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Agility Robotics Stock (AGRO)

Agility Robotics builds highly efficient, agile, and robust legged platforms for real world applications.

Agility Robotics manufactures mobile manipulation robots and automation solutions.

About Agility Robotics Stock

Founded

2015

Headquarters

Albany, OR, US

Total Funding

641M

Industries

Travel and Tourism, Space, Transportation

Agility Robotics manufactures and develops humanoid, bipedal robots designed to work safely and effectively in manufacturing, logistics, and storage environments. These robots are designed to coexist with humans, offering versatility and mobility beyond what wheeled robots can achieve. Agility Robotics' mission is to develop robots that can seamlessly integrate into everyday environments, performing useful tasks in real-world settings. 

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Agility Robotics Management

Leadership team at Agility Robotics

CEO

Peggy Johnson

Chief Financial & Operating Officer

Jennifer Hunter

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Agility Robotics Key Facts

  • First-to-Market Enterprise Scaling and Commercial Milestones: In late 2025, Agility Robotics achieved a historic industry milestone by surpassing 100,000 totes moved in live commercial operations at GXO Logistics. Building on this success, the company signed a landmark agreement with Mercado Libre in December 2025 to deploy Digit robots across fulfillment centers in Texas and Latin America. Unlike competitors still in the "pilot" phase, Agility is generating consistent revenue through both direct sales (approx. $150,000 per unit) and its Robotics-as-a-Service (RaaS) model, which lowers the barrier for entry for smaller logistics operations.
  • Manufacturing Leadership via RoboFab: Agility maintains a significant competitive moat through RoboFab, its 70,000-square-foot facility in Salem, Oregon, which is the world’s first factory dedicated to humanoid mass production. By early 2026, the facility has optimized its modular assembly system (ARMS), enabling a production capacity of up to 10,000 units per year. This vertical integration allows Agility to mitigate geopolitical supply chain risks and ensures compliance with strict U.S. industrial standards, positioning it as the primary "onshoring" partner for American manufacturers seeking to automate brownfield facilities.
  • Strategic Infrastructure and Ecosystem Expansion: To support its growing fleet, Agility partnered with Ricoh USA in late 2025 to provide North American service and maintenance, a first-of-its-kind support network for humanoid robots. Simultaneously, the company deepened its technical collaboration with NVIDIA, integrating the Jetson Thor compute platform and whole-body control foundation models to enhance Digit’s navigation and autonomous reasoning. These partnerships transform Digit from a standalone hardware product into a managed, AI-integrated fleet capable of seamless integration with existing Warehouse Management Systems (WMS).
  • Aggressive "Price-to-Scale" Competition from Tesla and Global Entrants: While Agility’s Digit currently retails at approximately $150,000, Tesla’s Optimus Gen 3 (unveiled in late 2025) is targeting a disruptive price point between $20,000 and $30,000 by leveraging Tesla’s existing automotive supply chain. Simultaneously, Chinese manufacturers like Xpeng Robotics and Unitree are entering the market with mass-produced industrial humanoids (e.g., the Iron humanoid) that focus on high-volume, low-cost output. This creates a severe pricing threat that could force Agility into a margin-eroding price war before its RoboFab facility reaches full economies of scale.
  • Emerging Regulatory "Hardware-Grade" Standards and Liability: As humanoid fleets transition from pilot programs to full-scale operations, 2026 marks the beginning of intensified regulatory scrutiny. New industry standards, such as Performance Level D safety requirements and the EU AI Act’s "high-risk" classification for industrial robotics, introduce substantial compliance costs. Furthermore, recent litigation regarding autonomous system liability, specifically who is responsible for property damage or injury in "messy" warehouse environments, is forcing manufacturers to adopt more expensive, safety-rated sensors and fail-safe protocols that could increase the per-unit BOM (Bill of Materials).


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