Is Agile Robots profitable in 2026?

No profitability figure is disclosed. Agile Robots states 2024 revenue reached roughly 200 million euros with annual doubling since its 2018 founding, and it aims to exceed 1 billion euros medium-term, per its own November 24, 2025 statement, but no net income or profit margin has been published.

Who owns Agile Robots?

Agile Robots SE is privately VC-backed, converted from a German AG to a European SE legal form in March 2024. Its 2021 Series C, led by SoftBank Vision Fund 2, raised 220 million dollars and valued the company above 1 billion dollars, per Wikipedia dated July 26, 2026. No IPO has occurred.

Who is Agile Robots' biggest competitor?

In industrial arms, ABB, KUKA, FANUC and Yaskawa are the dominant incumbents catching up on AI integration. In humanoids, Figure AI holds a self-reported 39 billion dollar valuation and Apptronik 5.5 billion dollars as of July 5, 2026, dwarfing Agile Robots' 2021 valuation over 1 billion dollars.

Could AI replace what Agile Robots builds?

Agile Robots' business model is built on physical AI paired with hardware, so software alone cannot replace it, but foundation models like Google DeepMind's Gemini Robotics, which it integrated per a March 24, 2026 partnership, are becoming licensable to any hardware maker, thinning its AI-stack advantage.

What is Agile ONE and has it shipped yet?

Agile ONE is Agile Robots' humanoid robot, unveiled November 19, 2025, standing 1,740mm tall and weighing 69kg with a 21-joint five-fingered hand. Mass production was targeted for early 2026 in Bavaria, and first partner-factory deployments under the DeepMind partnership are targeted by end of 2026.

Has Agile Robots raised new funding recently?

No confirmed new equity round has closed since its 220 million dollar Series C in September 2021 that valued it above 1 billion dollars. An 800 million dollar figure appears in CBInsights data dated June 23, 2026 but is explicitly labeled rumored and unconfirmed, not a verified raise.

Germany · Germany

Agile Robots

German maker of AI-guided industrial robot arms and the Agile ONE humanoid, spun out of DLR.

Losing its protection

Assessed 30 July 2026 · Evidence as of 30 July 2026

The structural protection is eroding.

On the recordSince 30 July 2026 · Checkable from Q4 2026 · Every call on the record Checkpoint: Agile ONE mass-production ramp and first paid factory deployments under the Google DeepMind partnership

The call

A funded, shipping robotics maker whose next test is turning Agile ONE into paid deployments while bigger rivals and trade rules close in.

Agile Robots builds industrial robots with advanced control software and has shipped units to major automakers like BMW. The challenge: companies like ABB, KUKA, FANUC, and Yaskawa can copy its technology because there is nothing legally protecting it, and the AI layer it relies on is becoming a standard tool anyone can buy and use. The company also faces a US ban on Chinese-made robots (announced July 2026), older funding compared to well-financed competitors, and unproven ability to mass-produce its new Agile ONE model. The next sign of health will be whether it raises fresh money from Western investors soon, and whether it can announce real customer deployments of Agile ONE by late 2026.

Why

AI pressure: Gemini Robotics and NVIDIA Cosmos foundation models. Foundation-model AI for robots is becoming a licensable commodity, so rivals can bolt on similar force-control smarts without building it in-house. Could AI do the core job? Only partly.

Bigger players: ABB, KUKA, FANUC, Yaskawa. These four already sell competing industrial arms today and face no barrier to adding AI-driven force control themselves. Could a giant copy it? Probably.

What protects it. Real €200M+ revenue, shipped hardware, and OEM ties with BMW and thyssenkrupp give it deployed customers rivals would have to pry loose.

What would change this call

Whether Agile Robots closes a new Western-led funding round by mid-2027. Shows if investors still back its valuation and geopolitical positioning versus rivals like Figure AI.
Whether Agile ONE reaches paid deployment at a named OEM by end of 2026. Tests if humanoid mass production claims translate into real commercial orders.
Whether US or EU import restrictions expand to cover German-designed, China-made hardware. Would directly threaten Agile Robots' supply chain and market access in the West.

