# Agility vs Figure

Two American humanoid robot companies pursuing genuinely different theories of how this market is won. [Agility](/companies/agility-robotics.md) deploys Digit at named commercial customers and counts the totes moved. [Figure](/companies/figure-ai.md) builds the manufacturing line that can produce a thousand Figure 03s before there is clear demand for a thousand, and bets on scaled cost as the moat. Both are real, both are verifiable, neither approach is obviously the right one. The next two years will likely show.

**The short version.** Agility is winning the commercial deployment scoreboard today. Figure is building the manufacturing capacity that, if it lands, makes commercial deployments cheap and easy to scale tomorrow. The bet you would make on each company depends on which side of the humanoid-economics question you think binds first: customer demand, or production cost.

**Where Agility is ahead today.** Agility has the most-deployed commercial humanoid robot in the world. Digit was the first humanoid deployed to a paying customer's commercial operation, beginning June 2024 at GXO Logistics' Flowery Branch facility outside Atlanta. By late 2025 Digit had moved over 100,000 totes at that single facility, validating sustained high-volume operation under a multi-year robots-as-a-service agreement. In February 2026 Toyota Motor Manufacturing Canada signed a commercial RaaS agreement following a year-long pilot, deploying seven Digit robots at the Woodstock, Ontario RAV4 plant for material handling. Amazon and Schaeffler are also disclosed customers. The total operating-fleet count across Agility's deployed sites is in the dozens, not thousands.

The implicit bet: in industrial humanoids, you win by being the company customers actually buy from. Manufacturing scale and unit cost follow demand; they do not create it. Reliability over months of continuous operation at one customer site, demonstrated under contract, opens the next ten customer sites. The category is bottlenecked on the proof, not the production.

Agility's commercial model is robots-as-a-service through the Agility Arc cloud platform: customers pay for capability over time, with Agility handling deployment, maintenance, and software updates. This lowers the customer's upfront cost and lets Agility iterate on hardware revisions without forcing customer hardware swaps. Peggy Johnson, the company's CEO, joined from Magic Leap with a background as Microsoft EVP focused on enterprise commercial work; the company's go-to-market reflects that orientation.

_See also: [Agility Robotics on the registry](/companies/agility-robotics.md), [verified humanoid companies](/verified-humanoid-companies.md)._

**Where Figure is ahead today.** Figure has built a manufacturing operation no other Western humanoid company has matched. The BotQ facility scaled Figure 03 production from one unit per day to one unit per hour over roughly 120 days, with more than 350 third-generation robots and over 9,000 actuators across 10-plus SKUs produced to date. The company reports 99.3 percent first-pass yield on its battery line and over 80 percent first-pass yield on full robots, supported by 150-plus networked workstations, 50-plus in-process inspection points, and 80-plus end-of-line tests. If the line holds yield, one unit per hour at single-shift pencils to roughly 7,000 to 8,000 robots per year, larger than every Western humanoid program's installed base combined.

The implicit bet: in general-purpose humanoids, you win by being the company with the lowest delivered cost of a working unit. Sufficient manufacturing scale collapses bill-of-materials cost and makes commercial deployments unit-economic. Reliability proves out at scale because the data feedback loops from thousands of deployed robots are how the AI and the hardware both improve. The category is bottlenecked on the production, not the proof.

Figure has chosen vertical integration aggressively. The company builds its own actuators rather than purchasing from Harmonic Drive or Nabtesco, designs its own AI stack including the System 0 whole-body controller, and raised approximately $1.7 billion across multiple rounds at a $39 billion Series C valuation in September 2025. Brett Adcock separately launched a new AI hardware venture, Hark, in 2026, which raised $700 million at a $6 billion valuation. Figure remains his primary humanoid company. The verified-commercial-deployment record is narrower than Agility's: Figure 02 in pilot at BMW's Spartanburg plant on sheet-metal-insertion tasks, plus the recently announced Catalyst Brands partnership.

