Agility Robotics plans to go public in fall 2026 at a $2.5 billion pre-money valuation, CEO Peggy Johnson said, positioning the company as the only pure-play US public company focused on humanoid robots with deployed commercial systems.
The company has placed approximately 1,000 robots across Amazon, GXO Logistics, Toyota, Mercado Libre and other industrial customers, according to the SPAC merger announcement. Johnson's remarks on Bloomberg come as US robotics firms race to reach public markets ahead of competitors in China, where companies like Boston Dynamics rival and domestic startups have scaled manufacturing capacity faster than their American counterparts.
Agility's planned IPO would mark a significant institutional capital raise for the sector. The company manufactures Digit, a bipedal humanoid robot designed for warehouse logistics and last-mile delivery. Unlike research-focused robotics labs, Agility has moved beyond prototypes to production units deployed in live warehouse environments, a milestone few humanoid makers have reached. The company's customer base spans three continents and includes both logistics operators and automotive manufacturers.
The robotics sector has drawn intense investor attention as labor costs rise in developed markets and supply chain disruption persists. Boston Dynamics, owned by Hyundai since 2020, has not gone public. Tesla's Optimus program remains pre-commercial. Figure AI, another US humanoid robotics startup, raised capital at a $2.6 billion valuation in February 2024 and has not yet filed for public markets.
Agility's fall 2026 timing positions the company ahead of a potential shift in allocator appetite for autonomous systems. The company's customer concentration in established logistics networks differentiates it from pure research plays. Johnson said the company expects to scale production significantly post-IPO.
The company's path to profitability and the pace of Digit adoption in warehouse automation remain the primary metrics for investors evaluating Agility's public market thesis. If Agility completes its IPO by November 2026, it would become the first pure-play humanoid robotics manufacturer to list in the United States.
