EL7.AI
StocksMedium•29 October 2026•
4 min read

Agility Expands Digit Operations at GXO and Adds 3 Manufacturing Customers With Orders Exceeding $300 Million

Key Facts

1Agility said on October 26 that it had added 3 new manufacturing customers and had more than 30 prospective customers.
2Digit moved more than 100,000 containers at a GXO facility in Georgia under an agreement that began in June 2024.
3Agility said multi-year orders for Digit 5 exceed $300 million, in an announcement in September 2026.
4GXO operations at two additional sites will begin in early 2027 using Digit 4, with plans to transition to Digit 5.
5Churchill shareholders will vote on the merger on November 2, 2026, and the deal is expected to close in the fourth quarter.

Agility Robotics said on October 26 that it was expanding its commercial agreement with GXO to two additional facilities and adding 3 manufacturing customers to paid programs, while saying it had more than 30 prospective customers in its commercial pipeline. The move expands Digit operations with an existing customer, after the robot moved more than 100,000 containers at a GXO facility in Georgia. The company said the new deployments would begin in early 2027 using Digit 4, with plans to transition to Digit 5 when it becomes commercially available. The new sites are in Statesville, North Carolina, and Lebanon, Tennessee. Agility did not disclose the names of the three new manufacturing customers, but said they were participating in paid programs tailored to specific manufacturing needs.

The multi-year commercial agreement with GXO began in June 2024, following a proof-of-concept trial in late 2023. Agility described the agreement when it was announced as the first formal commercial deployment of humanoid robots in the industry. The new expansion adds two sites to the existing relationship and gives Digit a presence at two additional U.S. facilities. The company’s disclosed customer base includes AGCO, Toyota Motor Manufacturing Canada, Schaeffler and Mercado Libre. Toyota Motor Manufacturing Canada signed a commercial agreement after a successful trial, according to Agility.

One of the new customers is a global automaker that Agility said sells more than three million vehicles a year, without naming it. The company said Digit 4 had logged more than 65,000 operating hours by its September 2026 announcement. It also announced then multi-year orders for Digit 5 worth more than $300 million, an order value spread over several years rather than revenue realized in the current period. The disclosed scale points to long-term contracted demand for the new generation, alongside the ongoing expansion using Digit 4. Chief Executive Peggy Johnson said Digit 5 was developed based on customer requirements after three years of Digit 4 operating on production floors.

Johnson said the company built the robot to meet "the exact requirements our customers provided after three years of Digit 4 operating on production floors." Agility said customers face needs tied to some companies bringing manufacturing back to the United States, older workers retiring and younger people showing less interest in these jobs. The company designed Digit 5 to repeatedly lift payloads of up to 50 pounds, with 40% more capacity than the previous generation, according to its published specifications. The company also offers the Agility Arc platform to manage robot fleets and connect them to customer operations. Manufacturing takes place at the 70,000-square-foot RoboFab facility in Salem, Oregon, which has a designed capacity of up to 10,000 robots a year.

On the hardware side, Agility said Digit 5 would use NVIDIA IGX Thor computing modules, with NVIDIA as the exclusive provider of onboard computing for the general-availability version. The company said early customer availability would begin in the first half of 2027, with general availability targeted for the end of that year. This timeline puts the transition from Digit 4 to Digit 5 after the start of the new GXO operations, which are expected to begin with the current model. The plans remain subject to the new generation becoming commercially available, according to Agility’s announcement. The deployment strategy therefore combines expanded use of the current robot with preparations to introduce the newer model.

The commercial expansion comes ahead of a vote by Churchill Capital Corp XI shareholders on its proposed merger with Agility. The U.S. Securities and Exchange Commission declared the S-4 registration statement effective on October 13, 2026, and Churchill scheduled a special shareholder meeting for November 2 to vote on the merger and related matters. The merger has not closed, and the companies expect to complete it in the fourth quarter of 2026. When the deal was announced in June, Agility said it was valued at $2.5 billion before investment and that expected gross proceeds exceeded $620 million, including about $200 million in PIPE financing. The November 2 vote is set to be the next milestone in the deal process.