Agility Digit at work: what filings and customers confirm

Agility Robotics' Digit is doing real, paid work, but far less of it than the headline numbers suggest. Customers confirm tote and bin handling at a handful of named sites. The robot counts in the public record are single digits per customer, and they come from Agility, a Schaeffler presentation and press reports; GXO has not published one. No customer has published a rate per robot, a run-hour total or how often a person has to step in.

Agility's own final merger prospectus shows the money side: $213,349 of 2025 revenue from deployment arrangements and its paid evaluation program combined, out of $1,781,967 in total net sales. The largest 2025 sale was five robots bought by Amazon, which is also an Agility investor.

The forward number, "$300 million of committed multi-year orders" for the next-generation Digit 5, comes from one customer. The filing says that customer is a related party, the order covers 1,000 robots under a three-year robots-as-a-service (RaaS) contract, and it depends on milestones, features and specifications. As of September 30, 2026, the warrant terms tied to that deal had not been finalized. The rest of this analysis shows where each number comes from and what it does not say.

Analysis based on SEC filings by Agility Robotics and Churchill Capital Corp XI (including investor presentations and transcripts filed under Rule 425), GXO's SEC filings and releases, Schaeffler investor presentations, and company and press reports, all retrieved November 10, 2026. AI assistance was used in research and drafting, and the piece was checked by a separate AI fact-check and AI editorial review. Servospace did not visit any site, interview the companies named, or see operating data. Calculations are Servospace arithmetic on published figures and are labeled as such.

In this analysis

• The short answer
• What kind of evidence each number is
• What Digit does on the floor today
• Customer by customer
• GXO and the 100,000 totes
• Schaeffler: three robots, eight robots, and two tote counts
• Nine facilities and 65,000 hours
• What the revenue lines say
• The 300 million dollar order, read closely
• Counterevidence and limits
• What a buyer or investor should ask for

The short answer

• Confirmed by customers: GXO says Digit has moved more than 100,000 totes at its Flowery Branch, Georgia, site and is expanding to two more U.S. sites from early 2027. Toyota Motor Manufacturing Canada (TMMC) signed a commercial agreement after a pilot. Schaeffler said in December 2025, and again in July 2026, that three Digits work in its U.S. plants. Mercado Libre announced an agreement and said it is "excited to test" humanoids. Amazon said in 2023 it would begin testing Digit.
• Stated by Agility, with no customer denominator: nine committed customer facilities, 65,000 hours of operation (repeated in GXO's joint October 2026 release), "approximately 98%" accuracy, eight robots at Schaeffler and three at GXO, and the $300 million order.
• Not published by anyone: totes per robot per hour, hours per robot, uptime, and the share of tasks that need a person to help.
• Money so far: $1.78 million of 2025 revenue and $174,362 in the first half of 2026, with no robot sales in that half.

Digit is a real commercial product in an early, small state. The scale story rests on Digit 5, which Agility expects to reach early-access customers in the first half of 2027 and general availability by the end of 2027.

What kind of evidence each number is

The same figure can appear in a binding SEC filing, a slide, a press release and a news story, with a different label each time. This table keeps the labels attached.

What Digit does on the floor today

Every task described by Agility or its customers is moving containers between two fixed points. At GXO, Digit moves totes from cobots and places them onto conveyors, according to GXO's 2024 release; Agility's 100,000-tote post adds moving totes on and off mobile robots and stacking them in another floor location. At Schaeffler's Cheraw, South Carolina, plant, Digit has loaded and unloaded a parts washing machine since the beginning of 2025, Schaeffler's own site says. At TMMC's Woodstock, Ontario, plant, Digit takes empty totes off an automated tugger and puts full ones back on, Canadian Metalworking reported in April 2026. Amazon's stated first use, in its October 2023 post, was tote recycling: moving empty totes after the items are picked out.

Agility's prospectus says it plainly: "Today, commercial deployments are focused primarily on repetitive material handling workflows such as moving bins and totes." The prospectus lists each picking, kitting and carton handling as later goals.

The current robot also works behind barriers, at least at the sites where this has been described. Courtney Baines, a Schaeffler production technology engineer who works with Digit at Cheraw, told Agility's October 6, 2026 investor day that "given the lack of ISO safety standards, it is necessary to put guarding around any humanoid deployment we have" (transcript filed with the SEC). Agility's chief business officer, Daniel Diez, told Bloomberg: "You cannot put 150 robots into a warehouse where every one of them has to be surrounded by a 10-by-20 plexiglass set of walls" (article as filed with the SEC). Canadian Metalworking's April 2026 report on TMMC describes the same setup there: a work cell with guarding, door interlocks and light curtains. Digit 5 is designed to work near people without those walls, but it is not yet shipping. That matters for warehouses, because a guarded cell limits where a robot can stand and how many fit. If you want the mechanics of how humanoids balance and grip, see how humanoid robots work.

