Agility Robotics

Agility Robotics builds the Digit bipedal robot for warehouse and logistics automation, with live deployments at GXO, Schaeffler, and Toyota Motor Manufacturing Canada.

Last updated: July 7, 2026

Summary

Agility Robotics builds Digit, a bipedal mobile manipulation robot designed to move totes, packages, and materials in warehouses, distribution centers, and manufacturing plants. The company is one of the few humanoid robotics firms with verified, ongoing commercial deployments rather than only pilots or demonstrations, with Digit units running production shifts at GXO Logistics and Schaeffler Group facilities.

Company Story

Agility Robotics was spun out of Oregon State University’s Dynamic Robotics Laboratory in 2015 by Jonathan Hurst, Damion Shelton, and Mikhail Jones. Hurst had spent years at Oregon State researching the physics of dynamic bipedal locomotion, work that produced ATRIAS, a research robot that demonstrated stable outdoor walking and running (Agility Robotics Stock analysis). Shelton, a Carnegie Mellon robotics Ph.D. who had previously co-founded and exited the 3D imaging startup threeRivers 3D, joined as CEO, while Jones, Hurst’s graduate student, had led development of ATRIAS’s control software.

The company’s first commercial product, Cassie, was a legless-upper-body bipedal robot sold as a research platform beginning in 2016. Cassie later set the Guinness World Record for the fastest 100-meter dash by a bipedal robot, demonstrating the underlying locomotion technology before Agility added a torso, arms, and perception systems to create Digit, a full humanoid designed for material handling (Agility Robotics Stock analysis).

In March 2024, Agility hired Peggy Johnson, former Microsoft executive vice president of business development and former Magic Leap CEO, to lead commercial scaling as CEO. Co-founder Damion Shelton transitioned to President, and Hurst became Chief Robot Officer (Agility Robotics CEO announcement). In 2026, Agility announced plans to go public through a merger with special-purpose acquisition company Churchill Capital Corp XI at an implied valuation of roughly $2.5 billion (Agility Robotics SPAC announcement; The Robot Report).

Founders

Jonathan Hurst co-founded Agility after building the scientific foundation for dynamic bipedal locomotion at Oregon State University’s Dynamic Robotics Lab. He now serves as Chief Robot Officer, focused on the company’s underlying robot control technology.

Damion Shelton served as CEO from Agility’s founding in 2015 until March 2024, when he transitioned to President as Peggy Johnson took over as CEO. Shelton previously co-founded and exited the 3D imaging company threeRivers 3D and holds a robotics Ph.D. from Carnegie Mellon University.

Mikhail Jones, Hurst’s graduate student at Oregon State, led development of the control software for the ATRIAS research robot, which became the technical foundation for Cassie and later Digit.

Products

Digit is Agility’s flagship product, described by the company as a Mobile Manipulation Robot (MMR): a human-scale bipedal robot with a torso, arms, and perception systems built to navigate spaces designed for people and perform repetitive material handling tasks such as moving totes, unloading trailers, and transferring goods between conveyors and automated storage systems (IPO Club company profile).

Alongside the robot hardware, Agility operates Agility Arc, a cloud-based automation platform used to deploy, orchestrate, and monitor fleets of Digit robots across customer facilities, integrating with existing warehouse execution and automated-storage systems (GXO announcement).

To support scaled production, Agility built RoboFab, a dedicated manufacturing facility the company states can produce up to 10,000 Digit units annually, with roughly 75 percent of components sourced domestically in the United States (Interesting Engineering).

Funding

Agility has raised approximately $641 million in private funding across multiple rounds. A $150 million Series B closed in April 2022, led by DCVC and Playground Global with participation from Amazon’s Industrial Innovation Fund. The company’s largest round to date, a $400 million Series C, closed in March 2025 at a post-money valuation of approximately $2.1 billion, with SoftBank joining existing investors DCVC, Playground Global, Amazon’s Industrial Innovation Fund, and NVentures, Nvidia’s venture arm (Agility Robotics Stock analysis).

Schaeffler Group, a German motion-technology and automotive supplier, made a minority equity investment in Agility alongside its commercial deployment agreement, aligning Agility’s investor base with several of its commercial customers (Contrary Research).

Partnerships

GXO Logistics became Agility’s first commercial customer, signing a multi-year Robots-as-a-Service agreement in mid-2024 following a late-2023 proof-of-concept pilot. GXO describes the deal as the logistics industry’s first formal commercial deployment of humanoid robots, with Digit units moving totes between autonomous mobile robots and conveyors at a Spanx facility in Flowery Branch, Georgia. As of late 2025, GXO reported the deployment had surpassed 100,000 totes moved (GXO announcement).

Schaeffler Group deploys Digit at its Cheraw, South Carolina plant, running factory shifts since early 2025. Amazon has tested Digit at its Sumner, Washington fulfillment center since October 2023, focused initially on tote recycling and consolidation workflows, though Amazon has not disclosed a scaled commercial deployment. Toyota Motor Manufacturing Canada signed a commercial agreement in February 2026 following a successful pilot, and Mercado Libre, Latin America’s largest e-commerce platform, signed a separate commercial agreement in late 2025 (Contrary Research).

Agility has also partnered with Nvidia on robot safety systems, becoming the first company to integrate Nvidia’s Halos Core safety software and IGX Thor industrial computing platform into a commercial humanoid robot (Interesting Engineering).

