Research watchlist · PAI-v1

Physical AI Supply Chain watchlist

Humanoid and robot joints need motors, encoders, gearing, force sensors and magnets. This watchlist follows four public companies that sell or are building those parts, with the evidence that would turn a product fit into a business: customer wins, production orders, humanoid revenue, margins and valuation. Research priority, not buy ratings.

Research priority, not buy ratingsEvidence reviewed Oct 22, 2026No filing since the reviewFigures refreshed 2026-10-23 02:25 UTC

Confirmed stated as done or as offered by the company in its own page, release or filingManagement target or outlook a plan, target, guidance or outlook: not a resultCompany-wide metric a whole-company figure: not a humanoid metricNot disclosed not in the reviewed sources: unknown, not zero

The evidence ladder

A product page is the first step, not the business

Each step needs its own evidence: a product fit, then a named customer or design win, then production orders, then humanoid revenue reported on its own, then margin and cash. The reel this watchlist started from jumped from the first step to the last. Here, every step shows what the companies have actually disclosed.

Company	Product fit	Customer or design win	Production orders	Humanoid revenue	Profit and cash
NOVT Priority diligence	Product fitShown by the company Its humanoid application page offers frameless motors, inductive encoders, a safe servo drive and force/torque sensors for humanoid joints and hands.	Customer or design winNot disclosed No named humanoid customer or design win is disclosed. The NVIDIA Halos lab work aligns its technology with NVIDIA platforms for robotics developers; it is a collaboration, not a customer order.	Production ordersNot disclosed No humanoid production order is disclosed.	Humanoid revenueNot disclosed Not reported. Results are company-wide; management puts medical end markets at about 60% of revenue after an acquisition.	Profit and cashNot disclosed Not measurable while humanoid revenue is not reported.
TKR Priority diligence	Product fitShown by the company Its own humanoid section offers harmonic strain-wave, cycloidal and integrated micro gearing plus precision bearing and encoder systems.	Customer or design winNot disclosed No named humanoid customer or design win is disclosed.	Production ordersNot disclosed No quantified humanoid order is disclosed.	Humanoid revenueNot disclosed Not reported. Results come through Engineered Bearings and Industrial Motion, not a humanoid segment.	Profit and cashNot disclosed Not measurable while humanoid revenue is not reported.
MOG.A Adjacent actuation	Product fitAdjacent only Makes actuators, controllers, servo drives and servo motors, and sells motors and slip rings for robotic arms and pick-and-place systems. No humanoid-specific product in the reviewed sources.	Customer or design winNot disclosed No humanoid program or customer is disclosed.	Production ordersNot disclosed No humanoid order is disclosed; its backlog is aerospace, defense and industrial.	Humanoid revenueNot disclosed Not reported. Segments are Space and Defense, Commercial Aircraft, Military Aircraft and Industrial.	Profit and cashNot disclosed Not measurable while humanoid revenue is not reported.
USAR Speculative materials	Product fitAdjacent only Upstream materials: rare-earth metals and alloys sold commercially, and permanent magnets at the prototype and commissioning stage. Not actuators.	Customer or design winNot disclosed No humanoid or Tesla Optimus supply contract appears in the reviewed sources.	Production ordersNot disclosed No qualified magnet shipments or magnet orders are disclosed.	Humanoid revenueNot disclosed Not reported. Its revenue is company-wide and small, before the Serra Verde combination closed.	Profit and cashNot disclosed The company as a whole reported a gross loss and an operating loss in Q2 2026.

Actuator components

Inside the joint: motors, encoders, gearing, sensors

Motors, encoders, gearing, bearings, drives and sensors inside the joint. Ordered by research priority: how directly each company fits and how strong its evidence is. Not expected returns.

1. NOVTNovanta Inc. · Nasdaq

Priority diligence · Direct product fit

Save NOVT to my deskfree account, follows filings, prices and dates

What it makes: Frameless motors, encoders, servo drives and force/torque sensors for robot joints. Sells parts for humanoid joints on its own site. First in line for diligence: the commercial steps are still unproven.

