Humanoid robot shipments by company: who actually ships the most (2025 and H1 2026)

AgiBot and Unitree ship the most humanoid robots in the world, and together they accounted for about three quarters of units in the first half of 2026, as of September 28, 2026. Research firm Omdia counted about 13,000 humanoids shipped worldwide in 2025, led by AgiBot with 5,168; Smart Analytics Global counted 19,100 in the first half of 2026 alone, with AgiBot at about 8,400 and Unitree at about 5,900.

Why it matters: shipment counts are the first hard check on a sector valued on forecasts. The numbers now exist, but they come from sources that count different things, and the gaps between them are large enough to change who looks like the leader.

Which company ships the most humanoid robots?

AgiBot, on every third-party count published so far. Omdia ranked it first for 2025 with 5,168 units, about 39% of the global total. Smart Analytics Global ranked it first again for January to June 2026, at about 8,400 units and a 44% share, up 562% on the same period a year earlier. Unitree is second on both lists.

The ranking flips if you use company figures. Unitree said on January 22, 2026 that it delivered more than 5,500 humanoids to end customers in 2025, which would put it ahead of Omdia’s AgiBot number. Unitree’s count covers only “pure humanoid robots” and excludes dual-arm wheeled robots. AgiBot’s range includes wheeled machines: the 15,000th robot off its line, in June 2026, was a wheeled G2. Neither count is wrong. They measure different product sets.

The company-level picture, as of September 28, 2026:

Company	2025	H1 2026	What the number is
AgiBot	5,168 (Omdia)	~8,400 (Smart Analytics)	Third-party shipment estimates; cumulative production passed 20,000 on Sep 24, 2026 (company)
Unitree	4,200 (Omdia); >5,500 delivered (company); 3,551 in 9M 2025 (prospectus)	~5,900 (Smart Analytics)	Company figure is pure humanoids delivered to end customers; 2025 production >6,500
UBTech	~1,000 (Omdia)	921 full-size sold (interim results); ~700 (Smart Analytics)	Filing figure covers full-size units; 16,123 across all humanoid categories
Galbot	–	~900 (Smart Analytics)	Third-party estimate
Leju	–	~600 (Smart Analytics)	Third-party estimate
Tesla, Figure, Agility	Not disclosed	Not disclosed	Agility reported $1.8M in 2025 net sales (The Robot Report)

AgiBot’s own milestone is a production count, not a sales count. It said the robot it delivered to Chimelong’s theme park on September 24, 2026 was the 20,000th to roll off its line, across all its robot types. We covered that milestone in AgiBot’s 20,000th robot.

How many humanoid robots were shipped in 2025?

Between about 7,000 and 13,300, depending on who counts and what counts as a humanoid. The three main 2025 figures, as of September 28, 2026:

Source	Period	Definition	Total
Omdia (Jan 8, 2026)	Calendar 2025	Shipments of general-purpose embodied intelligent robots, per its report title; all end uses	~13,000 (13,318 per SCMP)
IFR (reported Sep 21, 2026)	Calendar 2025	Sales for industrial and professional service use; human-like, autonomous, legs not required; excludes consumer and military	~7,000
Smart Analytics Global (Aug 10, 2026)	H1 2025 (baseline)	Full-size bipedal, half-size bipedal, wheeled and ultra-bionic humanoids	~5,100 (H1 only)
Smart Analytics Global (Aug 10, 2026)	H1 2026	Same as above	19,100

The IFR number is the narrowest. It leaves out consumer robots, which rules out much of the education and entertainment demand that Unitree and others serve. Unitree’s prospectus shows why that matters: in the first nine months of 2025, 73.6% of its humanoid revenue came from research and education buyers and 9.0% from industrial applications. Our report on the IFR’s first humanoid count covers its method in full.

Why do humanoid shipment numbers disagree?

Four definitional choices explain most of the gap:

• Legs or wheels. Unitree’s own figure excludes wheeled dual-arm robots. Smart Analytics and the IFR include wheeled humanoids. A wheeled torso-and-arms robot counts in some tallies and not in others.
• Produced, shipped or sold. Unitree produced more than 6,500 humanoids in 2025 but delivered more than 5,500. AgiBot’s 20,000 is production. The IFR counts sales.
• Size class. UBTech sold 921 full-size humanoids in H1 2026 but reports 16,123 units across all humanoid categories, which include small robots. Smart Analytics’ estimate of about 700 for UBTech is lower than either company figure.
• End use. The IFR excludes consumer and military units. Omdia and Smart Analytics do not.

The practical rule: compare a company only against itself on one source. Across sources, the direction is consistent even where levels are not. Every count puts two Chinese companies far ahead, and none of the published rankings names a US maker among its volume leaders.

What do production run-rates say about the leaders?

They say the leaders are accelerating, and that capacity targets still run well ahead of sales. Simple arithmetic on company-reported figures shows the pace:

• AgiBot reported its 15,000th robot on June 28, 2026 and its 20,000th on September 24, 2026: about 5,000 units in under three months, across all its robot types.
• Unitree sold 3,551 humanoids in the first nine months of 2025, per its prospectus, and more than 5,500 in the full year, per the company. That implies roughly 2,000 in the fourth quarter alone. Smart Analytics’ estimate of about 5,900 for H1 2026 is close to its entire 2025 total.
• UBTech has stated a 2026 target of 10,000 full-size humanoids. Chinese coverage describes that as production capacity, not a delivery forecast. Its first-half sales were 921 full-size units.

The UBTech gap is the clearest example of the distinction this page is built around. Capacity, production, shipments and sales are four different numbers, and press releases tend to quote the largest one available.

How many humanoid robots will ship in 2026?

Forecasts for 2026 run from about 60,000 to 90,000 units. Smart Analytics Global expects shipments to approach 60,000, worth about $1.6 billion, nearly triple its 2025 estimate. Bank of America Global Research, cited by Reuters, forecasts 90,000.

The first half makes the lower number plausible. At 19,100 units in January to June, the market needs about 41,000 in the second half to reach 60,000, roughly double the first-half pace. Smart Analytics also reports that industrial and commercial uses rose to more than 70% of shipments in H1 2026, from about 50% a year earlier, which is the shift the sector needs if volume is to hold once research labs are stocked. We track how earlier predictions compare with delivered units in humanoid forecasts vs reality.

What would settle the question is audited data. Unitree’s listing and UBTech’s interim accounts now put two of the top four vendors under public reporting rules. AgiBot, the volume leader, has published production milestones rather than audited shipment figures.