Agility Robotics
Maker of Digit, the warehouse humanoid already in paid deployments; going public via SPAC as AGLT
Scaleup · Shipping · Humanoid OEM · Salem, Oregon, United States · Founded 2015 · AGLT (Nasdaq, expected after SPAC close) · agilityrobotics.com
Profile
Oregon State University spinout whose bipedal Digit robot handles tote moving in logistics and manufacturing sites. It reports more than $300M in multi-year Digit 5 orders and is merging with Churchill Capital Corp XI to list on Nasdaq. At its Oct 2026 investor day it disclosed a ~$150k Digit 5 launch bill of materials, targeting $30k at 10k units/year.
People
- Jonathan Hurst FounderCo-founder and Chief Robot Officer
- Damion Shelton FounderCo-founder and Chairman of the Board
Describes himself on X as Agility's president and co-founder.
@damionsheltonRole confirmed in their X bio - Pras VelagapudiChief Technology Officer
Sources: Agility Robotics company and leadership page · Industry Insights: Agility's Pras Velagapudi on humanoid generalization, safety, and SPACs (A3 Automate) · Churchill Capital Corp XI / Agility analyst and investor day presentation (SEC filing) · As of . X handles are shown only when we could confirm they belong to the person.
Chatter on X
Social posts, not verified facts. What X is saying about this company, rated for how far it can be trusted. Shows the last 14 days, plus anything still unresolved.
Items shown have cleared our internal credibility screen.
- ConfirmedSupply chain / customerFirst seen Oct 8 · Updated Oct 10
Agility targets Digit 5 parts cost of about $30K at 10,000 units a year, from about $150K at launch
Agility's COO gave the figures at the Oct 6 investor day, and the company's Form S-4 shows the same path ($75K at 1,000 units a year). Digit 5 is not on sale yet.
Why this label- Stated by Agility's COO at its investor day
- Matches the company's SEC filing
History: Likely Oct 10 (First reported) → Confirmed Oct 10 (Rating revised: verified against investor day report and S-4)
Primary post on X · @korthosxyz, Oct 8Backing: Humanoids Daily: investor day report·Agility Form S-4/A, Sep 30 (SEC)
- ConfirmedSupply chain / customerFirst seen Oct 6 · Updated Oct 10
Agility says Digit 5 orders top $300M: 1,000 robots on a three-year service contract
The order is stated in Agility's SEC filings from its Oct 6 investor day. The customer is not named and the order depends on milestones.
Why this label- Stated in the company's SEC filing, not only in posts
- One unnamed related-party customer; milestone-dependent
Primary post on X · @roboticomarket, Oct 9Backing: Churchill XI Form 425 (investor day materials)·Humanoids Daily analysis
- ConfirmedHiring / leadershipFirst seen Oct 5 · Updated Oct 10
Agility CEO Peggy Johnson joins MITRE-led Project Meridian as an individual advisor
Agility announced it on Oct 5. She takes part separately from the company, and no defense contract for Digit is announced.
Why this label- Announced by Agility's official account
Primary post on X · @agilityrobotics, Oct 5Backing: Post on X by @agilityrobotics
See all 4 itemsShow fewer
- ConfirmedSupply chain / customerFirst seen Oct 9 · Updated Oct 10
Agility targets up to 25 committed customer sites by the end of 2027, up from nine today
These are management goals from the Oct 6 investor materials, not completed deployments. Agility also cites more than 30 prospects today.
Why this label- Stated in the company's investor-day materials
- Described as a goal, not a result
History: Likely Oct 10 (First reported) → Confirmed Oct 10 (Rating revised: verified against investor day coverage)
Primary post on X · @roboticomarket, Oct 9Backing: Biped.News·Churchill XI Form 425 (investor day materials)
Labels
- Confirmed
- The company, an SEC filing or a major outlet backs it.
- Likely
- A credible first-hand source or named outlet reports it; nothing official yet.
- Unverified
- One source, or a source with a thin track record. Treat as a rumor.
- Disputed
- A credible party contests it.
Last checked Oct 10.
Flagship robots
- Digit 5 Humanoid
Next-gen humanoid; early access H1 2027, GA end-2027/early-2028 - Digit 4 Humanoid
Current commercial model, deployed at e.g. GXO, Schaeffler
Funding and valuation
Latest round
$620M
SPAC merger with Churchill Capital Corp XI (pending) · Jun 24, 2026
Led by Foxconn (PIPE lead).