_See also: [Figure AI on the registry](/companies/figure-ai.md), [Figure vs Apptronik](/figure-vs-apptronik.md), [Figure vs Tesla Optimus](/figure-vs-tesla-optimus.md)._

**What to watch.** Three things will tell you which theory is right.

First, whether Figure's manufacturing yield holds. 80 percent first-pass yield on full robots is the threshold where the published bill-of-materials cost starts to approximate the actual delivered cost. If yield holds as the line scales, Figure's manufacturing thesis is validated. If yield degrades as production volume rises, the thousand-units-per-quarter promise stays a promise.

Second, whether Agility expands its commercial customer base past the current handful. GXO and Toyota Manufacturing Canada are reference accounts. The question for 2026-2027 is whether those references produce the third, fifth, tenth named commercial deployment quickly, or whether the sales cycle for industrial humanoids remains so long that even strong reference customers do not unlock pipeline at speed. Eight named deploying customers by end of 2026 would be a different story than two.

Third, what happens when the two companies meet at the same customer. Both Agility and Figure are competing for the same kinds of work: warehouse material handling, manufacturing line-side replenishment, contract logistics. The first customer that openly evaluates both and chooses one will provide a real comparison point, replacing the current "Agility is deployed, Figure manufactures more units" framing with a head-to-head data point.

_The verified record is below. Numbers reflect company disclosures and primary-source coverage as of late May 2026. [See how we verify](/methodology.md)._

## Comparison

| Attribute | Agility Robotics | Figure AI |
|---|---|---|
| Headquarters | ✓ Verified: Salem, Oregon (plus Pittsburgh and San Jose) | ✓ Verified: Sunnyvale, California |
| Founded | ✓ Verified: 2015 | ✓ Verified: 2022 |
| Robot | ✓ Verified: Digit (bipedal humanoid) | ✓ Verified: Figure 03 (bipedal humanoid) |
| Robot specs | _Claimed (company-stated): 5′9" (175 cm), 35 lb payload, bird-leg topology_ | _Claimed (company-stated): 5′8" (173 cm), third-generation hardware_ |
| CEO | _Claimed (company-stated): Peggy Johnson (ex-Magic Leap CEO, ex-Microsoft EVP)_ | _Claimed (company-stated): Brett Adcock_ |
| First commercial deployment | ✓ Verified: June 2024 at GXO Logistics (Flowery Branch, Georgia) | ✓ Verified: BMW Spartanburg pilot (Figure 02) |
| Known commercial customers | _Claimed: GXO, Toyota Manufacturing Canada, Amazon (registry-verified); Schaeffler (company-stated)_ | _Claimed: BMW (registry-verified, pilot); Catalyst Brands (company-stated)_ |
| Notable operating-data milestone | _Claimed (company-reported): 100,000+ totes moved at GXO Flowery Branch as of late 2025_ | _Claimed (company-reported): 350+ Figure 03s produced; 80%+ first-pass yield on full robots_ |
| Manufacturing capacity | _Claimed: Not publicly disclosed at unit-per-hour scale_ | _Claimed (company-reported): 1 unit per hour at BotQ (~7,000 to 8,000 units/year, single-shift)_ |
| Funding | ✓ Verified: ~$438M raised | ✓ Verified: ~$1.7B raised; $39B Series C valuation (September 2025) |
| Commercial model | _Claimed (company-stated): Robots-as-a-Service via the Agility Arc fleet platform_ | _Claimed (company-stated): Vertical-integration, manufacturing-led_ |
| Vertical integration | _Claimed (company-stated): Builds Digit and the Agility Arc fleet platform_ | _Claimed (company-stated): Builds own actuators, robots, and AI stack (System 0 whole-body controller)_ |
| Verified humanoid deployments (registry) | ✓ Verified: 3 | ✓ Verified: 1 |
| Incidents (registry) | ✓ Verified: 0 | ✓ Verified: 0 |

## See also

- [All verified humanoid companies](/verified-humanoid-companies.md). The full humanoid list.
- [Figure vs Apptronik](/figure-vs-apptronik.md). Verified humanoid comparison.
- [Figure vs Tesla Optimus](/figure-vs-tesla-optimus.md). Verified humanoid comparison.
- [Methodology](/methodology.md). What we count, how we verify.
- [Glossary](/glossary.md). The strict definitions used across the registry.

**Accountability:** [Verified incidents](/verified-incidents.md). Sourced record of collisions, injuries, recalls, regulatory actions.

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