Which companies discussed Humanoid Robots in Materials in earnings calls?
14 companies mentioned humanoid robots across 22 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (8 calls), Verde AgriTech Limited (2 calls), Victrex plc (1 call). 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 | 4 |
| 2025Q1 | 1 |
| 2025Q2 | 2 |
| 2025Q3 | 3 |
| 2025Q4 | 6 |
| 2026Q1 | 4 |
| 2026Q2 | 6 |
| 2026Q3 | 7 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| MP Materials Corp. | MP | Materials | 8 | Sep 9, 2026 |
| Verde AgriTech Limited | NPK | Materials | 2 | May 20, 2026 |
| Victrex plc | VCT | Materials | 1 | Sep 24, 2026 |
| Arafura Rare Earths Limited | ARU | Materials | 1 | Sep 4, 2026 |
| Northam Platinum Holdings Limited | NPH | Materials | 1 | Aug 28, 2026 |
| Neo Performance Materials Inc. | NEO | Materials | 1 | Aug 11, 2026 |
| Avient Corporation | AVNT | Materials | 1 | Aug 6, 2026 |
| USA Rare Earth, Inc. | USAR | Materials | 1 | Jun 23, 2026 |
| Liquidmetal Technologies, Inc. | LQMT | Materials | 1 | Mar 12, 2026 |
| Solar Industries India Limited | SOLARINDS | Materials | 1 | Feb 4, 2026 |
| Rainbow Rare Earths Limited | RBW | Materials | 1 | Nov 26, 2025 |
| Titan S.A. | TITC | Materials | 1 | Nov 11, 2025 |
| Lithium Royalty Corp. | X1Q.F | Materials | 1 | Nov 4, 2025 |
| SIG Group AG | SIGN | Materials | 1 | Oct 30, 2025 |
Representative quotes
…conditions such as in oil and gas and through industrial automation. There may also be longer-term opportunities in emerging areas such as humanoid robotics, although we haven't included these in our analysis, given the very early stage of the technology and uncertainty around timing…
…fully realized it or not. A perfect example being for any magnets that find their way into the robotic supply chain, namely humanoid robotics, that is a dual-use product. You can fully imagine the future of warfare being centered around that. And so there really…
…this tipping -- we're going through this tipping point. So you can see EV sales are increasing. And the forecast on robotics, humanoid robotics, we've continued, I think, to underestimate that demand growth. And this is significant because a typical humanoid robotic uses the same amount…
…cure the silicone to make it like it is the highest quality silicone. Brendan Ryan (Attendees): What do you mean, for the humanoid robotic. Paul Dunne (Executives): Humanoid robotic, yes. So hands and faces and wherever you might want skin, the best quality skin is produced from silicone…
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 Materials in the past year?
MP Materials Corp. (MP) led with 8 calls referencing humanoid robots, most recently on September 9, 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.