Market2026-10-28

North American companies ordered 10,989 robots in Q3 2026. Orders rose 24.8% year over year. Total value reached $723.5 million, up 26.1%. Semiconductor orders led growth at 97.6%. Automotive components orders rose 90.4%. Automotive OEM orders rebounded by 7.5% after earlier declines. Collaborative robot orders jumped 56%. Cobots made up 16.7% of all units. Life sciences and metals also saw strong gains. A3 called this the strongest quarter of 2026. Growth was driven by semiconductor, biopharmaceutical and automotive demand. Federal policies like the CHIPS Act supported investment. Food and consumer goods orders fell 23.7%.

What changed

Robot orders in Q3 2025 were lower, with declines in automotive OEM orders in H1 2026.

What it unlocks

North American manufacturers can now scale automation projects with broader industry adoption and higher order volumes.

  • 10,989 robot orders in Q3 2026
  • 24.8% year-over-year increase
  • $723.5M total order value
  • 26.1% value increase

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