Unitree guides to 35–45% first-half revenue growth on humanoid demand ahead of IPO

Unitree said on August 4, 2026 it expects first-half 2026 revenue of about CNY 1.1 billion ($156M), up 35.6–45.4% year on year on accelerating humanoid and embodied-AI demand — a sharp slowdown from 335% growth a year earlier. The guidance lands days before its planned Shanghai IPO, which is expected to value the company above CNY 50 billion.

What it means The first profitable humanoid maker’s decelerating-but-real growth is the cleanest demand signal the embodied-AI market has — and it prices the sector’s biggest IPO.