Which companies discussed Humanoid Robots in Consumer Discretionary in earnings calls?
42 companies mentioned humanoid robots across 71 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Aptiv PLC (5 calls), XPeng Inc. (4 calls), Schaeffler AG (4 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 |
|---|---|
| 2024Q3 | 2 |
| 2024Q4 | 2 |
| 2025Q1 | 6 |
| 2025Q2 | 7 |
| 2025Q3 | 14 |
| 2025Q4 | 8 |
| 2026Q1 | 29 |
| 2026Q2 | 13 |
| 2026Q3 | 10 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Aptiv PLC | APTV | Consumer Discretionary | 5 | Jun 10, 2026 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | May 28, 2026 |
| Schaeffler AG | SHA1.VI | Consumer Discretionary | 4 | Jan 29, 2026 |
| Renault SA | RNO | Consumer Discretionary | 3 | Jul 30, 2026 |
| Mobileye Global Inc. | MBLY | Consumer Discretionary | 3 | Jul 23, 2026 |
| Sona BLW Precision Forgings Limited | SONACOMS | Consumer Discretionary | 3 | Jul 23, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 3 | May 14, 2026 |
| LG Electronics Inc. | A066570 | Consumer Discretionary | 2 | Jul 30, 2026 |
| Tesla, Inc. | TSLA | Consumer Discretionary | 2 | Jul 22, 2026 |
| Li Auto Inc. | LI | Consumer Discretionary | 2 | May 28, 2026 |
| Hesai Group | HSAI | Consumer Discretionary | 2 | May 19, 2026 |
| Linamar Corporation | LNR | Consumer Discretionary | 2 | May 6, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 2 | May 5, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 2 | Mar 27, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 2 | Mar 25, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 2 | Feb 12, 2026 |
| LG Electronics Inc. | 066570.KS | Consumer Discretionary | 2 | Jan 30, 2026 |
| Sona BLW Precision Forgings Limited | SONACOMS.NS | Consumer Discretionary | 2 | Jan 23, 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 |
| Valeo SE | FR | Consumer Discretionary | 1 | Jul 22, 2026 |
| Menon Bearings Limited | 523828 | Consumer Discretionary | 1 | Jul 17, 2026 |
| Versigent PLC | VGNT | Consumer Discretionary | 1 | Jun 3, 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 |
| Chewy, Inc. | CHWY | Consumer Discretionary | 1 | Mar 25, 2026 |
| VinFast Auto Ltd. | VFS | Consumer Discretionary | 1 | Mar 16, 2026 |
| Kodiak AI, Inc. | KDK | Consumer Discretionary | 1 | Mar 10, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 1 | Mar 10, 2026 |
| Sogefi S.p.A. | SGF | Consumer Discretionary | 1 | Mar 4, 2026 |
| Kendrion N.V. | KENDR | Consumer Discretionary | 1 | Feb 27, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 1 | Feb 12, 2026 |
| Sansera Engineering Limited | SANSERA | Consumer Discretionary | 1 | Feb 10, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 1 | Feb 5, 2026 |
| Hyundai Motor Company | 005380.KS | Consumer Discretionary | 1 | Jan 29, 2026 |
| Valeo SE | FR.PA | Consumer Discretionary | 1 | Nov 20, 2025 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 1 | Nov 3, 2025 |
| Transense Technologies plc | TRT.L | Consumer Discretionary | 1 | Sep 23, 2025 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 1 | Sep 12, 2025 |
| Lear Corporation | LEA | Consumer Discretionary | 1 | Sep 11, 2025 |
| Coupang, Inc. | CPNG | Consumer Discretionary | 1 | Aug 5, 2025 |
Representative quotes
Pilani, which from August is going to be rolling out an M.Tech program, specifically in these areas of display, optics, artificial intelligence, robotics, humanoids, tools and dyes, precision engineering. And the forces have been curated. The faculty has been selected all by us. There's a governing council…
…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…
This is already fully implemented in each new project we start now as from H1 2026. And for manufacturing, as you know, introducing humanoid robots is a key action of futuREady. This is already operational in Douai in H1 2026. Let's move to Trust-REady. This…
…commercialization, Mobileye is entering a new phase. Our business that runs through automakers remains central to Mobileye. At the same time, robotaxi and humanoid robotics are a major long-term opportunities built on the same physical AI foundation and require new operational models and new go-to-market…
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?
Aptiv PLC (APTV) led with 5 calls referencing humanoid robots, most recently on June 10, 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: 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.