>$620M gross expected: ~$420M trust (assuming no redemptions) + ~$200M PIPE; expected to close Q4 2026
Total raised
about $390M
As of Jun 24, 2026
More than $390M equity raised since 2015, per investor presentation
Valuation
$2.5B
pre-money equity value in SPAC deal · Jun 24, 2026
Hiring signals
- Open roles
- 77all roles
- Top location
- Fremont · 41%32 of 77 roles
- Top role area
- Software & infrastructure12 roles · 20% of 61 engineering & ops
Where the roles are · share of 77 open roles (all roles)
- Fremont, California, US41%32 roles
- Remote, US26%20 roles
- Multiple offices (Fremont, Salem or Pittsburgh), US12%9 roles
- Salem, Oregon, US12%9 roles
- Other locations9%7 roles
Locations are where the posting says the job is based, not where the robots are built. A posting that lists several sites is counted once, under the first.
Role mix · 61 engineering & ops roles
Show 6 more areas
Roles are sorted into a fixed list of areas by job title. Percentages are of engineering & ops roles. The other 16 open roles (finance, HR, legal, sales, facilities and similar) are in the total but not shown here.
Notable postings
- JobSenior role in Software & infrastructure, one of the company's largest hiring areasDirector of Engineering, Fleet ApplicationsMultiple offices (Fremont, Salem or Pittsburgh), US
- JobSenior role in AI & foundation models, one of the company's largest hiring areasSenior Staff Data Scientist, RoboticsRemote, US
- JobSenior role in Quality & test, one of the company's largest hiring areasDirector, Product QualitySalem, Oregon, US
- JobSenior role in Actuators & mechanical, one of the company's largest hiring areasStaff Hardware Technical Program ManagerFremont, California, US
- JobSenior role in Embedded & electrical, one of the company's largest hiring areasStaff Robotics Architect - Electrical HardwareFremont, California, US
As of . Scope: all roles. Counts are our reading of public job postings, not company statements.
Scope note All open Agility Robotics postings, including non-engineering roles.
Competitors
Companies with overlapping products. Direct = same customers and same job; Adjacent = overlapping technology or market, different focus.
Figure AI
Direct competitorBoth are building humanoids for factory and logistics customers: Figure AI builds general-purpose humanoids run by its own Helix AI model, while Agility Robotics sells the Digit biped for tote moving in logistics and manufacturing.
NEURA Robotics
Direct competitorBoth are building humanoids for factory and logistics customers: NEURA Robotics makes cognitive cobots and the 4NE1 humanoid, while Agility Robotics sells the Digit biped for tote moving in logistics and manufacturing.
Apptronik
Direct competitorBoth are building humanoids for factory and logistics customers: Apptronik builds the Apollo humanoid, now in pilots with Mercedes-Benz and GXO, while Agility Robotics sells the Digit biped for tote moving in logistics and manufacturing.
Show 5 more
Agile Robots
Direct competitorBoth are building humanoids for factory and logistics customers: Agile Robots makes industrial cobots and has launched the Agile ONE industrial humanoid, while Agility Robotics sells the Digit biped for tote moving in logistics and manufacturing.
Boston Dynamics
Direct competitorBoth are building humanoids for factory and logistics customers: Boston Dynamics is training the electric Atlas for Hyundai's factories and also sells Spot and Stretch, while Agility Robotics sells the Digit biped for tote moving in logistics and manufacturing.
Hexagon Robotics
Direct competitorBoth are building humanoids for factory and logistics customers: Hexagon Robotics makes the wheeled AEON industrial humanoid, piloted with BMW and Schaeffler, while Agility Robotics sells the Digit biped for tote moving in logistics and manufacturing.
Persona AI
Adjacent competitorBoth are building humanoids for industrial work: Persona AI is building rugged humanoids for shipyards and heavy industry, while Agility Robotics sells the Digit biped for tote moving in logistics and manufacturing.
Tesla (Optimus)
Adjacent competitorBoth are building general-purpose humanoids for factory work: Tesla develops Optimus in-house and so far builds it mostly for its own factories, while Agility Robotics sells the Digit biped for tote moving in logistics and manufacturing.
