ZACKSยท2025-11-14 14:01Core Insights - The U.S. robotics industry has seen transformative growth through late 2025, with significant advancements in AI-powered automation, quantum navigation, and human-robot collaboration creating investment opportunities [2] - North American manufacturing robotics orders increased by 6.2% year over year, with revenues growing by 9.3%, driven by sectors like automotive and semiconductors [3] - Healthcare robotics reached critical milestones, with Intuitive Surgical and Johnson & Johnson making significant advancements in surgical systems, indicating a growing market projected to reach $10.2 billion by 2033 [4] - The elder care assistive robotics market is projected to grow from $2.93 billion in 2024 to $9.85 billion by 2033, with notable deployments by companies like Toyota and Diligent Robotics [5] - Defense robotics saw $2.3 billion in contracts awarded by the U.S. Department of Defense, highlighting the sector's growth and strategic importance [6] - The collaborative robot market is expected to grow from $1.42 billion in 2025 to $3.38 billion by 2030, with significant developments from companies like Dynamics and Tesla [7] - The convergence of AI technologies, 5G, and advanced manufacturing is positioning leading robotics companies for sustained growth through 2026 [8] Company Highlights - Trimble's robotics-driven construction automation achieved 11% revenue growth to $901 million, with a strong focus on AI integration and recurring revenue [10] - NVIDIA solidified its position as a key infrastructure provider for the physical AI revolution, unveiling advanced humanoid robot models and strategic partnerships across various sectors [11] - Teradyne's robotics division reported $75 million in third-quarter revenues, with a focus on AI and strategic partnerships to enhance its competitive positioning in industrial automation [12]