Timeline

  • 2015: Agility Robotics was founded as a spin-off from Oregon State University’s Dynamic Robotics Laboratory.
  • 2016: Cassie, Agility’s first bipedal research robot, was released and later set a Guinness World Record for the fastest 100-meter dash by a bipedal robot.
  • 2023: Amazon began testing Digit at its Sumner, Washington fulfillment center.
  • March 2024: Peggy Johnson was appointed CEO; co-founder Damion Shelton transitioned to President.
  • June 2024: GXO Logistics signed a multi-year Robots-as-a-Service agreement, described as the industry’s first commercial humanoid robot deployment.
  • November 2024: Schaeffler Group made a minority investment and began deploying Digit at its Cheraw, South Carolina plant.
  • March 2025: Agility closed a $400 million Series C round at approximately a $2.1 billion post-money valuation.
  • February 2026: Toyota Motor Manufacturing Canada signed a commercial deployment agreement.
  • 2026: Agility announced a planned SPAC merger with Churchill Capital Corp XI valuing the combined company at approximately $2.5 billion.

Market Context

Agility competes most directly with other humanoid and mobile-manipulation robotics companies pursuing warehouse and logistics automation, including Figure AI, Apptronik, and Sanctuary AI, as well as established warehouse automation vendors offering fixed or wheeled robotic systems. Agility’s public differentiation is verified, ongoing commercial revenue: independent deployment trackers identify its GXO and Schaeffler sites as among the only publicly confirmed high-throughput, multi-shift humanoid robot deployments in the industry, as opposed to demonstrations or short pilots (New Market Pitch deployment tracker).

Source Notes

This profile draws on Agility’s own press releases, GXO’s commercial announcement, third-party financial research from Contrary Research and TSG Invest, and reporting from The Robot Report and Interesting Engineering. Specific customer deployment scale, unit economics, and the outcome of the announced SPAC merger should be re-verified as new primary disclosures become available, particularly around the company’s transition to public-company reporting.

Funding Table

DateRoundAmountValuationInvestorsSource
2022-04Series B$150 millionUnknownDCVC, Playground Global, Amazon Industrial Innovation FundAgility Robotics Stock: $2.1B Valuation — Is It a Buy?
2025-03Series C$400 millionApproximately $2.1 billion post-moneySoftBank, Amazon Industrial Innovation Fund, DCVC, Playground Global, NVentures (Nvidia)Agility Robotics Stock: $2.1B Valuation — Is It a Buy?

Structured Timeline

  1. 2015Agility Robotics founded

    Jonathan Hurst, Damion Shelton, and Mikhail Jones spun the company out of Oregon State University's Dynamic Robotics Laboratory.

  2. 2016Cassie research robot released

    Agility's first product, a bipedal robot with no upper body, was sold as a research platform and later set the Guinness World Record for the fastest 100-meter dash by a bipedal robot.

  3. 2023Amazon begins testing Digit

    Amazon started testing Digit at its Sumner, Washington fulfillment center, initially for tote recycling workflows.

  4. 2024-03Peggy Johnson appointed CEO

    Former Microsoft and Magic Leap executive Peggy Johnson became CEO to lead commercial scaling; co-founder Damion Shelton transitioned to President.

  5. 2024-06GXO Logistics commercial agreement

    GXO and Agility signed a multi-year Robots-as-a-Service agreement, described as the industry's first formal commercial deployment of humanoid robots.

  6. 2024-11Schaeffler Group investment and deployment

    Schaeffler made a minority investment in Agility and began deploying Digit at its Cheraw, South Carolina plant.

  7. 2025-03$400 million Series C round

    Agility raised $400 million at approximately a $2.1 billion post-money valuation, with SoftBank joining existing investors.

  8. 2026-02Toyota Motor Manufacturing Canada agreement

    Toyota Motor Manufacturing Canada signed a commercial agreement to deploy Digit following a successful pilot.

  9. 2026Announced SPAC merger with Churchill Capital Corp XI

    Agility announced plans to go public through a merger valuing the combined company at approximately $2.5 billion.

Founder Profiles

Open Questions

These are research questions readers, analysts, and AI systems may want to verify as the company develops.

  1. How many Digit units are generating recurring commercial revenue versus still operating as pilots or single-site tests?

    Public deployment trackers identify GXO's Flowery Branch facility and Schaeffler's Cheraw plant as the only verified high-throughput sites; other named customers, including Amazon, are described as testing or early-stage engagements.

  2. What is Agility's per-unit manufacturing cost and path to profitability at RoboFab's stated 10,000-unit annual capacity?

    Unit economics separate a viable hardware business from a well-funded but subsidized one, and Agility has not disclosed detailed manufacturing cost figures.

  3. Will the Churchill Capital Corp XI SPAC merger close as announced, and how will public-market reporting requirements affect future disclosure of deployment metrics?

    SPAC mergers can be renegotiated or terminated before closing, and public listing would introduce new financial disclosure obligations not present as a private company.

  4. How does Amazon's dual role as an investor and a pilot customer affect independent assessment of Digit's deployment progress at Amazon facilities?

    Investor-customer overlap is common in robotics but can make it harder for outside observers to distinguish genuine commercial traction from strategically motivated testing.

  5. How autonomous is Digit during commercial shifts, and how much human supervision, remote monitoring, or intervention is required per shift?

    The mix of autonomy versus supervision is a key technical maturity signal that is rarely disclosed in company or customer press releases.

Sources

  1. Agility Robotics company website
  2. GXO signs industry-first multi-year agreement with Agility Robotics
  3. Agility Robotics Appoints Peggy Johnson as Chief Executive Officer
  4. Agility Robotics to Go Public Through Merger with Churchill Capital Corp XI
  5. Humanoid maker Agility Robotics to go public through SPAC merger
  6. Report: Agility Robotics' Business Breakdown & Founding Story
  7. Agility Robotics Stock: $2.1B Valuation — Is It a Buy?
  8. Agility Robotics — Wikipedia
  9. US: Agility goes public as demand grows for next-generation Digit humanoids