Dividend Vision Lists
Robotics Stocks
A curated list of the public companies building robots — humanoid and embodied-AI developers, industrial robot and factory-automation makers, the machine-vision, sensor and motion suppliers inside every arm, warehouse and delivery-robot names, and surgical robotics.
Updated September 2026 · 35 companies
DV Scorecard
Our proprietary snapshot of this list — averages and standouts, computed from the companies below. Not investment advice.
Robotics businesses develop machines, components, and software for automation. This curated universe spans industrial, medical, logistics, defense, and emerging humanoid applications, plus related autonomy and software businesses. Inclusion does not mean robotics supplies most of a company's revenue.
The list spans the whole chain: the humanoid and embodied-AI platforms (Tesla's Optimus, Nvidia's robot compute stack, Alphabet's DeepMind robotics work, XPeng), the industrial robot and factory-automation makers that already ship at scale (Fanuc, Siemens, Rockwell Automation, Emerson, Honeywell, Eaton, Parker-Hannifin, Nordson, ATS), the warehouse, service and delivery-robot names (Symbotic, Serve Robotics, Richtech, Knightscope), the suppliers inside every arm — machine vision, sensors, test and motion control (Cognex, Keysight, Teradyne, Zebra, Ametek, Regal Rexnord, Timken, Ambarella, Ouster), autonomy and driver-assistance (Mobileye, Aurora), surgical robotics (Intuitive Surgical, Stryker, Medtronic, PROCEPT BioRobotics), software robots (UiPath), and defense robotics and drones (AeroVironment, Kratos).
Dividend status varies across this broad theme. Review current declarations, financial statements, business segments, and valuation rather than assuming that an established industrial company will keep raising dividends or that an early-stage developer will become profitable. The model score is a screening aid, not a guarantee.
Robotics Stocks
Live data joins from our pipeline on every build — click any header to sort, or open a ticker for the full analysis. We never hard-code yields, prices, or returns.
| Ticker | Company | Role | Yield | Div growth (1y) | Safety | Fwd P/E | Market cap |
|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | Semiconductors | 0.24% | +1200.0% | 96 | 24.2 | $5.37T |
| GOOGL | Alphabet Inc. Class A | Internet & Advertising | 0.25% | +4.9% | 98 | 22.6 | $2.05T |
| TSLA | Tesla, Inc. | Electric Vehicles | — | — | — | 153.8 | $1.44T |
| SIEGY | Siemens AG ADR | Equity | 2.06% | +20.0% | 94 | 20.4 | $237.3B |
| ETN | Eaton Corp. Plc | Industrials | 1.11% | +5.8% | 100 | 25.8 | $164.9B |
| ISRG | Intuitive Surgical Inc. | Healthcare | — | — | — | 31.7 | $140.9B |
| PH | Parker-Hannifin Corp. | Industrials | 0.83% | +10.8% | 100 | 26.3 | $119.0B |
| MDT | Medtronic plc | Medical Devices | 3.07% | +1.4% | 89 | 15.5 | $117.8B |
| SYK | Stryker Corp. | Healthcare | 1.24% | +4.8% | 75 | 16.9 | $105.5B |
| EMR | Emerson Electric Co. | Industrial Automation | 1.52% | +5.2% | 98 | 20.5 | $83.6B |
| HON | Honeywell International Inc. | Industrials | 2.40% | +11.7% | 97 | 21.6 | $65.4B |
| TER | Teradyne Inc. | Technology | 0.15% | +8.3% | 91 | 27.2 | $58.1B |
| KEYS | Keysight Technologies Inc. | Technology | — | — | — | 21.3 | $57.0B |
| AME | Ametek Inc. | Industrials | 0.59% | +9.7% | 100 | 26.7 | $54.5B |
| ROK | Rockwell Automation Inc. | Industrials | 1.33% | +5.3% | 99 | 28.2 | $46.2B |
| FANUY | Fanuc Corporation | Equity | 1.85% | +87.7% | 62 | 26.8 | $34.5B |
| NDSN | Nordson Corp. | Industrials | 1.06% | +5.1% | 100 | 24.0 | $17.4B |
| ZBRA | Zebra Technologies Corp. | Technology | — | — | — | 15.6 | $16.4B |
| AUR | Aurora Innovation, Inc. | Equity | — | — | — | 0.0 | $10.8B |
| CGNX | Cognex Corporation | Equity | 0.57% | +6.3% | 89 | 29.5 | $10.4B |
| RRX | Regal Rexnord Corporation | Equity | 0.94% | 0.0% | 90 | 11.1 | $9.9B |
| KTOS | Kratos Defense & Security Solutions Inc. | Equity | — | — | — | 46.7 | $8.9B |
| XPEV | XPeng Inc. | Equity | — | — | — | 69.9 | $8.3B |
| TKR | The Timken Company | Equity | 1.22% | +2.9% | 99 | 15.2 | $8.1B |
| AVAV | AeroVironment, Inc. | Aerospace & Defense | — | — | — | 55.2 | $8.1B |
| PATH | UiPath Inc. | Equity | — | — | — | 17.6 | $6.1B |
| SYM | Symbotic Inc. | Equity | — | — | — | 163.9 | $5.4B |
| AMBA | Ambarella, Inc. | Equity | — | — | — | 78.7 | $2.9B |
| OUST | Ouster Inc. | Equity | — | — | — | 0.0 | $2.5B |
| MBLY | Mobileye Global Inc. | Equity | — | — | — | 14.8 | $2.0B |
| ATS | ATS Corporation | Equity | — | — | — | 17.2 | $1.9B |
| PRCT | PROCEPT BioRobotics Corporation | Equity | — | — | — | 0.0 | $1.1B |
| SERV | Serve Robotics Inc. | Equity | — | — | — | 0.0 | $382M |
| RR | Richtech Robotics Inc. | Equity | — | — | — | 0.0 | $309M |
| KSCP | Knightscope, Inc. | Security & Robotics | — | — | — | 0.0 | $27M |
Why this list matters
Robotics is a barbell theme — speculative humanoid and embodied-AI pure-plays on one end, cash-generative industrial-automation and medical-device dividend payers on the other — so one 'robotics' label covers very different risk profiles.
