Sign in / Sign up

Robotics and physical AI

Compare the main companies in this industry, without a fixed list size.

About this page

What this page covers

AI100 includes the 100 largest companies that meet the industry eligibility criteria. Sector rankings cover all companies in that segment for a broader comparison.

How to filter

Combine search with country, industry and listing status. Results update immediately; remove individual selected filters to broaden the list. Original ranks are retained. Open a sector ranking for its full company list.

Country / region definition

Filters use the countries or regions recorded in company profiles, rather than the stock exchange location. Companies associated with multiple countries appear under each of them.

How ranking works

After eligibility review, public companies are ranked by equity market capitalization in USD and private companies by the latest disclosed completed funding or transaction valuation. The main list takes the top 100; industry lists have no fixed limit.

Data boundaries

Group market capitalization includes non-AI businesses. Private transaction terms and public market liquidity differ. Company size does not rank technical capability, AI revenue or investment attractiveness.

Showing 31 companiesOriginal ranks retained

Industry rankings
Snapshot as of 2026-09-30

Data dates and sources

Loading snapshot

亚太2026-09-306/42欧洲2026-09-304/9美洲2026-09-309/108

Listed data comes from the shared service’s latest valid snapshot. FMP is preferred; restricted or missing fields use alternate sources. Failed updates retain the original values and dates. Private valuations retain their disclosure sources and transaction dates. The snapshot date does not mean every company has been refreshed.