Company-wide figures, refreshed from the SEC and Nasdaq.com · not humanoid

Revenue, quarter to Jul 3, 2026

$265.8M

+10.3% on a year earlier · 10-Q filed Aug 5, 2026

Revenue, four quarters to Jul 3, 2026

$1.0B

+7.6% on a year earlier

Gross margin, same quarter

45.5%

+1.2 pts on a year earlier · gross profit as filed

Operating margin, same quarter

6.8%

+0.6 pts on a year earlier · operating income as filed

Final close, Oct 22, 2026

$136.66

+20.9% in a year · Nasdaq.com

Market value

$5.0B

Nasdaq.com screener, Oct 21, 2026; Nasdaq's share count

Market value ÷ revenue (4 quarters)

4.8×

revenue to Jul 3, 2026

Final daily closes, about one year

What the sources show

Undated pageConfirmedRecommends Omni+ Series frameless motors, IncOder CORE inductive angle encoders, Everest Safe servo drives and Varo force/torque sensors for humanoids. Novanta
Undated pageConfirmedSays its frameless motors and miniature encoders free space in knees, elbows and wrists, and its multi-axis force/torque sensors support compliant grasping, collision detection and adaptive manipulation. Novanta
Undated pageConfirmedJoined the NVIDIA Halos AI Systems Inspection Lab to align its hardware with NVIDIA platforms for warehouse automation, industrial robotics and emerging humanoid platforms. A collaboration, not a purchase order or a named humanoid award. Novanta
May 11, 2026Target / outlookQ1 2026 release (three months ended April 3, 2026), CEO: "building momentum" in AI-driven advanced industrial and semiconductor markets, advanced robotics, and minimally invasive and robotic surgery. Advanced robotics is one market among several, not humanoids alone. Novanta, May 11, 2026 (SEC copy)
Aug 5, 2026Company-wideQ2 2026 (three months ended July 3, 2026): GAAP revenue of $265.8 million, up 10.3% on the prior year. Novanta, Aug 5, 2026 (SEC copy)
Aug 5, 2026Company-wideAfter closing the Riverpoint Medical acquisition, management puts medical end-market exposure at approximately 60% of revenue and recurring medical consumables at approximately 25% of sales on an annualized basis. Novanta, Aug 5, 2026 (SEC copy)

Not disclosed · unknown, not zero

Named humanoid robot makers as customers, or design wins
Production orders, as opposed to prototypes
Content per robot and repeat orders
Humanoid revenue apart from surgery, semiconductor and other industrial sales

What would move it up the ladder

A disclosed humanoid design win with its program stage
Production orders rather than prototype orders
Content per robot and repeat-order conversion
Humanoid revenue reported apart from surgery, semiconductor and other industrial sales

Filed since the review

No 10-K, 10-Q or 8-K filed after Oct 22, 2026.

Latest quarterly or annual report: 10-Q filed Aug 5, 2026. All filings on EDGAR

2. TKRThe Timken Company · NYSE

Priority diligence · Direct product fit

Save TKR to my deskfree account, follows filings, prices and dates

What it makes: Strain-wave, cycloidal and micro gearing, precision bearings and encoders. Sells parts for humanoid joints on its own site. First in line for diligence: the commercial steps are still unproven.

Company-wide figures, refreshed from the SEC and Nasdaq.com · not humanoid

Revenue, quarter to Jun 30, 2026

$1.3B

+7.5% on a year earlier · 10-Q filed Aug 4, 2026

Revenue, four quarters to Jun 30, 2026

$4.8B

+5.5% on a year earlier

Gross margin, same quarter

31.7%

+1.0 pts on a year earlier · revenue minus cost of goods sold

Operating margin, same quarter

6.7%

−5.9 pts on a year earlier · operating income as filed

Final close, Oct 22, 2026

$108.40

+40.2% in a year · Nasdaq.com

Market value

$7.8B

Nasdaq.com screener, Oct 21, 2026; Nasdaq's share count

Market value ÷ revenue (4 quarters)

1.6×

revenue to Jun 30, 2026

Final daily closes, about one year

What the sources show

Undated pageConfirmedOffers "one of the most complete systems to enable humanoid motion": Cone Drive harmonic strain wave gearing, SPINEA cycloidal gearing, CGI integrated micro gearing, and Timken precision bearing and encoder systems. Timken
Undated pageConfirmedNotes that a humanoid balances dozens of joints, each with different torque, speed and accuracy requirements. Timken
Aug 4, 2026Company-wideQ2 2026: sales of $1.26 billion, up 7.5 percent from a year earlier. Engineered Bearings sales were $807.0 million and Industrial Motion sales $453.9 million. Timken, Aug 4, 2026
May 6, 2026Target / outlookRaised its 2026 outlook: GAAP earnings per share $4.70 to $5.20 and adjusted $5.75 to $6.25; revenue up approximately 5 percent at the midpoint, from 3 percent before. Timken, May 6, 2026
Aug 4, 2026Target / outlookUpdated its 2026 outlook: GAAP earnings per share $3.75 to $4.05, below the May range (the quarter included an impairment charge tied to the planned sale of its belts business), while raising adjusted earnings per share to $6.05 to $6.35 and revenue growth to approximately 5.5 percent at the midpoint. Timken, Aug 4, 2026

