Agility reports 65,000 robot hours, $300M Digit 5 orders ahead of Churchill merger

Agility Robotics reported more than 65,000 hours of real-world robot operation and said it had secured more than $300 million in multi-year orders for its Digit 5 model on 6 October 2026. The update came ahead of its planned merger with Churchill Capital Corp XI, expected to close in the fourth quarter of 2026. After the proposed transaction closes, the combined company is expected to trade on Nasdaq under the ticker AGLT.

What changed for buyers

Digit 5, the latest version of Agility's logistics robot, is expected to ship to early-access customers in the first half of 2027, with general availability targeted for the end of 2027 and early 2028. Agility has not disclosed final Digit 5 pricing or purchase terms; it discusses both robots-as-a-service and outright-purchase models. Agility again declined to name the customer behind the more-than-$300 million order. Its Chief Business Officer, Daniel Diez, described it as "one of our most experienced customers with Digit 4", and each use case Digit 5 proves unlocks a new tranche of robots (Humanoids Daily, 6 October 2026).

Maker-stated figures

According to Agility's Investor Day presentation on 6 October 2026, Digit 5 has a maker-stated bill of materials cost of about $150,000, up from $125,000 for Digit 4. The robot is designed for cooperative safety in industrial environments and incorporates feedback from over three years of commercial deployment.

According to Agility's announcement of 15 September 2026, Digit 5 is 1.81 m tall, weighs 129 kg and can repeatedly lift up to 22.7 kg. Planned cost reductions involve redesigned actuators and supply partnerships for standardized cameras, sensors and circuit boards. Agility aims to lower the unit cost to $30,000 at a production rate of 10,000 units per year.

Commercial deployment

Agility says it has robots operating in commercial environments with leading global enterprises. At the Investor Day, Courtney Baines, an engineer at Schaeffler's Cheraw, South Carolina plant, said its deployment began about 18 months earlier on a "Digit V4 alpha", handling bearing components in bulk; Agility's Daniel Diez said the robot has since moved "well over a million pounds of material". Baines said that, given the lack of ISO safety standards, guarding is necessary around any humanoid deployment.

Financial outlook

Agility's Chief Financial Officer, Michael Beer, projected a product margin of about 50% for Digit 5 under its robots-as-a-service model. At scale, with 10,000 units per year, margins could reach 75%, with hardware payback in under six months. The company expects to fund its robot fleet through sub-10% debt once public.

Still unconfirmed

• Final pricing for Digit 5 under robots-as-a-service or outright purchase
• Exact delivery schedule for the $300 million order
• Certification timeline for ISO 25785-1 safety standards
• Exact public availability timing remains unconfirmed; the reported projections range from the end of 2027 to early 2028

Company behind it

Agility Robotics, based in Salem, Oregon, with offices in Pittsburgh and Fremont, California, develops general-purpose humanoid robots for logistics and industrial tasks. The proposed SPAC financing is described as about $620 million gross, including roughly $420 million from Churchill’s trust and a $200 million PIPE anchored by Foxconn. The company plans to go public via merger with Churchill Capital Corp XI.

Correction, 7 October 2026: an earlier version named GXO Logistics as a customer, which none of the sources state, gave Digit 5's dimensions without citing Agility's 15 September announcement, and attributed to Schaeffler a figure given by Agility. The customer name has been removed, the announcement added to the sources, and the attribution fixed.