Latest news with #warehouseautomation
Yahoo
23-07-2025
- Business
- Yahoo
1 Robotics Stock to Buy Hand Over Fist Right Now
Key Points The robotics revolution will transform global commerce within three years as artificial intelligence (AI) enables fully autonomous warehouse operations. Symbotic's 40% revenue growth and blue chip customer base demonstrate the company is already capturing a meaningful share of the $25 billion warehouse automation market. With $955 million in cash and proven ROI for customers like Walmart, Symbotic offers immediate revenue growth from solving today's supply-chain crisis. 10 stocks we like better than Symbotic › The robotics revolution isn't coming in a decade. It's arriving within the next three years. While investors debate humanoid robots and artificial general intelligence (AGI), a more immediate transformation is unfolding in warehouses across America. Labor shortages have reached crisis levels, with unfilled logistics positions doubling since 2020. E-commerce complexity has exploded, with consumers expecting two-day delivery on millions of stock-keeping units (SKUs). And artificial intelligence (AI) has reached the sophistication needed to orchestrate autonomous operations on a massive scale. One company stands at the epicenter of this transformation, turning warehouse chaos into algorithmic efficiency, while generating real revenue growth that makes speculative robotics plays look like yesterday's news. The warehouse automation juggernaut Symbotic (NASDAQ: SYM) brings AI-powered robotics to a $25 billion problem: warehouse inefficiency. The $28 billion company posted $550 million in Q2 fiscal 2025 revenue, up 40% year over year, while improving adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to $35 million from $9 million. Unlike speculative robotics plays, Symbotic serves blue chip customers today. The company's acquisition of Walmart's (NYSE: WMT) Advanced Systems and Robotics business, completed in Q1 fiscal 2025, deepens a relationship with the world's largest retailer. When Walmart sold its internal robotics division to Symbotic, it validated both the technology's superiority and the partnership's strategic importance. Where humans fear to tread Traditional warehouses represent the last frontier of manual labor in the supply chain. While manufacturing automated decades ago, distribution centers still rely on humans walking miles per day, lifting heavy boxes, and working in environments that range from freezing to sweltering. The average warehouse worker walks 12 to 15 miles per shift -- a physically demanding job that few people want. Symbotic's AI-powered robots don't just replace human pickers. The company reimagines the entire warehouse as an integrated system where robots handle storage, retrieval, and sorting with superhuman efficiency. Products move through Symbotic warehouses five to 10 times faster than traditional facilities, with 99.9% accuracy rates that eliminate costly shipping errors. The technology creates a network effect. As Symbotic deploys more systems, its AI learns from billions of picks across different environments, continuously improving performance. Each new installation makes the next one better -- a compounding advantage competitors can't match without similar scale. The path to a $100 billion market The warehouse automation market stands at $25 billion today, with credible projections showing it reaching $85 billion to $110 billion by the mid-2030s. This represents a 3.5x to 4.5x growth opportunity over the next decade. This expansion is driven by concrete factors. First, e-commerce penetration continues to grow, requiring more sophisticated fulfillment infrastructure. Second, the current automation penetration rate in warehouses remains below 5% globally, with industry analysts projecting this could reach 15% to 20% by 2035. Major market research firms, including Precedence Research and Grand View Research, project the market will grow at 15% to 18% annually through 2034. This steady growth reflects both the massive opportunity and the practical constraints of deploying complex automation systems at scale. Symbotic is well-positioned to capitalize on this expanding market. Its existing partnerships with industry leaders like Albertsons and C&S Wholesale Grocers, along with a firm backlog of nearly $23 billion, provide a strong foundation for capturing future growth. The company's expansion strategy within existing accounts offers additional runway. Once retailers achieve 30% to 50% reductions in operating costs, automation