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, and — following its $39B Series C in September 2025 — the best-capitalized pure-play humanoid company in the world. Its current platform, Figure 03, is in early commercial deployment: after an 11-month Figure 02 program at BMW's Spartanburg plant, BMW brought Figure 03 back on June 25, 2026 for logistics sequencing, 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 (and extended 40-hour) autonomous package-sorting shifts, while BotQ has scaled to one Figure 03 per hour with 350+ robots produced — enough that CEO Brett Adcock said in June 2026 that deployed Figure robots now outnumber the company's human staff.

Boston Dynamics

A

Private (wholly owned by Hyundai Motor Group)

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 the all-electric Atlas formally entered production at CES 2026 and is now demonstrating heavy-object manipulation and whole-body control via reinforcement learning. Now wholly owned by Hyundai Motor Group — which in June 2026 bought out SoftBank's remaining ~9.65% stake for about $325M, and which has committed a $26B U.S. investment plan including a robotics factory targeting 30,000 Atlas units/year by 2028 — Boston Dynamics has deployed more than 2,000 Spot and Stretch robots globally and has fully committed its 2026 Atlas production run to Hyundai's Robotics Metaplant Application Center and Google DeepMind, with additional customers planned for early 2027. Amanda McMaster has served as interim CEO since founder/CEO Robert Playter retired at end-February 2026.

Unitree Robotics

A

Private (STAR Market IPO registration approved Jul 3, 2026)

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 at price points far below most Western peers, becoming the world's top humanoid seller by volume in 2025 (5,500+ units sold at ~32% global share). Its STAR Market prospectus reports 1.71 billion yuan (~$250 million) of 2025 revenue, adjusted net profit around 590–600 million yuan at a 60% gross margin, and more than 30,000 quadrupeds shipped from 2022 to September 2025. On July 3, 2026 Unitree secured CSRC registration approval for a Shanghai STAR Market IPO — clearing review in a record 104 days — and plans to raise about 4.2 billion yuan (~$618 million) at an initial valuation near 42 billion yuan (~$6 billion), with a debut possible as early as late July that would make it the first listed Chinese humanoid-robot maker. Nvidia adopted Unitree's H2 body for its Isaac GR00T reference humanoid (unveiled at COMPUTEX in June 2026), while a June 2026 U.S. Pentagon Section 1260H listing has created headwinds for Unitree's U.S. research and government-affiliated customers.