Which humanoid robotics company has the biggest order book?
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Summary
Agility Robotics still has the biggest clearly disclosed humanoid-specific order book we can verify: more than $300 million of committed multi-year orders for Digit 5. But that lead rests on one large customer deal, subject to milestones, for a robot that only reaches general availability at the end of 2027.
NEURA Robotics has a much larger headline number at more than $1 billion, but that figure combines its existing order book with a strategic deployment pipeline across a broader robotics portfolio. It is not a clean humanoid backlog number.
UBTECH is the closest large competitor with a comparable humanoid-specific demand figure: RMB1.4 billion, roughly $200 million, of humanoid orders reported for 2025. Its advantage is that a large part of that demand is already showing up as shipments and revenue. Orders that show up as shipments and revenue are the real thing, which is why our humanoid robots report separates paying customers from promises.
The quality of an “order” matters almost as much as its size. A signed multi-year RaaS contract, a procurement order, a refundable consumer reservation and a production target can all produce big-looking numbers while representing very different levels of customer commitment.
Agility's lead is unusually easy to document because its SEC merger filings tie the $300 million-plus figure to about 1,000 robots under one multi-year service arrangement. The weak points are concentration and timing: one customer carries most of the visible book, and Agility itself calls it potential value realized over time, not current revenue. Its recognized revenue in the first half of 2026 was only about $0.17 million, according to the September 2026 S-4/A.
UBTECH looks more commercially mature even though its disclosed annual order total is smaller. It sold 1,079 full-size humanoids in 2025 and another 921 in the first half of 2026, while full-size humanoid revenue reached RMB590.3 million in that six-month period.
The shipment leaders tell a different story again. AgiBot and Unitree shipped far more humanoids than Agility, and Unitree reported RMB1.817 billion of revenue for January to September 2026. But sales are not unfilled orders, and neither company publishes enough backlog detail for us to rank it confidently.
Figure's claimed path toward 100,000 robots and 1X's 10,000 NEO reservations are real demand clues, but neither belongs beside contracted backlog without qualification. One is prospective customer volume; the other is based on fully refundable deposits.
Tesla Optimus is even harder to compare because internal Tesla deployments are not third-party customer orders. Huge production ambitions can validate supply plans without creating an external order book at all.
The broader commercial picture therefore splits into several leaders: Agility in disclosed humanoid contract value, UBTECH in repeated conversion of orders into revenue, AgiBot in shipment volume, and NEURA in the largest overall commercial demand pool across a mixed robotics portfolio. The headline winner is still Agility, but with a narrower lead than its $300 million suggests, and the company with the biggest visible backlog is not the company furthest along commercially. On that question, UBTECH leads.
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Your time is limited. In our report covering the humanoid robotics market, we put numbers on each part of the market, so you can see where it makes sense to focus.
Which humanoid robotics company has the biggest order book?
Agility Robotics currently has the biggest clearly disclosed humanoid-specific order book we can verify, with more than $300 million of committed multi-year orders for its Digit 5 humanoid. It is a lead on paper, not yet in revenue.
That answer needs one important boundary. NEURA Robotics reports more than $1 billion of existing orders and strategic deployment pipeline, which is much larger. But NEURA sells several kinds of robots, from collaborative arms to autonomous mobile robots and humanoids, and it does not disclose how much of that $1 billion belongs specifically to humanoids. When a $1 billion headline hides the humanoid share, rankings get fuzzy; in our humanoid robots market report we compare who is really ahead.
Agility gives us a cleaner number. When it launched Digit 5 in September 2026, and again in its October 2026 merger communications, the company said Digit 5 is backed by more than $300 million of committed orders, subject to contractual milestones, product features or specifications. Its S-4/A, filed with the SEC at the end of September 2026, ties the headline commitment to one customer arrangement covering about 1,000 robots over several years.
UBTECH is the closest major competitor with a comparable humanoid-specific number. The company said its humanoid robot orders reached RMB1.4 billion, roughly $200 million, during 2025. Its latest financial results also show that those orders are increasingly becoming actual revenue.