typically spreads from pilot facilities to entire networks. With Walmart operating over 200 distribution centers in North America and Symbotic deployed in a fraction of them, the growth potential within current customers alone remains substantial. Reality check on robotics Symbotic faces legitimate challenges. System deployments require 18 to 24 months from contract to full operation, creating lumpy revenue recognition. The technology works best in high-volume facilities with predictable SKU mixes -- limiting applicability to smaller operations. Competition from established players like Amazon subsidiary Kiva Systems and start-ups flush with venture capital intensifies quarterly. But these concerns pale against the fundamental labor crisis facing logistics. The American Trucking Association reports 80,000 unfilled driver positions, and warehouses face increasingly alarming turnover rates. Wage inflation in logistics outpaces every other sector, and automation becomes essential for business continuity when human workers simply can't be found. The warehouse automation window For investors seeking robotics exposure, Symbotic scans as a compelling vehicle. The company generates real revenue from solving immediate business problems, and its technology delivers proven return on investment (ROI) that CFOs can model. Most importantly, Symbotic operates in a market where automation represents survival, not speculation. The robotics revolution arrives in waves. Warehouses automate first because the economics are irresistible. Manufacturing follows, as collaborative robots become more sophisticated, and eventually, humanoid robots may handle complex consumer-facing tasks. But investors need not wait for that distant future. Symbotic brings the robotics revolution to market today, with the revenue growth and customer validation to prove it. In a sector filled with promises, profits matter more than potential. For investors ready to capitalize on the automation imperative, the opportunity won't last long. The robots are already at work. The only question is whether your portfolio will benefit. Should you invest $1,000 in Symbotic right now? Before you buy stock in Symbotic, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Symbotic wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $665,092!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,050,477!* Now, it's worth noting Stock Advisor's total average return is 1,055% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. George Budwell has positions in Walmart. The Motley Fool has positions in and recommends Amazon, Symbotic, and Walmart. The Motley Fool has a disclosure policy. 1 Robotics Stock to Buy Hand Over Fist Right Now was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-07-2025
- Business
- Yahoo
Teradyne (TER) Tapped by Amazon as Warehouse Robot Supplier
Teradyne, Inc. (NASDAQ:TER) is one of the Best Industrial Automation Stocks to Buy for the Next Decade. Teradyne's Universal Robots division has been identified as the supplier of robotic arms for Amazon's newly unveiled warehouse robot, Vulcan, according to a report from Hunterbrook Media. This reveals Denmark-based Universal Robots as a key technology partner in Amazon's latest automation push. A technician in a factory setting next to an industrial automation machine. Vulcan is designed to handle tasks such as picking and stowing, integrating advanced touch sensitivity to perform delicate, repetitive movements with higher precision. Though Amazon has not officially confirmed its supplier, the robotic arms match Universal Robots' design, and are reportedly outfitted with grippers from Robotiq, another firm known for seamless compatibility with Teradyne's automation products. Hunterbrook estimates the Vulcan project could be worth as much as $400 million for Teradyne, Inc. (NASDAQ:TER), as Amazon continues to invest in automating logistics for the 14 billion items it handles development highlights Teradyne's growing presence in warehouse and supply chain automation, adding another major client to its industrial roster. Shares of Teradyne moved higher following the report's release. Teradyne advances industrial automation through collaborative robots and machine testing systems used in manufacturing, logistics, and high-volume warehouse operations. While we acknowledge the potential of TER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Non-Mega Cap NASDAQ Stocks to Buy Right Now and 13 Cheap Stocks Under $50 to Buy Now. Disclosure: None. This article is originally published at Insider Monkey.
