Which companies discussed Humanoid Robots in Consumer Discretionary in earnings calls?
43 companies mentioned humanoid robots across 73 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Aptiv PLC (6 calls), XPeng Inc. (4 calls), Schaeffler AG (3 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Humanoid Robots |
|---|---|
| 2024Q3 | 2 |
| 2024Q4 | 2 |
| 2025Q1 | 6 |
| 2025Q2 | 7 |
| 2025Q3 | 14 |
| 2025Q4 | 8 |
| 2026Q1 | 29 |
| 2026Q2 | 13 |
| 2026Q3 | 15 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Aptiv PLC | APTV | Consumer Discretionary | 6 | Aug 4, 2026 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | May 28, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 3 | Aug 5, 2026 |
| Renault SA | RNO | Consumer Discretionary | 3 | Jul 30, 2026 |
| Mobileye Global Inc. | MBLY | Consumer Discretionary | 3 | Jul 23, 2026 |
| Sona BLW Precision Forgings Limited | SONACOMS | Consumer Discretionary | 3 | Jul 23, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 3 | May 14, 2026 |
| Schaeffler AG | SHA1.VI | Consumer Discretionary | 3 | Jan 29, 2026 |
| Versigent PLC | VGNT | Consumer Discretionary | 2 | Aug 4, 2026 |
| LG Electronics Inc. | A066570 | Consumer Discretionary | 2 | Jul 30, 2026 |
| Tesla, Inc. | TSLA | Consumer Discretionary | 2 | Jul 22, 2026 |
| Li Auto Inc. | LI | Consumer Discretionary | 2 | May 28, 2026 |
| Hesai Group | HSAI | Consumer Discretionary | 2 | May 19, 2026 |
| Linamar Corporation | LNR | Consumer Discretionary | 2 | May 6, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 2 | Mar 27, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 2 | Mar 25, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 2 | Feb 12, 2026 |
| LG Electronics Inc. | 066570.KS | Consumer Discretionary | 2 | Jan 30, 2026 |
| Samvardhana Motherson International Limited | 517334 | Consumer Discretionary | 1 | Aug 6, 2026 |
| Solid Power, Inc. | SLDP | Consumer Discretionary | 1 | Aug 4, 2026 |
| Dixon Technologies (India) Limited | DIXON | Consumer Discretionary | 1 | Jul 31, 2026 |
| Gabriel India Limited | 505714 | Consumer Discretionary | 1 | Jul 22, 2026 |
| OPmobility SE | OPM | Consumer Discretionary | 1 | Jul 22, 2026 |
| Valeo SE | FR | Consumer Discretionary | 1 | Jul 22, 2026 |
| Menon Bearings Limited | 523828 | Consumer Discretionary | 1 | Jul 17, 2026 |
| Compagnie Générale des Établissements Michelin Société en commandite par actions | ML | Consumer Discretionary | 1 | May 22, 2026 |
| MAHLE Metal Leve S.A. | LEVE3 | Consumer Discretionary | 1 | Apr 16, 2026 |
| Chewy, Inc. | CHWY | Consumer Discretionary | 1 | Mar 25, 2026 |
| VinFast Auto Ltd. | VFS | Consumer Discretionary | 1 | Mar 16, 2026 |
| Kodiak AI, Inc. | KDK | Consumer Discretionary | 1 | Mar 10, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 1 | Mar 10, 2026 |
| Sogefi S.p.A. | SGF | Consumer Discretionary | 1 | Mar 4, 2026 |
| Kendrion N.V. | KENDR | Consumer Discretionary | 1 | Feb 27, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 1 | Feb 12, 2026 |
| Sansera Engineering Limited | SANSERA | Consumer Discretionary | 1 | Feb 10, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 1 | Feb 5, 2026 |
| Hyundai Motor Company | 005380.KS | Consumer Discretionary | 1 | Jan 29, 2026 |
| Sona BLW Precision Forgings Limited | SONACOMS.NS | Consumer Discretionary | 1 | Jan 23, 2026 |
| Valeo SE | FR.PA | Consumer Discretionary | 1 | Nov 20, 2025 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 1 | Nov 3, 2025 |
| Transense Technologies plc | TRT.L | Consumer Discretionary | 1 | Sep 23, 2025 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 1 | Sep 12, 2025 |
| Lear Corporation | LEA | Consumer Discretionary | 1 | Sep 11, 2025 |
Representative quotes
…helpful. Second question is just around the emerging opportunities in the industrial space globally around some of the topics that earlier discussed, robotics, humanoids, physical AI and so on. So I just want to understand from your standpoint, how long does it typically take potentially to develop parts…
…have promising new growth opportunities. The new number that we are publishing for the first time is the order book for the humanoid business. I think we are the first ones to do that. This is, ladies and gentlemen, a conservative number, conservative in particular, because we have…
…what they're looking for from a production perspective. John Van Scoter (Executives): Yes, six months ago we started getting signals from the humanoid robotic companies, and since then it's picked up quite considerably there. There's a number of U.S. players that are expressing interest…
Just curious on some of the furthest out markets. You talked about ag and commercial vehicle launching sort of now, battery storage, humanoid robotics. Could you just give a sort of a qualitative update on -- could we start to at least win some awards even if the revenue…
Frequently asked questions
What is Humanoid Robots and why are companies discussing it?
From the chip suppliers quantifying $-per-unit content to the OEMs naming launch dates — humanoids crossed into earnings calls in 2026.
Which company mentioned humanoid robots most in Consumer Discretionary in the past year?
Aptiv PLC (APTV) led with 6 calls referencing humanoid robots, most recently on August 4, 2026.
How can I track humanoid robots mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related technology themes
Last updated: August 11, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (humanoid, humanoid, humanoid robot, humanoid robots). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.