Which companies discussed Humanoid Robots in Materials in earnings calls?
12 companies mentioned humanoid robots across 20 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (7 calls), Verde AgriTech Limited (2 calls), Lithium Royalty Corp. (2 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 | 1 |
| 2024Q4 | 5 |
| 2025Q1 | 1 |
| 2025Q2 | 2 |
| 2025Q3 | 3 |
| 2025Q4 | 6 |
| 2026Q1 | 4 |
| 2026Q2 | 6 |
| 2026Q3 | 4 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| MP Materials Corp. | MP | Materials | 7 | Aug 6, 2026 |
| Verde AgriTech Limited | NPK | Materials | 2 | May 20, 2026 |
| Lithium Royalty Corp. | X1Q.F | Materials | 2 | Nov 4, 2025 |
| 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.NS | Materials | 1 | Feb 4, 2026 |
| Rainbow Rare Earths Limited | RBWRF | Materials | 1 | Nov 26, 2025 |
| Titan S.A. | TITC | Materials | 1 | Nov 11, 2025 |
| SIG Group AG | 1YQA.F | Materials | 1 | Oct 30, 2025 |
| Rainbow Rare Earths Limited | RBW | Materials | 1 | Oct 29, 2025 |
Representative quotes
…drivers may create higher growth rates in bonded than sintered magnets. Let's spend a minute just talking about two of these markets, humanoid robots and consumer and commercial drones. I would note that these market forecasts reflect only humanoid robots and a segment of drones…
…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…
…with important secular trends across our prioritized markets. We recently launched a new range of dielectric materials under our Preperm portfolio, specifically for humanoid robots and intelligent driving vehicles. Robots and autonomous cars are increasingly reliant on their radar systems to detect and respond quickly to their surroundings…
…markets, what markets matter most for the Western players? And how should we think about future data or emerging demand, whether it be humanoid robots, drones or other applications? William Steele (Executives): Yes. So as I mentioned, 50,000 metric tons…
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 7 calls referencing humanoid robots, most recently on August 6, 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: August 12, 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.