Figure Is Doubling Humanoid Robot Deliveries Every Month

InnovationConsumer TechFigure Is Doubling Humanoid Robot Deliveries Every MonthByJohn Koetsier,Senior Contributor.Forbes contributors publish independent expert analyses and insights. Journalist, analyst, author, podcaster.Follow AuthorApr 23, 2026, 05:31pm EDTFigure is doubling shipments of its humanoid robot Figure 03 every month for the last three months.FigureSomething big is happening at Figure. The humanoid robot company shipped only about 150 units last year, but has doubled shipments each month for the last three months, according to data shared on Threads by CEO Brett Adcock.The data Adcock shared has no Y axis, so there’s no explicit numbers given.However, given that an Omdia research report recently estimated Figure’s 2025 shipments at 150 and that the chart Adcock shared includes data all the way back to 2023, we can make some back-of-the-envelope deductions. While it’s true that doubling from a tiny starting point still makes for small numbers, if Figure ended 2025 at around 20-30 units per month, then it’s likely the last few months’ shipments look like this:Feb 2026: ~60Mar 2026: ~120Apr 2026: ~240That’s not at the level of Agibot, which shipped 5,000 humanoids over the last three months, but it is impressive for a number of reasons. One, these are high-level, highly capable humanoid robots, not $5,000 toys or even $20,000 low-end robots, which will make up some significant percentage of Agibot’s sales. Two, this shows Figure is now starting to scale production, and Adcock recently told podcaster Shawn Ryan that the company plans to scale to millions of units. That’s not close yet, of course, but this looks like it could be the beginning of the curve.What that means is the third significant fact: Figure must now believe that it has a capable enough platform to scale with.This is one of the most difficult challenges for a humanoid robotics company: when to scale. Too early, and you risk depleting your cash while also disappointing the market and poison...