Embodied AI and robotics
Top 30 embodied AI and robotics companies by revenue
The 30 largest embodied AI companies by annual revenue: robots, self-driving vehicles, autonomous drones and robot foundation models.
Updated Oct 25, 202630 companies
- 1
Anduril
Autonomous defense systems & Lattice software
Costa Mesa, CA Founded 2017 Private
FY2025[1] - 2
Applied Intuition
Autonomy & vehicle software
Silicon Valley, CA Founded 2017 Private
FY2025[2] - 3
Geek+ (极智嘉)
Warehouse robots / AMRs
Beijing Founded 2015 Listed Jul 2025 · HKEX
Jun 2026[3] - 4
Momenta
Autonomous-driving software
Beijing / Suzhou Founded 2016 Listed Jul 2026 · HKEX
Jun 2026[4] - 5
Agile Robots
AI-driven robot arms, humanoids & automation
Munich Founded 2018 Private
FY2025[5] - 5
Exotec
Warehouse robotics (Skypod)
Croix / Lille Founded 2015 Private
FY2025[6] - 5
Quantum Systems
Autonomous reconnaissance drones
Gilching / Munich Founded 2015 Private
FY2025[7] - 8
Shield AI
Hivemind autonomy pilot + drones
San Diego Founded 2015 Private
FY to Mar 2025[8] - 9
Hai Robotics (海柔创新)
Case-handling warehouse robots
Shenzhen Founded 2016 Private (Hong Kong IPO filed)
FY2025[9] - 10
Unitree Robotics (宇树科技)
Quadruped & humanoid robots
Hangzhou Founded 2016 Listed Aug 2026 · SSE STAR
FY2025[10] - 11
Saronic
Autonomous surface vessels
Austin Founded 2022 Private
FY2025[11] - 12
Locus Robotics
Autonomous mobile robots for warehouse fulfillment
Wilmington, MA Founded 2014 Private
Jun 2026[12] - 12
Skydio
Autonomous drones
San Mateo, CA Founded 2014 Private
FY2024[13] - 14
CiDi (希迪智驾)
Autonomous mining & logistics vehicles
Changsha Founded 2017 Listed Dec 2025 · HKEX
Jun 2026[14] - 15
Seyond (图达通)
Lidar for autonomous driving & robots
Suzhou Founded 2016 Listed Dec 2025 · HKEX (via SPAC)
FY2025[15] - 16
Galaxis (凯乐士)
Intralogistics robots
Jiaxing, Zhejiang Founded 2016 Listed Mar 2026 · HKEX
Jun 2026[16] - 17
Agibot (智元机器人)
Humanoid robots
Shanghai Founded 2023 Private
FY2025[17] - 18
Pony.ai (小马智行)
Autonomous driving / robotaxi
Guangzhou / Beijing Founded 2016 Listed Nov 2024 · Nasdaq (+HKEX 2025)
Q2 2026[18] - 19
WeRide (文远知行)
Autonomous driving / robotaxi
Guangzhou Founded 2017 Listed Oct 2024 · Nasdaq
Q2 2026[19] - 20
Minieye (佑驾创新)
Driver assistance & L4 robo-vehicles
Shenzhen Founded 2014 Listed Dec 2024 · HKEX
Jun 2026[20] - 21
Rokae (珞石机器人)
Collaborative & embodied robots
Jining, Shandong / Beijing Founded 2014 Listed Jul 2026 · HKEX
Jun 2026[21] - 22
Skild AI
Robot foundation model (Skild Brain)
Pittsburgh Founded 2023 Private
Sep 2026[22] - 22
Carbon Robotics
AI laser-weeding robots and autonomous tractor kits
Seattle Founded 2018 Private
FY to Jan 2026[23] - 24
Dobot (越疆)
Collaborative & humanoid robots
Shenzhen Founded 2015 Listed Dec 2024 · HKEX
Jun 2026[24] - 25
Seer Robotics (仙工智能)
Robot controllers (the robot's 'brain')
Shanghai Founded 2017 Listed Jun 2026 · HKEX
Jun 2026[25] - 26
Mech-Mind (梅卡曼德)
AI + 3D vision for robots
Beijing / Shanghai Founded 2016 Listed Sep 2026 · HKEX
Jun 2026[26] - 27
Aerodyne
Drone services with AI analytics
Cyberjaya Founded 2014 Private
FY2023[27] - 28
Aonic
Agricultural and industrial drones with in-house software
Kuala Lumpur Founded 2016 Private
Mar 2026[28] - 29
UISEE (驭势科技)
L4 autonomous driving for logistics & airports
Beijing Founded 2016 Listed May 2026 · HKEX
Jun 2026[29] - 30
Yunji Technology (云迹科技)
Service robots & hotel AI agents
Beijing Founded 2014 Listed Oct 2025 · HKEX
Jun 2026[30]
Method
How we built this list. Revenue from company statements, filings and credible press, researched on Oct 25, 2026.
