Which companies discussed Humanoid Robots in earnings calls?
224 companies mentioned humanoid robots across 432 earnings calls over the past year, spanning 10 sectors. The most active were Allegro MicroSystems, Inc. (8 calls), The Timken Company (8 calls), MP Materials Corp. (8 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
| Quarter | Calls mentioning Humanoid Robots |
|---|---|
| 2024Q4 | 12 |
| 2025Q1 | 51 |
| 2025Q2 | 40 |
| 2025Q3 | 56 |
| 2025Q4 | 65 |
| 2026Q1 | 117 |
| 2026Q2 | 103 |
| 2026Q3 | 131 |
| 2026Q4 | 28 |
Companies ranked by mentions
Representative quotes
…here specifically and just spoke about physical AI and the AI-enabled Robotics Case Picker. Is that specifically referring to the use of humanoids? Or is that some other kind of robotic physical thing? Richard Smith (Executives): That's a very exciting commissioning machine that is driven…
…material handling and some repetitive tasks in manufacturing. We're always looking to push the envelope on that. And so we've got humanoid robots, I think, in operating in 5 factories now. But it's still pretty much experimental to learn. It's not broad-based…
China. I'm visiting a number of companies, not only the partners we have already, and we see the -- well, humanoid robots, intelligence that has really improved incredibly. Some that are not used in practice yet, maybe with the 5x2, the 5 working days by 2 days…
…with a leading Asian robotics developer who selected our discrete high-precision current sensors to monitor the heavy power loads across their humanoids primary drive joints. Earlier this month, we also secured a major win with a leading Chinese humanoid supplier. This humanoid company selected our market-leading…
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?
Allegro MicroSystems, Inc. (ALGM) led with 8 calls referencing humanoid robots, most recently on October 29, 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
- Information Technology (123)
- Consumer Discretionary (47)
- Industrials (34)
- Materials (8)
- Communication Services (7)
Related technology themes
Last updated: October 30, 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.