Digit 5 Has $300 Million in Orders, $1.8 Million in Sales

Agility Robotics unveiled Digit 5, a humanoid robot built to work next to people without a physical safety barrier, on Sept. 15 at the company's Oregon headquarters. Chief executive Peggy Johnson said the robot is "removing a major barrier to scaling humanoid robots in industrial environments," according to Agility's announcement. The same week, Agility disclosed the financial filings behind its planned public listing, and the two documents tell different stories about how far the company has come.

What actually changed in the hardware

Digit 5 replaces the backward-bending legs of earlier versions with what Agility calls proprietary cycloidal actuators, letting it lift 50 pounds (22.7 kilograms) repeatedly, 40 percent more than Digit 4, and reach 7.2 feet (2.2 meters), up from 5.5 feet, The Robot Report said. Runtime is 90 minutes on a nine-minute charge, a 10-to-1 run-to-charge ratio against Digit 4's 2-to-1. The safety system uses onboard sensors to detect a nearby person and either avoid them, stop, or sit down, so the robot cannot fall on someone. Agility said Digit has logged more than 65,000 operating hours across nine customer sites, including GXO, Schaeffler, Amazon and Toyota Motor Manufacturing Canada.

Spec	Digit 4	Digit 5
Repeated payload	36 lb. (16.3 kg)	50 lb. (22.7 kg)
Max reach	5.5 ft. (1.7 m)	7.2 ft. (2.2 m)
Run-to-charge ratio	2:1	10:1
Charge time	Not disclosed	9 minutes

Digit 5 also runs on Nvidia's Jetson platform for onboard compute, and Agility said it plans to move to Nvidia's newer Jetson Thor module for the sixth generation. Nvidia rates Jetson Thor at 2,070 FP4 teraflops of AI compute and 128 GB of memory inside a 40-to-130-watt power envelope, which the company says is 7.5 times the compute and 3.5 times the energy efficiency of the prior Jetson Orin generation. Johnson said the module "will take Digit to the next level." That efficiency multiplier is the same metric this site flagged as missing from Intel's Crescent Island launch earlier this month: Nvidia published its 3.5-times figure with the comparison chip named and the power band disclosed, which is the standard the rest of the inference-hardware market has not consistently met.

The order book behind the biggest number

Agility's Sept. 15 materials cite "more than $300 million in multi-year orders," a figure that recurs in nearly every headline about the robot. Reading the underlying filings, GeekWire reported that the figure is a single, three-year contract for 1,000 robots from one customer whose identity is not disclosed, that it is contingent on Agility meeting delivery milestones, and that the filing itself describes it as not a measure of current-period revenue. Agility's own SEC filing, reviewed directly, confirms the company generated $1.8 million in net sales in 2025.

$1.8 million of revenue, a $2.5 billion price tag

Agility is going public through a merger with Churchill Capital Corp. XI, a deal that values the combined company at $2.5 billion, or more than 1,400 times its 2025 revenue by The Robot Report's calculation. The SPAC is expected to deliver more than $620 million in gross proceeds: roughly $420 million from Churchill's trust and $200 million from a PIPE led by Foxconn. Agility's operating expenses rose to $111 million in 2025 from $71 million in 2024, with cash burn of roughly $100 million for the year, The Robot Report reported. None of those figures are unusual for a hardware company scaling a first product; a $1,000-robot order and a nine-figure cash burn are what a factory ramp costs. What is unusual is pricing the equity at a multiple that assumes the order book converts to recurring revenue before the milestones behind it are known.

The safety claim, read independently

IEEE Spectrum's Evan Ackerman, who has covered humanoid robotics for years, called Digit 5's approach functional rather than elegant: "It may not be elegant, but it works, which is more than can be said for any other commercial humanoid that I'm aware of," he wrote. Ackerman also flagged the assumption underneath Agility's pitch to customers, that Digit can be "a more or less effortless drop-in replacement for human labor, which is not something that I'm entirely sure has ever happened with any robot, anywhere." Agility's own cost projections, which Ackerman obtained and published, put Digit 5's bill of materials at $150,000 to $200,000 at current volumes, falling below $50,000 if the company reaches 10,000 units a year at its Salem, Oregon, RoboFab plant, against a proposed service price of roughly $8,500 a month, which Agility's own materials estimate saves a customer about $100,000 a year against comparable human labor, an estimate Ackerman's piece reports but does not independently test.

1. At launch volumes175 $ thousands
2. At 10,000 units/year50 $ thousands

Source: Agility Robotics figures reported by IEEE Spectrum, accessed 2026-09-23

That cost curve, not the safety system, is what would falsify or confirm the valuation. Agility ships Digit 5 to its first customers in December, according to runtimewire, and the SPAC merger is expected to close by the end of 2026. Both dates give the market its first chance to check the order book, and the physical-AI power buildout this site has tracked elsewhere, including Google's deal for half of a Finnish nuclear plant's output, assumes deployments like this one actually reach the scale their financing already prices in.