Who is on the list
Companies that build robots, autonomous vehicles or drones, or the AI that runs them. We count companies whose main business is AI: model labs, AI applications, AI infrastructure (chips, clouds, inference and training data) and embodied AI. Big tech and other incumbents are left out, along with companies they own.
Recent listings only
Companies that went public before Oct 25, 2024, more than two years before our research date, count as incumbents whose scale predates the AI boom, so they are not ranked. Private companies and companies that listed since then are.
Latest annual revenue
For private companies we use the latest annual recurring revenue or run-rate from the company or credible press. For listed companies we use filings: the latest quarter ×4, or the last 12 months for companies that report every six months. When a company has published nothing for over a year, we use a third-party estimate and label it Estimate.
One currency, ranked by size
Every figure is in US dollars, converted at the IRS 2025 average exchange rates. Run-rates, bookings, forecasts and trailing revenue are different measures, so treat companies with close figures as roughly level.
- Not ranked because they listed before Oct 25, 2024: UBTech Robotics (优必选).
- Defense autonomy companies such as Anduril, Saronic and Quantum Systems and warehouse-robot makers such as Geek+ and Exotec are included, though their revenue includes hardware.
- The orange Y marks companies in the Y Combinator directory. Logos are each company's LinkedIn profile image, or its GitHub avatar when it has no LinkedIn logo.
- Exchange rates: IRS yearly average currency exchange rates.
Sources
- 1
Anduril Contrary Research Full-year revenue, FY2025 research.contrary.com
Anduril roughly doubled revenue to about $2.2B in 2025 and projects about $4.3B in 2026.
- 2
Applied Intuition Sacra (estimate) Estimate, FY2025 sacra.com
Sacra estimates Applied Intuition's ARR at $830M in 2025, up ~2x from $415M in 2024, ~80% gross margin.
- 3
Geek+ (极智嘉) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 3,430.00; FY2025 3,171.00; FY2024 2,409.00; FY2023 2,143.00.
- 4
Momenta HKEX interim results announcement (also CnEVPost) Trailing 12 months, Jun 2026 www1.hkexnews.hk
H1 2026 revenue ~RMB 1.60B, +75.9% YoY; gross margin 73.2% (https://cnevpost.com/2026/08/31/momenta-earnings-h1-2026/). FY2025 revenue RMB 2.413B per IPO prospectus coverage (https://technode.com/2026/06/30/momenta-launches-hong-kong-ipo-with-gic-fidelity-and-blackrock-as-cornerstone-investors).
- 5
Agile Robots Robotics & Automation News (citing WSJ) Full-year revenue, FY2025 roboticsandautomationnews.com
CEO Zhaopeng Chen told the WSJ the firm brought in about EUR 300 million in 2025 and expects around EUR 600 million in 2026.
- 6
Exotec L'Essentiel de l'Eco Full-year revenue, FY2025 lessentieldeleco.fr
En 2025, Exotec affiche 300 millions d'euros de chiffre d'affaires.
- 7
Quantum Systems Die Rheinpfalz Full-year revenue, FY2025 rheinpfalz.de
Quantum Systems reported about EUR 300M in revenue for 2025.
- 8
Shield AI Sacra (estimate) Estimate, FY Mar-2025 sacra.com
Sacra estimates about $300M of revenue for the year ending March 2025, up from $267M.
- 9
Hai Robotics (海柔创新) OFweek Robotics (HK IPO prospectus coverage) Full-year revenue, FY2025 robot.ofweek.com
Prospectus: revenue of RMB 807M, 1,360M and 2,017M in 2023-2025.
