Robotics is entering a new expansion cycle. Industrial automation demand remains strong, warehouse robotics is scaling quickly, and AI-driven systems – from humanoids to surgical robots – are generating unprecedented investment interest.
Yet for retail investors and institutional buyers alike, the real question is simple: which robotics companies are actually performing well financially?
The challenge is that most of the biggest names in robotics are not publicly traded. Companies such as Figure AI, Agility Robotics and Unitree dominate headlines and attract billions in venture funding, but remain inaccessible to everyday investors. Others, such as Boston Dynamics, are owned by large conglomerates.
Meanwhile, traditional industrial giants – ABB, Siemens, Keyence, Rockwell – continue to deliver strong earnings by supplying the hardware, software and power systems that underpin global automation.
To help investors navigate the sector, this report presents two structured lists, as shown below. One thing we must add is that this website does not give financial advice, and this article is for informational purposes only.
List A – Top 10 pure-play robotics and automation companies (publicly traded)
Companies whose core business is robots, robotic systems, automation platforms, or robotics-centric services.
Ranked using a composite score out of 40, based on:
- 12-month share price performance (0 to 10)
- 12-month revenue growth (0 to 10)
- 12-month profit trend or margin improvement (0 to 10)
- Dividend yield or dividend growth (0 to 10)
List B – Top 20 robotics-adjacent technology leaders
Companies whose financial strength in chips, industrial automation, AI compute, sensors, or warehouse logistics directly enables robotics growth.
Also ranked using the same 40-point system.
Together, they create a reasonably realistic map of where robotics-related financial performance is strongest today – and where investors are putting their money.
The private robotics giants investors cannot buy (yet)
Before examining the public companies, it’s worth acknowledging the dominant players reshaping robotics from outside the stock market. These firms attract huge investment inflows and build markets long before public investors ever gain access.
Figure AI – private
Backed by OpenAI, Microsoft, Jeff Bezos and others, Figure is developing a general-purpose humanoid robot. Its partnerships with BMW and other manufacturers give it significant visibility, but it remains private.
Agility Robotics – private
Developer of the Digit humanoid robot. Recently opened a major factory in Oregon and works with Amazon. Seen as a top contender in warehouse automation.
Unitree Robotics – private
China-based quadruped and humanoid robotics company leading in price performance. Its rapid iteration cycles attract global attention.
Boston Dynamics – owned by Hyundai (not listed)
One of the world’s most iconic robotics developers. Hyundai owns approximately 80 percent. Not accessible to public markets.
Flexiv – private
A leading force in adaptive robotics combining force control and AI. Strong industrial adoption in China.
ANYbotics – private
Swiss robotics company best known for industrial inspection quadrupeds. Widely used in energy and manufacturing.
Covariant – private
Developer of AI-powered robotic picking systems. Backed by major Silicon Valley investors.
These companies shape the future of automation but cannot be ranked financially, which is why the rest of this article focuses on publicly traded firms.
List A – Top 10 pure-play robotics and automation companies (public)
(Composite score out of 40 – illustrative scoring based on relative performance trends)
1. Intuitive Surgical – Score: 36/40
A global leader in surgical robotics, with strong recurring revenue from instruments and services. High margins and consistent profit growth. No dividends, but exceptional share performance.
2. Fanuc – Score: 34/40
Japan’s largest industrial robot maker. Strong profitability, steady dividends, and stable automation demand across Asia.
3. Symbotic – Score: 33/40
Warehouse automation specialist with major deals at Walmart and Target. Rapid revenue growth; profits still developing.
4. Keyence – Score: 32/40
Factory automation sensors and machine-vision systems. Extremely profitable with high margins and cash reserves.
5. Yaskawa Electric – Score: 30/40
A core global robotics supplier with solid revenue growth and consistent dividends.
6. Teradyne (via Universal Robots & MiR) – Score: 29/40
Though better known for test equipment, Teradyne’s robotics division remains influential. Robotics growth softened recently but fundamentals are strong.
7. Ocado Group – Score: 27/40
Warehouse robotics and automation systems. Revenue strong; profitability volatile. A speculative but legitimate robotics play.
