Wall Street analysts project the humanoid robotics market could reach $1.4 trillion to $1.7 trillion annually by 2050, highlighting component suppliers TE Connectivity and Amphenol as key beneficiaries. UBS estimates this market potential, suggesting that companies supplying critical components like motors, sensors, and connectors could benefit regardless of which robot manufacturer ultimately succeeds. TE Connectivity (NYSE: TEL) reported record Q3 2026 revenue of $5.16 billion, up 14% year-over-year, with adjusted EPS increasing 22% to $2.94. Amphenol (NYSE: APH) reported record Q2 2026 sales of $8.8 billion, up 55% year-over-year, with adjusted diluted EPS increasing 67% to $1.35. Both companies are already working with robot developers and are positioned to benefit from the scaling production of humanoid robots.