- 10
Unitree Robotics (宇树科技) Xinhua (prospectus/IPO coverage) Full-year revenue, FY2025 news.cn
Prospectus: 2025 revenue ~RMB 17亿 (17.08亿 / 16.99亿 depending on version), +335%; main-business gross margin ~60%.
- 11
Saronic Sacra (estimate) Estimate, FY2025 sacra.com
Sacra estimates about $200M of 2025 revenue, up from $12.5M in 2024.
- 12
Locus Robotics Sacra (estimate) Estimate, Jun 2026 sacra.com
Sacra estimates that Locus Robotics hit $180M in annual recurring revenue (ARR) in June 2026, up from $165M at the end of 2025.
- 13
Skydio Sacra (estimate) Estimate, FY2024 sacra.com
Sacra estimates Skydio hit $180M in revenue in 2024, up 80% year-over-year from $100M in 2023.
- 14
CiDi (希迪智驾) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 1,280.00; FY2025 884.79; FY2024 410.04; FY2023 132.60.
- 15
Seyond (图达通) Macau Business (Seyond 2025 annual report release) Full-year revenue, FY2025 macaubusiness.com
Seyond's 2025 revenue was about US$154M, down 3.4% year over year; gross margin turned positive at 7.9%.
- 16
Galaxis (凯乐士) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 1,066.00; FY2025 908.70; FY2024 721.42; FY2023 550.79.
- 17
Agibot (智元机器人) The Paper Full-year revenue, FY2025 m.thepaper.cn
Co-founder Peng Zhihui said 2025 revenue surpassed RMB 10.5亿; company claims to be China's first robot/AI company above RMB 1B revenue.
- 18
Pony.ai (小马智行) Pony.ai Q2 2026 results (company IR / HKEX) Latest quarter ×4, Q2 2026 (Apr-Jun) www1.hkexnews.hk
Total revenues up 68.8% YoY to US$36.2M with Robotaxi services revenue up 691.2% to US$12.1M.
- 19
WeRide (文远知行) WeRide Q2 2026 results (company IR) Latest quarter ×4, Q2 2026 (Apr-Jun) ir.weride.ai
2Q2026 Total Revenue Reached RMB231.7 Million, Up 82.2% Year over Year.
- 20
Minieye (佑驾创新) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 863.25; FY2025 759.02; FY2024 654.48; FY2023 476.21.
- 21
Rokae (珞石机器人) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 760.52; FY2025 521.75; FY2024 325.26; FY2023 267.03.
- 22
Skild AI Dealroom (company announcement) Run-rate, Sep 2026 dealroom.co
Skild AI announced it passed $100 million in annual recurring revenue about 10 months after its first commercial deployment.
- 23
Carbon Robotics GeekWire (reporting the company release) Full-year revenue, FY ended Jan 2026 geekwire.com
The Seattle startup, known for zapping weeds with lasers, reports it has surpassed $100 million in annual revenue.
- 24
Dobot (越疆) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 655.45; FY2025 492.21; FY2024 373.68; FY2023 286.75.
- 25
Seer Robotics (仙工智能) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 548.41; FY2025 441.88; FY2024 339.32; FY2023 249.02.
- 26
Mech-Mind (梅卡曼德) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 472.65; FY2025 388.77; FY2024 268.77; FY2023 180.81.
- 27
Aerodyne BFM 89.9 (founder interview) Full-year revenue, FY2023 my.bfm.my
The drone solutions provider made $65 million in revenue in 2023 and expects to hit $143 million this year.
- 28
Aonic Utusan Malaysia (company press release) Full-year revenue, Mar 2026 utusan.com.my
Aonic has grown at a triple-digit CAGR since 2022, reaching more than USD 60 million in annual revenue.
- 29
UISEE (驭势科技) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 392.31; FY2025 328.26; FY2024 265.50; FY2023 161.36.
- 30
Yunji Technology (云迹科技) StockAnalysis (compiled from HKEX filings) Trailing 12 months, Jun 2026 stockanalysis.com
Revenue (CNY millions): TTM Jun-2026 379.68; FY2025 301.24; FY2024 244.78; FY2023 145.15.