Which companies discussed Humanoid Robots in earnings calls?
210 companies mentioned humanoid robots across 377 earnings calls over the past year, spanning 9 sectors. The most active were Regal Rexnord Corporation (8 calls), MP Materials Corp. (7 calls), Allegro MicroSystems, Inc. (7 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 |
|---|---|
| 2024Q3 | 12 |
| 2024Q4 | 15 |
| 2025Q1 | 51 |
| 2025Q2 | 40 |
| 2025Q3 | 56 |
| 2025Q4 | 65 |
| 2026Q1 | 117 |
| 2026Q2 | 103 |
| 2026Q3 | 62 |
Companies ranked by mentions
Representative quotes
…outsized. Why do you feel that this could dwarf that opportunity? Sumit Sadana (Executives): I think if you think about, for example, just humanoid alone, there is massive opportunity there. And each single humanoid robot is expected to have hundreds of gigabytes of DRAM and terabytes…
…that? And another related question is we see that several precision auto component manufacturing companies have certain ideas or are looking into the humanoid robotic side as well. So some companies in India already have started working on that. So can you do more light on the other…
…many other companies talk about the robotics industry, right? If we were to be producing, say, 30 million or 40 million humanoid robots a year in the world, that alone would eat up 100% of the rare earth magnet production globally, including China. And so when you think…
…expanding functionality not only for our automotive core business, but also for industrial and consumer applications such as smart cameras for AMRs and humanoids as well as high-speed smart industrial cameras that require real-time processing and low latency capabilities. In the recent AutoSens and InCabin…
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 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 →
Humanoid Robots by sector
- Information Technology (112)
- Industrials (30)
- Consumer Discretionary (30)
- Materials (7)
- Communication Services (5)
Related technology themes
Last updated: August 10, 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.