10-hour weekday shifts, 90,000+ parts loaded and 30,000+ BMW X3 contribution.
Company · evidence map
Figure AI: deployment KPI without S5 economics yet
Figure has stronger public customer-site and manufacturing KPI evidence than demo-only humanoid stories, but it still lacks the economic data that would prove scalable robot deployment.
Updated 2026-06-15. Evidence map only; no trade recommendation.
Core Figure signal board
Production cadence improved from 1/day to 1/hour; >80% EOL first-pass yield.
Battery-line FPY 99.3%, 500+ battery packs and 10+ actuator SKUs disclosed.
Contract value, customer ROI, repeat order, intervention data, revenue and margin remain undisclosed.
Figure development history
1
Company formation
Figure was founded around a full-stack humanoid thesis: hardware, AI, manufacturing and deployment in one company.
2
Capital + strategic investors
Secondary extract frames the B round as $675M at a $2.6B valuation with Microsoft, NVIDIA, OpenAI and others.
3
BMW deployment result
Figure reported 11-month BMW Spartanburg work, 90,000+ parts loaded and 1,250+ runtime hours.
4
Helix 02 autonomy push
Figure positioned Helix 02 as a full-body autonomy system; field autonomy still needs intervention-rate proof.
5
BotQ / Figure 03 ramp
Figure disclosed 350+ Figure 03 delivered, cadence from 1/day to 1/hour and >80% EOL first-pass yield.
6
Catalyst Brands agreement
A second named customer surface beyond BMW; public economics and deployment KPI remain undisclosed.
Capital and route-pressure context
The Figure AI PDF extract helps explain why Figure faces unusually high manufacturing-execution pressure. These figures remain secondary until traced to original financing and company sources.
PDF extract says Figure's 2024 B round raised $675M at a $2.6B valuation with Microsoft, NVIDIA, OpenAI and other strategic investors.
Extract frames the later C round as $1B+ committed capital and $39B post-money; keep as secondary until source-traced.
Extracted comparison table frames Figure 03 at 168cm, 60-61kg, 20kg load and 20 DoF hand.
Jerry Pratt departure and Helix/VLA emphasis are useful route-risk signals, not standalone commercialization proof.