#backlog

#backlog

Symbotic ( Nasdaq:SYM) reports Q4 FY2025 results after the close, with Wall Street looking for steadier execution following a reset in deployment timing. Management has already signaled that Q4 growth will be less pronounced as customers shift project schedules to incorporate Symbotic's newly launched storage-structure architecture, which offers higher density and materially faster installation. This call matters because it should clarify the cadence of deployments into early FY2026, how quickly the new structure scales, and whether margin progress holds amid elevated investment and prototype development.

General Dynamics delivered a broad-based earnings beat this morning that rewarded investors across all four business segments. The stock opened 4.5% higher on the results, though it settled to a more modest gain as the day progressed. The real story here isn't just that the company cleared expectations. It's the consistency of execution and the scale of the backlog driving confidence into 2026.

Without action, we risk total system collapse. These reforms are not small tweaks, but fundamental changes to make the system fit for the 21st century.