Which companies discussed Humanoid Robots in Industrials in earnings calls?
47 companies mentioned humanoid robots across 81 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were The Timken Company (8 calls), Regal Rexnord Corporation (8 calls), GXO Logistics, Inc. (5 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 | 1 |
| 2025Q1 | 8 |
| 2025Q2 | 9 |
| 2025Q3 | 9 |
| 2025Q4 | 11 |
| 2026Q1 | 21 |
| 2026Q2 | 23 |
| 2026Q3 | 23 |
| 2026Q4 | 5 |
Companies ranked by mentions
Representative quotes
…here specifically and just spoke about physical AI and the AI-enabled Robotics Case Picker. Is that specifically referring to the use of humanoids? Or is that some other kind of robotic physical thing? Richard Smith (Executives): That's a very exciting commissioning machine that is driven…
…material handling and some repetitive tasks in manufacturing. We're always looking to push the envelope on that. And so we've got humanoid robots, I think, in operating in 5 factories now. But it's still pretty much experimental to learn. It's not broad-based…
…more flattish in the other geographies. On a side note, if you may recall, last quarter, we announced a venture in the humanoid space with Leaderdrive, and that initiative is progressing according to our expectation and plan. And we are still targeting to have that operational…
…focused on those categories. We're doing the same thing, and we're watching a range -- a range of categories, whether it's humanoid, robotics or electric vehicles or anime or and so forth. So there's quite a number of things that are progressively coming out there…
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?
The Timken Company (TKR) led with 8 calls referencing humanoid robots, most recently on September 16, 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: October 30, 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.