Which companies discussed Humanoid Robots in earnings calls?

210 companies mentioned humanoid robots across 402 earnings calls over the past year, spanning 9 sectors. The most active were MP Materials Corp. (8 calls), Regal Rexnord Corporation (8 calls), The Timken Company (7 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.

Mentions over time

Data table
QuarterCalls mentioning Humanoid Robots
2024Q32
2024Q415
2025Q151
2025Q240
2025Q356
2025Q465
2026Q1117
2026Q2103
2026Q3113

Companies ranked by mentions

Company Ticker Sector Calls Last mention
MP Materials Corp. MP Materials 8 Sep 9, 2026
Regal Rexnord Corporation RRX Industrials 8 Aug 5, 2026
The Timken Company TKR Industrials 7 Sep 9, 2026
Allegro MicroSystems, Inc. ALGM Information Technology 7 Jul 30, 2026
Ambarella, Inc. AMBA Information Technology 6 Sep 9, 2026
Aptiv PLC APTV Consumer Discretionary 6 Aug 12, 2026
Schaeffler AG SHA0 Consumer Discretionary 6 Aug 5, 2026
Lattice Semiconductor Corporation LSCC Information Technology 6 Aug 4, 2026
Synaptics Incorporated SYNA Information Technology 6 Jun 25, 2026
NVIDIA Corporation NVDA Information Technology 5 Sep 10, 2026
Stereolabs Inc. OUST Information Technology 5 Aug 11, 2026
Infineon Technologies AG IFX Information Technology 5 Aug 5, 2026
Western Digital Corporation WDC Information Technology 5 Aug 5, 2026
Vishay Precision Group, Inc. VPG Information Technology 5 Aug 5, 2026
Hexagon AB (publ) HEXAB Information Technology 5 Jul 29, 2026
STMicroelectronics N.V. STMPA Information Technology 5 Jul 23, 2026
GXO Logistics, Inc. GXO Industrials 4 Sep 9, 2026
ON Semiconductor Corporation ON Information Technology 4 Aug 27, 2026
XPeng Inc. XPEV Consumer Discretionary 4 Aug 24, 2026
Faraday Future Intelligent Electric Inc. FFAI Consumer Discretionary 4 Aug 13, 2026
Realbotix Corp. XBOTF Industrials 4 Aug 12, 2026
Micron Technology, Inc. MU Information Technology 4 Aug 10, 2026
Novanta Inc. NOVT Information Technology 4 Aug 6, 2026
indie Semiconductor, Inc. INDI Information Technology 4 Aug 6, 2026
LG Electronics Inc. A066570 Consumer Discretionary 4 Jul 30, 2026
Sona BLW Precision Forgings Limited SONACOMS Consumer Discretionary 4 Jul 23, 2026
NVE Corporation NVEC Information Technology 4 Jul 22, 2026
BlackBerry Limited BB Information Technology 4 Jun 2, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 4 May 7, 2026
T-Mobile US, Inc. TMUS Communication Services 3 Sep 10, 2026
Zebra Technologies Corporation ZBRA Information Technology 3 Sep 9, 2026
Seco S.p.A. IOT Information Technology 3 Sep 8, 2026
Appen Limited APX Information Technology 3 Aug 27, 2026
Hesai Group HSAI Consumer Discretionary 3 Aug 18, 2026
Linamar Corporation LNR Consumer Discretionary 3 Aug 12, 2026
SoftBank Group Corp. 9984 Communication Services 3 Aug 6, 2026
Hyperscale Data, Inc. GPUS Industrials 3 Aug 4, 2026
Samsung Electro-Mechanics Co., Ltd. A009150 Information Technology 3 Jul 30, 2026
Renault SA RNO Consumer Discretionary 3 Jul 30, 2026
Mobileye Global Inc. MBLY Consumer Discretionary 3 Jul 23, 2026
QUALCOMM Incorporated QCOM Information Technology 3 Jun 24, 2026
Ralliant Corporation RAL Information Technology 3 May 18, 2026
GMO internet group, Inc. 9449 Information Technology 3 May 15, 2026
MINEBEA MITSUMI Inc. 6479 Industrials 3 May 12, 2026
Cognex Corporation CGNX Information Technology 3 Mar 2, 2026
Space Exploration Technologies Corp. SPCX Communication Services 2 Sep 10, 2026
Flex Ltd. FLEX Information Technology 2 Sep 9, 2026
SiTime Corporation SITM Information Technology 2 Sep 9, 2026
Volkswagen AG VOW3 Consumer Discretionary 2 Sep 4, 2026
Shenzhen Inovance Technology Co.,Ltd 300124 Industrials 2 Aug 31, 2026

Representative quotes

…more excited about humanoids. It is very early days, as I'm sure you all appreciate for humanoids as the technology has not yet matured. We have started a program to see if and how we can increase productivity and cleaning further with humanoids. And we believe that…
ISS A/S (ISS), September 14, 2026. Read the full transcript →
…marketplace. That's doing well. There's also some pent-up demand in manufacturing for auto as well with a lot of these humanoid and other things in very early stages, but we're participating in those applications in that segment. Mark Delaney (Analysts): Great. We have…
Keysight Technologies, Inc. (KEYS), September 11, 2026. Read the full transcript →
Legal is AI already. Project management is going to be AI. In less than 5 years, we will have a robot here, a humanoid robot, that will build buildings for us. We have already started to program seminars for -- starting next year for every person in this company…
One United Properties SA (ONE), September 11, 2026. Read the full transcript →
…more on that in our third quarter update when that comes out. The third question, there is a strong interest in defense and humanoid robotics right now. Can BrainChip benefit from these segments of the market? Sean Hehir (Executives): Of course. I mean it's similar…
BrainChip Holdings Ltd (BRN), September 11, 2026. Read the full transcript →

Frequently asked questions

What is Humanoid Robots and why are companies discussing it?

From the chip suppliers quantifying $-per-unit content to the OEMs naming launch dates — humanoids crossed into earnings calls in 2026.

Which company mentioned humanoid robots most in the past year?

MP Materials Corp. (MP) led with 8 calls referencing humanoid robots, most recently on September 9, 2026.

How can I track humanoid robots mentions across earnings calls via API?

The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →

Humanoid Robots by sector

Related technology themes

Last updated: September 15, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (humanoid, humanoid, humanoid robot, humanoid robots). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.