Which companies discussed Humanoid Robots in Consumer Discretionary in earnings calls?
40 companies mentioned humanoid robots across 80 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Aptiv PLC (6 calls), Schaeffler AG (6 calls), XPeng Inc. (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 |
|---|---|
| 2024Q4 | 2 |
| 2025Q1 | 6 |
| 2025Q2 | 7 |
| 2025Q3 | 14 |
| 2025Q4 | 8 |
| 2026Q1 | 29 |
| 2026Q2 | 13 |
| 2026Q3 | 28 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Aptiv PLC | APTV | Consumer Discretionary | 6 | Aug 12, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 6 | Aug 5, 2026 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | Aug 24, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 4 | Aug 13, 2026 |
| LG Electronics Inc. | A066570 | Consumer Discretionary | 4 | Jul 30, 2026 |
| Sona BLW Precision Forgings Limited | SONACOMS | Consumer Discretionary | 4 | Jul 23, 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 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 2 | Sep 4, 2026 |
| Hyundai Motor Company | A005380 | Consumer Discretionary | 2 | Aug 26, 2026 |
| Kendrion N.V. | KENDR | Consumer Discretionary | 2 | Aug 26, 2026 |
| Solid Power, Inc. | SLDP | Consumer Discretionary | 2 | Aug 13, 2026 |
| Sansera Engineering Limited | SANSERA | Consumer Discretionary | 2 | Aug 13, 2026 |
| Versigent PLC | VGNT | Consumer Discretionary | 2 | Aug 4, 2026 |
| Tesla, Inc. | TSLA | Consumer Discretionary | 2 | Jul 22, 2026 |
| Valeo SE | FR | Consumer Discretionary | 2 | Jul 22, 2026 |
| Li Auto Inc. | LI | Consumer Discretionary | 2 | May 28, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 2 | Mar 25, 2026 |
| RACL Geartech Limited | 520073 | Consumer Discretionary | 1 | Aug 25, 2026 |
| hGears AG | HGEA | Consumer Discretionary | 1 | Aug 12, 2026 |
| Samvardhana Motherson International Limited | 517334 | Consumer Discretionary | 1 | Aug 6, 2026 |
| Aumovio SE | AMV0 | Consumer Discretionary | 1 | Aug 6, 2026 |
| Dixon Technologies (India) Limited | DIXON | Consumer Discretionary | 1 | Jul 31, 2026 |
| OPmobility SE | OPM | Consumer Discretionary | 1 | Jul 22, 2026 |
| Gabriel India Limited | 505714 | 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 |
| 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 |
| Sogefi S.p.A. | SGF | Consumer Discretionary | 1 | Mar 4, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 1 | Feb 12, 2026 |
| Rivian Automotive, Inc. | RIVN | 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 |
| Transense Technologies plc | TRT | Consumer Discretionary | 1 | Sep 23, 2025 |
Representative quotes
…nonautomotive or endeavors -- we know you're doing robotaxi. But does this mean you would not consider things like defense, energy storage, humanoid robotics? I know those things may sound kind of science fiction, but [ $1.6 trillion ] of market cap suggests potentially otherwise. Those are my questions. Oliver…
…brake and a high-performance, slightly larger High Torque version. Together, they form a platform for industrial robots, for cobots and ultimately for humanoids. We have on Customized Servo Line Brakes for a new AGV motor platform in warehouse automation, and it's now in ramp…
Boston Dynamics is now part of the group. We're building a spot and stretched robots and soon will be mass-producing atlas humanoid robots. We have existing potential distribution for selling robots through our dealer partners, and Hyundai Capital is exploring the feasibility to finance sales…
…their gears are of different concerns, different designs. Some of the technologies which we are already having are capable to this humanoid and robotics, but a bit of challenges in this space, and there are not many Indian manufacturers who have wanted into a field humanoid and robotics…
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 6 calls referencing humanoid robots, most recently on August 12, 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: September 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.