Agility is on the Nasdaq. Now Digit has to deliver.

Agility Robotics began trading on the Nasdaq as AGLT on 5 November, after completing its merger with Churchill Capital Corp XI. The company reports roughly $465 million in gross capital before transaction costs and more than $300 million in committed multi-year orders for Digit 5, its humanoid for warehouse work. Early customer access is expected in the first half of 2027, with general availability targeted for the end of that year. Those are Agility's own commitments and forecasts.

Orders are not deliveries

The orders are subject to milestones, features and specifications. Humanoid Robotics Review makes the point that counts: a customer is not buying a robot, it is buying a capability inside a process with people, conveyors, charging and things going wrong. Building the robot is one part. Commissioning it, maintaining it and handling failures across many sites takes staff, spare parts and discipline, and that is what the new money has to pay for before customer revenue does.

What to watch

The useful milestone is a delivered Digit 5 doing contracted work at the promised specification, with a record of what happens when the environment changes. If every installation needs extensive custom work, the order book is worth less than its headline. If the lessons from one site cut the effort at the next, Agility has the economic advantage a humanoid platform is supposed to have.