So the ranking is fairly simple for the metric in the title: Agility first for disclosed humanoid-specific committed value, with a single-customer warning attached; NEURA first if we include the wider robotics businesses of humanoid companies; and UBTECH strongest among the companies already turning large humanoid orders into significant reported sales.
Why is comparing humanoid robot order books so messy?
Humanoid robot companies use the word “order” for very different things, which makes a seemingly simple ranking surprisingly unreliable.
Agility reports committed multi-year orders that depend on milestones and on a robot not yet generally available. UBTECH has reported procurement contracts and annual order totals. 1X talks about consumer reservations. Figure has discussed a path toward very large customer volumes without publishing a firm backlog. NEURA combines an order book with what it calls a strategic deployment pipeline.
Those categories can differ enormously economically. A three-year customer contract worth hundreds of millions of dollars creates a much stronger commitment than a refundable $200 deposit. A framework agreement allowing a customer to buy thousands of robots may eventually become huge while committing very little today.
Production targets create another source of confusion. Tesla can plan to manufacture enormous numbers of Optimus robots for its own factories without creating an external customer order book. Likewise, a factory capable of producing 10,000 robots a year tells us about supply capacity, not how many customers have actually agreed to buy them.
For this comparison, we count signed or explicitly reported humanoid orders most heavily, and we show who the counterparty is and what conditions apply beside the amount. Pilots, memorandums of understanding, reservations, prospective pipeline and possible future volumes are useful evidence of demand, but we keep them separate.
| Type of demand | How much should we trust it as an order book? |
|---|---|
| Signed purchase or RaaS contract | Very strong |
| Reported procurement order | Strong |
| Conditional framework agreement | Useful, but needs qualification |
| Refundable consumer reservation | Early demand evidence |
| Sales pipeline | Too preliminary to count as backlog |
| Production target | Does not measure customer demand |
In our research about humanoid robots, we always try to gather several sources and make estimates that make sense, so you can work with solid numbers.
Does NEURA Robotics really have more than $1 billion of humanoid orders?
NEURA Robotics has the biggest headline number in the sector, but we cannot support the claim that more than $1 billion represents humanoid orders.
NEURA said during its latest major financing that its “existing orderbook and strategic deployment pipeline” exceeded $1 billion. The company also raised up to $1.4 billion in its Series C, giving it one of the largest pools of capital in physical AI.
The problem is product mix. NEURA sells far more than its 4NE-1 humanoid. Its portfolio includes MAiRA collaborative robots, autonomous mobile systems and other industrial robots, while its acquisition of ek robotics expanded that non-humanoid business further.
The history of NEURA's backlog makes this especially clear. Back in 2023, NEURA was already reporting around $450 million of orders even though its commercial business was largely built around other cognitive robots rather than volume shipments of 4NE-1. By early 2025, the company said its order book had reached €1 billion.
The wording has broadened lately too. NEURA now combines its “orderbook” and “strategic deployment pipeline” in the $1 billion-plus figure. Pipeline normally includes opportunities that are less firm than booked contracts.
We therefore treat NEURA as the company with the largest overall disclosed commercial demand pool among humanoid developers. Without a product-level breakdown, putting $1 billion beside Agility's Digit backlog would give readers the wrong impression.
Is Agility's $300 million Digit 5 order book real revenue yet?
No. Agility Robotics' $300 million-plus Digit 5 order book is unusually well documented for this industry, but it is future, conditional value from mostly one very large customer agreement, and almost none of it has reached revenue.
Agility describes more than $300 million of committed multi-year orders for Digit 5 and says, in its October 2026 commercial update, that this is potential value realized over time, not current-period revenue. Its SEC filings link the headline commitment to about 1,000 robots under a multi-year Robotics-as-a-Service arrangement.
The timing explains the gap. Agility plans early customer access to Digit 5 in the first half of 2027 and general availability at the end of 2027. Meanwhile, the S-4/A shows only about $0.17 million of recognized revenue in the first half of 2026, down from about $0.63 million a year earlier.