RankCompanyIndustry roleShare priceMarket cap / valuationFinancials / fundingEvidence
01TeslaTSLA / United States关键使能Robotics and physical AI现实世界具身 AI 领跑者自动驾驶、车队数据、自研算力和人形机器人闭环USD 354.81+2.60%2026-08-27 · Close$1.40T2026-08-27 · Market cap$104B Revenue334.7× P/E · 13.5× P/STTM financials · not liveFMP market capYahoo Finance
02SiemensSIE.DE / Germany关键使能Robotics and physical AI工业数字孪生与 AI 平台连接设计、工厂数据和自动化控制优化生产EUR 286.95-0.40%2026-08-27 · Close$261B2026-08-27 · Market cap$94.5B Revenue29.0× P/E · 2.8× P/STTM financials · not liveYahoo market capYahoo Finance
03ABBABBN.SW / Switzerland关键使能Robotics and physical AI工业机器人规模化平台机器人、运动控制和软件把 AI 用于柔性制造CHF 79.28-0.53%2026-08-27 · Close$179B2026-08-27 · Market cap$35.8B Revenue36.7× P/E · 5.0× P/STTM financials · not liveYahoo market capYahoo Finance
04Intuitive SurgicalISRG / United States关键使能Robotics and physical AI手术机器人数据平台龙头机器人装机、手术数据和计算机视觉形成临床壁垒USD 367.07-0.90%2026-08-27 · Close$130B2026-08-27 · Market cap$11.0B Revenue42.5× P/E · 11.8× P/STTM financials · not liveFMP market capYahoo Finance
05Keyence6861.T / Japan关键使能Robotics and physical AI机器视觉与工业感知龙头传感器和视觉系统为自动化设备提供实时判断JPY 82,960+0.99%2026-08-28 · Close$126B2026-08-28 · Market cap$7.9B Revenue45.3× P/E · 16.0× P/STTM financials · not liveYahoo market capYahoo Finance
06HoneywellHON / United States关键使能Robotics and physical AI工业现场 AI 与控制平台在楼宇、航空和流程工业中结合传感与自动化USD 220.39-0.13%2026-08-27 · Close$69.9B2026-08-27 · Market cap$36.1B Revenue8.5× P/E · 1.9× P/STTM financials · not liveFMP market capYahoo Finance
07三菱电机6503.T / Japan关键使能Robotics and physical AI工业自动化与边缘控制平台工厂自动化、数控、伺服和边缘分析连接 AI 决策与生产设备。JPY 5,312+2.06%2026-09-30 · Close$68.8B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
08TeradyneTER / United States关键使能Robotics and physical AI机器人与半导体测试双平台Universal Robots、MiR 与自动测试设备同时服务具身智能落地和 AI 芯片量产。USD 400.91-0.52%2026-09-30 · Close$62.7B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
09AndurilPrivate / United States关键使能Robotics and physical AI国防自主系统平台Lattice 软件连接无人机、传感器与武器系统形成实时自主决策。—No public share price$61.0B最新披露估值Series HFunding / transaction date · 2026-05-13Anduril 官方公司披露 · View valuation evidence ↗
10Rockwell AutomationROK / United States关键使能Robotics and physical AI北美工业控制平台控制系统和软件连接工厂数据与智能决策USD 433.00+0.29%2026-08-27 · Close$48.2B2026-08-27 · Market cap$9.0B Revenue40.5× P/E · 5.4× P/STTM financials · not liveFMP market capYahoo Finance
11Figure AIPrivate / United States关键使能Robotics and physical AI通用人形机器人领跑者Helix 具身模型、机器人本体与量产工厂形成软硬件闭环。—No public share price$39.0B最新披露估值Series CFunding / transaction date · 2025-09-16Figure 官方公司披露 · View valuation evidence ↗
12Fanuc6954.T / Japan关键使能Robotics and physical AI工业机器人与数控龙头用控制器、机器人和工厂数据实现自动化生产JPY 6,052+0.48%2026-08-28 · Close$35.4B2026-08-28 · Market cap$5.6B Revenue33.9× P/E · 6.3× P/STTM financials · not liveYahoo market capYahoo Finance
13SMC6273.T / Japan关键使能Robotics and physical AI自动化执行与气动控制龙头气动执行器、控制器和传感器为机器人与智能产线提供物理动作层。JPY 73,420+1.80%2026-09-30 · Close$29.3B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
14宇树科技688836.SS / China关键使能Robotics and physical AI通用足式与人形机器人平台人形机器人、四足机器人、组件和具身智能模型形成软硬件一体化平台。CNY 472.35-1.00%2026-09-11 · Close$28.5B2026-09-11 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
15SymboticSYM / United States关键使能Robotics and physical AI仓储机器人与 AI 调度平台以视觉、机器人和端到端软件把大型仓储中心改造为自主物流系统。USD 42.07+1.35%2026-09-30 · Close$27.0B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
16HelsingPrivate / Germany关键使能Robotics and physical AI欧洲国防具身 AI 龙头AI 软件、无人机与自主系统把传感数据转化为战场决策。—No public share price$18.0B媒体报道估值Series EFunding / transaction date · 2026-07-13Axios权威媒体报道 · View valuation evidence ↗
17大福6383.T / Japan关键使能Robotics and physical AI物流自动化系统龙头输送、分拣、仓储机器人和控制软件服务工厂与物流中心。JPY 5,832+1.80%2026-09-30 · Close$13.6B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
