Which companies discussed Humanoid Robots in Industrials in earnings calls?
42 companies mentioned humanoid robots across 64 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Regal Rexnord Corporation (8 calls), The Timken Company (5 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 |
|---|---|
| 2024Q3 | 2 |
| 2024Q4 | 1 |
| 2025Q1 | 8 |
| 2025Q2 | 9 |
| 2025Q3 | 9 |
| 2025Q4 | 11 |
| 2026Q1 | 21 |
| 2026Q2 | 23 |
| 2026Q3 | 2 |
Companies ranked by mentions
Representative quotes
…begun to develop products or repurpose products and develop customer relationships and perhaps even design wins in physical AI, things like humanoid robotics and such? Stephan Von Schuckmann (Executives): So thanks, those are great question. Look, let me answer that question like that. So what we're currently…
…details, I'd like to take this opportunity to do a few deep dives. And I want to start with the venture around humanoid that we announced a few weeks or days ago. As we mentioned in the past, we have done a rather thorough study here…
…collecting what they call egocentric or teledata -- teleoperated data. And ironically, in China, in Shanghai, China, the largest robotics company by actual humanoids is actually AgiBot. They make more than anybody. And we had an opportunity through some friends through -- with some connections to SoftBank and other companies…
…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…
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: August 1, 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.