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 July 2026 · 35 companies
DV Scorecard
Our proprietary snapshot of this list — averages and standouts, computed from the companies below. Not investment advice.
Robotics is where the AI trade stops being software. 'Physical AI' — models that see, plan and then actually move something — has pulled humanoid robots out of research labs and into capital-expenditure budgets, and a wave of new funds has followed. This page gathers the public companies behind the machines in one place.
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 Vision's angle is the income and durability hiding inside a mostly-growth theme: the humanoid pure-plays pay nothing, while the industrial-automation and medical-device names behind them are long-standing dividend payers. We show which of these actually pay, how our Distribution Safety Score reads each payout, and how the speculative end compares to the established one. Figures refresh live from our data pipeline on every build, and nothing here is investment advice.
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 | 0.02% | — | 96 | 24.2 | $5.06T |
| GOOGL | Alphabet Inc. | Internet & Advertising | 0.25% | +5.8% | 100 | 24.3 | $3.89T |
| TSLA | Tesla, Inc. | Electric Vehicles | — | — | — | 163.9 | $1.26T |
| SIEGY | Siemens AG ADR | — | 1.56% | — | 94 | 21.7 | $234.2B |
| ETN | Eaton Corp. Plc | Industrials | 1.05% | +59.2% | 100 | 30.5 | $155.9B |
| PH | Parker-Hannifin Corp. | Industrials | 0.74% | -37.4% | 100 | 28.5 | $124.3B |
| SYK | Stryker Corp. | Healthcare | 1.14% | +8.0% | 82 | 20.6 | $122.3B |
| ISRG | Intuitive Surgical Inc. | Healthcare | — | — | — | 32.8 | $119.0B |
| MDT | Medtronic plc | Medical Devices | 3.47% | +1.7% | 82 | 13.7 | $106.6B |
| EMR | Emerson Electric Co. | Industrial Automation | 1.59% | +6.2% | 98 | 19.5 | $81.2B |
| HON | Honeywell International Inc. | Industrials | 2.14% | +38.9% | 100 | 13.9 | $73.8B |
| TER | Teradyne Inc. | Technology | 0.14% | -11.3% | 92 | 52.4 | $58.5B |
| KEYS | Keysight Technologies Inc. | Technology | — | — | — | 26.1 | $55.6B |
| AME | Ametek Inc. | Industrials | 0.55% | -7.9% | 100 | 31.1 | $55.3B |
| ROK | Rockwell Automation Inc. | Industrials | 1.20% | +13.5% | 99 | 31.2 | $51.3B |
| FANUY | Fanuc Corporation | — | 1.65% | — | 58 | 32.3 | $38.6B |
| SYM | Symbotic Inc. | — | — | — | — | 104.2 | $24.5B |
| NDSN | Nordson Corp. | Industrials | 1.12% | +9.9% | 100 | 23.3 | $16.3B |
| RRX | Regal Rexnord Corporation | — | 0.65% | +2.2% | 99 | 20.1 | $14.2B |
| ZBRA | Zebra Technologies Corp. | Technology | — | — | — | 14.0 | $12.2B |
| XPEV | XPeng Inc. | — | — | — | — | 69.9 | $12.2B |
| AUR | Aurora Innovation, Inc. | — | — | — | — | 0.0 | $11.7B |
| CGNX | Cognex Corporation | — | 0.54% | +11.1% | 90 | 33.9 | $10.6B |
| TKR | The Timken Company | — | 0.99% | +27.7% | 99 | 23.4 | $9.8B |
| KTOS | Kratos Defense & Security Solutions Inc. | — | — | — | — | 80.0 | $9.3B |
| AVAV | AeroVironment, Inc. | Aerospace & Defense | — | — | — | 47.8 | $8.0B |
| MBLY | Mobileye Global Inc. | — | — | — | — | 33.8 | $6.3B |
| PATH | UiPath Inc. | — | — | — | — | 13.5 | $5.3B |
| AMBA | Ambarella, Inc. | — | — | — | — | 87.7 | $3.1B |
| ATS | ATS Corporation | — | — | — | — | 20.8 | $2.7B |
| OUST | Ouster Inc. | — | — | — | — | 0.0 | $2.5B |
| PRCT | PROCEPT BioRobotics Corporation | — | — | — | — | 0.0 | $999M |
| SERV | Serve Robotics Inc. | — | — | — | — | 0.0 | $429M |
| RR | Richtech Robotics Inc. | — | — | — | — | 0.0 | $360M |
| KSCP | Knightscope, Inc. | Security & Robotics | — | — | — | 0.0 | $29M |
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
- The industrial-automation and medical-device end generates real cash flow and pays growing dividends
- Labor shortages and reshoring give automation demand a durable, non-AI-dependent driver
- Picks-and-shovels suppliers — vision, sensors, motion, test — profit regardless of which robot maker wins
Risks
- Humanoid robots are pre-revenue for nearly everyone; timelines slip and valuations already price in success
- 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
This page is a curated universe, not a ranked buy list — the table sorts on any column. These are the dimensions we surface and what each tells you.
- Distribution yield. The current dividend as a share of price. The humanoid and sensor pure-plays pay nothing; the industrial-automation and medical names pay 1–3%, so yields across this list are deliberately uneven.
- 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 proprietary read on how durable a payout looks, from the same one scorer used across the site. Non-payers carry no score.
- 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 capitalization and trading volume. The automation and medical names are large and liquid; several robot pure-plays are small and volatile. Market cap is our default sort.
- 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?
We don't make recommendations, and there is no pure-play humanoid stock at scale yet — most humanoid developers are private (Figure, Agility, Unitree) or one project inside a much larger company, like Tesla's Optimus or Nvidia's robot compute platform. That's why this list pairs the humanoid names with the automation and component companies already earning money from robots.
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?
The pure-plays can be very risky: many are pre-revenue or barely profitable, prone to dilution, and priced for a humanoid future that may arrive years late. The established automation names are steadier but still cyclical, since orders track factory capital spending. We flag every company's role for exactly this reason.
What is physical AI or embodied AI?
It's AI that acts in the real world rather than only on a screen — a model that perceives its surroundings, plans, and then drives motors to move something. Humanoid robots, robotaxis, warehouse robots, and surgical arms are all forms of it, which is why robotics is often called the next leg of the AI trade.
Is a robotics ETF better than individual robotics stocks?
An ETF like BOTT, HUMN, KOID, BOTZ, or ROBO spreads the bet across dozens of names, which suits a theme where the eventual winners aren't obvious. Individual stocks give you control over exactly which part of the chain you own. Our companion list of robotics ETFs covers the fund route.
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.
Related lists
Related tools
Take any name on this list further with Dividend Vision's free tools.
Learn the method
The metrics and risks behind this list, explained in the Academy.
