Agility's Digit 5 launches at $150K bill of materials as $300M order unlocks skill by skill
xmercury_one · x · 2026-10-07
At its Analyst & Investor Day on October 6, Agility walked through the economics of its $2.5B SPAC merger with Churchill Capital Corp XI (ticker AGLT, expected to close this quarter).
- Cost: Digit 5 launches at $150,000 bill of materials, up from Digit 4's $125K, with launch-era RaaS margins near 50%. The S-4's "in excess of 70%" figure corresponds to a 1,000-units/year production rate; part costs drop from $150K to $30K at 10,000 robots/year.
- Order structure: The $300M, 1,000-robot order unlocks in tranches—each proven use case releases a new batch, with three years of service spread over four.
- Timeline: Early-access units ship H1 2027; general availability now late 2027–early 2028, delayed from the S-4's late-2026 target.
- Finances: RaaS robots sit outside Agility's $8M annual capex; the CFO targets sub-10% debt to fund the fleet post-listing.
- Reality check: A Schaeffler engineer said every humanoid still has to be fenced off until robots are certified to safety standards.
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