Customer by customer

Sources: GXO 2024 and GXO 2026 releases; Agility June 2026 and October 2026 investor presentations; Schaeffler's December 2025 and July 2026 presentations; TMMC agreement and TechCrunch; Mercado Libre agreement; Amazon; prospectus.

Agility also says three unnamed manufacturers (an automaker, an automotive parts maker and a consumer products company) are in paid programs, and that AGCO plans a Digit pilot in Kansas starting in 2027 (October 26 release). Those are programs and pilots, not deployments.

GXO and the 100,000 totes

GXO's October 26, 2026 release is the strongest customer evidence in the record. GXO, a listed company, repeats that "Digit has moved more than 100,000 totes at the Flowery Branch facility," and it is putting Digit into its Statesville, North Carolina, and Lebanon, Tennessee, sites from early 2027, starting with the current Digit 4. Expanding to new sites is a customer decision, and it is a better signal than any tote count.

What the release does not give is a denominator. Neither company has said how many robots moved the 100,000 totes, over what hours, or at what rate. Servospace arithmetic: from the June 27, 2024 agreement to Agility's November 20, 2025 announcement is 511 days, so 100,000 totes works out to about 196 a day for the whole site, on average, if the count started at the agreement. If it includes the late-2023 pilot, the daily average is lower. If tote moving began later than the agreement, the average is higher. Either way it is a whole-site average, not a measured rate, and it says nothing about any single robot.

GXO's statutory filings say less still. Its 2025 annual report on Form 10-K mentions humanoids once, in a risk factor: GXO plans to keep investing in emerging technologies "including humanoid robots," and those investments "may not be successful." It does not name Agility. Its third-quarter 2026 10-Q does not mention humanoids. GXO also tests humanoids from Apptronik and Reflex Robotics, so Digit is one vendor in a program, not a network standard.

The "98%" figure needs care too. The prospectus calls it "approximately 98% operational accuracy while on-task" at GXO and does not define accuracy or say what "on-task" excludes. At the same investor day, co-founder Jonathan Hurst said "We really need to get these machines to the 99.9% reliability," which sets the company's own target above the number it reports.

Schaeffler: three robots, eight robots, and two tote counts

Schaeffler is a customer, a supplier and an investor in Agility. In November 2024 it made a minority investment and said it saw potential "to deploy a significant number of humanoids in our global network of 100 plants by 2030," in a statement by COO Andreas Schick. The prospectus adds that Agility paid Schaeffler $416,679 in 2025 for inventory and other materials.

The counts move between sources:

Schaeffler's Cheraw page, cited above for the washing-machine task, still calls the Digit work a "pilot project." The prospectus describes Schaeffler as "moving from pilot to full-scale integration" on Digit 5.

The counts do not line up neatly. Schaeffler's July 9, 2026 presentation, about two weeks after Agility's June slide showed "8 deployments," still says three Digits. Agility's slide label then changed from "deployments" to "robots deployed" in October. The prospectus filed a week after the investor day still says about 25,000 totes, and no source gives the as-of date for the 60,000. Schaeffler may have added robots after July, or reused an old slide, or the two companies may be counting different things. Neither has said. Schaeffler's own 2025 annual report names collaborations with Neura Robotics and Humanoid for its own production, and its December deck lists more than 20 humanoid makers on a slide saying Schaeffler is "highly engaged in the product development" of the relevant players. Schaeffler is also cutting 3,460 European jobs while naming humanoids a growth area, and it sells actuators and other parts to humanoid makers. A buyer should treat Schaeffler's Digit work as a real, small deployment by a customer with several reasons to promote humanoids.

Nine facilities and 65,000 hours

The prospectus uses two wordings for the same number. Near the front: "deployed or committed for deployment across nine customer facilities." A few pages later: "nine committed customer facility deployments," as of May 2026. The October investor deck says "Deployment commitments in 9 customer facilities." A Bloomberg article said Agility "currently operates in nine customer facilities." Only the first wording matches what the filing supports: some of the nine are commitments, and the split is not given. The two GXO sites starting in 2027 show how a facility can be committed before a robot arrives.

The 65,000 hours have no robot count or period attached. Servospace arithmetic: 65,000 hours is about 7.4 years of one robot running around the clock (65,000 divided by 8,760 hours in a year). As a hypothetical, a fleet of 12 robots sharing it evenly over two years would average about 7.4 hours a day each. Agility has not said how many robots or which years the figure covers. The figure also counts Digit 4 hours, while the order book is for Digit 5, a point a Roth Capital analyst raised on the investor day call.

What the revenue lines say

The audited 2025 statements are the cleanest denominator available.

Source: Note 3 to Agility's financial statements in the prospectus. The filing says revenue from robot deployment arrangements and CAP "are presented as deployment and professional services revenue."

