Which companies discussed Humanoid Robots in Industrials in earnings calls?
36 companies mentioned humanoid robots across 56 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Regal Rexnord Corporation (8 calls), The Timken Company (6 calls), Realbotix Corp. (3 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 | 7 |
| 2025Q4 | 8 |
| 2026Q1 | 20 |
| 2026Q2 | 21 |
Companies ranked by mentions
Representative quotes
…sure that I don't forget it and put it into it. But where we are different is we're creating these expressive humanoid robots that really are giving physical form to AI. And to my knowledge, there's a few companies doing this in Asia in places…
…from a capacity standpoint. And so I would think about it in that time frame. David Raso (Analysts): The humanoid revenues? Lucian Boldea (Executives): Yes. So on the humanoid revenues, John mentioned a few of them. We're still into the world of leading indicators versus revenue…
…disruption, technology disruption. And now you've got potential AI start-ups. You got Besos' how raising $100 billion to Accelerate 4.0 and humanoid romping around the factory floors, et cetera. I mean -- how do you think about how this market evolves next 5, 10 years? Aijana Zellner…
Deuschle (Analysts): Okay. And then can you share any detail on what the current level of annualized sales is for RBC into the humanoid robot sector, and what type of growth you've been seeing there recently? Mike Hartnett (Executives): It's small. It's -- for us, that…
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 Industrials 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 →
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.