Associated Press
16-07-2025
- Business
- Associated Press
Geekplus and Soccer.com Deliver Winning Logistics as Club World Cup Reaches Final Stages
MEBANE, N.C., July 16, 2025 /PRNewswire/ -- As the 2025 FIFA Club World Cup captivates fans worldwide, Geekplus, a global leader in robotic warehouse automation, and the premier U.S. destination for soccer gear, have partnered to deliver jerseys faster than ever. Geekplus has deployed its advanced shelf-to-person PopPick system at U.S. fulfillment center, streamlining operations for summer peak, this year's Club World Cup, and the upcoming 2026 FIFA World Cup. Geekplus-powered warehouse now processes up to 70,000 units daily during peak season—more than double its non-peak volume—while achieving 99.9% picking accuracy. The system's agility ensures timely deliveries as fans rush to support their favorite teams. Key Highlights: 'When your team wins, you want their jersey now—not next week,' said Brent Shotwell, Production Manager at 'Geekplus robotics help us deliver that excitement faster, while keeping our operations scalable for the next big tournament.' 'This project exemplifies how smart robotics are transforming U.S. retail logistics,' added Lit Fung, Head of International Business and Managing Director Americas at Geekplus. 'With the Club World Cup in full swing, we're showcasing how automation meets passion—powering the supply chain behind the sports we love.' The PopPick system has revolutionized operations. Previously, staff manually walked aisles with push carts. Now, robots bring shelves directly to workers, enabling efficient consolidation of multi-item orders—jerseys, jackets, cleats, and more—into single shipments. In 2024 alone, the warehouse put away and picked 4 million units of both custom and non-custom apparel. Looking ahead to the 2026 FIFA World Cup, is preparing for a surge. 'With the U.S., Mexico, and Canada qualifying as hosts, we expect demand to increase tenfold,' said Shotwell. 'Thanks to Geekplus automation, we're confident in our ability to scale and deliver official match gear faster than ever.' About a Sports Endeavors, LLC business, is one of the world's leading soccer retailers. Learn more at About Geekplus Geekplus is the global leader in autonomous mobile robotics (AMRs), serving 800+ customers across 40+ countries. Media Contact Sarahmaria Gomez Head of Marketing, Americas (470) 855-8989 [email protected] Photo - Logo - View original content to download multimedia: SOURCE Geek+
National Post
15-07-2025
- Business
- National Post
OPEX® Corporation Introduces Cortex® Sort-to-Order™ Integrated Software Suite to Streamline Order Fulfillment
Article content MOORESTOWN, N.J. — OPEX® Corporation, a global leader in Next Generation Automation providing innovative solutions for warehouse, document and mail automation, is announcing the launch of its Cortex® Sort-to-Order™ (S2O) software suite, designed to provide a higher level of functionality for the company's sortation solutions. This powerful software suite unlocks the full order management capabilities of OPEX's Sure Sort® and Sure Sort® X warehouse automation systems—optimizing bin assignments, reducing fulfillment time, improving order accuracy, providing real-time analytics, and enabling direct communication with existing warehouse and order management systems. Article content 'We're continuously looking to improve upon our portfolio of offerings, and Cortex S2O does just that,' said Alex Stevens, President, Warehouse Automation, OPEX. 'This new software suite significantly elevates the operational experience for associates and is a turnkey integrated solution for our customers. It enables businesses to work smarter and faster, and better ensures that every order fulfilled is complete, accurate and on time.' Article content The OPEX Cortex S2O software suite manages workflows and order fulfillment through an intelligent, user-friendly interface, enabling seamless integration between OPEX Sure Sort or OPEX Sure Sort X with any warehouse management system (WMS) or order management system (OMS). The functions and benefits are numerous. Article content With Cortex S2O, each system operator has their own dedicated application, which can run on a wrist computer, enabling operators to easily scan, check out complete orders, and replenish sort destinations by checking in new containers to the sort location. The system intelligently manages bin assignments—strategically splitting and positioning orders to balance machine performance and enabling business logic to be applied to the sort location, while unlocking operator productivity. It includes an override function for manual bin assignments when needed and allows items that cannot be processed on the machine to still be sorted in the automated putwall by virtually moving the inventory. Article content The software suite guides operators through quality audits and exception scenarios, such as missing items. The system takes full control of visual pack-to-light (PTL), directing operators to locations that require attention. With its built-in inspection and proactive quality control audits, businesses can effectively prevent incomplete or incorrect orders, reduce return rates and the associated costs, and improve overall customer satisfaction. Article content 'The comprehensive operational analytics provided by Cortex S2O help organizations gain clear insights into processing efficiency, order dwell times, and operator productivity,' said Monty McVaugh, Head of Product, OPEX. 