Three things stand out. First, all the recurring deployment work across every customer site, plus paid evaluations, produced $213,349 in 2025. Second, two customers accounted for $1,550,360, exactly the robot sales line. One is Amazon: the filing says Amazon put down a $367,500 deposit, 35% of a $1,050,000 price for five robots, and the investor behind that deposit accounted for $1,040,360 of 2025 net sales, after a small reduction for warrants that vest as Amazon buys robots. Servospace arithmetic: that is about 58% of 2025 revenue from a single investor's five-robot order. Sales to related parties were $1.13 million of the $1.78 million. Third, first-half 2026 net sales were $174,362, with no robot sales. Cost of goods sold was $3.9 million, up from $1.9 million a year earlier, an increase Agility attributed mainly to "expanded robot deployment arrangements."

Losses at this stage are normal for a hardware company before launch. The point is scale: Digit's paid work today is a small fraction of a $1.8 million revenue base, and the prospectus included a going-concern warning that applied before the merger brought in new money.

The 300 million dollar order, read closely

Agility has described the Digit 5 order book in several ways. Here is what the filings say, in order of how binding the language is:

1. Risk factors: "we currently have one customer that has committed to deploy $300 million of Digit 5 over a multi-year period, subject to the realization of certain contractual milestones, product features and specifications."
2. Business section: the orders "relate to 1,000 Digit 5 robots under a three-year term RaaS contract, which includes warrants issued to the purchaser that vest proportionately as robots are deployed."
3. Financial statement notes: in May 2026 Agility agreed with "a customer, also a related party" to issue 453 warrants per robot sourced "should the customer source a minimum of 1,000 robots." As of September 30, 2026, "the key terms of the warrants, including the exercise price and other conditions, had not yet been finalized," no warrants had been issued, and Agility said it would complete the accounting "once the definitive agreement is executed."
4. Investor day: Diez said "each use case unlocks new tranches of robots," and that the throughput, accuracy and uptime targets "have to be mutually agreed upon between the customer and Agility."

The filings do not name the customer. Servospace arithmetic: 1,000 robots at the $8,500 monthly fee Agility uses in its illustrative RaaS economics, for 36 months, is $306 million, consistent with the headline. That fee is an illustration in the filing, not a disclosed contract price.

Compare that with how the number has been described elsewhere. On the June 24, 2026 deal call, CEO Peggy Johnson spoke of "binding orders for our version five platform now totaling over $300 million" (transcript). A MarketWatch article said the orders came "from customers like Amazon, Schaeffler, and GXO Logistics," which conflicts with the filing's "one customer." Agility's own October 26 release is careful: the figure "represents potential multi-year value" and "does not represent current-period revenue." The accurate reading is a large, conditional, single-customer commitment for a robot that ships in 2027, from a company that customer is already tied to. For the listing itself, see our AGLT story.

Counterevidence and limits

• The deployments are real. GXO, a listed logistics company, put its name to the tote count and is expanding. TMMC's president is quoted by name. That is more customer confirmation than most humanoid makers have. This piece questions the size of the claims, not their existence.
• Counts may simply have grown. Schaeffler's three robots (July 2026) and Agility's eight (October 2026) could both be accurate if robots were added in between, although Agility's June "8 deployments" slide came before Schaeffler's July "three." The issue is the missing as-of dates and definitions, not proof of an error.
• Press counts are secondhand. The TMMC robot numbers come from TechCrunch and Canadian Metalworking, not a Toyota filing.
• The $300 million customer is unnamed. The filing says it is a related party. Agility's related parties include Amazon and Schaeffler, among others. This analysis does not guess which.
• Absence is not proof. GXO's 10-K not naming Agility does not mean the work is unimportant to GXO. Large companies leave most vendor programs out of annual reports.
• No ROI or labor estimate. Agility says its RaaS price is set below a customer's fully burdened labor rate. Nothing here turns that into a payback figure.

What a buyer or investor should ask for

A Digit claim becomes evidence when it carries its denominator. These fields were missing from at least one figure in this analysis:

The next checkpoints are Agility's first quarterly report as a public company, GXO's 2026 annual report and the first Digit 5 early-access deliveries expected in the first half of 2027. This guide will be reviewed when one of those is published, or within 90 days. For the wider picture, see how robot piece picking and Symbotic's Walmart work hold up to the same customer test, the ID Logistics humanoid pilot plan, and our humanoid robot and warehouse robot coverage.

How the sources were used

SEC filings are treated as Agility's statements under securities law, with their qualifiers quoted. Investor presentations and transcripts filed under Rule 425 are company communications. Customer releases and filings establish what each customer said. Press reports are cited only for what they attribute to a named company. Calculations are simple divisions of published figures and are labeled as Servospace arithmetic. Corrections can be sent through Servospace's contact page.