🔍 Read the full analysis: 52 Companies Now Cite Humanoid Robots In SEC Filings—What To Examine on ThorstenMeyerAI.com
Get audio and creator gear delivered free with Prime
- Fast, free delivery on millions of items
- Prime Video, Amazon Music and more included
- Member-only deals all year
TL;DR
A count by ThorstenMeyerAI.com found 52 companies mentioned humanoid robots in 163 SEC filings from Jan. 1 to Nov. 1, 2026, up from 17 companies in 2025 and six in 2024. The count includes manufacturers and owners, but also suppliers, blank-check companies and incidental references; a mention alone does not establish a robot business or commercial sales.
Fifty-two companies mentioned humanoid robots in 163 SEC filings dated Jan. 1 through Nov. 1, 2026, according to a count published Nov. 2 by ThorstenMeyerAI.com. Its review found that only nine of the companies build, sell or own a humanoid maker, while most cited the market as suppliers, customers or in passing—meaning the rising tally is not a measure of robot sales or deployments.
The count was produced by searching the SEC’s EDGAR full-text database for “humanoid” in 10-K, 10-Q, 8-K and S-1 filings, including amendments and exhibits. The researchers reported 186 matching documents across 163 filings from 52 companies, counting each registrant once. One company, Faraday Future, accounted for 35 filings in the tally.
The same search and form selection found 17 companies in 2025 and six in 2024, the article said. The count differs from an Inc. column published Nov. 1 that reported 47 companies. ThorstenMeyerAI.com said differences in filing types and the date window likely explain the gap. Its exact-phrase search for “humanoid robot” alone found 18 companies in 2026, because it did not capture other uses such as “humanoid robots” or “humanoid robotics.”
After reading each mention, the authors classified nine companies as building, selling or owning a humanoid maker, 31 as suppliers, customers or companies citing the market, six as blank-check companies and six as incidental references. Those categories reflect the authors’ interpretation of the filing language, not an SEC classification or independent verification of each company’s business activity.
Infographic 01 · The word is spreading
52 companies said “humanoid” in SEC filings this year
We ran the search ourselves: three times as many companies as in all of 2025, and almost nine times as many as in 2024.
Companies mentioning “humanoid”
10-K, 10-Q, 8-K, S-1 incl. amendments and exhibits, by filing year (2026: to 1 Nov)
The blockchain wave
Companies mentioning “blockchain” in the same forms
Mentions did not fall after the 2018 crypto crash. A rising count alone is not a bubble signal; the gap between words and business is.
How we counted
- Query: humanoid (catches “robot”, “robots”, “robotics”). The exact phrase “humanoid robot” alone: 18 companies.
- Forms: 10-K, 10-Q, 8-K, S-1, each with amendments; every matching document, including exhibits.
- Period: filing dates 1 Jan to 1 Nov 2026; earlier years by calendar year.
- Counting: one company per SEC registrant number (CIK). Faraday Future alone: 35 of 163 filings.
- Inc. reported 47 companies. Likely a different form set or date window; same direction.
Source: SEC EDGAR full-text search, run 2 Nov 2026 (an all-forms search finds 272 entities, mostly investment funds listing humanoid-robotics ETFs; excluded). Tip: Inc., 1 Nov 2026.
Powered by Thorsten Meyer AI
What the Filing Count Can Show
The increase shows that humanoid robotics has become a more common subject in corporate disclosures, including filings by companies that do not make robots. That can help investors and readers identify where businesses see potential demand—for chips, sensors, magnets, communications and logistics services—but it cannot by itself show that the market is generating meaningful revenue.
The distinction matters because a filing may mention humanoids as one item in a list of possible growth markets, describe a customer relationship, disclose an acquisition or contain a passing biographical reference. Those uses carry different levels of evidence. The source article’s central caution is that a keyword mention is not a deployment, order or sale; readers need to examine the surrounding disclosure and the company’s reported operating results.
The examples in the review illustrate the range. The article says Vishay Precision reported receiving a vendor nomination letter from an initial humanoid-robotics customer, a specific commercial step. By contrast, a supplier listing humanoids alongside drones, data centers and satellites may be describing a prospective market rather than reporting revenue tied to robots.
