Protolabs (NYSE: PRLB) says revenue from its robotics customers more than doubled in the first half of 2026 compared with the first half of 2025. The company ties the jump to robot developers moving toward commercial deployment while their designs are still changing fast.
Protolabs says a single robotic subsystem often contains hundreds of parts, so suppliers who can’t turn around design revisions fast lose the account. It cites some parts available in as little as one day, and lists the part types it’s shipping for the sector: grippers, sensor systems, enclosures, structural components, gears and motor mounts. On materials, it points to TPU, TPV and silicone for flexible parts used in impact and durability testing, alongside CNC machining in lightweight metals and engineering plastics for structural pieces.
Protolabs cites Mordor Intelligence figures putting the global robotics market at $88 billion in 2026, growing to $219 billion by 2031 (20 percent CAGR), and links the FCC’s addition of robotic devices to its Covered List to an argument for domestic manufacturing.
Xometry has cited robotics as a growth driver before but has never broken out a standalone figure for it, grouping the sector with consumer, medical and electronics clients instead. Protolabs has now quantified the robotics line on its own. See our tracked filings and history for Proto Labs on its company timeline.