Robotics Bottom-Line - Earnings vs. Growth. SYM and CVRS Case-Study

One question worth addressing is whether robotics companies have strong bottom-lines and are making money. A very fair and appropriate question with today's macro-winds.

Many of these companies do not yet have earnings; they are also young companies that burn cash but not to survive, to grow. In these situations, the focus should be on revenue growth instead of earnings.

For example, Symbotic (SYM), 2024 revenue of 1.8 billion and anticipated 2027 revenue of 3.5 billion. Still, -0.14 earnings in 2024, -0.16 in 2025 but 2026 earnings are expected to be 0.28 and 0.78 in 2027. YoY % growth from -14% in 2025 to 275% in 2026 is evidence of a good company.

Another example would be a company like Corindus Vascular Robotics (CVRS). The stock traded under $1, no earnings and cash burning until FDA approval. Soon after, they were acquired by Sieman’s for $4.28 it was too late for anyone else to buy it; they all missed out while waiting on earnings.