Agility Robotics' Nasdaq debut invites scrutiny of humanoid robot market
Summary
Agility Robotics began trading on Nasdaq on November 5, becoming the first U.S. publicly traded company focused on humanoid robots. Its securities filing outlines rental and purchase prices for its robots while warning that humanoids remain unproven at scale and are not widely commercialized.Key Facts
- Agility is based in Salem, Oregon, and says it began full-time commercial deployment of humanoid robots at a customer warehouse in 2024.
- The company has deployed its Digit robots with logistics company GXO, automotive supplier Schaeffler, and Toyota Motor Manufacturing Canada.
- GXO plans to expand Digit deployments from a Georgia warehouse to facilities in North Carolina and Tennessee.
- Agility’s proposed rental plan includes a one-time delivery and deployment cost of about $25,000 per robot and a monthly fee of $8,500 for software and maintenance.
- Under the purchase model, customers would pay $200,000 for a robot and $20,000 for delivery and deployment, plus an annual $36,000 software and maintenance fee.
- Agility says customers can access its Digit 5 robot starting in 2027; it can lift loads of up to 50 pounds and work for more than 20 hours in a 24-hour period with fast charging.
- Agility filed an S-4 registration statement with the U.S. Securities and Exchange Commission on September 4, describing illustrative costs for its rental and purchase models.
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