Churchill Capital Corp XI filed a Form 425 on October 26, 2026, containing a press release from Agility Robotics, Inc. highlighting commercial momentum for its Digit humanoid robot, including an expanded GXO agreement, three additional manufacturing customers, and a pipeline of more than 30 prospective customers.

Key Highlights

  • GXO expansion: GXO announced a new commercial agreement to deploy Digit at two additional U.S. facilities in Statesville, North Carolina, and Lebanon, Tennessee, building on deployments at a Georgia facility since 2024.
  • Three additional manufacturing customers: A major global automaker (selling more than three million vehicles annually), one of the world's largest automotive technology developers, and a leading global consumer products manufacturer are participating in paid programs, according to the filing.
  • Pipeline of 30+ prospects: Agility reported engagement with more than 30 prospective customers through active commercial discussions or its Customer Acceleration Program, spanning manufacturing, automotive, aerospace, defense, logistics, and consumer products.
  • Over $300 million in committed orders: Agility disclosed more than $300 million in committed multi-year orders for Digit 5, described as "potential multi-year value expected to be realized over time, subject to satisfaction of contractual milestones, product features and specifications."
  • Digit 5 availability timeline: Early customer access is expected to begin in the first half of 2027, with general availability targeted for the end of 2027, according to the filing.
  • Business combination expected Q4 2026: The combination with Churchill Capital Corp XI is expected to close in the fourth quarter of 2026, after which the combined company is expected to trade on Nasdaq under the ticker symbol "AGLT."
  • Defense pipeline: The filing noted two potential subcontractor engagements supporting a branch of the U.S. Armed Services, with the disclosure that "these discussions are at an early stage, and no agreements have been signed."

Agility Robotics Details Digit Deployments and Enterprise Customer Growth

According to the Form 425 filing, Agility Robotics used the October 26, 2026 press release to outline what it described as growing commercial momentum for its Digit humanoid robot. The filing highlighted the expanded relationship with GXO Logistics, where Digit has already moved more than 100,000 totes at a Georgia facility under a multi-year commercial agreement that began in June 2024, which the filing described as "the first formal commercial deployment of a humanoid robot in live operations." New deployments at the Statesville, North Carolina, and Lebanon, Tennessee facilities are expected to begin in early 2027 using Digit 4, with plans to transition to Digit 5 as it becomes commercially available.

Beyond GXO, the filing identified additional named customers, including AGCO, which announced a commercial agreement on October 20, 2026, for a Digit pilot at its Hesston, Kansas production facility expected to begin in 2027; Toyota Motor Manufacturing Canada, which signed a commercial agreement following a successful pilot; Schaeffler, described as both a customer and an Agility investor; and Mercado Libre, identified as Latin America's largest e-commerce company. The three additional enterprise manufacturing customers were not identified publicly, which the filing noted "is common among early adopters of new technology."

The filing also described Agility's manufacturing infrastructure, including RoboFab, a 70,000-square-foot facility in Salem, Oregon, designed for annual production capacity of up to 10,000 robots, as well as Agility Arc, described as a cloud-based platform for managing robot fleets. The company's strategic investors and partners listed in the filing include NVIDIA, Amazon, SoftBank Vision Fund 2, Schaeffler, Foxconn, Abico, DCVC, and Playground Global. Churchill Capital Corp XI trades on NASDAQ:CCXI, and upon closing of the business combination, the combined entity is expected to trade under the ticker "AGLT."

What Was Disclosed

The filing, a Form 425 submitted by Churchill Capital Corp XI, reproduced an Agility Robotics press release disclosing expanded customer relationships, a 30-plus prospective customer pipeline, more than $300 million in committed multi-year orders for Digit 5, and the anticipated Q4 2026 close of the business combination.