Who it's for
- Investors who want exposure to physical AI and the humanoid-robot build-out
- Dividend investors looking for the industrial-automation names that already profit from robots
- Those who prefer picking individual robotics companies over a thematic ETF
- Anyone comparing a robotics name they own against its peers on valuation and safety
Benefits
- Exposure to a long-cycle theme — factory automation, warehouses, surgery, and eventually humanoids
- Some established industrial and medical businesses provide dividend-paying exposure
- Automation demand can arise from productivity, labor availability, and capital investment
- Component suppliers can serve several manufacturers, but profitability still depends on demand, margins, and competition
Risks
- Commercial adoption, development timelines, and revenue exposure vary; valuations may assume growth that does not arrive
- High volatility and heavy dilution risk across the small-cap pure-plays
- Industrial automation is cyclical — orders fall with factory capital spending
- Most of the pure-plays pay no dividend, so total return rests entirely on price
- Concentration and geopolitical risk in components, and stiff competition from Chinese robot makers
What to watch
- Where a name sits — a pre-revenue humanoid developer behaves nothing like Fanuc or Rockwell
- Whether robotics is a real revenue line or an optionality story bolted onto another business
- Whether a company pays a dividend and how well it's covered — start with the Distribution Safety Score
- Order rates, backlog, and factory capital spending for the industrial names
- Cash runway and dilution for the early-stage robot and sensor companies
How we rank these investments
Use the available table columns as a starting point. The research checklist below also includes information to verify in issuer reports and prospectuses; not every item is a displayed metric. This curated universe is not a ranked buy list.
- Distribution yield. Check current dividend declarations and the yield calculation. Some companies pay dividends and others do not; there is no fixed yield range for this theme.
- Dividend growth. How fast the payout is rising for the names that pay one — several of the automation and industrial names have long, steady raise records.
- Distribution Safety Score. Dividend Vision's model-based screening score is not a credit rating or a guarantee of payments. Review issuer disclosures and the underlying evidence before relying on a payout.
- Valuation. Forward P/E works for the profitable industrial and medical names; for pre-revenue robot developers it is meaningless, so weigh cash, orders, and runway instead.
- Total return. Price change plus dividends. On the pure-plays price does all the work and swings hard; on the automation payers the dividend contributes a steadier share.
- Business role. Humanoid/embodied-AI platform, industrial robot and automation maker, warehouse or service robot, component supplier (vision, sensor, motion, test), autonomy, surgical robotics, software robot, or defense robotics — each carries a different maturity and risk profile.
- Liquidity & size. Market cap is the default sort, not a liquidity or risk ranking. Check actual spreads, trading volume, and volatility separately.
- Profitability & cash. Whether a company makes money today and how much cash it holds — the single most important check for the early-stage robot names.
Frequently asked questions
What are robotics stocks?
They are public companies that build robots or the parts and software inside them — humanoid and embodied-AI developers, industrial robot and factory-automation makers, warehouse and delivery robots, machine-vision, sensor and motion suppliers, surgical robotics, and defense robotics. This page tracks 35 of them with live data.
What are the best humanoid robot stocks?
There is no universal best stock. Determine how much of each company's business actually relates to humanoids, its funding needs, commercial progress, and valuation. A robotics project inside a diversified company can be a small part of what shareholders own.
Do robotics stocks pay dividends?
Some do. The industrial-automation and medical-device end — Fanuc, Siemens, Rockwell Automation, Emerson, Honeywell, Eaton, Parker-Hannifin, Stryker, Medtronic — pays real, often-growing dividends, while the humanoid, sensor, and delivery-robot pure-plays generally pay nothing. Each ticker page shows the current yield and our Distribution Safety Score.
Are robotics stocks risky?
Yes. Risks can include development delays, financing needs, competition, valuation changes, and cyclical customer spending. Established companies also face losses and dividend changes. Compare the actual business exposure instead of assigning risk from the robotics label alone.
What is physical AI or embodied AI?
These terms describe AI systems that perceive or act in a physical environment. Robotics can use such systems, but an automated machine or remotely operated device is not necessarily AI-driven. This list includes broader automation exposure as well as AI-related development.
Is a robotics ETF better than individual robotics stocks?
A fund provides exposure to its selected portfolio and charges fund expenses; individual stocks let you choose specific companies. Fund holdings can overlap or concentrate in a few industries, so a thematic ETF does not eliminate sector or valuation risk. Compare the holdings before choosing an approach.
What is the Distribution Safety Score?
It's Dividend Vision's proprietary measure of how durable a company's dividend looks, scored from 0 to 100 using the same single model applied across the site. Companies that don't pay a dividend carry no score.
How often is this list updated?
The membership is curated, while prices, market caps, yields, and Safety Scores refresh from our data pipeline on every build. The figures reflect the most recent data run.
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