The global robotics market is undergoing a rapid transformation, with technology breaking boundaries and reaching almost every sector – from healthcare and agriculture to logistics and defense. For investors, this is one of the most exciting areas in today’s market, as demand for intelligent automation continues to rise and leading companies in the field report strong revenue growth. This overview presents the top publicly traded U.S. companies that dominate the robotics sector with proven, commercial products – noting that while some well-known names like Tesla are active in robotics, they are not included here due to the limited share of robotics in their current revenues.

Intuitive Surgical – Dominating the Robotic Surgery Market

Intuitive Surgical (NASDAQ: ISRG) is a pioneer in minimally invasive surgery with its flagship da Vinci system. The system is sold and used by thousands of surgeons worldwide, with 2024 revenues up 17% year-over-year to $8.35 billion. With high entry barriers and a loyal customer base, Intuitive maintains a clear leadership position while continuing to innovate with the fifth generation of its system.

Stryker – Advanced Robotics for Orthopedic Surgery

Stryker (NYSE: SYK) has established itself as a leader in medical robotics with the Mako system for joint replacement surgeries. Annual revenues exceeded $22.6 billion in 2024, marking double-digit year-over-year growth. The combination of product innovation, broad hospital adoption, and an expanding product portfolio gives Stryker a strong competitive edge.

ABB – A Global Force in Industrial Automation

Swiss engineering giant ABB (NYSE: ABB) operates a leading robotics division supplying robotic arms and advanced automation systems to manufacturing plants worldwide. In 2023, revenues grew 9% to $32.2 billion. The integration of artificial intelligence and software capabilities positions ABB as a key player in the expanding market for intelligent industrial automation.

John Deere – Smart and Autonomous Agriculture

John Deere (NYSE: DE) is best known as a farming equipment manufacturer but has evolved into a global leader in precision agriculture. The company integrates autonomous systems and machine vision into tractors and harvesters, with commercially deployed products already in use. 2023 revenues reached $61.3 billion, up 16% from the previous year, as it expands its capabilities in agricultural automation.

Symbotic – Revolutionizing the Logistics Warehouse

Symbotic (NASDAQ: SYM) specializes in AI-powered warehouse automation, providing systems for fast and efficient goods sorting and storage. Clients include major retailers like Walmart and Albertsons. The company reported explosive growth – with Q2 2025 revenue up 40% year-over-year – and holds a multibillion-dollar order backlog, positioning it for aggressive future expansion.

AeroVironment – Military and Aerial Robotics

AeroVironment (NASDAQ: AVAV) focuses on unmanned aerial systems (UAVs) and ground robotics, primarily for defense applications. Increased demand, fueled by operational use in conflicts like the war in Ukraine, drove a 33% revenue jump in fiscal year 2024. With strong global defense budgets, AeroVironment leads innovation in tactical drone technology.

UiPath – Software-Based Robotics (RPA)

UiPath (NYSE: PATH) is the global leader in Robotic Process Automation (RPA), enabling organizations to automate repetitive business and operational tasks. With $1.43 billion in revenue in 2024 and 9% annual growth, UiPath continues to expand its AI-powered platform, helping thousands of enterprises cut costs and improve efficiency.

Serve Robotics – Autonomous Delivery Robots

Serve Robotics (NASDAQ: SERV) develops compact, fully autonomous robots for last-mile urban deliveries, primarily in the food sector. Operating in partnership with Uber Eats, the company is expanding into new cities. While revenues are still small, growth is rapid, making Serve one of the most promising players in the autonomous delivery niche.

What About Tesla?

While Tesla is developing the humanoid Optimus robot and is deeply involved in autonomous vehicle technology, robotics is not yet a major revenue driver. As such, Tesla is excluded from this list, which focuses on companies with substantial commercial sales in robotics.

Looking Ahead – An Exponential Growth Market

The common thread among these companies is the combination of proven innovation and commercial success, with revenues on an upward trajectory. The integration of artificial intelligence, declining production costs, and rising demand for automation are set to keep pushing the market forward. For investors, robotics remains a long-term growth sector, with today’s leaders potentially becoming the tech giants of tomorrow.