Humanoids now have a public price. The next year decides whether the numbers earn it.

Humanoid robotics companies tracked, September 2026

Field stage distribution September 2026: 9 developers shipping or deployed, 12 in pilot, 6 in development or pre-production, across 27 tracked companies. On July 28 2026 the FCC added foreign-produced humanoid and quadruped robots to its Covered List under Public Notice DA 26-786, blocking new-model equipment authorizations under a country-neutral place-of-production test per 48 CFR 25.101(a); existing authorizations and installed units are unaffected and federal purchases are exempt. Global humanoid shipments reached roughly 19,100 units in the first half of 2026, more than triple the roughly 5,100 of a year earlier, with Chinese makers above 97 percent, per Smart Analytics Global as reported by Bloomberg August 10 2026; AGIBOT led with roughly 8,400 units and 44 percent share, Unitree shipped roughly 5,900; industrial and commercial use exceeded 70 percent of volume; full-year 2026 forecast roughly 60,000 units and 500,000 by 2030.

Figure AI USA Figure 03 - BotQ factory producing roughly one robot per hour toward 12,000 per year; Helix 2.5 announced September 17 2026 completed 56 percent of 420 household task attempts, 237 successes, across 30 previously unseen Bay Area homes with zero in-home data collection or fine-tuning, bed making 67 percent, towel folding 62 percent, toy tidying 40 percent, versus a 9 percent baseline without Index pretraining; Figure 03 in production logistics at BMW Spartanburg; reported second customer UPS; 39 billion dollar private valuation; no published price, pre-order or consumer date.

Boston Dynamics USA Atlas Electric - all 2026 production committed to Hyundai Robotics Metaplant Application Center and Google DeepMind, no external customers until 2027; Hyundai Motor Group holds full ownership after buying SoftBank's roughly 10 percent stake July 2026; Atlas deployment at Georgia Metaplant planned 2028, a Hyundai executive told Reuters September 14 2026 that a Boston Dynamics IPO is unlikely in 2027, with more than 25,000 units earmarked for Hyundai and Kia plants against a 30,000 unit per year capacity target; Hyundai Motor's Korean union held partial strikes in July 2026 and demands a written guarantee that no humanoid enters a plant without a labor-management agreement.

Agility Robotics USA Digit - unveiled Digit 5 September 15 2026: repeat lifts up to 50 pounds, 40 percent more than Digit 4, 90 minute runtime with 9 minute charge, 284 pounds, 5 feet 11 inches, reach to 7.2 feet, swappable end-effectors, cooperative safety architecture for work near people without barriers; early access first half 2027, general availability by end of 2027; going public via SPAC merger with Churchill Capital Corp XI at 2.5 billion dollar pre-money value, ticker AGLT, close expected in 2026 pending shareholder vote and SEC review; Form S-4 shows 1.8 million dollars 2025 net sales, an auditor going-concern note that does not count SPAC proceeds, and one customer committed to 300 million dollars of Digit 5 subject to milestones; 65,000-plus Digit 4 operating hours at customers including GXO Schaeffler Amazon Toyota Motor Manufacturing Canada; RoboFab Salem Oregon capacity up to 10,000 per year.

Unitree China G1 H2 R1 - listed on Shanghai STAR Market August 19 2026 as 688836; IPO priced 150.80 yuan raising roughly 6.1 billion yuan approximately 900 million dollars at roughly 9 billion dollars; opened at 1,100 yuan up 629 percent, closed first day at 845 yuan, roughly 342 billion yuan approximately 51 billion dollars; fell to 503.26 yuan and roughly 204 billion yuan approximately 30 billion dollars by September 17 2026, more than 50 percent below the debut peak and about 3.3 times the IPO price; first-half 2026 revenue 1.152 billion yuan up 48.54 percent, adjusted net profit 244 million yuan down 19.34 percent; roughly 5,900 units shipped first half 2026, second to AGIBOT; 2025 revenue roughly 1.7 billion yuan with 5,500-plus humanoids shipped; R1 H2 and A2 quadruped received FCC equipment authorizations in late June 2026 before the Covered List addition, so existing models remain sellable in the US while new models are barred; launched commercially in Europe July 22 2026; H2 Plus chassis is the NVIDIA GR00T reference design base.

AGIBOT China A2 X-series - first by global humanoid shipments in first half 2026 with roughly 8,400 units and 44 percent share per Smart Analytics Global; 15,000th embodied robot produced June 2026; 2025 humanoid shipments above 5,100 units and 2025 revenue above 1 billion yuan; confirmed start of Hong Kong IPO process July 24 2026 with CITIC Securities as sponsor, company expects roughly 4 billion yuan revenue in 2026; North America distribution via RobotShop closed to new models under the FCC ruling.