Not disclosed · unknown, not zero

Quantified humanoid orders
Growth and capacity of the gearing businesses that serve humanoids
Design-win conversion, margins and selling prices for humanoid parts
The share of Industrial Motion that comes from humanoids

What would move it up the ladder

Quantified humanoid orders
Growth and capacity of the relevant gearing businesses
Design-win conversion, margins and average selling prices
The share of Industrial Motion actually attributable to humanoids

Filed since the review

No 10-K, 10-Q or 8-K filed after Oct 22, 2026.

Latest quarterly or annual report: 10-Q filed Aug 4, 2026. All filings on EDGAR

3. MOG.AMoog Inc. (Class A) · NYSE

Adjacent actuation · Awaiting humanoid proof

Save MOG.A to my deskfree account, follows filings, prices and dates

What it makes: Actuators, controllers, servo drives and motors for aerospace, defense and industrial systems. Real actuation and robotics products, but no humanoid program in the reviewed sources.

Company-wide figures, refreshed from the SEC and Nasdaq.com · not humanoid

Revenue, quarter to Jun 27, 2026

$1.1B

+15.2% on a year earlier · 10-Q filed Jul 31, 2026

Revenue, four quarters to Jun 27, 2026

$4.3B

+15.7% on a year earlier

Gross margin, same quarter

31.1%

+3.6 pts on a year earlier · gross profit as filed

Segment operating margin, same quarter

15.8%

+4.3 pts on a year earlier · total segment operating profit as filed, before interest, stock-based pay, non-service pension and corporate costs; Moog reports no consolidated operating income

Valuation: not shown. Moog has two listed share classes (MOG.A and MOG.B). The Nasdaq.com price history and stock screener Boostio uses return no Class A rows, so no price, market value or multiple is shown.

What the sources show

Undated pageConfirmedManufactures in house the actuators, controllers, servodrives and servomotors inside its actuation systems. Moog
Undated pageConfirmedIts robotics page offers motors and slip rings for robotic arms, pick-and-place systems and automated inspection equipment. Moog
Apr 24, 2026Company-wideFiscal Q2 2026 (quarter ended March 28, 2026): sales up 13% to $1.1 billion; twelve-month backlog up 33% to a record $3.3 billion. These are the reel's numbers, and they are whole-company figures, not humanoid ones. Moog, Apr 24, 2026 · Moog, Apr 24, 2026
Apr 24, 2026Company-wideSame quarter by segment: Space and Defense $314 million, Commercial Aircraft $247 million, Military Aircraft $235 million and Industrial $256 million, the Industrial gain driven by data center cooling pumps. Moog, Apr 24, 2026
Apr 24, 2026Company-wideIndustrial's twelve-month backlog rose mainly on liquid cooling pumps used in data centers (Q2 Form 10-Q). Moog, Apr 24, 2026
Jul 31, 2026Company-wideFiscal Q3 2026: sales of $1.1 billion, up 15%; twelve-month backlog up 23% to $3.3 billion. The reel's growth figure is one quarter out of date. Moog, Jul 31, 2026

Not disclosed · unknown, not zero

A specific humanoid product or program
Customer qualification for humanoid actuators
Production-scale economics for humanoid parts
Humanoid revenue apart from aerospace, defense and cooling

What would move it up the ladder

A specific humanoid product or program
Customer qualification
Production-scale economics
A revenue bridge separate from aerospace, defense and cooling

Filed since the review

No 10-K, 10-Q or 8-K filed after Oct 22, 2026.

Latest quarterly or annual report: 10-Q filed Jul 31, 2026. All filings on EDGAR

Critical materials · separate bucket

Upstream: magnets and rare earths

Rare-earth metals and permanent magnets upstream of the motors. Kept apart from the component shortlist. Higher risk: plant ramp-up, processing economics, feedstock, funding and integration. Followed by its dated milestones, each marked as a target until it is reported done.

