Which companies discussed Humanoid Robots in Consumer Discretionary in earnings calls?
41 companies mentioned humanoid robots across 84 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Schaeffler AG (6 calls), Aptiv PLC (6 calls), LG Electronics Inc. (5 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 | 1 |
| 2025Q1 | 6 |
| 2025Q2 | 7 |
| 2025Q3 | 14 |
| 2025Q4 | 8 |
| 2026Q1 | 29 |
| 2026Q2 | 13 |
| 2026Q3 | 31 |
| 2026Q4 | 5 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Schaeffler AG | SHA0 | Consumer Discretionary | 6 | Oct 13, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 6 | Aug 12, 2026 |
| LG Electronics Inc. | A066570 | Consumer Discretionary | 5 | Oct 28, 2026 |
| Sona BLW Precision Forgings Limited | SONACOMS | Consumer Discretionary | 4 | Oct 26, 2026 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | Aug 24, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 4 | Aug 13, 2026 |
| Tesla, Inc. | TSLA | Consumer Discretionary | 3 | Oct 21, 2026 |
| Kendrion N.V. | KENDR | Consumer Discretionary | 3 | Sep 17, 2026 |
| Hesai Group | HSAI | Consumer Discretionary | 3 | Aug 18, 2026 |
| Linamar Corporation | LNR | Consumer Discretionary | 3 | Aug 12, 2026 |
| Renault SA | RNO | Consumer Discretionary | 3 | Jul 30, 2026 |
| Mobileye Global Inc. | MBLY | Consumer Discretionary | 3 | Jul 23, 2026 |
| VinFast Auto Ltd. | VFS | Consumer Discretionary | 2 | Oct 19, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 2 | Sep 4, 2026 |
| Hyundai Motor Company | A005380 | Consumer Discretionary | 2 | Aug 26, 2026 |
| Sansera Engineering Limited | SANSERA | Consumer Discretionary | 2 | Aug 13, 2026 |
| Solid Power, Inc. | SLDP | Consumer Discretionary | 2 | Aug 13, 2026 |
| Versigent PLC | VGNT | Consumer Discretionary | 2 | Aug 4, 2026 |
| Valeo SE | FR | Consumer Discretionary | 2 | Jul 22, 2026 |
| Li Auto Inc. | LI | Consumer Discretionary | 2 | May 28, 2026 |
| Schaeffler India Limited | 505790 | Consumer Discretionary | 1 | Sep 28, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 1 | Sep 16, 2026 |
| RACL Geartech Limited | 520073 | Consumer Discretionary | 1 | Aug 25, 2026 |
| hGears AG | HGEA | Consumer Discretionary | 1 | Aug 12, 2026 |
| Aumovio SE | AMV0 | Consumer Discretionary | 1 | Aug 6, 2026 |
| Samvardhana Motherson International Limited | 517334 | Consumer Discretionary | 1 | Aug 6, 2026 |
| Dixon Technologies (India) Limited | DIXON | Consumer Discretionary | 1 | Jul 31, 2026 |
| Gabriel India Limited | 505714 | Consumer Discretionary | 1 | Jul 22, 2026 |
| OPmobility SE | OPM | Consumer Discretionary | 1 | Jul 22, 2026 |
| Menon Bearings Limited | 523828 | Consumer Discretionary | 1 | Jul 17, 2026 |
| Compagnie Générale des Établissements Michelin Société en commandite par actions | ML | Consumer Discretionary | 1 | May 22, 2026 |
| MAHLE Metal Leve S.A. | LEVE3 | Consumer Discretionary | 1 | Apr 16, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 1 | Mar 27, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 1 | Mar 25, 2026 |
| Chewy, Inc. | CHWY | Consumer Discretionary | 1 | Mar 25, 2026 |
| Kodiak AI, Inc. | KDK | Consumer Discretionary | 1 | Mar 10, 2026 |
| Sogefi S.p.A. | SGF | Consumer Discretionary | 1 | Mar 4, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 1 | Feb 12, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 1 | Feb 12, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 1 | Feb 5, 2026 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 1 | Nov 3, 2025 |
Representative quotes
…component standardization. In parallel, we will step up our order-winning activities with potential global customers to deliver tangible business results. In humanoid robot development, we plan to launch LG Data Factory, Korea's largest hub for robot learning and data acquisition in Soles omentum…
…have enough capability in the perception stack. So hardware as well as perception, we have capabilities in both and -- when we say robotics, humanoid is one form factor, but 1 is right in front of you on the screen, AMRs, which actually buy units may be a much…
…delivering Optimus to companies outside of Tesla. And I remain convinced that Optimus will be the biggest product on earth and humanoid robots in general will be the biggest product in Earth. So it's Optimus very big deal, but I don't want to temper expectations that…
Analysts): This is Peter on for Andres. Congrats on the quarter. First, can you please give us an update on autonomy, robotaxis and humanoids? What are some of the key KPIs and key catalysts that investors should be aware of? Unknown Executive (Executives): So autonomy is always…
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 Consumer Discretionary in the past year?
Schaeffler AG (SHA0) led with 6 calls referencing humanoid robots, most recently on October 13, 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 →
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.