Which companies discussed Humanoid Robots in earnings calls?

208 companies mentioned humanoid robots across 356 earnings calls over the past year, spanning 9 sectors. The most active were Regal Rexnord Corporation (8 calls), Synaptics Incorporated (6 calls), MP Materials Corp. (6 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
2024Q317
2024Q415
2025Q151
2025Q240
2025Q356
2025Q465
2026Q1117
2026Q2103
2026Q323

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Regal Rexnord Corporation RRX Industrials 8 May 8, 2026
Synaptics Incorporated SYNA Information Technology 6 Jun 25, 2026
MP Materials Corp. MP Materials 6 Jun 23, 2026
Allegro MicroSystems, Inc. ALGM Information Technology 6 May 27, 2026
Lattice Semiconductor Corporation LSCC Information Technology 6 May 19, 2026
Aptiv PLC APTV Consumer Discretionary 5 Jun 10, 2026
Ambarella, Inc. AMBA Information Technology 5 May 28, 2026
The Timken Company TKR Industrials 5 May 20, 2026
NVIDIA Corporation NVDA Information Technology 5 May 20, 2026
Vishay Precision Group, Inc. VPG Information Technology 5 May 12, 2026
Infineon Technologies AG IFNNY Information Technology 5 Feb 4, 2026
Hexagon AB (publ) HEXAB Information Technology 4 Jul 29, 2026
NVE Corporation NVEC Information Technology 4 Jul 22, 2026
QUALCOMM Incorporated QCOM Information Technology 4 Jun 24, 2026
Western Digital Corporation WDC Information Technology 4 Jun 3, 2026
BlackBerry Limited BB Information Technology 4 Jun 2, 2026
XPeng Inc. XPEV Consumer Discretionary 4 May 28, 2026
Novanta Inc. NOVT Information Technology 4 May 12, 2026
indie Semiconductor, Inc. INDI Information Technology 4 May 7, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 4 May 7, 2026
Schaeffler AG SHA1.VI Consumer Discretionary 4 Jan 29, 2026
Mobileye Global Inc. MBLY Consumer Discretionary 3 Jul 23, 2026
STMicroelectronics N.V. STMPA Information Technology 3 Jul 23, 2026
Sona BLW Precision Forgings Limited SONACOMS Consumer Discretionary 3 Jul 23, 2026
Micron Technology, Inc. MU Information Technology 3 Jun 24, 2026
ON Semiconductor Corporation ON Information Technology 3 Jun 3, 2026
Microchip Technology Incorporated MCHP Information Technology 3 Jun 2, 2026
Realbotix Corp. XBOTF Industrials 3 May 29, 2026
Analog Devices, Inc. ADI Information Technology 3 May 20, 2026
Ralliant Corporation RAL Information Technology 3 May 18, 2026
GMO internet group, Inc. 9449 Information Technology 3 May 15, 2026
Faraday Future Intelligent Electric Inc. FFAI Consumer Discretionary 3 May 14, 2026
MINEBEA MITSUMI Inc. 6479 Industrials 3 May 12, 2026
Cognex Corporation CGNX Information Technology 3 Mar 2, 2026
Stereolabs Inc. OUST Information Technology 3 Mar 2, 2026
LG Electronics Inc. A066570 Consumer Discretionary 2 Jul 30, 2026
Samsung Electronics Co., Ltd. A005930 Information Technology 2 Jul 30, 2026
Arm Holdings plc ARM Information Technology 2 Jul 29, 2026
Tesla, Inc. TSLA Consumer Discretionary 2 Jul 22, 2026
Hyperscale Data, Inc. GPUS Industrials 2 Jun 26, 2026
Seco S.p.A. IOT Information Technology 2 Jun 24, 2026
USA Rare Earth, Inc. USAR Materials 2 Jun 23, 2026
Renishaw plc RSW Information Technology 2 Jun 16, 2026
Texas Instruments Incorporated TXN Information Technology 2 May 28, 2026
Li Auto Inc. LI Consumer Discretionary 2 May 28, 2026
Zebra Technologies Corporation ZBRA Information Technology 2 May 28, 2026
Appen Limited APX Information Technology 2 May 22, 2026
Verde AgriTech Limited NPK Materials 2 May 20, 2026
Rockwell Automation, Inc. ROK Industrials 2 May 20, 2026
Hesai Group HSAI Consumer Discretionary 2 May 19, 2026

Representative quotes

…very complicated problem. But there is an enormous amount of advancements that are taking place, and I'm not just talking about humanoid robots. I'm talking about special purpose robots that are working in mixed-use environments where there are human beings and robots working together…
Procore Technologies, Inc. (PCOR), July 30, 2026. Read the full transcript →
…companies that want to leverage our storage product. We believe there are multiple opportunities in the emerging physical AI market for storage in humanoid robotics, including vision system, LiDAR, computing storage, system and many others. In fact, it appears that from our initial conversation, the opportunity…
Silicon Motion Technology Corporation (SIMO), July 30, 2026. Read the full transcript →
…brand-new platform to support the potential AI applications, the data center, the agentic and future in the physical AI, humanoid, all of the hardware will be different than what we have been producing so far. There is a growing need for industrial power, connectivity and storage devices…
ASE Technology Holding Co., Ltd. (3711), July 30, 2026. Read the full transcript →
…largest robotics data factory, targeting its launch in the second half of this year. At the facility, we are gradually deploying Cloyd our humanoid robots currently being mass produced for POC validation. This will enable us to secure high-quality training data across diverse domains and accelerate collaboration…
LG Electronics Inc. (A066570), July 30, 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?

Regal Rexnord Corporation (RRX) led with 8 calls referencing humanoid robots, most recently on May 8, 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: July 31, 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.