The headline works out to more than $300,000 of committed value per robot on average. We should not interpret that as the purchase price of a Digit. The contract covers a multi-year service model, so software, support, deployment and recurring services are included in the economics.
There are conditions attached. Agility says the orders remain subject to contractual milestones, product features and specifications, and the agreement includes customer warrants that vest as robots are deployed. So the entire $300 million should not be treated as cash already locked in regardless of what happens.
Customer concentration is the bigger weakness. One agreement accounts for most of the publicly visible order book. In October 2026, Agility said it has more than 30 prospective customers in active discussions or its acceleration program, three manufacturers in paid programs and a pilot agreement with AGCO starting in 2027. None of that came with a new dollar order figure, so we cannot add it to the book.
That still leaves Agility as the current leader in disclosed humanoid contract value. The number is well documented; the diversity and the timing behind it are much weaker. Agility's merger with Churchill Capital Corp XI goes to a shareholder vote on 2 November 2026, and the real test comes when Digit 5 ships in volume.
In our market report about humanoid robots, we don't want to repeat what boring consulting reports say. Instead, we show you the real and latest market signals that matter.
Are Agility's Digit robots already doing real work for customers?
Agility Robotics has already moved Digit into real warehouses and factories, which makes its large future order more credible than an order attached only to prototypes.
Digit has worked with GXO Logistics, Schaeffler, Toyota Motor Manufacturing Canada, Mercado Libre and other large companies. Earlier in 2026, Agility said its customer deployments across nine facilities had accumulated more than 65,000 operating hours.
GXO is particularly useful evidence because the relationship went beyond an initial pilot. GXO entered a multi-year Robotics-as-a-Service agreement in June 2024, and Agility said in October 2026 that Digit has moved more than 100,000 totes at GXO's Georgia site. GXO now plans to deploy Digit 4 at two more U.S. facilities, in North Carolina and Tennessee, starting in early 2027. No dollar value was published for it. We compare which ways of selling humanoids are winning, from service deals like GXO's to plain hardware sales, in our report on humanoid robots.
The work itself is fairly narrow today. Digit has focused on repetitive material-handling jobs such as moving totes between shelves, carts and conveyors. That sounds less spectacular than a general-purpose humanoid doing dozens of jobs, but repetitive material movement is exactly the kind of task companies can measure and potentially justify economically.
Agility's historical revenue remains tiny relative to the contract it is preparing to fulfill. Its public filings showed only about $1.8 million of revenue in 2025 and about $0.17 million in the first half of 2026. Digit 5 therefore has to turn the company from a low-volume deployment business into something hundreds of times larger in commercial value.
That gap is one of the biggest execution tests anywhere in humanoid robotics right now.
Is UBTECH actually closer to mass commercialization than Agility Robotics?
UBTECH currently looks further along in converting humanoid demand into substantial revenue and physical deliveries, even though its last disclosed annual order total is smaller than Agility's headline backlog.
UBTECH said it received RMB1.4 billion, roughly $200 million, of humanoid orders during 2025. More importantly, its financial statements now show a large portion of humanoid business flowing through the income statement.
Full-size humanoid products and services generated about RMB820 million of revenue in 2025, compared with only RMB35.6 million in 2024. The company sold 1,079 full-size humanoids during the year. That is a lot of change in one year, and our report covering humanoid robots sums up what moved across the market over the past year.
The latest numbers show that growth continuing rather than disappearing after one big delivery cycle. UBTECH reported RMB590.3 million of full-size humanoid revenue in the first half of 2026, up 1,445% year over year. Sales reached 921 units in those six months.
That means UBTECH sold almost as many full-size humanoids in six months as it sold throughout the previous year. Humanoids also generated 46.5% of group revenue, making them UBTECH's largest business line.
Agility still has the cleaner claim to the biggest currently disclosed humanoid-specific committed value, but that value mostly converts from 2027 onward. If we ask which company has already shown that customers will repeatedly pay meaningful amounts for full-size humanoids, UBTECH has stronger financial evidence.
