Japan / EU / US · Physical AI
Bearings, Screws & Linear Motion
Humanoids use planetary roller screws and precision bearings in quantity. Roller-screw capacity is small and specialised.
Steel→Bearing / screw→Actuator→Joint
50
Tightness score ⓘ
#45 of 56
■ Stable
Lead time
6–9 mo
Theme 1M
−4.7%% in uptrend
17%Metric to watch
Roller-screw capacity announcements and robotics revenue at THK/Schaeffler.
What would prove us wrong
Strengthens if humanoid programmes report screw supply as a gating item.
Dependencies
Bearings theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| 6481.T THK |
Linear guides and screws | TSE Japan |
¥5,487.0 | −1.65% | −18.1% | −23.7% | +38.7% | −32.2% | 2026-11-13 | |
| 6471.T NSK |
Precision bearings and ball screws | TSE Japan |
¥1,012.0 | +0.10% | −5.8% | −12.4% | +6.9% | −25.9% | 2026-10-29 | |
| SKF-B.ST SKF |
Bearings and linear motion | Nasdaq Stockholm Sweden |
kr 279.1 | +1.56% | +3.0% | +8.0% | +17.1% | −0.3% | 2027-02-04 | |
| SHA0.DE Schaeffler |
Bearings and humanoid actuators | XETRA Germany |
€5.63 | +2.18% | −3.8% | −23.8% | −30.2% | −50.9% | 2026-11-03 | |
| TKR Timken |
Bearings and power transmission | NYSE US |
$110.4 | −0.14% | −1.7% | −17.1% | +32.4% | −23.8% | 2027-02-03 | |
| RBC RBC Bearings |
Precision bearings | NYSE US |
$489.2 | −1.09% | −1.9% | −12.7% | +9.1% | −24.6% | 2026-10-30 |