🔍 Read the full analysis: 52 Companies’ SEC Filings Bring Humanoid Robots Into View on ThorstenMeyerAI.com
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TL;DR
A review of SEC filings by ThorstenMeyerAI.com found 52 companies mentioned humanoid robots in 163 filings from Jan. 1 through Nov. 1, 2026. Only nine were classified by the author as building, selling or owning a humanoid maker; many others cited the market, supplied components or mentioned the term in passing.
Fifty-two companies mentioned humanoid robots in 163 SEC filings submitted from Jan. 1 through Nov. 1, 2026, according to a document review published Nov. 2 by ThorstenMeyerAI.com. The tally is up from 17 companies in 2025 and six in 2024, but the report found that only nine of this year’s companies build, sell or own a humanoid-robot maker, underscoring that a filing mention is not evidence of a commercial robot business.
The author says the count came from a search of the SEC’s EDGAR full-text database for the word “humanoid” in 10-K, 10-Q, 8-K and S-1 filings, including amendments and exhibits. The search covered filings dated Jan. 1 through Nov. 1, 2026. It returned 186 matching documents across 163 filings, associated with 52 SEC registrants. The methodology counts companies by SEC registrant number and filings by accession number.
ThorstenMeyerAI.com said Faraday Future accounted for 35 filings in the tally. It classified nine companies as building, selling or owning a humanoid maker; six as blank-check companies; 31 as suppliers, customers or companies discussing the market; and six as mentioning humanoids incidentally. Those categories reflect the author’s reading of the surrounding text, not an SEC classification.
The article says a narrower search for the exact phrase “humanoid robot” found 18 companies this year, because it did not capture all variations. The author also compared its results with an Inc. column published Nov. 1 that cited 47 companies. ThorstenMeyerAI.com said differences in filing types and date ranges likely explain the gap, while noting that both counts point to a rise in mentions.
Infographic 01 · The word is spreading
52 companies said “humanoid” in SEC filings this year
We ran the search ourselves: three times as many companies as in all of 2025, and almost nine times as many as in 2024.
Companies mentioning “humanoid”
10-K, 10-Q, 8-K, S-1 incl. amendments and exhibits, by filing year (2026: to 1 Nov)
The blockchain wave
Companies mentioning “blockchain” in the same forms
Mentions did not fall after the 2018 crypto crash. A rising count alone is not a bubble signal; the gap between words and business is.
How we counted
- Query: humanoid (catches “robot”, “robots”, “robotics”). The exact phrase “humanoid robot” alone: 18 companies.
- Forms: 10-K, 10-Q, 8-K, S-1, each with amendments; every matching document, including exhibits.
- Period: filing dates 1 Jan to 1 Nov 2026; earlier years by calendar year.
- Counting: one company per SEC registrant number (CIK). Faraday Future alone: 35 of 163 filings.
- Inc. reported 47 companies. Likely a different form set or date window; same direction.
Source: SEC EDGAR full-text search, run 2 Nov 2026 (an all-forms search finds 272 entities, mostly investment funds listing humanoid-robotics ETFs; excluded). Tip: Inc., 1 Nov 2026.
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Mentions Outrun Operating Evidence
The count shows that humanoid robotics has become a more visible topic in public-company disclosures, but the filings describe different levels of involvement. A manufacturer, an investor, a chip supplier and a company naming a possible market are not making the same claim. Treating all 52 as robot makers would overstate what the tally establishes.
That distinction matters to readers tracking business adoption and corporate claims. A passing reference to humanoids as a potential source of future demand does not establish orders, sales or deployment. The report points to a supplier, Vishay Precision, which disclosed a vendor nomination letter from an initial humanoid-robotics customer in August—evidence of a concrete commercial step, though not by itself proof of substantial revenue.
There are operating examples, but the source describes them as limited. Agility Robotics reported nine customer facilities and 65,000 hours of operation. Tesla said production of its Optimus robot had begun in Fremont but, according to the report, did not provide unit numbers. These disclosures offer more operational detail than a market reference, while leaving questions about scale and economics.
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How the Filing Count Was Built
The report says it ran its own EDGAR search after Inc. published its Nov. 1 column. It used the SEC’s full-text search rather than treating the earlier article as its source. The comparison figures—six companies in 2024 and 17 in 2025—use the same specified forms, according to ThorstenMeyerAI.com.
The search included 10-K annual reports, 10-Q quarterly reports, 8-K current reports and S-1 registration statements, along with amendments and exhibits. The author cautioned that searching all SEC form types produced 272 entities, largely because investment funds’ holdings lists included humanoid-robotics exchange-traded funds. Those entities were excluded from its count.
The report’s examples show why reading the filing language matters. It says Mobileye bought humanoid start-up Mentee Robotics for $637 million, with parent Intel also reporting the transaction. It lists Churchill Capital Corp XI as pursuing a merger with Agility Robotics, while other blank-check companies described plans to seek acquisitions in humanoids or “physical AI.” The report notes that such shells do not have operating businesses of their own.
“A word in a filing is not a robot in a warehouse.”
— ThorstenMeyerAI.com report
What the Filings Do Not Establish
The count does not establish how many companies have working humanoids, how many robots are deployed, or whether the named markets will generate meaningful sales. The author classifies companies by their strongest mention, but those categories are its own interpretation of the filings. Some disclosures may refer to potential demand or future plans rather than current business activity.
The report also gives examples of gaps between claims and disclosed activity. It says Faraday Future’s robotics revenue in the second quarter was $853,000 for humanoids and four-legged robots combined. It reports that the company that acquired Faraday’s robot business expected more than 1,100 cumulative shipments, while a prospectus filed seven weeks earlier described two paid orders for a robot-sharing platform worth about $5,000 in total. The source does not reconcile those figures or specify how the shipment expectation relates to completed deliveries.
Other details remain unavailable in the supplied report, including unit numbers for Tesla’s Optimus production and the revenue attributable to humanoid-related sales at most suppliers. The filing count is a measure of mentions within a defined search, not a census of all robotics companies or a measure of industry output.
Future Filings Will Test Adoption
More filings may clarify whether the rise in references develops into reported contracts, revenue, deployments or production volumes. Companies that have identified humanoids as a growth market will need to provide operating detail before readers can judge whether that market is translating into sales. The report does not identify a specific next filing or date that will resolve those questions.
Investors and other readers can check future disclosures against the same distinctions: whether a company makes robots, supplies components, has signed a customer agreement or is only describing a possible market. ThorstenMeyerAI.com describes its work as a review of public documents, not an assessment of any stock; the figures and examples are historical disclosures, not a prediction of future results.
Key Questions
How many companies mentioned humanoid robots in the count?
Fifty-two companies appeared in the report’s search of specified SEC filings dated Jan. 1 through Nov. 1, 2026. The search found 163 filings containing the term.
Does the count mean 52 companies make humanoid robots?
No. ThorstenMeyerAI.com classified only nine companies as building, selling or owning a humanoid maker. The rest included suppliers, customers, blank-check companies and incidental mentions.
Why does the count differ from the 47 companies reported by Inc.?
ThorstenMeyerAI.com said the gap likely reflects differences in the filing types and date window. Its own search covered 10-K, 10-Q, 8-K and S-1 filings through Nov. 1, 2026.
What does the filing count show about commercial adoption?
By itself, it does not measure adoption, robot shipments or revenue. The report points to company disclosures such as Agility Robotics’ reported nine customer facilities and 65,000 operating hours, while noting that many mentions describe potential markets rather than current business.
Source: ThorstenMeyerAI.com