4. USARUSA Rare Earth, Inc. · Nasdaq

Speculative materials · Higher-risk milestone monitor

Save USAR to my deskfree account, follows filings, prices and dates

What it makes: Rare-earth metals and alloys today; sintered NdFeB magnet manufacturing being commissioned. Upstream magnet materials, still ramping. A separate, higher-risk bucket, followed by its dated milestones.

Company-wide figures, refreshed from the SEC and Nasdaq.com · not humanoid

Revenue, quarter to Jun 30, 2026

$5.82M

10-Q filed Aug 10, 2026

Gross margin, same quarter

-27.2%

gross profit as filed

Operating margin, same quarter

-795.6%

income (loss) from operations as filed

Final close, Oct 22, 2026

$9.63

−64.0% in a year · Nasdaq.com

Market value

$3.8B

Nasdaq.com screener, Oct 21, 2026; Nasdaq's share count

Final daily closes, about one year

What the sources show

Undated pageConfirmedSupplies rare earth metals, alloys and strip-cast products at commercial scale through its subsidiary Less Common Metals. USA Rare Earth
Undated pageConfirmedIts Innovation Lab, commissioned in January 2025, has produced prototype sintered permanent magnets and is prototyping magnet-grade recipes for customers. USA Rare Earth
Undated pageConfirmedCommissioning of production Line 1a (1,200-metric-ton annual capacity) began in Q1 2026. A rated capacity is not output or sales. USA Rare Earth
Sep 4, 2026ConfirmedCompleted its combination with Serra Verde on September 3, 2026. Serra Verde joins assets in the United States, the United Kingdom and France; its operation in Goiás, Brazil began production in January 2024. USA Rare Earth, Sep 4, 2026 (SEC copy)
Aug 10, 2026Company-wideQ2 2026: revenue of $5.8 million, with a gross loss and a loss from operations. Whole company, before the Serra Verde combination closed: not humanoid or Optimus revenue. USA Rare Earth, Aug 10, 2026 (SEC copy)
Aug 10, 2026Target / outlookTarget: reach 600 MTPA of run-rate magnet manufacturing capacity at the Stillwater Facility in Q4 2026. USA Rare Earth, Aug 10, 2026 (SEC copy)
Aug 10, 2026Target / outlookTarget: the Round Top Definitive Feasibility Study on track for Q4 2026 completion and Q1 2027 publication. USA Rare Earth, Aug 10, 2026 (SEC copy)
Sep 4, 2026Target / outlookSerra Verde's Brazil operation is completing an optimization and commissioning program, with ramp-up expected in the third quarter of 2026. USA Rare Earth, Sep 4, 2026 (SEC copy)

Not disclosed · unknown, not zero

Qualified magnet shipments and magnet sales
A humanoid or Tesla Optimus supply contract (none in the reviewed sources)
Yields and utilization at Stillwater
Positive gross profit
Financial results after the Serra Verde combination

What would move it up the ladder

Qualified magnet shipments and sales
Yields and utilization
Capacity converting into positive gross profit
Funding and milestone terms
Post-combination financials and feedstock traceability

Filed since the review

No 10-K, 10-Q or 8-K filed after Oct 22, 2026.

Latest quarterly or annual report: 10-Q filed Aug 10, 2026. All filings on EDGAR

Claim check

What the reel claimed, and what the sources show

Starting point: reel DdKrYK3NNh2. A reel claimed that actuators are most of a humanoid robot's cost and that four stocks are the toll booths of that supply chain. Boostio checked each company's own pages and filings instead of taking the claims as given.

