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Orbbec Q3 Report: Robot Vision Revenue Doubles

1 reports · 1 sources

Orbbec's 2026 Q3 report, disclosed on October 26, shows that its robot vision solution revenue reached more than twice the year-earlier level, with cumulative service to over 1,000 robot customers and delivery lead times compressed from about 40 days to 20 days. In the first three quarters, shipments of the Gemini series robot sensors grew about 150% year on year; related orders for humanoid robots grew by more than 60% quarter on quarter in each single quarter, and the company has delivered to the world's top four humanoid robot manufacturers by shipment volume. On overall performance: first-three-quarter revenue was 711 million yuan, down 0.43% year on year; net profit attributable to shareholders was 73.8615 million yuan, down 31.62% year on year; gross margin rose from 42.8% to 49.09%; R&D investment was 175 million yuan, up 19.20% year on year. The company also plans to launch, as early as the end of the year, a commercial integrated camera with an integrated depth enhancement engine, delivering 3D cameras and spatial perception capabilities as a package.