, SYMBOTIC INC surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

SYMBOTIC INC is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about SYMBOTIC INC. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

Symbotic (SYM +3.85%) is automating large warehouses and distribution centers with its artificial-intelligence (AI)-powered automated robotic systems. Supply chain automation is a rapidly growing market, Symbotic's revenue is rising steadily, and it signed medical surgical products leader, Medline as its first customer from the healthcare sector in April.

Yet, Symbotic stock slumped 21.4% in May, according to data provided by S&P Global Market Intelligence. Shares have fallen further this month and touched their lowest levels in 2026, as of this writing. Should investors panic or buy the dip?

Image source: Getty Images.

Why Symbotic stock is falling despite bumper numbers Symbotic's revenue rose 23% year over year in Q2, and it reported a net income of $9 million versus a loss of $10 million in the year-ago quarter. That dramatic improvement in profits should have sent the stock higher, but Wall Street was fixated on the one cent in profit per share. They expected something much bigger from the company.

There's nothing to worry about here, though. Symbotic is rapidly deploying systems, moving from 46 systems as of May last year to 70 as of May 2026. Deploying these massive systems, however, comes at a cost, which is why Symbotic posted only a small net profit last quarter.

Just as the stock appeared to stabilize after mid-May, it slipped again toward the end of the month after regulatory filings revealed high-level insider selling.

Today's Change

(

3.85

%) $

1.59

Current Price

$

42.83

On May 27, an investment vehicle owned by the SoftBank Group (SFTBF +10.34%) and its affiliates dumped 5.59 million shares of Symbotic for $50.41 per share. The massive institutional sale sent Symbotic shares even lower, and it continues to reel under pressure in June so far.

Is it time to buy Symbotic stock? Insider selling doesn't necessarily mean something is wrong with the company. Funds often rebalance their portfolios and monetize mature public holdings to recycle capital or return cash. Symbotic has been a publicly listed company for years, so large exits are normal for long-term institutional sponsors to cash out of their positions. SoftBank Group continues to own a 31.3% stake in Symbotic and has a joint venture with the company to offer warehouse-as-a-service.

Symbotic's backlog of $22.7 billion is 10 times its fiscal 2025 revenue, meaning the company has already effectively locked in revenue for several years to come. Warehouse automation is a rapidly growing business, and Symbotic already has large customers like Walmart, Target, and now Medline.

The Medline contract has expanded Symbotic's footprint from retail to healthcare, adding a strong growth vertical to its portfolio. That only solidifies the investing thesis for Symbotic, making it a stock to buy on dips.

Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Medline, Symbotic, Target, and Walmart. The Motley Fool has a disclosure policy.

April 07, 2026 08:00 ET  | Source: Dillard's, Inc.

A Nostalgic, Limited-Edition Capsule Collection Inspired by Coastal Ease

LITTLE ROCK, Ark., April 07, 2026 (GLOBE NEWSWIRE) -- Dillard’s, Inc. (“Dillard’s”) (NYSE: DDS) is pleased to introduce Cyd Morris x Gianni Bini. This exclusive, limited-edition capsule collection marks the first collaboration between Dillard’s and renowned designer and tastemaker Cydney Morris, now available only at Dillard’s stores and online at dillards.com.

Cyd Morris pictured in her Paige Tube Top & Violante Skirt. Cyd Morris x Gianni Bini is available exclusively at Dillard's.

Drawing inspiration from her grandmother’s seaside garden in California, Morris’s collection reflects a year of returning to her roots. The aesthetic captures a profound sense of nostalgia, warmth, and the effortless grace of coastal living.

“Being creative is such a release for me,” says Cydney Morris. “The joy I get from working on something from start to finish—then watching beautiful women enjoy it—is beyond fulfilling. The world brought me back home last year, and my grandma was constantly on my mind. To me, ‘home’ is blue and white, seaside air, birds chirping in the garden, and a feeling of warmth and ease.”

Dillard’s Vice President of Merchandising Alexandra Dillard Lucie adds, “Cyd has been a dream partner!  Her exceptional sense of style and vast experience in brand development and design have resulted in a fantastic collaboration that we are honored to sell at Dillard’s.”

The Collection
Rendered in her signature pale blues with delicate scalloped details, Cyd Morris x Gianni Bini is designed for the modern woman’s versatile lifestyle. The collection features:

Apparel: Effortless dresses, separates, sets, and swimwear.Accessories: Vintage-inspired footwear, handbags, and hats to complete the look. The pieces embody everything Morris dreamed of packing for a getaway to Sicily—feminine, timeless, and unmistakably her.

About Gianni Bini:
Gianni Bini, Dillard's largest ladies' contemporary brand, was launched in 2001 in footwear and later extended to apparel. The mission of Gianni Bini is to remain at the forefront of fashion, offering designs that exude high quality and satisfy the contemporary customer's constant craving for innovation and trend-forward style. Each season, Gianni Bini delivers fresh yet timeless pieces that speak to every facet of the modern woman's life.