RobotEra China STAR1 L7 - thousand-unit deliveries began second quarter 2026, 95 percent in-house components, Tsinghua University spinout with repeated nine-figure funding rounds.

EngineAI China T800 PM01 - T800 flagship in mass production with a new Zhengzhou production line as of late July 2026; roughly 350 million dollars raised at roughly 1.5 billion dollar valuation; founder previously led XPENG humanoid program.

UBTECH China Walker S2 Walker C1 U1 - publicly listed benchmark; 1,000th Walker S2 delivered; over 200 million dollars in orders from Airbus Foxconn Texas Instruments; capacity plan 5,000 units per year 2026 scaling to 10,000 in 2027; U1 companion series drew more than 3,800 pre-orders in ten days in June 2026; Siemens Digital Industries Software manufacturing partnership; Walker C1 commercial service humanoid expanding into Slovenia and the Balkans.

Weave Robotics USA Isaac 0 Isaac 1 - Y Combinator-backed San Francisco startup; stationary laundry-folding Isaac 0 shipping to California customers with over 2,000 field hours; Isaac 1 wheeled home robot launched July 1 2026 at 7,999 dollars or 449 dollars per month with 250 dollar refundable deposit; first shipments guided fall 2026 California-first with broader US availability through 2027; no customer deliveries of Isaac 1 reported as of September 20 2026; assembled in California; founders Evan Wineland and Kaan Dogrusoz.

Apptronik USA Apollo 2 - unveiled Apollo 2 June 30 2026 in bipedal and wheeled-base configurations and opened 90,000 square foot Robot Park data collection and training facility in Austin Texas; data advances Google DeepMind Gemini Robotics; fleets at Mercedes-Benz GXO and Google DeepMind sites; 935 million dollar Series A at roughly 5.5 billion dollars; production versions guided 2027 and beyond.

1X Technologies Norway USA NEO - targets 50,000 NEO shipments in 2027 with planned capacity of 110,000 per year, Hayward 10,000 and San Carlos 100,000; CEO Bernt Bornich says the ramp passes successive quality gates rather than using all capacity and that a formal safety demonstration is planned with details hoped for near end of 2026; Hayward California factory in full-scale production since April 30 2026; pricing 20,000 dollars outright or 499 dollars per month; first customer deliveries committed for 2026, none independently verified as of September 2026; 10,000 pre-orders booked in first five days.

XPENG China IRON - commissioned humanoid robot production line in Guangzhou September 8 2026 with more than 80 percent of core processes automated, first IRON walked off the line; mass production targeted by end of 2026; initial deployments in XPENG stores and campuses, official launch and deliveries in China and overseas in 2027; 76 degrees of freedom, 21 per hand, three Turing AI chips; full-stack in-house chips OS joints hands; monthly capacity could reach several thousand units in 2027.

NEURA Robotics Germany 4NE-1 MiPa - 1.4 billion dollar Series C at roughly 7 billion dollars, Europe's most-funded humanoid company; backers Tether Qualcomm Amazon NVIDIA Bosch Schaeffler; 4NE1 Gen 3.5 listed at 98,000 euros per unit or 60,000 euros at 20 or more units, availability guided end of 2026; no verified customer deployment on the public record as of September 2026; SECO partnership announced September 7 2026 to produce Qualcomm Dragonwing compute modules in Europe; foreign-produced hardware subject to the US place-of-production test.

Hexagon Sweden AEON - BMW Plant Leipzig full pilot live summer 2026 covering high-voltage battery assembly and component manufacturing; Schaeffler committed to at least 1,000 AEON humanoids over seven years and supplies actuators as Tier 1; roughly ten units in customer pilots including Pilatus Aircraft.

Foxconn Taiwan in-house - humanoids on Houston NVIDIA AI infrastructure production lines; preparing robot manufacturing capacity in Vietnam; led 200 million dollar placement in Agility Robotics SPAC.

Xiaomi China CyberOne - new-generation CyberOne deployed on a nut-fastening station at Xiaomi's electric vehicle factory, task success rate improved from roughly 90 percent to 98 percent over approximately four months; first overseas showing at IFA Berlin September 3 2026; not sold commercially; open-sourced Xiaomi-Robotics-0 embodied foundation model February 2026.

