Which companies discussed Humanoid Robots in earnings calls?
172 companies mentioned humanoid robots across 294 earnings calls over the past year, spanning 8 sectors. The most active were Regal Rexnord Corporation (8 calls), Allegro MicroSystems, Inc. (6 calls), The Timken Company (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
| Quarter | Calls mentioning Humanoid Robots |
|---|---|
| 2025Q3 | 43 |
| 2025Q4 | 51 |
| 2026Q1 | 111 |
| 2026Q2 | 89 |
Companies ranked by mentions
Representative quotes
…extremely high. We have a number of I call them, proof of concept that are also transitioning to commercial opportunities now across the humanoid and AMR space. We're more focused on AMRs transparently than we are in the humanoid space, just given our view on maturity…
…performances in the next 3 to 5 years, no matter in factories or service industry or even in households. The difficulty of developing humanoid robots is extremely high. We have real domain the robotic arms, like XM factory. Those roboting products have been steadily growing in recent years…
…inductive position sensing. Why is that important, brake by wire, accelerated by wire, steer by wire and what has a ton of positions, humanoids and robots. So that even transitions to that. So these are content we didn't have a few years…
…last but not least, and that's just beginning, you have physical AI, right? Physical AI from autonomous cars, robotics in the future, humanoid, right? A lot of those devices, they have multiple cameras they shoot video footage 24 hours and that video focus is then being used…
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
- Information Technology (94)
- Consumer Discretionary (28)
- Industrials (27)
- Materials (7)
- Communication Services (6)
Related technology themes
Last updated: June 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.