Recent news
- — Investor Day: Digit 5 BOM ~$150k at launch, $30k target at scale; GA slips to end-2027 Humanoids Daily
- — Agility and FORT Robotics partner on humanoid safety (Offboard Safety Bridge) PR Newswire
- — Agility to go public via $2.5B SPAC merger with Churchill Capital Corp XI TechCrunch
From SEC filings
Robotics-related passages from SEC filings, newest first. Filed by Churchill Capital Corp XI (merger partner).
Scope Agility analyst and investor day; highlights come from the attached presentation.
Agility's RoboFab factory is designed for up to 10,000 robots a year, but Agility warns it may not reach that.
Although RoboFab is designed for up to 10,000 units per year, Agility may not achieve its planned manufacturing capacity or production targets, or develop cost-effective production capabilities.
Exhibit 99.1, investor presentationDigit 5 is planned to reach existing partners in the first half of 2027 and general availability by the end of 2027.
Agility expects a strategic rollout of Digit 5 to existing partners in the first half of 2027, EU and UK access in 2027 subject to obtaining a CE mark and other regulatory marks, and general availability by the end of 2027
Exhibit 99.1, investor presentationThe more than $300 million in Digit 5 orders covers 1,000 robots on a three-year robots-as-a-service contract.
Agility has more than $300 million in multi-year orders for Digit 5, but these orders represent potential multi-year value expected to be realized over time
Exhibit 99.1, investor presentation
Scope Amended merger registration statement; only selected Agility business and risk passages are summarized.
Agility has spent almost all its resources on Digit and its RoboFab plant in Salem, Oregon, and revenue does not yet cover costs.
Agility has devoted substantially all of its resources to research, development, and commercialization of its humanoid robot, Digit, and the build-out of its RoboFab manufacturing facility in Salem, Oregon, and has not yet generated sufficient revenue to offset its operating expenses.
Full filingAgility expects losses to continue for the foreseeable future.
Agility has incurred net losses since inception and expects to continue to incur operating and net losses for the foreseeable future.
Full filing
Show 3 earlier filings
Scope SPAC quarterly report; it covers the pending Agility merger, not Agility's own operations.
The SPAC signed its merger agreement with Agility Robotics on June 24, 2026.
On June 24, 2026, the Company entered into an Agreement and Plan of Merger and Reorganization
Item 1. Financial Statements
Scope Merger announcement; highlights come from the filing and the attached joint press release.
The merger values Agility at $2.5 billion before new money.
will be based on a pre-money equity value of the Company of $2,500,000,000
Full filingThe deal is expected to bring in more than $620 million gross, including a roughly $200 million PIPE at $10 a share.
$2.5 billion pre-money equity value and more than $620 million of expected gross transaction proceeds, including approximately $200 million of incremental financing via a common stock PIPE committed at $10 per share from leading existing and new institutional investors.
Exhibit 99.1, joint press releaseThe combined company is expected to list under the ticker AGLT.
Upon closing of the Transaction, the combined company is expected to operate as Agility and be listed on a major North American exchange under the ticker symbol “AGLT.”
Exhibit 99.1, joint press release
No humanoid or robotics mentions in this filing.
Source: SEC EDGAR · Quotes checked word for word against the filing · As of .
Suppliers
- Schaeffler (incl. Ewellix) — Integrated rotary actuators (60-250 N·m: planetary gearbox, motor, encoder, controller); planetary roller screws; bearings
- NVIDIA — Jetson Thor onboard computer; Isaac Sim, GR00T foundation models
Sources
- Agility Robotics plans to go public via SPAC in a $2.5B deal (TechCrunch) (Jun 24, 2026)
- 'Digit' maker Agility Robotics to go public in $2.5B deal (GeekWire) (Jun 24, 2026)
- Agility's Investor Day: Digit 5 launches at a $150,000 bill of materials (Humanoids Daily) (Oct 6, 2026)
- Humanoid maker Agility Robotics to go public through SPAC merger (The Robot Report) (Jun 24, 2026)
- Agility and FORT Robotics announce strategic partnership to advance humanoid robot safety (PR Newswire) (Oct 1, 2026)
Confidence: high.