Agility Robotics Debuts on Nasdaq as First US Pure-Play Humanoid Stock

Agility Robotics began trading on the Nasdaq today under the tickers AGLT and AGLTW, and the company says the debut makes it the first U.S. publicly listed pure-play humanoid robotics company with proven, active commercial deployments. The Salem, Oregon-based firm arrives on a public exchange with about $465 million in gross capital raised before expenses — and a first-half revenue line of roughly $174,000.

That gap between capital and commerce is the story investors now get to price. Humanoid robotics has drawn heavy investor attention this year, but nearly all of it has stayed private, in ventures WebProNews has tracked from factory-scale humanoid plans to Boston Dynamics' push to grow robot sales. Agility's listing puts one commercially deployed player on a U.S. exchange while rival Figure AI remains private and Tesla's Optimus program sits inside a much larger automaker. AGLT is, for now, the only direct way to buy the U.S. humanoid thesis.

What closed on November 4?

The listing follows the November 4 close of Agility's business combination with Churchill Capital Corp XI, a special purpose acquisition company. The deal and related financings, including a Foxconn-led PIPE and $100 million of equity funding received before closing, brought in the roughly $465 million in gross capital, according to Agility's trading-day release and an earlier closing announcement.

Existing Agility holders rolled 100% of their equity into the combined company. Those shares, along with the Churchill sponsor stake, carry a 180-day lock-up, subject to early release on stock-price triggers.

CEO Peggy Johnson framed the moment in the company's statement. "Today marks an important milestone for Agility, but the bigger story is what it means for the future of work," Johnson said. "Digit is doing real work in customer operations today, taking on repetitive, physically demanding tasks."

Who is actually buying Digit?

Agility says Digit, its bipedal warehouse and factory robot, has logged more than 65,000 hours in the field with enterprises including GXO, Schaeffler and Toyota Motor Manufacturing Canada. The deployments are concrete. Digit moved more than 100,000 totes at a Georgia site, and GXO has since expanded the partnership to two more U.S. logistics sites expected to start in early 2027.

The customer list keeps growing:

• GXO — expanded to two additional U.S. logistics sites, starting early 2027.
• Schaeffler and Toyota Motor Manufacturing Canada — named among active field deployments.
• AGCO — signed for a Digit pilot at its Hesston, Kansas, plant in 2027.
• More than 30 prospective customers listed in Agility's pipeline.

For Digit 5, unveiled in September, Agility reports more than $300 million in committed multi-year orders. Those commitments still depend on contractual milestones, product features and specifications. Early customer access is aimed at the first half of 2027, with general availability targeted for the end of that year.

Johnson told TechCrunch ahead of the debut that the Digit 5 commitments were "one of the driving factors" behind going public, without naming the buyers. She also said Agility deliberately stuck to "manual, very repetitive jobs" rather than dancing or backflipping demos — a pointed contrast with the viral-video wing of the humanoid sector.

Why does a $174,000 revenue line matter?

Because the balance sheet tells two very different stories at once. TechCrunch reported that Agility recorded about $174,000 in revenue in the first six months of 2026 — mostly from related parties — and lost $362 million in the same period. The $300 million-plus in Digit 5 commitments are orders, not booked revenue, and they hinge on milestones and specifications that have not yet been met.

That makes AGLT a bet on execution, not on traction already in the bank. Johnson told TechCrunch the SPAC capital meets current needs, but she declined to say it would carry Agility to self-funding. Under a robot-as-a-service pitch, unit economics still hinge on throughput, uptime and placement accuracy — metrics customers will measure against contractual gates.

What does Digit 5 bring to the factory floor?

The platform is designed for closer work beside people. Its headline specifications, per Agility:

• Cycloidal actuators for repetitive lifts up to 50 pounds.
• Interchangeable end effectors for varied tasks.
• NVIDIA IGX Thor compute plans.
• FORT Robotics safety gear.
• Nyobolt batteries that Agility says recharge in nine minutes for more than 20 hours of work in a day.

Digit 5 prototypes are slated for CES 2027, Johnson told TechCrunch.

Where will the robots — and the money — go?

Manufacturing capacity is the near-term constraint Agility is spending to remove. Its RoboFab plant in Salem spans 70,000 square feet and is designed for annual capacity of up to 10,000 robots. The company also runs hardware and physical AI work in Fremont, California, and has announced a 50,000-square-foot Pittsburgh expansion for software, deployment and support. Fleet management runs through Agility Arc, its cloud software.

Proceeds from the combination are earmarked for fulfilling orders, expanding deployments, scaling Digit production and advancing the robotics and physical AI stack, the company said.

So what?

Agility has converted the humanoid robotics hype cycle into a tradable security, complete with public quarterly disclosure of a very early-stage business. The next data points that matter are already on the calendar: Digit 5 prototypes at CES 2027, early customer access in the first half of that year, and the GXO and AGCO deployments — milestones against which investors, not just venture backers, will now measure whether the first pure-play humanoid stock can grow into its listing.