FF EAI Robotics (FFR) Q3 2026: acquired robotics unit made about $2.3 million in nine months at a 26% gross margin

FF EAI Robotics Ecosystem (Nasdaq: FFR) said on Thursday, Nov. 12, 2026, that the robotics business it bought from Faraday Future generated about $2.3 million in unaudited standalone combined revenue in the nine months to Sept. 30, with about $593,000 in gross profit, a gross margin of about 26%. The deal closed Oct. 23, so those results are not in FFR's consolidated third-quarter numbers.

Source: FF EAI Robotics Ecosystem via PR Newswire: FFR Announces 2026 Q3 Results (Nov. 12, 2026)

FFR said it sold and shipped a record 351 robots in October, bringing cumulative shipments since late February to 1,168 units. Public list prices include the $299 FF Nova Mini educational robot and the $2,490 FF Nova developer humanoid; other catalog models list much higher, and FFR did not break shipments out by model. It named K-12 education as its lead market and said security and inspection have signed sales contracts and begun deliveries, while industrial and logistics work is still in research and development.

Servospace take: real robot sales, but the Q&A revenue figure needs a much bigger fourth quarter

Servospace analysis: FFR is one of the few US-listed robot companies reporting unit shipments month by month, which makes it a useful check on how fast small humanoid and quadruped makers actually sell. The 26% nine-month gross margin is above the roughly 10% full-year 2026 margin the company estimated in its Oct. 1 investor Q&A, a company figure we cannot audit.

The pressure is on revenue. That same Q&A projected about $7.1 million in 2026 revenue, a figure FFR has not adopted as formal guidance. With about $2.3 million booked through September, our arithmetic says the business needs roughly $4.8 million across October through December versus that Q&A figure, about twice what it made in the first nine months. October already shipped 351 units, and FFR has not disclosed October revenue. FFR said it expects more than 400 units a month in November and December, a company claim, which would add volume, but the revenue only follows if more of those units are higher-priced machines rather than $299 education robots. Watch for a model mix or average selling price when FFR reports the year.

Sources

• FF EAI Robotics Ecosystem via PR Newswire: FFR Announces 2026 Q3 Results (Nov. 12, 2026)
• Faraday Future: YT Jia weekly investor update, FFR shipped 351 robot devices in October (Nov. 1, 2026)
• FFR and FFAI investor Q&A on the proposed robotics acquisition (Oct. 1, 2026)
• Faraday Future: completion of FFR's acquisition of FF's robotics business (Oct. 26, 2026)
• The Robot Daily: FFR shipped a record 351 robots in October, but won't say how many are humanoids (Nov. 4, 2026)
• FF EAI Robotics 919 launch: catalog list prices for Futurist, Master Mini, and Aegis models

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Summarized by Servospace from the sources above, drafted with AI help and checked against those sources before publishing. Claims are the companies' or outlets' unless we say otherwise. How we work.