8. Autostore – Score: 26/40
Cube-storage warehouse automation systems. High margins but recently pressured by competition and patent disputes.
9. Zebra Technologies – Score: 24/40
Robotics-related industrial identification and automation systems. Mixed performance but strong long-term fundamentals.
10. iRobot – Score: 18/40
The Roomba maker. Revenue and profits have struggled; no dividends. Included as a pure robotics name despite current weakness.
List B – Top 20 robotics-adjacent technology leaders (public)
(Composite score out of 40 – based on recent market performance trends)
1. Nvidia – Score: 40/40
The leading supplier of AI chips used in robotics, industrial automation, simulation and data centres. Exceptional revenue and profit growth.
2. ABB – Score: 36/40
A global robotics and industrial automation leader. Strong dividends, steady growth, and a diversified portfolio.
3. ARM Holdings – Score: 35/40
Chip architectures powering edge AI and embedded robotics. High licensing growth and strong margins.
4. Siemens – Score: 35/40
One of the strongest automation portfolios globally, with high recurring revenue and consistent profit performance.
5. Rockwell Automation – Score: 33/40
Factory automation systems across the US and globally. High margins and dividend reliability.
6. Schneider Electric – Score: 32/40
Industrial systems, smart factories, power management and automation solutions.
7. AMD – Score: 32/40
Competitive AI and GPU offerings increasingly used in robotics computing.
8. Cognex – Score: 30/40
Machine-vision systems vital to robotics accuracy. Revenue cyclic but long-term demand strong.
9. GXO Logistics – Score: 29/40
Warehouse automation operator using robotics at scale. Indirect robotics investment.
10. Amazon (Amazon Robotics) – Score: 29/40
The largest deployer of robots in the world. Robotics not a financial segment, but automation underpins its logistics operations.
11. Tesla – Score: 28/40
Not a traditional robotics company, but Optimus and high factory automation justify inclusion. Profitable with volatile share price.
12. UiPath – Score: 28/40
Software automation leader. Strong revenue but mixed profit trends.
13. Brooks Automation – Score: 27/40
Semiconductor robotics and automation systems.
14. Nidec – Score: 27/40
Motors and drive systems essential to industrial robotics.
15. Qualcomm – Score: 27/40
Edge-AI and chipsets powering autonomous systems and drones.
16. Mitsubishi Electric – Score: 26/40
Industrial automation, servos, and controls.
17. Honeywell – Score: 26/40
Process automation, robotics-enablement technologies, warehouse systems.
18. Kawasaki Heavy Industries – Score: 25/40
Industrial robotics portfolio with stable long-term performance.
19. Samsung Electronics – Score: 25/40
AI chips, sensors, components used broadly across robotics.
20. Microsoft – Score: 24/40
AI, cloud robotics platforms and industrial digital-twin systems.
Expanding on multiple fronts
Robotics is no longer a niche; it is a broad ecosystem spanning chips, automation platforms, industrial systems, warehouse technologies and AI. For investors – whether managing a multimillion-dollar portfolio or allocating $5,000 into specific equities – the investable universe is dominated not by pure-play robot makers but by the enablers: chip companies, industrial automation giants, logistics firms and sensor manufacturers.
Meanwhile, some of the most innovative robotics companies remain private. Figure AI, Agility Robotics, Unitree, Flexiv, Boston Dynamics and others may one day appear on public markets, but for now they shape the sector from behind the scenes.
Recent years have also seen several robotics-related firms enter the market through SPAC deals – including Aurora Innovation, Samsara, and formerly Embark Trucks (now delisted). These will continue to create new opportunities for investors, though often with higher risk profiles.
The core message is clear: the best financial performers in robotics are often the companies building the infrastructure behind robots – the chips, sensors, control systems and industrial automation platforms. Robotics ETFs reflect this trend, with heavy weightings toward Nvidia, ABB, Keyence, and Siemens rather than pure robot manufacturers.
As robotics adoption accelerates across factories, warehouses, hospitals and energy systems, financial performance across the ecosystem is likely to remain strong – and structurally important for the global economy.