Claim	What the sources show	Verdict
ClaimNOVT: Novanta makes the motors, encoders and force sensors inside humanoid actuators.	SourcesIts humanoid page offers frameless motors, encoders, a safe servo drive and force/torque sensors for humanoid joints. Novanta	Supported It also sells servo drives, which the reel left out.
ClaimNOVT: Novanta's parts live inside every single actuator.	SourcesOffering suitable parts does not show they are installed in every joint or every robot. Novanta	Not shown Do not apply the whole actuator cost pool to Novanta revenue.
ClaimNOVT: The CEO says momentum is building in robotics.	SourcesThe Q1 2026 quote names AI-driven advanced industrial and semiconductor markets, advanced robotics, and minimally invasive and robotic surgery. Novanta, May 11, 2026 (SEC copy)	Abbreviated Advanced robotics is not the same as humanoids, and the other markets were cut.
ClaimTKR: Timken makes the reducers in humanoid joints and just raised guidance.	SourcesIts humanoid section offers several gearing types plus bearings and encoders; the 2026 outlook was raised on May 6 and again for adjusted EPS on August 4, while GAAP EPS guidance fell. Timken · Timken, May 6, 2026 · Timken, Aug 4, 2026	Partly supported The guidance is company-wide; nothing ties it to humanoid demand.
ClaimMOG.A: Moog grew 13% last quarter with a $3.3 billion backlog.	SourcesBoth numbers are genuine fiscal Q2 2026 company figures; the next quarter grew 15% with backlog still at $3.3 billion. Moog, Apr 24, 2026 · Moog, Jul 31, 2026	Real, but company-wide Aerospace, defense and data-center cooling, not a humanoid order book.
ClaimMOG.A: Moog is a full humanoid actuator supplier.	SourcesIt makes complete actuation systems and robotics components, but no humanoid program appears in the reviewed sources. Moog · Moog	Not established Classified adjacent until a humanoid program is disclosed.
ClaimUSAR: USA Rare Earth is building a domestic mine-to-magnet supply chain.	SourcesIt is building one with US magnet manufacturing, but the platform includes UK and French assets and a Brazil operation from the Serra Verde combination. USA Rare Earth, Sep 4, 2026 (SEC copy) · USA Rare Earth	Partly supported Global and Western-aligned, not entirely domestic, and not yet at scale.
ClaimUSAR: Elon Musk says magnets are the bottleneck, so USA Rare Earth wins.	SourcesThe statement was not verified from a Tesla source, and a bottleneck would not identify which supplier qualifies.	Excluded Not part of the evidence.
ClaimAbout 70% of a humanoid robot's cost is actuators.	SourcesNo robot model, volume, bill of materials or method was given, and no company source supports a universal 70% share.	Not verified Not used as a valuation input; a high cost share would not prove supplier margins.
ClaimA humanoid has 43 or more actuators, seven per arm.	SourcesNo robot specification was identified. Timken notes that joints differ in torque, speed and accuracy requirements. Timken	Not verified Not converted into component demand.
ClaimThese four stocks are the exclusive toll booths of humanoid actuators.	SourcesThe offerings overlap: Novanta and Moog both sell motors and motion control, and Timken also sells encoders. Novanta · Moog · Timken	Overstated Not an exhaustive or exclusive map of who captures value.

How to read it

Rules this watchlist keeps

Rules

Company-wide revenue, guidance and backlog are not humanoid metrics, and none of these companies reports humanoid revenue.
A missing disclosure is unknown, not zero exposure.
A product page shows what a company offers, not who buys it, how much or at what margin.
Classifications are research priority from thematic fit and evidence quality, not buy ratings, price targets or expected returns.
Prices and market values are dated context, not a valuation opinion.

Left out on purpose

The reel's quoted Musk statement on magnets: not verified from a Tesla source.
"Highest risk, highest reward": promotion, not a verifiable return forecast.
Return expectations, price targets and position sizes: none are given, and Boostio places no trades on these names.

Keeping it current

The evidence below was reviewed on 2026-10-22. Each company is reviewed again after its next quarterly report or results filing; until then, filings made after the review date are listed as not yet reviewed. Figures marked live are refreshed twice a day from the SEC and Nasdaq.com with their own dates.

Sources

15 company sources, each quote checked

Only the companies' own pages, releases and SEC filings. Each source shows how its quotes were checked and the exact words relied on.

