IndustryNav: Evaluating Spatial Reasoning and Safety of Embodied Agents in Dynamic Industrial Navigation

Visual large language models (VLLMs) are increasingly used as embodied agents, yet industrial warehouses demand more than reaching a goal: agents must navigate safely around moving workers and vehicles. To evaluate embodied agents' goal reaching and safety, we introduce IndustryNav, a simulation environment with 24 warehouse scenes for closed-loop navigation to specified destinations. Alongside task success and efficiency, we introduce safety-aware metrics that capture collisions and near-collision warnings along each trajectory. Experiments with eleven leading open- and closed-source VLLMs and three navigation baselines show that agents can reach their goals yet collide with moving obstacles, exposing a gap between success and safe navigation. This gap matters in safety-critical settings, where a single collision can end the task. IndustryNav also supports policy learning through automated oracle trajectories and simulator interaction, with held-out scenes for generalization tests. These experiments show that policies can succeed on new routes in familiar warehouses yet fail to transfer to held-out layouts, making cross-scene generalization an open challenge.