'Automated reports indicate how well the order and consolidation process is proceeding, providing visibility into time and effort involved. This enables data-driven decision-making that can continuously optimize operations and improve overall warehouse efficiency.' Cortex S2O can simultaneously manage up to 12 sortation systems, and as many as 50 operators and 12 managers. It is multi-language capable, including English, Spanish, Korean and more, and supports multiple communication methods, including database-to-database and flat file transfers. Its scalable design accommodates increased order volume, bin configurations and user access as operations grow. And training is fast and easy, helping to overcome resistance to change and ensure smooth adoption across a multi-generational workforce. Article content Cortex S2O is a great fit for small, medium, and large organizations. It reduces the burden on customer's IT resources to integrate the system, converting an item transactional system to be order processor. Article content The newest addition to OPEX's portfolio of warehouse automation technology joins the company's Cortex® equipment management and order fulfillment software platform, developed to power OPEX's Perfect Pick®, Perfect Pick® HD and Infinity® warehouse automation solutions. Article content OPEX is celebrating its 50 th anniversary in 2025, marking five decades as a trusted partner to clients around the world in need of customized, scalable solutions that transform how business is conducted. The company continues to provide multi-generational industry expertise, a proven track record developing first-class automation capabilities and advanced engineering, and a heritage of excellence. Article content About OPEX Article content OPEX® Corporation Article content is a global leader in Next Generation Automation, providing innovative, unique solutions for warehouse, document and mail automation. With headquarters in Moorestown, NJ—and facilities in Pennsauken, NJ; Plano, TX; France; Germany; Switzerland; the United Kingdom; and Australia—OPEX has nearly 1,600 employees who are continuously reimagining and delivering customized, scalable technology solutions that solve the business challenges of today and in the future. The year 2025 marks the company's 50 Article content Article content Article content Article content Article content Contacts Article content For Additional Information Article content Article content Article content
Yahoo
03-07-2025
- Business
- Yahoo
5 Must-Read Analyst Questions From Rockwell Automation's Q1 Earnings Call
Rockwell's first quarter results were well-received by the market, driven by strong execution on cost control and margin expansion despite a challenging sales environment. Management credited robust performance to effective pricing, ongoing cost reduction programs, and resiliency investments made during recent supply chain disruptions. CEO Blake Moret highlighted sequential improvement in customer demand and cited particularly strong growth in e-commerce and warehouse automation solutions, which offset declines in automotive and process sectors. He noted, 'Our value proposition is stronger than ever before,' pointing to recent share gains in power control and increased adoption of Rockwell's automation and robotics offerings. Is now the time to buy ROK? Find out in our full research report (it's free). Revenue: $2.00 billion vs analyst estimates of $1.98 billion (5.9% year-on-year decline, 1.1% beat) Adjusted EPS: $2.45 vs analyst estimates of $2.12 (15.8% beat) Adjusted EBITDA: $452 million vs analyst estimates of $380.2 million (22.6% margin, 18.9% beat) Management raised its full-year Adjusted EPS guidance to $9.70 at the midpoint, a 5.4% increase Operating Margin: 17%, up from 15.6% in the same quarter last year Organic Revenue fell 4% year on year (-8.1% in the same quarter last year) Market Capitalization: $38.63 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Andrew Obin (Bank of America) asked about drivers behind e-commerce and warehouse automation growth and visibility into the second half. CEO Blake Moret cited multiple customer segments and confirmed data centers are part of this vertical, attributing growth to ongoing investments by consumer and logistics companies. Scott Davis (Melius Research) questioned how customers are responding to reshoring trends versus macro uncertainty. Moret noted optimism in U.S. manufacturing but highlighted project delays due to tariff-related cost uncertainty and interest rates, especially in automotive and process sectors. Chris Snyder (Morgan Stanley) inquired if project delays are likely to reverse with improved visibility. Moret clarified that delays are not cancellations and expects investments to resume as cost certainty returns; North America remains the strongest region. Andy Kaplowitz (Citigroup) asked about the long-term margin potential and cost-out runway. CFO Christian Rothe pointed to hundreds of ongoing productivity projects and expects further structural cost opportunities, though specifics for future years were not provided. Joe O'Dea (Wells Fargo) requested details on tariff exposure by region and competitive positioning. Rothe explained the majority of U.S. imports from Mexico and Canada are compliant with trade agreements, and Moret emphasized Rockwell's flexible manufacturing footprint as a key advantage. Heading into the next quarters, the StockStory team will closely monitor (1) execution of tariff offset strategies and supply chain moves, (2) progress in automation, robotics, and software adoption across key verticals like e-commerce and life sciences, and (3) the pace of recovery in delayed capital projects, especially in automotive and energy. Continued improvement in recurring software revenue and the impact of cost actions will also be key indicators. Rockwell Automation currently trades at $342.74, up from $252.78 just before the earnings. In the wake of this quarter, is it a buy or sell? Find out in our full research report (it's free). The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
