My latest at Forbes: Figure, one of the leading humanoid robot companies, is on a remarkable growth trajectory: doubling its monthly shipments for each of the last three months. Starting from roughly 150 units shipped in all of 2025, Figure appears to be hitting numbers like 60 units in February, 120 in March, and potentially 240 in April 2026.
What makes this significant isn’t just the growth rate, it’s what the numbers signal. Figure’s decision to scale suggests the company believes its Figure 03 platform is ready for broader deployment. The robot features an upgraded camera system, fingertip tactile sensors sensitive to forces as light as 3 grams, and a 90% component cost reduction compared to its predecessor — the kind of economics that make real-world scaling possible. Figure’s BotQ production facility is already rated for up to 12,000 units per year.
If doubling continues even a few more months, the gap between Figure and Chinese rivals like Agibot, which shipped 5,000 units in just three months, starts to look less permanent. The global humanoid robot market is forecast to hit 2.6 million annual units by 2035. To get there, robot makers need to crack manufacturing at scale without sacrificing quality. Figure may be approaching that inflection point right now.