Which companies discussed Humanoid Robots in Consumer Discretionary in earnings calls?
36 companies mentioned humanoid robots across 57 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 |
|---|---|
| 2025Q3 | 11 |
| 2025Q4 | 6 |
| 2026Q1 | 27 |
| 2026Q2 | 13 |
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 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 3 | May 14, 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 |
| Renault SA | RNO | Consumer Discretionary | 2 | Apr 30, 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 |
| Mobileye Global Inc. | MBLY | Consumer Discretionary | 2 | Jan 22, 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 |
| Sona BLW Precision Forgings Limited | SONACOMS | Consumer Discretionary | 1 | Apr 30, 2026 |
| LG Electronics Inc. | A066570 | Consumer Discretionary | 1 | Apr 29, 2026 |
| MAHLE Metal Leve S.A. | LEVE3 | Consumer Discretionary | 1 | Apr 16, 2026 |
| Chewy, Inc. | CHWY | Consumer Discretionary | 1 | Mar 25, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 1 | Mar 25, 2026 |
| VinFast Auto Ltd. | VFS | Consumer Discretionary | 1 | Mar 16, 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 |
| Tesla, Inc. | TSLA | Consumer Discretionary | 1 | Jan 28, 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 |
| QuantumScape Corporation | QS | Consumer Discretionary | 1 | Sep 9, 2025 |
| Coupang, Inc. | CPNG | Consumer Discretionary | 1 | Aug 5, 2025 |
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…
…standpoint, should fit right into our existing facilities. Joseph Spak (Analysts): Can I -- like obviously, when you start to talk about something like humanoid robots that's sort of a new area. But when you talk about other areas, whether it's best or commercial vehicle or maybe…
Executives): [Interpreted] In the long run, we can clearly see whether it's our factories, our stores and our users, but all need humanoid robot. And we believe that robots should not be limited to start-ups or medium-sized companies or large companies, it should…
…this year, we'll build in will build on this momentum by launching a series of technology products at high price points, including humanoid robots and flying costs further strengthening our brand equity and profitability. In 2026, we're accelerating international expansion on the back of a growing…
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: 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.