The 2025 result
UBTECH reported total revenue of RMB2.001 billion for 2025. The company attributed RMB820.6 million to full-size embodied intelligent humanoid robot products and services, up 2,203.7% from 2024 and its largest revenue category.
The annual results separately reported sales volume of 1,079 units for that full-size category, a 35,866.7% year-on-year increase. That disclosure covers the category as a whole; it is not a model-by-model Walker S2 delivery count.
Walker S2 production and year-end capacity
UBTECH said the Walker S2 series officially entered mass production and delivery during 2025. At the end of the year, the company reported annualised production capacity above 6,000 full-size embodied intelligent humanoid robots.
The annual results report these as separate measures: annualised capacity above 6,000 units at year-end and sales volume of 1,079 units across the full-size category during 2025.
H1 2026 revenue and sales
For the six months ended June 30, 2026, UBTECH reported RMB1.2691 billion in total revenue. Full-size embodied intelligent humanoid robot products and services contributed RMB590.3 million, or 46.5% of the total, versus RMB38.2 million in H1 2025. That was a 1,445.0% year-on-year increase.
The same interim results reported sales volume of 921 units for the full-size category, up 1,946.7% year on year. In the product discussion for that category, UBTECH names Cruzr Y1, Walker C1 and the U1 series, so the filing does not identify the 921 units as Walker S alone.
Sources
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