In our document detailing everything you need to know about humanoid robotics, we like to show you the big picture. We know your time is precious, so we make every page quick to read and packed with as much learning as possible per minute.
Is UBTECH's humanoid business less dependent on one customer?
UBTECH appears to have a broader order base than Agility, although its latest financial statements reveal that customer concentration has not disappeared.
During its commercial ramp, UBTECH disclosed several separate humanoid contracts rather than one deal carrying nearly the entire order book. Publicly reported agreements included orders worth RMB250 million, RMB159 million, RMB143 million, RMB126 million and RMB264 million across manufacturing and embodied-AI projects.
Industrial relationships have also spread across automotive, electronics, logistics, semiconductor manufacturing and aerospace. UBTECH has worked with companies including BYD, Foxconn and Airbus, while more than 80% of its full-size humanoid applications are now industrial according to the company.
There is still concentration. UBTECH's latest interim accounts say one customer generated RMB308.5 million, or about 24% of total group revenue, during the first half of 2026. That is meaningful exposure to one buyer.
Still, the overall picture differs from Agility's. Agility's biggest disclosed humanoid order can be traced largely to one agreement for about 1,000 robots, as its September 2026 SEC filing makes clear. UBTECH has built its humanoid revenue through a wider collection of orders and customers.
That makes UBTECH's commercial base look more mature today, even if we cannot reconstruct an exact current remaining backlog from its disclosures.
Could 1X have more humanoid robots on order than Agility?
1X may already have more customer reservations in unit terms, with 10,000 NEO home robots booked against its planned first year of production, but those reservations are much softer commitments than Agility's industrial contract.
According to 1X, the company filled an entire year of planned NEO production only five days after opening preorders. That means 10,000 people reserved a robot. 1X has not published a nonrefundable order value or a count of robots delivered to paying homes.
The headline value can easily be exaggerated. NEO has a $20,000 purchase option, so multiplying 10,000 robots by $20,000 gives $200 million. But customers have not committed $200 million.
The reservation requires a $200 deposit, and 1X says that deposit is fully refundable. Buyers may also choose a $499-per-month subscription instead of purchasing the robot outright.
At 10,000 reservations, the deposits would amount to around $2 million if they all followed those terms. The eventual contract value could become dramatically larger if customers convert, but we cannot count that future conversion today.
Still, the 1X number is worth watching. Industrial humanoid companies have generally won demand customer by customer through lengthy enterprise sales cycles. Getting 10,000 consumers to put money down within five days suggests a very different route to scale.
In our report covering the humanoid robotics market, we turn what is vague and complex into simple, useful visuals. Market maps like this one show you at a glance where every startup stands.
Does Figure have binding orders for 100,000 humanoid robots?
No. Figure has talked about a path to 100,000 robots through major customers, but there is no public evidence of a firm 100,000-unit order book.
The number came from Figure CEO Brett Adcock after the company signed its second major commercial customer. He said the two customer relationships could create a path to shipping 100,000 robots over four years.
“Path to” is doing a lot of work there. Figure has never published signed purchase quantities that add up to 100,000 robots, nor has it disclosed contract values large enough for us to reconstruct such a backlog.
What makes Figure interesting today is that its operating evidence has improved considerably. Figure 02 spent more than 1,250 hours working at BMW's Spartanburg plant, handled more than 90,000 parts and contributed to production of more than 30,000 BMW X3 vehicles.
Figure has since returned to BMW with Figure 03 for a more complicated logistics workflow. The company also reported manufacturing more than 350 Figure 03 robots and increasing production from roughly one robot per day to one per hour in under four months.
In September 2026, Figure also published tests of its Helix 2.5 software in 30 homes. Those are meaningful advances in deployment, software and manufacturing. They are not purchase orders, and they still do not give Figure a larger disclosed order book than Agility.
Why don't AgiBot and Unitree lead the order-book ranking if they ship thousands of humanoids?