Key numbers

2024 revenue about €200M, said to double yearly (2025-11-24)
$220M Series C in 2021, $1B+ valuation (2021-09)
2,500+ employees across 60+ countries (2025-11-24)

Named risks

US FCC import ban on Chinese-made humanoid and quadruped robots could expand to German-designed China-made hardware. Severity: high
No confirmed new equity round since 2021 Series C, leaving valuation stale against far better-funded humanoid rivals. Severity: high
Agile ONE mass-production ramp targeted for early 2026 remains unproven at scale. Severity: medium
Integration execution risk from Krause Automation acquisition closed April 1, 2026. Severity: medium
Foundation-model commoditization via third-party platforms like Gemini Robotics thins proprietary AI-stack differentiation. Severity: medium

Rivals, as read in July 2026

Rival	Direction	Evidence
ABB, KUKA, FANUC, Yaskawa	contesting	Big-four incumbents catching up on AI-integrated force control, not structurally blocked as of 2026
Figure AI	losing to	Figure AI self-reported 39B dollar valuation vs Agile's stale 1B+ from 2021, per July 5, 2026 report
Apptronik	losing to	Apptronik reached 5.5B dollar valuation after 935M raise, July 5, 2026, far outpacing Agile's last round
Agility Robotics	gaining on	Pursuing SPAC listing at ~2.5B dollar valuation as of July 22, 2026, resetting sector benchmarks
Unitree, AGIBOT (China)	contesting	Chinese makers shipped 25x more robot units than US rivals in 2025, per July 29, 2026 report

Questions people ask

Is Agile Robots profitable in 2026?: No profitability figure is disclosed. Agile Robots states 2024 revenue reached roughly 200 million euros with annual doubling since its 2018 founding, and it aims to exceed 1 billion euros medium-term, per its own November 24, 2025 statement, but no net income or profit margin has been published.
Who owns Agile Robots?: Agile Robots SE is privately VC-backed, converted from a German AG to a European SE legal form in March 2024. Its 2021 Series C, led by SoftBank Vision Fund 2, raised 220 million dollars and valued the company above 1 billion dollars, per Wikipedia dated July 26, 2026. No IPO has occurred.
Who is Agile Robots' biggest competitor?: In industrial arms, ABB, KUKA, FANUC and Yaskawa are the dominant incumbents catching up on AI integration. In humanoids, Figure AI holds a self-reported 39 billion dollar valuation and Apptronik 5.5 billion dollars as of July 5, 2026, dwarfing Agile Robots' 2021 valuation over 1 billion dollars.
Could AI replace what Agile Robots builds?: Agile Robots' business model is built on physical AI paired with hardware, so software alone cannot replace it, but foundation models like Google DeepMind's Gemini Robotics, which it integrated per a March 24, 2026 partnership, are becoming licensable to any hardware maker, thinning its AI-stack advantage.
What is Agile ONE and has it shipped yet?: Agile ONE is Agile Robots' humanoid robot, unveiled November 19, 2025, standing 1,740mm tall and weighing 69kg with a 21-joint five-fingered hand. Mass production was targeted for early 2026 in Bavaria, and first partner-factory deployments under the DeepMind partnership are targeted by end of 2026.
Has Agile Robots raised new funding recently?: No confirmed new equity round has closed since its 220 million dollar Series C in September 2021 that valued it above 1 billion dollars. An 800 million dollar figure appears in CBInsights data dated June 23, 2026 but is explicitly labeled rumored and unconfirmed, not a verified raise.

Timeline

2026-07-29US FCC announces import ban on foreign-made humanoid and quadruped robots targeting Chinese-made units
2026-06Agile Robots gets early access to NVIDIA Cosmos 3 simulation platform
2026-04-19Agile ONE and Agile ONE S showcased publicly at Hannover Messe 2026
2026-04-01Krause Automation (former thyssenkrupp unit) acquisition closes, adding staff and sites
2026-03-24Agile Robots announces Google DeepMind partnership to integrate Gemini Robotics models
2026-02Agile Robots becomes anchor customer of Deutsche Telekom/NVIDIA Industrial AI Cloud in Munich
2025-11-26Agile Robots announces acquisition of thyssenkrupp Automation Engineering, rebranded Krause Automation
2025-11-19Agile ONE humanoid robot unveiled, mass production targeted early 2026
2025-09Agile Robots completes full buyout of BMW spin-off idealworks
2024-03-25Company converts from German AG to European SE legal form
2021-09220 million dollar Series C led by SoftBank Vision Fund 2 values company above 1 billion dollars

Revision history

30 July 2026

First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.

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