Connect with us:

Cydney Morris: Instagram @cyd_morris | cydmorris.substack.comGianni Bini: Instagram @giannibiniofficialDillard’s: Instagram @dillards | Shop online at dillards.com CONTACT:
Julie J. Guymon
501-376-5965
[email protected] 

Photos accompanying this announcement are available at:
https://www.globenewswire.com/NewsRoom/AttachmentNg/691a109b-3eab-4a42-8a60-78631976a472
https://www.globenewswire.com/NewsRoom/AttachmentNg/64ab7eec-1715-46a6-9d24-7e73a4c72f33
https://www.globenewswire.com/NewsRoom/AttachmentNg/2daca215-1472-483e-8c93-843a73aa46a6
https://www.globenewswire.com/NewsRoom/AttachmentNg/9e078792-77c1-4919-9a7e-498a540248ac
https://www.globenewswire.com/NewsRoom/AttachmentNg/25874cfe-f6a1-4da9-9b1c-a70444e44082
https://www.globenewswire.com/NewsRoom/AttachmentNg/fcf0f699-2f93-4a07-b0e6-8b86e4fbfd6d
https://www.globenewswire.com/NewsRoom/AttachmentNg/0836da39-2bb6-444d-8723-eca9804fec95
https://www.globenewswire.com/NewsRoom/AttachmentNg/87f45df5-01ca-4164-84cd-7706292c6cf0

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.

May 13, 2026 16:15 ET  | Source: Dillard's, Inc.

LITTLE ROCK, Ark., May 13, 2026 (GLOBE NEWSWIRE) -- Dillard’s, Inc. (DDS: NYSE) will announce results for the 13 weeks ended May 2, 2026 tomorrow before the open of the New York Stock Exchange.

Contact: Julie J. Guymon
Director of Investor Relations
(501) 376-5965         
[email protected]

Dillard's (DDS - Free Report) came out with quarterly earnings of $16.04 per share, beating the Zacks Consensus Estimate of $10.13 per share. This compares to earnings of $10.39 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +58.34%. A quarter ago, it was expected that this department store operator would post earnings of $9.98 per share when it actually produced earnings of $10.08, delivering a surprise of +1%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Dillard's, which belongs to the Zacks Retail - Regional Department Stores industry, posted revenues of $1.57 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 2.12%. This compares to year-ago revenues of $1.53 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Dillard's shares have lost about 12.1% since the beginning of the year versus the S&P 500's gain of 8.8%.

What's Next for Dillard's?While Dillard's has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Dillard's was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $4.00 on $1.51 billion in revenues for the coming quarter and $32.52 on $6.5 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Retail - Regional Department Stores is currently in the top 44% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Kohl's (KSS - Free Report) , has yet to report results for the quarter ended April 2026. The results are expected to be released on May 28.

This department store operator is expected to post quarterly loss of $0.18 per share in its upcoming report, which represents a year-over-year change of -38.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Kohl's' revenues are expected to be $3.16 billion, down 2.2% from the year-ago quarter.

Key Takeaways Dillard's crushed Q1 earnings expectations, with EPS coming in 58% above estimates. Strong cash flow and aggressive share buybacks remain major strengths.One-time legal gains boosted quarterly results, but Dillard's operational discipline remains attractive. Dillard’s (DDS - Free Report) gave a reminder of why it has quietly been one of retail’s strongest long-term performers after crushing Q1 earnings expectations on Thursday morning.

While department store peers continue to battle weak discretionary spending and shrinking margins, Dillard’s once again showed the ability to protect profitability and generate impressive cash flow.

That said, investors may still be contemplating whether much of the upside is already priced in for the leading department store chain’s stock, especially with one-time gains boosting its strong quarterly results.

Image Source: Zacks Investment Research

Why Dillard’s Q1 Results Stood OutDillard’s reported Q1 earnings per share of $16.04, crushing consensus estimates of $10.13 by 58%. EPS also surged from $10.39 in the year-ago quarter.

Part of the earnings strength came from a $104.1 million pre-tax litigation settlement tied to interchange fee disputes involving credit card transactions. The settlement added roughly $5.10 per share to quarterly earnings.

Even excluding the legal benefit, however, Dillard’s continued to show impressive operational discipline. The company has now topped EPS expectations for seven consecutive quarters, delivering an average earnings surprise of 27.9% over its last four reports.

Revenue also came in ahead of expectations. Q1 sales rose 3% year over year to $1.56 billion, topping analyst estimates of $1.53 billion. Dillard’s has exceeded revenue estimates in three of its last four quarterly reports.

Perhaps most impressive was the company’s cash generation. Operating cash flow jumped 56% year over year to $364 million from $232.6 million in the prior-year quarter, highlighting the strength of Dillard’s profitability and inventory management.

Image Source: Zacks Investment Research

Dillard’s Continues to Reward ShareholdersOne of the biggest reasons Dillard’s has significantly outperformed many traditional retailers over the long run has been its disciplined capital allocation strategy.

The company has aggressively reduced its share count for more than a decade, turning stock buybacks into a major driver of EPS growth. Since 2012, Dillard’s shares outstanding have declined from roughly 54 million to about 16 million today.

That trend continued during Q1, as Dillard’s repurchased approximately 276,000 shares for $98 million at an average price of $355.65 per share.

Combined with the company’s strong balance sheet and consistent profitability, Dillard’s financial flexibility remains a major competitive advantage, particularly if macroeconomic conditions weaken.

Is DDS Stock Still a Buy?For long-term investors, Dillard’s still looks attractive as a high-quality value stock with strong cash generation and shareholder-friendly management.

DDS currently trades at roughly 16X forward earnings, modestly above its Zacks Retail–Regional Department Stores Industry average of 12X. However, the premium appears justified given Dillard’s superior margins, disciplined inventory management, and consistent execution relative to most traditional retailers.

That said, investors should still recognize that Dillard’s operates in a cyclical industry. Slowing consumer spending, softer discretionary demand, and broader economic uncertainty could create volatility for the stock, even after strong quarterly reports.

For that reason, DDS may be best viewed as a disciplined value and cash-flow story rather than a high-growth retail play.

With shares already reflecting much of the company’s operational strength, patient investors may find better risk-reward opportunities on pullbacks with DDS currently landing a  Zacks Rank #3 (Hold).