Quarterly revenue
USD billions
Reported quarters, rounded. Q1 FY26 is derived from nine-month revenue less Q2 and Q3.
Example report · Real company and sourced operating data · Scenarios are analyst assumptions
Overview
Autonomous warehouse robots, storage and software that turn incoming goods into sequenced outbound pallets.
Quarterly revenue
Q3 FY2026; reported, rounded.
System revenue share
Q3 FY2026: $670.952M / $720.838M. Calculated from reported categories.
USD billions
Reported quarters, rounded. Q1 FY26 is derived from nine-month revenue less Q2 and Q3.
Count across 4 selected capabilities; not a quality score
Counts reflect four selected documented capabilities. Unknown does not mean absent. The matrix is a scope map, not a quality or moat score.
USD · analyst model, not company guidance
100 to 200 equivalents; $25M each
The research case is about coordinated industrial deployment. System sales, support and operations have different economics. The dashboard combines public operating evidence with explicit sensitivity models, then identifies the site-level evidence still needed.
Reported Q3 revenue growth versus the prior-year quarter. Installation economics still need scrutiny.
Scope of the 2022 Walmart agreement. This is not a count of completed sites.
Exol introduces access to automated warehouse capacity, alongside direct system procurement.
Illustrative payback: $25M capital / $6M annual cost avoidance. Inputs are analyst assumptions, not customer results.
Q3 FY2026; reported, rounded.
fact
Q3 FY2026: $670.952M / $720.838M. Calculated from reported categories.
analysis
Reported Q3 revenue growth versus the prior-year quarter. Installation economics still need scrutiny.
fact
Scope of the 2022 Walmart agreement. This is not a count of completed sites.
fact
Exol introduces access to automated warehouse capacity, alongside direct system procurement.
analysis
Illustrative payback: $25M capital / $6M annual cost avoidance. Inputs are analyst assumptions, not customer results.
estimate
Reported quarters, rounded. Q1 FY26 is derived from nine-month revenue less Q2 and Q3. Unit: USD billions
fact
Reported categories. Systems are not recurring software revenue. Unit: USD millions
fact
Researched 2026-09-17 · 8 sources · 3 competitors · 6 open questions