AgiBot and Unitree currently dominate global humanoid shipments, but neither gives us enough public backlog information to claim the industry's largest order book.
The scale has changed very quickly. Smart Analytics Global estimated that around 19,100 humanoid robots shipped worldwide in the first half of 2026, up roughly 272% from the same period a year earlier.
AgiBot accounted for about 8,400 units, giving it 44% of estimated global shipments. Unitree followed with roughly 5,900 units and 31%. Together they represented about three quarters of the entire market. AgiBot and Unitree dominate shipments, so we ask how far the challengers are behind in our humanoid robots market report.
Those figures dwarf the shipment volumes of most Western humanoid developers. Unitree also reported in October 2026 revenue of RMB1.817 billion, about $255 million, for January to September 2026, up 55.71% year over year, with RMB665 million in the third quarter alone. That covers all its robots, not only humanoids, and it measures orders already filled, not orders still waiting.
These numbers show why an order-book ranking alone can give a strange picture of the industry.
A company selling standardized robots to universities, developers, entertainment customers or smaller commercial users can turn orders into shipments quickly, leaving relatively little backlog at any one moment. Another company can sign a multi-year industrial service contract before manufacturing most of the robots involved.
There is also a product-mix issue. AgiBot's shipment figures include several robot families, while Unitree sells the G1 into research, education and other relatively accessible markets. Agility's contract concerns a higher-value enterprise RaaS deployment with recurring services attached.
So AgiBot and Unitree lead the shipment race by a huge margin over Agility. We simply do not have a reliable figure showing how many unfilled orders either of them still holds.
Our research about humanoid robots gets updated several times a month, so you always get the latest view of where things stand.
Is Apptronik sitting on a big hidden order book?
Apptronik probably has a meaningful commercial pipeline, but there is currently no public number that allows us to rank its Apollo humanoid order book against Agility or UBTECH.
Its customer list is serious. Apptronik has announced work with Mercedes-Benz, GXO Logistics and Jabil, and the company has raised more than $900 million to expand Apollo development and manufacturing.
Mercedes-Benz began testing Apollo for manufacturing tasks, while GXO provides Apptronik with exposure to large logistics operations. Jabil is especially interesting because it can act both as a manufacturing partner and a deployment environment.
But none of those relationships currently gives us the metric we need here. Apptronik has not disclosed an aggregate dollar backlog or a firm number of Apollo robots ordered across its customers.
This is common across the sector. A recognizable automotive or logistics customer makes a robotics company look commercially advanced, but a pilot involving a handful of robots and a binding commitment for hundreds of robots are completely different businesses.
Until Apptronik starts publishing quantities or contract values, we would be guessing.
Should Tesla Optimus count as having an enormous order book?
Tesla Optimus should currently be excluded from an external humanoid order-book ranking because Tesla's planned internal deployments are not customer orders.
Tesla has discussed eventually producing Optimus at enormous scale, and Elon Musk has repeatedly described factories as an early use case. Tesla can potentially deploy robots inside its own manufacturing operations before selling large numbers to outside companies.
That is a real strategic advantage. Tesla controls both the robot supplier and the initial factory customer, so it can generate operating data and prove applications without persuading a separate company to sign a contract first.
But an internal plan to manufacture 10,000, 100,000 or eventually one million robots does not create external backlog. No independent buyer has committed capital simply because Tesla decides to use Optimus inside Tesla factories.
For order-book purposes, we therefore keep Tesla outside the ranking until third-party customer commitments become public.
Who is actually leading humanoid robotics commercially today?
There is no single commercial leader because Agility, UBTECH, AgiBot and Figure lead on different things, but UBTECH has the strongest all-around commercial evidence we can see.
Agility leads the specific metric behind this article: disclosed humanoid-specific committed value. Its $300 million-plus Digit 5 book is the clearest large backlog we found, but it is concentrated and mostly converts from 2027.