AI2 Robotics China AlphaBot2 wheeled humanoid - raised roughly 735 million dollars at roughly 3 billion dollar valuation July 2026; contract with HKC Corporation for over 1,000 humanoid robots over three years worth roughly 70 million dollars against roughly 15 million dollars first-half revenue; CEO Eric Guo targets public listing in one to two years.

Andromeda Robotics Australia Abi - child-sized social companion robot for aged care, commercially deployed in Australia with more than 3,500 hours of use across elder care facilities; opened a US waitlist for assisted-living operators April 2026; founded 2022 by Grace Brown.

LimX Dynamics China Oli TRON - roughly 200 million dollar pre-IPO round at roughly 2.2 billion dollars, second 200 million dollar raise in five months; founder Will Zhang says listing is a must; COSA agentic operating system; targets industrial inspection, logistics, emergency response, hazardous environments.

Leju Robotics China Kuavo 4 Pro - over 200 million dollars raised; Shenzhen IPO application accepted; Foshan production line builds one robot every roughly 30 minutes; Huawei innovation center partner.

Fourier Intelligence China GR-3 - care-focused GR-3 humanoid launched August 2025, priced above 200,000 yuan for institutions; ranked first in LexisNexis patent-strength ranking of humanoid startups; rehabilitation robots in over 2,000 institutions across 40 countries; 109 million dollar Series E.

Tesla USA Optimus v3 - as of September 20 2026 no public Optimus V3 reveal and no confirmed production start; July 22 2026 Q2 shareholder update said first-generation lines are installed at Fremont with production anticipated later this year, replacing earlier late-July or August guidance; initial builds go to internal Optimus Academy; no price, no pre-order, no published unit count; Gigafactory Texas Optimus plant under construction with volume production targeted 2027; next scheduled checkpoint is Q3 results in late October 2026.

Amazon USA Fauna Robotics Sprout - 50,000 dollar 3 foot 6 inch bipedal developer platform launched January 2026; Fauna acquired by Amazon March 2026 and joined its Personal Robotics Group, operating as Fauna, an Amazon company; Amazon also acquired delivery-robot maker Rivr the same month; no product update since. The Bot Company USA roughly 4 billion dollars pre-product, ex-Cruise CEO Kyle Vogt, no public prototype.

Foundation-model layer: Skild AI USA raised 1.4 billion dollars January 2026 at over 14 billion dollars, SoftBank-led, omni-bodied robot-agnostic Skild Brain; Physical Intelligence USA pi-series foundation models, last confirmed valuation 5.6 billion dollars November 2025, a roughly 1 billion dollar round at roughly 11 billion dollars reported since March 2026 and not confirmed closed; Genesis AI USA 105 million dollar seed from Eclipse and Khosla, released GENE-26.5 foundation model May 2026 and unveiled its own wheeled general-purpose robot Eno June 16 2026 with deployments targeted by end of 2026, reported in talks to raise roughly 500 million dollars; Google DeepMind Gemini Robotics powers Apptronik and Atlas; Sanctuary AI Canada pivoted June 2026 to hardware-agnostic Physical AI software. The software layer is untouched by the import ruling.

Platform and distribution layer: NVIDIA Isaac GR00T reference design shipping late 2026 on Unitree H2 Plus chassis. National distributors RoboStore for Unitree and RobotShop for AGIBOT handle North America; the FCC ruling closes their pipeline for new models while existing authorizations stand. Hyundai Mobis supplies actuators, roughly 60 percent of a humanoid's material cost. Western enterprise makers Figure Apptronik Boston Dynamics sell direct to large accounts.

Regulatory context September 2026: FCC Covered List addition July 28 2026 under DA 26-786; country-neutral place-of-production test per 48 CFR 25.101(a) requiring more than 65 percent US component cost in 2026; existing FCC equipment authorizations remain valid; installed units unaffected; software updates permitted under waiver; federal purchases exempt; GUARD Act introduced June 3 2026 would formalize review of adversary-produced robots; Pentagon designated Unitree a Chinese military company under Section 1260H June 8 2026.

Market context September 2026: roughly 19,100 humanoid units shipped globally in first half 2026 per Smart Analytics Global, 97 percent-plus from Chinese makers, full-year forecast roughly 60,000; Toyota told investors in September 2026 that its plants, group companies and suppliers could need roughly 400,000 robots, 150,000 at its own plants and 250,000 across the group, with potential spending of roughly 1 trillion yen per year from 2028, a total that includes conventional robots and replacements alongside humanoids such as its in-house wheeled ELEY, and is not a formal commitment; Goldman Sachs 38 billion dollar total addressable market by 2035; Morgan Stanley 5 trillion dollar ecosystem by 2050 at roughly 1 billion units.