Moog fiscal Q3 2026 results
Moog · published Jul 31, 2026 · retrieved Oct 22, 2026 · checked on the company's site
The exact words (2)
- “Sales in the third quarter of 2026 were $1.1 billion, an increase of 15% compared to the third quarter of 2025.”
- “Twelve-month backlog increased 23% to $3.3 billion, reflecting continued demand across our markets.”
Novanta: humanoid robotics application
Novanta · undated page · retrieved Oct 22, 2026 · checked on the company's site
The exact words (3)
- “Servo Drives Everest Safe Inductive Encoders IncOder™ CORE Inductive Angle Encoder Frameless Motors Omni+ Series Frameless Motor Force-Torque Sensors Varo Force/Torque Sensor”
- “Our frameless motors and miniature encoders deliver high torque in low-profile packages—freeing valuable space in knees, elbows, and wrists.”
- “Our multi-axis force/torque sensors provide the sensitivity needed for compliant grasping, collision detection, and adaptive manipulation.”
USA Rare Earth completes combination with Serra Verde · SEC copy
USA Rare Earth · published Sep 4, 2026 · retrieved Oct 22, 2026 · checked in the company's SEC filing
The exact words (3)
- “today announced the completion of its combination with Serra Verde Group ("Serra Verde") on September 3, 2026”
- “Serra Verde joins USA Rare Earth's existing and planned upstream, midstream and downstream assets in the United States, the United Kingdom and France”
- “Its mining and processing operation in Goiás, Brazil began production in January 2024 and is currently completing an advanced-stage optimization and commissioning program, with ramp-up expected in the third quarter of 2026.”
Moog fiscal Q2 2026 results
Moog · published Apr 24, 2026 · retrieved Oct 22, 2026 · checked on the company's site
The exact words (6)
- “Sales in the second quarter of 2026 increased 13% to $1.1 billion.”
- “Twelve-month backlog increased 33% to a record $3.3 billion, reflecting continued demand across our markets.”
- “Space and Defense sales increased 16% to $314 million, reflecting broad-based defense demand.”
- “Commercial Aircraft sales increased 15% to $247 million, driven by increased volume and pricing on certain major production programs.”
- “Military Aircraft sales increased 10% to $235 million, driven by higher activity on the MV-75 program.”
- “Industrial sales increased 9% to $256 million, driven by strong demand for data center cooling pumps, as well as favorable foreign currency translation.”
Timken first-quarter 2026 results
Timken · published May 6, 2026 · retrieved Oct 22, 2026 · checked on the company's site
The exact words (2)
- “Timken is increasing its 2026 outlook, with full-year earnings per diluted share now forecasted to be in the range of $4.70 to $5.20 and adjusted earnings per diluted share in the range of $5.75 to $6.25.”
- “The company is planning for 2026 revenue to be up approximately 5 percent in total at the midpoint from 2025, an increase from its prior outlook of 3 percent growth at the midpoint.”
Timken second-quarter 2026 results
Timken · published Aug 4, 2026 · retrieved Oct 22, 2026 · checked on the company's site
The exact words (6)
- “Timken is updating its 2026 outlook, with full-year earnings per diluted share now forecasted to be in the range of $3.75 to $4.05 and is raising its adjusted earnings per diluted share to the range of $6.05 to $6.35.”
- “Timken delivered sales in the second quarter of $1.26 billion, up 7.5 percent from the same period a year ago.”
- “Engineered Bearings sales of $807.0 million increased 3.8 percent from the same period a year ago”
- “Industrial Motion sales of $453.9 million increased 14.6 percent compared with the same period a year ago”
- “Net income in the current period includes an impairment charge related to the anticipated divestiture of the company's belts business.”
- “The company is planning for 2026 revenue to be up approximately 5.5 percent in total at the midpoint from 2025, a slight increase from its prior outlook of 5 percent growth at the midpoint.”
USA Rare Earth second-quarter 2026 results · SEC copy
USA Rare Earth · published Aug 10, 2026 · retrieved Oct 22, 2026 · checked in the company's SEC filing
The exact words (5)
- “Revenues for Q2'2026 of $5.8 million”
- “Reach 600 MTPA of run-rate magnet manufacturing capacity at the Stillwater Facility in Q4 2026:”
- “Insights from the campaigns are expected to underpin the Round Top Definitive Feasibility Study, on track for Q4 2026 completion and Q1 2027 publication”
- “Gross loss (1,583)”
- “Loss from operations (46,314)”
Novanta second-quarter 2026 results · SEC copy
Novanta · published Aug 5, 2026 · retrieved Oct 22, 2026 · checked in the company's SEC filing
The exact words (4)
- “For the second quarter of 2026, Novanta generated GAAP revenue of $265.8 million, an increase of $24.8 million or 10.3%, compared to prior year.”
- “three months ended July 3, 2026”
- “we recently closed the acquisition of Riverpoint Medical”
- “The acquisition roughly doubles our recurring medical consumables business, to approximately 25% of sales on an annualized basis, and increases our medical end-market exposure to approximately 60% of revenue.”
Moog: robotics
Moog · undated page · retrieved Oct 22, 2026 · checked on the company's site
The exact words (2)
- “Moog's motors and slip ring deliver the high performance characteristics essential for today's advanced robotic systems.”
- “This is especially vital in robotic applications where continuous rotation is required, such as in robotic arms, pick-and-place systems, and automated inspection equipment.”
Moog: electromechanical actuation
Moog · undated page · retrieved Oct 22, 2026 · checked on the company's site
The exact words (1)
- “Due to our in-house manufacturing of core building blocks such as actuators, controllers, servodrives, and servomotors that are contained in sophisticated actuation systems, Moog can work with customers to provide solutions that are specialized to the exact needs of the customer.”
Moog fiscal Q2 2026 Form 10-Q
Moog · published Apr 24, 2026 · retrieved Oct 22, 2026 · checked on the company's site
The exact words (3)
- “For the quarterly period ended March 28, 2026”
- “The twelve-month backlog as of March 28, 2026 increased as compared with the twelve-month backlog as of March 29, 2025.”
- “Industrial's twelve-month backlog increased primarily due to higher demand for liquid cooling pumps used in data centers.”
Timken: automation, robotics and industrial machinery
Timken · undated page · retrieved Oct 22, 2026 · checked on the company's site
The exact words (2)
- “We offer one of the most complete systems to enable humanoid motion, including Cone Drive ® harmonic strain wave gearing, SPINEA ® cycloidal gearing, CGI ® integrated micro gearing, and Timken ® precision bearing and encoder systems.”
- “balancing dozens of precisely coordinated joints, each with different torque, speed and accuracy requirements”
Novanta first-quarter 2026 results · SEC copy
Novanta · published May 11, 2026 · retrieved Oct 22, 2026 · checked in the company's SEC filing
The exact words (2)
- “We see building momentum across several of our end markets, especially in AI-driven advanced industrial and semiconductor markets, as well as advanced robotics, and minimally invasive and robotic surgery; all of which look set to compound as the year continues,”
- “three months ended April 3, 2026”
Novanta joins NVIDIA Halos AI Systems Inspection Lab
Novanta · undated page · retrieved Oct 22, 2026 · quoted by the audit; the site blocks automated checks
The exact words (1)
- “Through this engagement, Novanta will align its hardware and subsystem technologies with NVIDIA hardware and software to support robotics developers in building advanced warehouse automation, industrial robotics, and emerging humanoid platforms.”
USA Rare Earth: operations
USA Rare Earth · undated page · retrieved Oct 22, 2026 · checked on the company's site
The exact words (3)
- “Supply rare earth metals, alloys, and strip-cast products at commercial scale through our subsidiary Less Common Metals Ltd.”
- “Our Innovation Lab, commissioned in January 2025, has successfully produced prototype sintered permanent magnets and is actively prototyping magnet-grade recipes for customers.”
- “Commissioning of production Line 1a (1,200-metric-ton annual capacity) began in Q1 2026.”

