NITTOKU books ¥8.2 billion order for humanoid-robot motor production lines bound for North America
Japanese production-equipment maker NITTOKU has won an order of about ¥8.2 billion for equipment to produce humanoid-robot motors, shipping to an unnamed North American customer, with revenue from April 2027 onward. Someone in North America is tooling up to make humanoid motors in volume before the robots exist at that scale.
NITTOKU, a Japanese maker of motor production equipment, said on Nov. 12 it has won an order worth about ¥8.2 billion for lines that make motors for humanoid robots. The equipment ships to North America. The customer is not named under a confidentiality agreement, and NITTOKU says it has no capital or personnel ties to it.
The buyer is paying for motor capacity, not motors. Humanoid motors fall into the small precision class where NITTOKU says it has a long delivery record, and the company will book all of the revenue in the fiscal year starting April 2027 or later. Someone in North America, a robot maker or its supplier, expects to need humanoid actuator motors in volume from 2027 or 2028.
For NITTOKU it is a large bet. The order equals nearly a fifth of the ¥44.0 billion in consolidated sales it forecasts for the year to March 2027. In 2023 a Chinese order of just under ¥2 billion for one EV motor line was its largest per line, Nikkan Kogyo reported. NITTOKU says it will review its mid-term plan and name the customer once it is allowed to.
Sources Sources verified
- 1.Kabutan (MINKABU PRESS), Nov 12, 2026: ＮＩＴＴＯＫは後場にカイ気配切り上げ、ヒューマノイドロボ関連で８２億円の受注獲得kabutan.jp
- 2.NITTOKU (TDnet), Nov 12, 2026: 大型受注に関するお知らせtdnet-pdf.kabutan.jp
- 3.NITTOKU (TDnet), Aug 7, 2026: 2027年３月期 第１四半期決算短信〔日本基準〕（連結）tdnet-pdf.kabutan.jp
- 4.Nikkan Kogyo Shimbun via Newswitch, May 18, 2023: 中国メーカーから20億円で受注、NITTOKUのEVモーター向け全自動生産設備の実力newswitch.jp
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