Last Updated -
July 25, 2026
Explore the business model, global strategy, and market performance including insights into its position in China.
Agility Robotics, now branding as Agility, is a humanoid robotics and physical AI company founded in 2015 from Oregon State University robotics research and headquartered in Salem, Oregon. Its core product is Digit, a bipedal, human-scale robot built for repetitive physical work in warehouses, manufacturing plants, distribution centers, and logistics operations. Digit is designed to move totes and materials in facilities built for people, while Agility Arc is the company’s cloud platform for deploying, monitoring, and connecting robot fleets with warehouse systems, conveyors, and autonomous mobile robots.
Agility has developed from university research into an enterprise robotics company focused on commercial deployments rather than consumer robots. Named customers and partners include Schaeffler, GXO, Toyota Motor Manufacturing Canada, and Mercado Libre, with Amazon referenced in company materials as an investor and deployment/customer relationship. The company’s purpose is to build human-centric robots “Made for Work,” aimed at labor-intensive tasks where automation must fit existing workplaces and operate safely around people.
Agility is private and has not published Q1 2026 earnings or audited public financial statements. In June 2026, it announced a definitive business combination with Churchill Capital Corp XI that values Agility at a $2.5 billion pre-money equity value and is expected to provide more than $620 million in gross proceeds if completed. The company has disclosed more than $300 million of multi-year contracted Digit v5 orders, subject to milestones, more than 65,000 operating hours across customer facilities, a Salem RoboFab facility designed for up to 10,000 units of annual production, and a new 60,000-square-foot Fremont, California physical AI facility opened in July 2026.
Agility Robotics, now branding as Agility, makes money by selling and deploying humanoid robots for enterprise customers that need automation for repetitive physical work. Its core product is Digit, a bipedal, human-scale robot designed to move totes and materials in warehouses, distribution centers, manufacturing plants and logistics operations. The company targets work sites built around people, which gives Digit a different value proposition from fixed industrial robots or warehouse systems that require major facility redesign.
Agility is still in the commercial-scaling phase rather than a mature public reporting phase. It has not published quarterly financial statements or Q1 2026 earnings. The most current operating and transaction data come from its June and July 2026 announcements linked to the proposed merger with Churchill Capital Corp XI. That transaction values Agility at a $2.5 billion pre-money equity value and is expected to provide more than $620 million in gross proceeds if completed, before the effect of any redemptions and closing conditions.
Digit is the central product category. The robot is marketed as a general-purpose, human-centric machine for physical work, with Digit v5 positioned as the next-generation AI-enabled model. Agility is also investing in physical AI, safety systems, fleet-management software and manufacturing capacity, including RoboFab in Salem, Oregon and a 60,000-square-foot physical AI facility in Fremont, California opened in July 2026.
Agility’s market position rests on being one of the few humanoid robotics companies with real customer operating history rather than only lab demonstrations. The company disclosed more than 65,000 operating hours across customer facilities and more than $300 million of multi-year contracted Digit v5 orders, subject to contractual milestones. Named commercial customers and partners include Schaeffler, GXO, Toyota Motor Manufacturing Canada and Mercado Libre. Amazon is also referenced in company materials as an investor and deployment or customer relationship.
The main competitive advantage is practical deployment experience in enterprise environments. Digit is designed to work in facilities built for people, which reduces the need for customers to rebuild warehouses or production sites around automation. Agility also benefits from a U.S.-weighted manufacturing and supply-chain profile, with the company saying about 75% of Digit parts are sourced within the United States. Strategic investors and partners include DCVC, NVIDIA, Amazon, SoftBank Vision Fund 2, Foxconn, Schaeffler, Abico and Playground Global.
Competition is intense and still early-stage. Direct and relevant competitors include Figure AI, Apptronik, Tesla Optimus, Boston Dynamics and other humanoid or warehouse automation companies. Compared with Figure AI, Agility emphasizes active commercial deployments and accumulated operating hours. Compared with Tesla Optimus, Agility is more narrowly focused on enterprise warehouse, logistics and manufacturing use cases rather than a broader robotics platform tied to a larger technology and manufacturing ecosystem.
China is not presented as a major direct revenue market in Agility’s current commercial disclosures. Its named deployments are concentrated in North America and Western enterprise relationships, including U.S., Canadian, German and Latin American-linked customers. China is more relevant as a competitive pressure point, as Chinese humanoid and industrial robotics companies are likely to influence pricing, product speed and global customer expectations.
If the Churchill Capital Corp XI transaction closes, Agility expects to become the only U.S. publicly listed pure-play humanoid robotics company with proven active commercial deployments. That would give public-market investors direct exposure to humanoid robotics, while also making Agility easier to compare against private peers that disclose fewer operating and financial details.
China is not a meaningful disclosed market for Agility. The company has not reported China revenue, local customers, stores, deliveries, users, or a China manufacturing footprint, and it has no public quarterly financial reporting, including Q1 2026 results. Its commercial activity is centered on North America and Western enterprise customers in logistics, distribution, and manufacturing, with named relationships including Schaeffler, GXO, Toyota Motor Manufacturing Canada, Mercado Libre, and Amazon-related deployment activity. Agility’s supply chain is also U.S.-weighted, with about 75% of Digit parts sourced within the United States. Its main manufacturing base is RoboFab in Salem, Oregon, designed for up to 10,000 units of annual production, supported by a new 60,000-square-foot Fremont physical AI facility opened in July 2026. China matters mainly as a competitive risk, as Chinese humanoid and industrial robotics companies intensify pressure on pricing, product cadence, and global customer expectations.
Agility is at a transition point from pilot-stage humanoid robotics toward commercial scaling. The company has not published Q1 2026 earnings or audited public quarterly financials, so investors do not yet have standard revenue, margin, cash-burn or backlog-conversion data. The clearest recent milestones are commercial and financing related: a proposed business combination with Churchill Capital Corp XI announced in June 2026, a $2.5 billion pre-money equity value, expected gross proceeds of more than $620 million, and more than $300 million of multi-year contracted Digit v5 orders subject to contractual milestones. Digit robots have logged more than 65,000 operating hours across customer facilities, which gives Agility more deployment history than many early humanoid robotics peers.
Geographic growth is currently concentrated around North American and Western enterprise customers, with Latin American potential through Mercado Libre. China is more relevant as a competitive pressure than as a disclosed revenue opportunity.
Agility’s outlook depends less on broad demand for humanoids and more on execution against contracted deployments. If the company closes the Churchill transaction, scales Digit v5 production and shows repeatable fleet economics, it would have a credible path toward becoming a public pure-play humanoid robotics company. If deployments remain slow, expensive or operationally complex, the current valuation and order narrative would face pressure.
This Company Profile was written by Dominik Diemer
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