Agility began trading on Nasdaq on November 5 under the ticker AGLT, after its combination with Churchill Capital Corp. XI closed the previous day, Nasdaq confirmed. The company says it is the first pure-play humanoid robotics business listed in the United States.

Agility’s estimated Digit bill of materials atdifferent production levelsUSD050K100K150KToday150K1,000 units/year75K10,000 units/year30K
Agility’s estimated Digit bill of materials at different production levels

That public status changes the conversation. Private companies can emphasize prototypes, demonstrations and potential markets. Agility must now disclose revenue, losses, production assumptions and customer commitments while asking investors to fund a business whose main product is not expected to be widely available until 2027.

A robot with a subscription price

Agility’s SEC-filed registration statement describes two commercial models for Digit 5.

Under a robots-as-a-service plan, customers would pay approximately $25,000 for delivery and deployment, followed by an $8,500 monthly software and maintenance fee. An ownership model would cost about $200,000 for the robot, $20,000 for deployment and $36,000 per year for continuing software and maintenance.

Digit 5 is designed to lift loads of up to 50 pounds and use swappable end effectors for different tasks. Its fast-charging system is intended to provide more than 20 hours of work across a 24-hour period. Agility says a nine-minute charge can add 90 minutes of runtime.

In a warehouse, that promise could make the robot feel less like a machine that occasionally performs a clever task and more like another shift worker. It could move containers, repeat basic handling jobs and return to its charger while human employees supervise exceptions and more complex work.

Agility has relationships involving logistics, automotive and manufacturing customers, including GXO, Schaeffler and Toyota Motor Manufacturing Canada. Agility said it has more than $300 million in conditional, multi-year Digit 5 orders and expects early customer access in the first half of 2027. GXO also plans to expand deployments beyond its initial warehouse site.

Those orders are not the same as immediate revenue. The registration materials describe conditions attached to anticipated purchases, making execution as important as customer interest.

The economics remain unproven

Agility reported $1.8 million in revenue in 2025 and a $140 million operating loss, according to the filing. It expects further losses as it expands RoboFab, its manufacturing operation, and invests in software, deployment and customer support.

The investment case depends heavily on scale. Agility estimates that Digit’s bill of materials could fall from approximately $150,000 today to $75,000 at annual production of 1,000 units, then to $30,000 at 10,000 units per year. Those reductions would determine whether subscription prices can produce attractive margins rather than simply finance expensive hardware.

Ars Technica reported that the listing exposes the sector to closer scrutiny over whether humanoids can become sustainable businesses.

The reception found in the supplied coverage has been critical, and no comparably supportive outside view was identified. TechCrunch reported that Figure AI CEO Colby Adcock predicted Agility would be bankrupt within 12 months, while questioning Digit 5’s task accuracy, uptime and maintenance profile. ION Analytics characterized the listing as a test of investor support for an approximately $2.5 billion valuation built largely on future orders rather than current revenue.

Agility’s public debut therefore creates a benchmark for privately held rivals such as Boston Dynamics, Tesla, Figure AI, Apptronik, 1X and Sanctuary AI. The market will now have a clearer way to ask whether humanoids can reliably work, scale safely and earn more than they cost.

#Agility Robotics#Digit 5#GXO#Schaeffler#Toyota Motor Manufacturing Canada#Boston Dynamics#Figure AI

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