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Leaderdrive's first three quarters revenue up 45%, humanoid reducer orders reach 400,000 units
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Leaderdrive disclosed its 2026 third-quarter report: first three quarters revenue of 591 million yuan, up 45.30% year on year; net profit attributable to shareholders of 122 million yuan, up 30.33% year on year. Humanoid-related reducer orders rose from about 100,000 units the previous year to 400,000 units. The company's annual harmonic reducer capacity has reached 1 million units, with a year-end target of 1.5 million units; monthly capacity has risen from about 90,000 units to 120,000 units, and capacity expansion will continue in 2027. Profitability is under pressure. In the first half, the company's gross margin was 32.26%, down 2.51 percentage points year on year; in its interim report it explained that business expansion combined with rapid capacity expansion pushed up direct labor costs, and that new production lines are still in the debugging and yield-ramp-up stage, so cost improvement lags revenue growth. Among domestic manufacturers, Zhongda Dente, Huandong Technology and Laifu Harmonic are also catching up.
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- Leaderdrive's first three quarters revenue up 45%, humanoid reducer orders reach 400,000 units
Leaderdrive's revenue for the first three quarters of 2026 was 591 million yuan, up 45.30% year on year, with net profit attributable to shareholders of 122 million yuan, up 30.33% year on year; humanoid-related reducer orders rose from about 100,000 units the previous year to 400,000 units. The company's annual harmonic reducer capacity has reached 1 million units, with a year-end target of 1.5 million units, but its gross margin in the first half was 32.26%, down 2.51 percentage points year on year, as new production line debugging and small-batch production of multiple models are weighing on profitability. The article also compares the catch-up pace of domestic manufacturers such as Zhongda Leader, HuanDong Technology, and Laifu Harmonic.
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