AgiBot leads physical shipment volume. Its estimated 8,400 humanoid shipments in the first half of 2026 represented around 44% of worldwide shipments, according to Smart Analytics Global. Unitree follows, with official nine-month revenue of RMB1.817 billion across all its robots.
Figure has one of the strongest Western factory-validation stories. Its BMW deployment ran for more than 1,250 hours, handled over 90,000 parts and contributed to production of tens of thousands of vehicles, while Figure 03 manufacturing is now ramping quickly.
UBTECH sits closer to the intersection of all three. It has disclosed large orders, sold more than a thousand full-size humanoids in 2025, sold another 921 in the first half of 2026 and generated RMB590.3 million of half-year revenue from that category.
So we separate “biggest order book” from “winning commercially.” Agility gets the first title. UBTECH currently has the stronger case for the second.
| Metric | Company that stands out now | Best public evidence |
|---|---|---|
| Humanoid-specific committed value | Agility Robotics | $300M+ Digit 5 orders, mostly one customer, subject to milestones |
| Broader robotics orders + pipeline | NEURA Robotics | $1B+ across its portfolio |
| Full-size humanoid revenue | UBTECH | RMB590.3M in H1 2026 |
| Humanoid shipment volume | AgiBot | About 8,400 in H1 2026 |
| Broad robot sales, official | Unitree | RMB1.817B revenue, Jan–Sep 2026 |
| Consumer reservations | 1X | 10,000 NEO reservations |
| Proven Western factory deployment | Figure / Agility | BMW and multi-customer industrial deployments |
In our market report about humanoid robots, you will always find fresh funding data, taken straight from our own verified funding database.
Which humanoid robot company's orders look most trustworthy?
UBTECH currently gives us the strongest evidence that large humanoid orders can repeatedly become deliveries and revenue, while Agility has the largest clearly disclosed future contract.
That difference is more useful than simply comparing two headline numbers.
Agility's main contract is huge relative to the size of its historical business. The company now has to bring Digit 5 to general availability by the end of 2027, manufacture and deploy about 1,000 robots, satisfy contractual milestones and make the economics work over a multi-year service period. If it succeeds, Agility's revenue profile could change completely. Manufacturing 1,000 robots against contract milestones is hard, and the biggest unsolved problems for humanoids get a full look in our report on humanoid robots.
UBTECH has already crossed part of that bridge. Full-size humanoid revenue rose from around RMB35.6 million in 2024 to RMB820 million in 2025. Then, rather than slowing sharply, it generated another RMB590.3 million during the first six months of 2026.
As we saw above, those six-month sales reached 921 full-size robots. That makes UBTECH's commercialization easier to trust because we can see orders, deliveries and recognized revenue moving together.
NEURA's $1 billion-plus figure remains too mixed to analyze with the same precision. Figure and Apptronik disclose too little contract data. 1X still needs to show that refundable reservations convert into paying households. GXO's repeat deployment is credible validation for Agility, but it did not come with a new published backlog amount.
If our goal is predicting who will turn today's demand into a large recurring humanoid business, we would currently put more weight on UBTECH's repeated conversions than on any single backlog announcement.
Which humanoid robotics company really has the biggest order book?
Agility Robotics still has the biggest clearly disclosed humanoid-specific order book today, with more than $300 million of committed Digit 5 orders, so it is our answer to the title. It comes with a warning: most of that value sits with one customer, depends on milestones and product specifications, and turns into revenue only as Digit 5 ships from 2027.
NEURA Robotics has the larger headline commercial number at more than $1 billion, but its disclosure combines an order book and strategic deployment pipeline across a much broader robotics portfolio. We cannot credibly present that as $1 billion of humanoid backlog.
UBTECH comes next with RMB1.4 billion, roughly $200 million, of humanoid orders reported for 2025. What makes UBTECH particularly important is what happened afterward: its full-size humanoid business generated RMB820 million in 2025 revenue and another RMB590.3 million in the first half of 2026. The company is showing that humanoid demand can turn into meaningful sales repeatedly rather than remaining on an order sheet.