Questions

The watchlist, answered

Is this a list of stocks to buy?

No. The labels (priority diligence, adjacent, speculative materials) rank how directly each company fits the humanoid supply chain and how good the evidence is. They are not buy ratings, price targets or expected returns, and Boostio places no trades on these names.

Why is nothing humanoid-specific in the revenue figures?

Because none of these companies reports humanoid revenue. Revenue, margins, guidance and backlog shown here are whole-company figures from SEC filings and company releases. A missing disclosure is shown as unknown: it is not zero, and Boostio does not estimate it.

What moves a company up the ladder?

Evidence at each step: a named customer or design win, then committed production orders, then reported humanoid revenue, then margin and cash from it. A product page proves only the first step, and each card lists what is still missing.

How current is this?

The evidence was reviewed on the date shown at the top. Company-wide figures, final closes and market values refresh twice a day with their own dates, and every filing made after the review is listed as not yet reviewed until the next review.

Where do the facts come from?

Only the companies' own pages, releases and SEC filings. Each quote was checked word for word on the company's site or, where the site blocks automated checks, in the same release as filed with the SEC. One quote is the original audit's and is marked as such.

Research priority from thematic fit and evidence quality, not buy ratings, price targets or expected returns. Company-wide figures are not humanoid figures. Boostio places no trades on these names. Not investment advice.

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