Which companies discussed Humanoid Robots in Industrials in earnings calls?
43 companies mentioned humanoid robots across 74 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Regal Rexnord Corporation (8 calls), The Timken Company (7 calls), GXO Logistics, 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 | 1 |
| 2025Q1 | 8 |
| 2025Q2 | 9 |
| 2025Q3 | 9 |
| 2025Q4 | 11 |
| 2026Q1 | 21 |
| 2026Q2 | 23 |
| 2026Q3 | 19 |
Companies ranked by mentions
Representative quotes
…more excited about humanoids. It is very early days, as I'm sure you all appreciate for humanoids as the technology has not yet matured. We have started a program to see if and how we can increase productivity and cleaning further with humanoids. And we believe that…
Moore (Analysts): Maybe sticking on the topic of automation. I think you've conducted, I think a few does in test with some humanoid? Patrick Kelleher (Executives): 45. Soon they're going to be 46 humanoid tests. Stephanie Benjamin Moore (Analysts): What are some of the early learnings…
…early still. All right. I can keep going then. Yes. Unknown Analyst (Analysts): What percent of Timken business is related to humanoid motion stack? Stephen Volkmann (Analysts): I'll repeat it. Unknown Analyst (Analysts): What percent of that? Stephen Volkmann (Analysts): So he's asking what percent…
…class and so on. but we are solving both those problems right now in physical AI, truckloading and truck unloading. You talk about humanoid robots Actually, what I want is and we have is super humanoid robots. We won robots with to elbows, and we want…
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 August 5, 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.