Agility targets Digit 5 BOM reduction from ~$150,000 to ~$30,000 at scale

Agility Robotics has outlined a path to reduce the bill of materials for its new Digit 5 humanoid from roughly $150,000 at commercial launch to around $30,000 at 10,000 units of annual production. The figures were presented at its October 6 Analyst & Investor Day, as the company prepares for a planned public listing through its merger with Churchill Capital Corp XI.

The intermediate target is approximately $75,000 per robot at 1,000 units a year. Agility attributes the expected reductions to engineering redesign, supply-chain initiatives, contract manufacturing and volume-based purchasing. Management said volume discounts could account for roughly 20% of the projected cost reduction as annual production scales to 1,000 units and then toward 10,000. The figures are illustrative internal targets, not realised Digit 5 production costs.

The production plan centres on RoboFab, Agility’s humanoid manufacturing facility in Salem, Oregon, which is designed for annual capacity of up to 10,000 robots. Agility says approximately 75% of Digit parts are sourced in the United States. It retains control of several of the robot’s highest-value hardware systems and uses external manufacturing partners for other components.

The investor materials also explain Agility’s previously disclosed $300 million-plus of committed Digit 5 orders. The figure, reflecting orders as of May 2026, relates to approximately 1,000 robots under a three-year Robots-as-a-Service contract. It represents potential multi-year value as deployments occur, subject to contractual milestones. The contract includes warrants issued to the purchaser that vest proportionately as robots are deployed; the order value is not current-period revenue.

Customers can subscribe to Digit through RaaS or purchase robots alongside software and maintenance services. Agility’s illustrative model assumes roughly $500,000 of cumulative revenue over a five-year useful life for a RaaS Digit, compared with around $400,000 under an ownership model. These are management assumptions covering the robot and associated services, not realised customer economics.

Agility reports nine committed customer facility deployments and more than 30 potential customers in active pipeline discussions or its Customer Acceleration Program. Its year-end 2027 goals are up to 25 committed facilities and roughly 100 potential customers in the broader pipeline. Those goals remain forward-looking, rather than contracted deployments.

Earlier generations of Digit operate with customers including Schaeffler, GXO and Toyota Motor Manufacturing Canada. Agility says its systems have accumulated more than 65,000 hours of real-world operation. Digit 5, unveiled in September, is intended to extend the platform into broader manufacturing, warehousing and logistics work, incorporating deployment feedback into the next generation.

The planned merger with Churchill Capital Corp XI values Agility at a $2.5 billion pre-money equity value. Announced transaction terms envisage more than $620 million in gross proceeds, including approximately $200 million of PIPE financing and $420 million in Churchill’s trust account assuming no redemptions. Agility intends to use the proceeds to fulfil customer commitments, expand deployments and scale Digit 5 production.