18CognexCGNX / United States关键使能Robotics and physical AI工业机器视觉核心平台视觉传感器、识别软件和边缘推理帮助自动化产线检测与定位。USD 60.65+1.64%2026-09-30 · Close$10.1B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
19地平线机器人9660.HK / China关键使能Robotics and physical AI智能驾驶计算平台征程芯片与软件栈为量产汽车提供感知、规划和辅助驾驶能力。HKD 4.75+0.00%2026-08-28 · Close$8.8B2026-08-28 · Market cap$559M Revenue— P/E · 15.8× P/STTM financials · not liveYahoo market capYahoo Finance
20欧姆龙6645.T / Japan关键使能Robotics and physical AI工业感知与自动控制平台传感、控制、机器视觉和机器人共同构成柔性制造系统。JPY 6,425-0.17%2026-09-30 · Close$8.0B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
21安川电机6506.T / Japan关键使能Robotics and physical AI工业机器人与运动控制龙头机器人、伺服与控制器是智能工厂和自主产线的关键执行层。JPY 4,779+3.15%2026-09-30 · Close$7.8B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
22AeroVironmentAVAV / United States关键使能Robotics and physical AI自主无人系统平台无人机、游荡弹药、传感器与自主软件服务高风险国防任务。USD 142.22-0.71%2026-09-30 · Close$7.2B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
23MobileyeMBLY / Israel关键使能Robotics and physical AI汽车视觉驾驶平台视觉芯片、地图和驾驶策略服务辅助及自动驾驶USD 8.61+0.82%2026-08-27 · Close$7.0B2026-08-27 · Market cap$2.0B Revenue— P/E · 3.5× P/STTM financials · not liveFMP market capYahoo Finance
24TEKEVERPrivate / Portugal / United Kingdom关键使能Robotics and physical AI欧洲 AI 自主系统与无人机平台垂直整合无人机、传感器、AI 自主能力和情报服务，面向国防与公共安全规模部署。—No public share price$6.4B公司披露的 Series D 首次交割估值Series D · 首次交割 $580MFunding / transaction date · 2026-09-23TEKEVER 官方公司披露 · View valuation evidence ↗
25Rainbow Robotics277810.KQ / South Korea关键使能Robotics and physical AI人形与协作机器人平台人形、四足与协作机器人本体连接控制软件和具身智能能力。KRW 439,000+5.02%2026-09-30 · Close$6.3B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
26General IntuitionPrivate / United States关键使能Robotics and physical AIPhysical AI 世界模型平台用大规模动作标注视频训练可在未知环境中实时行动的世界模型与机器人基础模型。—No public share price$6.2B参投方披露的本轮估值最新融资 · $220MFunding / transaction date · 2026-09-29投资方 Coalition Capital投资方披露 · View valuation evidence ↗
27AutoStoreAUTO.OL / Norway关键使能Robotics and physical AI立方体仓储机器人平台标准化机器人、网格和控制软件构成高密度自动仓储基础设施。NOK 16.19+4.38%2026-09-30 · Close$5.7B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
28优必选9880.HK / China关键使能Robotics and physical AI人形机器人量产平台Walker 系列人形机器人面向制造、商用和公共服务场景推进规模部署。HKD 74.35+2.20%2026-09-30 · Close$4.1B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
29QinetiQQQ.L / United Kingdom关键使能Robotics and physical AI国防自主系统与测试平台自主平台、任务软件和试验能力服务国防与高风险环境。GBp 488.60-0.08%2026-09-30 · Close$3.3B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
30Ocado GroupOCDO.L / United Kingdom关键使能Robotics and physical AI仓储机器人操作系统机器人、计算机视觉和调度软件共同驱动自动化履约中心。GBp 253.20-0.16%2026-09-30 · Close$2.8B2026-09-30 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP company profile
31XTEND AI RoboticsXTND / United States / Israel关键使能Robotics and physical AI高风险环境 Physical AI 平台XOS 操作系统连接无人机、机器人与边缘自主能力，服务国防和公共安全任务。USD 4.49-7.04%2026-09-11 · Close$91M2026-09-11 · Market cap— Revenue— P/E · — P/STTM financials · unavailableFMP market capFMP
V3.1 · Eligibility reviewed 2026-10-12

How to read this ranking

Who qualifies

The list includes frontier models, AI-native products and essential infrastructure. Adding AI features to an ordinary product does not automatically qualify it.

How ranking works

After eligibility review, public companies are ranked by equity market capitalization in USD and private companies by the latest disclosed completed funding or transaction valuation. The main list takes the top 100; industry lists have no fixed limit.

Data boundaries

Group market capitalization includes non-AI businesses. Private transaction terms and public market liquidity differ. Company size does not rank technical capability, AI revenue or investment attractiveness.