Toyota's 400K Robots, Teradyne Q3 & Humanoid ROI | Oct 30, 2026
This week on The Robot Investor: Toyota's plan to deploy 400,000 robots as part of a roughly $6.4 billion a year factory automation budget, per the Financial Times via Humanoid Guide, and why that figure covers robots broadly, not just humanoids. We walk through Teradyne's third-quarter results: $1.306 billion in revenue, with robotics at $96 million, down from $100 million in the second quarter. We cover GXO adding Agility Robotics' Digit humanoid at two more warehouses while its chief executive says humanoids have not yet delivered a return on investment, plus Agility's Pittsburgh expansion…
The skinny
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