Products Worth Considering
DJI Mic 3 Wireless Microphone Kit (2 Transmitters, 1 Receiver, Charging Case)
DJI Osmo Mobile 8 Gimbal with Mic Mini Transmitter, Infinity Black
Logitech MX Mechanical Wireless Illuminated Keyboard, Tactile Quiet, Graphite
As an affiliate, we earn on qualifying purchases.
How the 2026 Count Was Built
The authors say the Nov. 1 Inc. column prompted their own search, but that the column was a tip rather than the source of their count. They searched EDGAR on Nov. 2 for the word “humanoid,” limiting the results to 10-K, 10-Q, 8-K and S-1 filings dated Jan. 1 to Nov. 1, 2026, along with amendments. The comparison years used the same forms and calendar-year filing dates, according to the article.
The search included exhibits, which can contain press releases and investor materials filed with an 8-K. The article says a search across all form types returned 272 entities, largely because investment funds’ holdings lists include humanoid-robotics exchange-traded funds; those results were excluded from its main count. The 52-company figure is therefore tied to the stated search rules, not a census of every public-company reference to robotics.
The source also points to real but limited operating activity. It reports that Agility Robotics has described nine customer facilities and 65,000 hours of operation. Tesla, meanwhile, says Optimus production has begun in Fremont, but the article says the company has not disclosed unit numbers. These are company-reported statements, and the filing count does not independently validate them.
“A word in a filing is not a robot in a warehouse.”
— ThorstenMeyerAI.com, describing its filing review
What the Mentions Do Not Establish
The tally does not establish how many robots have been sold, shipped or put to work across the 52 companies. Nor does it measure the value of contracts, the revenue attributable to humanoids, or whether companies’ stated plans will result in commercial products. The authors’ categories rely on their reading of filing language, and a company can appear in multiple roles across a complex business ecosystem.
Some figures cited in the article remain company-reported rather than independently verified in the source material. The article says Faraday Future’s robotics revenue in the second quarter was $853,000, combining humanoids and four-legged robots. It also says the company that bought its robot business expects more than 1,100 cumulative shipments, while a prospectus issued seven weeks earlier described two paid orders worth about $5,000 for its robot-sharing platform. The source does not provide enough detail here to reconcile those measures or establish what shipments have since occurred.
The count is also a snapshot ending Nov. 1, 2026. Later filings could change the total, and the difference from Inc.’s 47-company count is described as likely related to methodology rather than fully reconciled company by company.
What to Check in Later Filings
Readers assessing a company’s humanoid claims can look for specific orders, named customers, shipment totals, operating hours and revenue in subsequent SEC filings, then compare those disclosures across reporting periods. They can also check whether a claimed product is being built by the company, supplied by a partner or described only as a possible market opportunity.
The next useful developments will be company-specific disclosures: updated sales or deployment figures, details on customer commitments, and evidence that announced acquisitions or partnerships have produced operating activity. The source article does not identify a single upcoming industry-wide milestone. Its count should be treated as a dated filing review, not a forecast of when humanoid robots will scale commercially.
Key Questions
What does the 52-company figure count?
It counts 52 SEC registrants with at least one filing mentioning “humanoid” in specified 10-K, 10-Q, 8-K or S-1 filings dated Jan. 1-Nov. 1, 2026, according to ThorstenMeyerAI.com.
Does mentioning humanoid robots mean a company makes them?
No. The review classified only nine of the 52 as building, selling or owning a humanoid maker. The rest were suppliers, customers, blank-check companies or incidental mentions, under the authors’ classification.
Why does the count differ from the 47 reported by Inc.?
ThorstenMeyerAI.com said the difference is likely due to the filing forms included and the date window. The source does not provide a company-by-company reconciliation.
What should readers examine in a filing?
Look for measurable commercial evidence, including named customers, paid orders, shipments, deployments, operating hours and revenue. A general reference to humanoids as a growth market is not the same as a confirmed sale.
Source: ThorstenMeyerAI.com