The Chinese volume leaders complicate the picture further. AgiBot shipped roughly 8,400 humanoids in only six months, while Unitree shipped about 5,900 and reported RMB1.817 billion of revenue over nine months. Their undisclosed remaining backlogs could be substantial, but there is no defensible public number that lets us put either above Agility.
Figure's potential path toward 100,000 robots belongs in the same category as 1X's 10,000 refundable reservations and Tesla's enormous Optimus production ambitions: important evidence about possible future scale, but weaker evidence about committed revenue today.
So the clearest answer is Agility Robotics. The more interesting conclusion is that Agility's lead is narrower than the $300 million headline makes it look: one customer, conditional terms and almost no revenue yet. UBTECH already has a broader stream of humanoid revenue, AgiBot is shipping robots at a completely different scale, and several major competitors disclose almost no backlog at all. The company with the biggest visible order book today may therefore be easier to identify than the company that ultimately sells the most humanoid robots.
In our document detailing everything you need to know about humanoid robotics, we look at what the winners do differently, so you can learn from the best instead of guessing.
Our methodology
This analysis treats the question as a structured evidence problem rather than a comparison of the largest numbers humanoid-robot companies have announced. We looked at the strength of the customer commitment, how specifically each disclosure applies to humanoids, whether demand is still forward-looking or has already converted into deliveries and revenue, evidence of real-world deployment, and the quality and recency of the underlying disclosure.
We gave the most weight to signed purchase agreements, Robotics-as-a-Service contracts and explicitly reported humanoid procurement orders. Conditional frameworks, refundable reservations, sales pipelines, possible future volumes and production targets were kept separate because they do not represent the same level of committed demand.
We did not force unlike disclosures into one score. Agility's conditional Digit 5 commitments, UBTECH's annual humanoid order total, NEURA's broader order book plus strategic deployment pipeline, 1X's refundable reservations and Figure's prospective customer volumes are useful in different ways, but they are not interchangeable.
We also checked whether large demand claims were reinforced by operating evidence. Agility's warehouse deployments, 65,000-plus operating hours and 100,000-plus totes moved at GXO, UBTECH's recognized humanoid revenue and unit sales, Figure's BMW deployment, and AgiBot and Unitree shipment estimates help distinguish a backlog story from a business that is already delivering robots at scale.
Key sources include, for Agility Robotics, its October 2026 commercial update filed with the SEC, its SEC-filed release on the merger vote, its September 2026 S-4/A registration statement, its SEC-filed investor presentation, the SEC-filed transaction announcement, GXO's multi-year Digit deployment announcement, and Schaeffler's 2026 AGM report.
For NEURA Robotics, we used its 2026 Series C announcement, its 2025 Series B announcement, and its ek robotics acquisition announcement to distinguish the company's broad robotics demand pool from humanoid-specific backlog.
For UBTECH, the main sources were its 2025 annual results filed with HKEX, its H1 2026 interim results filed with HKEX, and Xinhua's reporting on 2025 humanoid orders and the Airbus relationship.
Other key sources included 1X's NEO Factory update and NEO order page; Brett Adcock's statement on Figure's path toward 100,000 robots; BMW Group's Figure deployment update; Figure's Figure 03 manufacturing-ramp update and production strategy; Apptronik's expanded Series A announcement and Jabil collaboration; Tesla's Q2 2026 investor update; Smart Analytics Global's H1 2026 humanoid shipment estimates; and Global Times' report on Unitree's January–September 2026 results.
The final judgment comes from aggregating the strongest recent evidence across these dimensions while keeping related questions separate. Having the largest visible order book, shipping the most robots and showing the strongest commercialization are not necessarily the same thing, which is why Agility can lead the title metric while UBTECH looks stronger on repeated conversion into revenue.
If you build or invest in the humanoid robotics market, you need to know which business models pay off now and which ones are fading. That's why our report covering it has a whole section on it.
Written by the New Market Pitch teamWe track new markets so founders and investors can move faster. About us
