GXO Adds Two Digit Sites for 2027 While Agility's $300 Million Order Figure Is Labelled Potential, Not Revenue
Hardware / news
GXO Adds Two Digit Sites for 2027 While Agility's $300 Million Order Figure Is Labelled Potential, Not Revenue
Agility Robotics' SEC-filed release names Statesville and Lebanon as new GXO sites, but no robot count, no deal valuation and no revenue figure comes with it.
GXO Logistics will deploy Agility Robotics' Digit humanoid at two more U.S. warehouses, in Statesville, North Carolina, and Lebanon, Tennessee, starting in early 2027, according to a release Agility filed with the SEC on Oct. 26. It names the sites and the robot model, Digit 4, and it gives no count of robots.
The release was filed as soliciting material under the proposed business combination between Agility and Churchill Capital Corp XI (Nasdaq: CCXI), which Agility says is expected to close in the fourth quarter of 2026 under the ticker "AGLT." A companion GXO release, filed the same way, carries the GXO side and two executive quotes.
What the filings say about GXO
Digit has run at GXO's Flowery Branch, Georgia, site since June 2024 under a multi-year robots-as-a-service agreement, and has moved more than 100,000 totes there, working alongside existing automation to move totes onto conveyors. The new sites will support e-commerce fulfilment, with Digit taking on repetitive material handling, and will move to Digit 5 when it is commercially available.
The photograph shows a GXO site in the United Kingdom, not one of the Digit sites. Patrick Kelleher, GXO's chief executive, said: "Innovation is most powerful when it delivers practical solutions that create value for our customers and our people." Peggy Johnson, Agility's chief executive, said: "Customers are moving beyond asking whether humanoid robots can work to deciding where they can scale them."
The denominator behind 100,000 totes
The number that matters here is not 100,000 but the interval it covers. June 2024 to October 2026 is about 28 months, so the floor works out to roughly 3,600 totes a month for the whole deployment, a figure that cannot be turned into a per-robot rate because the filings do not say how many Digits did the work or for how many shifts. Agility's release separately cites more than 65,000 hours of real-world operation across all customers.
The release also repeats Agility's previously disclosed figure of more than $300 million in committed multi-year orders for Digit 5, and says in the same passage that this is potential value over time, subject to milestones and specifications, and is not current-period revenue.
Who else is in the pipeline
| Customer or prospect | Status in the release | Timing |
|---|---|---|
| GXO (Statesville, Lebanon) | New agreement, Digit 4 then Digit 5 | Early 2027 |
| AGCO (Hesston, Kansas) | Commercial agreement signed Oct. 20, 2026, pilot | 2027 |
| Toyota Motor Manufacturing Canada | Commercial agreement after a pilot | Not given |
| Three unnamed manufacturers | Paid programs | Not given |
| More than 30 prospects | Active talks or Customer Acceleration Program | Not given |
The release also lists Schaeffler, an investor, as deploying Digit in automotive manufacturing, and Mercado Libre as a customer. Two potential subcontractor engagements with a U.S. Armed Services branch are at an early stage with no agreements signed.
Production capacity is the other figure given: RoboFab, a 70,000-square-foot facility in Salem, Oregon, is designed for up to 10,000 robots a year. That is a design number. Tesla, by comparison, has targeted 20,000 Optimus a week without a count of units built, so both humanoid makers publish capacity and neither publishes shipments.
What is still missing
The release discloses no valuation, deal value, PIPE terms or redemption figures. Churchill XI shareholders face redemption risk that the forward-looking statements mention without a number. Digit 5, unveiled Sept. 15, 2026, has early customer access expected in the first half of 2027 and general availability targeted for the end of 2027.
For context on how the industry's other deployments are disclosed, Teradyne's Sereact deal at least bracketed its robots against an installed base of 100,000.
What would change this read is a robot count for Flowery Branch in the proxy statement, or a revenue line in the first report after the merger closes; with either, the totes-per-robot-per-shift figure that decides whether Digit pays for itself can finally be computed.
Sources
More in Hardware
- 01Battery Self-Tests Cause a One-Minute Dip in Grid Frequency, and Jülich Measured It on a 1.5 MW UnitA Forschungszentrum Jülich team traced a worldwide 60-second ripple in grid frequency to battery power supplies that all test themselves at the top of the minute. The preprint measured one site; the scale claims come from a press release.
- 02Satlyt's Orbital Computing Test Ran One Real Computer, and Hit a Timing BugThe startup's NASA-funded experiment with the University of Houston simulated four computers; only one physical machine in orbit took part.
- 03Waymo Will Have Toyota Fit Its Driver at the Takaoka Plant, but Gives No Volume, Cost or Sensor CountThe bZ4X robotaxi is a supply answer for a fleet still built on a Jaguar that is out of production; Waymo's two posts six weeks apart also put its safety multiple at 15 and 20 times.
- 04Agility Robotics Lists on Nov. 5 With $465 Million, $155 Million Under Plan, After Trust Holders Took Back About 61%The humanoid maker's SPAC raise shrank from $620 million as Churchill XI holders redeemed. The filing's 2025 revenue was $1.8 million against a $140 million operating loss.