Agility Robotics makes its investor pitch as the Nasdaq listing nears
At its first Analyst & Investor Day, the humanoid maker walked investors through Digit 5, its order pipeline and the Churchill Capital merger expected to close this quarter.
Agility Robotics held its first Analyst & Investor Day on Tuesday in New York, a three-hour session livestreamed to investors, analysts and the public through the company’s investor relations site. Chief executive Peggy Johnson was joined by co-founder and chief robot officer Jonathan Hurst, CFO Michael Beer, chief business officer Daniel Diez and COO Jen Hunter, with guest appearances from Schaeffler, Foxconn and the Association for Uncrewed Vehicle Systems International (AUVSI). The agenda: Digit 5 and the technology platform, commercial adoption, manufacturing scale-up, physical AI software, and the company’s long-term financial model.
The core of the pitch was Digit 5, the next-generation humanoid Agility unveiled in September. The company says the machine draws on more than 65,000 hours of real-world operation from earlier Digit deployments, is engineered for cooperatively safe work alongside people, and has already attracted more than $300 million in multi-year orders. Those figures are Agility’s own disclosures to investors, not independently audited results — the distinction matters for anyone sizing the order book.
The listing angle is what made the timing significant. Agility plans to become a public company through a business combination with Churchill Capital Corp XI (Nasdaq: CCXI), expected to close in the fourth quarter of 2026, after which the combined company would operate as Agility Robotics and trade on Nasdaq under the ticker “AGLT.” On the same day as the event, Churchill Capital filed a Form 425 with the SEC containing the investor-day transcript; its Form S-4 registration statement, filed September 9, has not yet been declared effective, so the listing still needs regulatory clearance and a shareholder vote.
Other roadmap items on show: a new Fremont, California facility for hardware and physical AI development opened earlier this year, and perspectives from the ecosystem — Schaeffler’s David Kerr and Courtney Baines, Foxconn’s Nelson Hsieh, and AUVSI’s Heather Lee — on deploying humanoids in industrial settings. For a company that has spent three years putting robots to work in warehouses, the message of the day was a shift from what is possible to what is practical at scale.