Humanoid Robots

Figure AI

S

Private

Figure AI is a San Jose robotics company building general-purpose humanoid robots and the Helix AI stack that powers them. Its current public platform, Figure 03, is in early commercial deployment — BMW completed an 11-month factory program and Catalyst Brands (JCPenney's parent) signed in May 2026 to deploy Figure 03 fleets at its Reno logistics center. The Helix 02 vision-language-action stack has demonstrated full 8-hour autonomous package-sorting shifts, while BotQ has scaled to one Figure 03 per hour with 350+ robots produced.

Tesla

S

Public (NASDAQ: TSLA)

Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. It manufactures five consumer vehicles, sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, and is developing products such as Cybercab, Tesla Semi, and Optimus. In Q1 2026, Tesla generated $22.4B in revenue, delivered 358,023 vehicles, had 1.28M active FSD subscriptions, and operated 8,463 Supercharger stations.

Boston Dynamics

A

Private (Hyundai subsidiary)

Boston Dynamics is a pioneering robotics company founded in 1992 as an MIT spin-off that now commercializes mobile robots for industrial inspection, warehouse automation, and humanoid manipulation. Its commercial portfolio spans Spot, Stretch, and Orbit, while Atlas entered product phase in January 2026 as an enterprise humanoid for factories and warehouses. Backed by Hyundai Motor Group, Boston Dynamics says it has deployed more than 2,000 Spot and Stretch robots globally and is preparing initial Atlas fleet shipments to Hyundai's Robotics Metaplant Application Center in 2026 alongside new AI work with Google DeepMind.

Unitree Robotics

A

Private (Shanghai STAR Market IPO filed)

Unitree Robotics is a Hangzhou-based civilian robotics company building quadrupeds, humanoids, dexterous hands, robot arms, and core robot components. After leading the market for publicly sold quadruped robots, Unitree expanded aggressively into humanoids with H1, G1, R1, and H2, while keeping price points far below most Western peers. Unitree's March 2026 Shanghai IPO filing says the company sold 5,500 humanoid robots in 2025, generated 1.71 billion yuan ($250 million) in revenue, delivered 600 million yuan ($90 million) in adjusted net profit, and shipped more than 30,000 quadruped robots between 2022 and September 2025.