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Flex10-Q: Major contract win

Flex deepens strategic partnership with Amazon through a multi-year warrant agreement.

What happened

Flex issued a warrant to Amazon that vests based on Amazon's purchase of products and services, signaling a significant, long-term commercial relationship. This partnership will drive revenue and likely requires investment in supply chain, manufacturing, and reporting capabilities to meet Amazon's demanding standards.

Source

SEC EDGARJul 31, 2026

Quarterly report (Form 10-Q)

Flex 10-Q

Filing excerpt

On August 15, 2025, the Company issued a warrant (the “Warrant”) to Amazon.com NV Investment Holdings LLC (“Warrantholder”), a wholly-owned subsidiary of Amazon.com, Inc. (“Parent”) to purchase up to an aggregate of 3,859,851 ordinary shares of the Company (“Warrant Shares”) at an exercise price of $51.29 per share.

sec.gov/Archives/edgar/data/866374/000086637426000030/flex-20260626.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Major contract win

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
06/26
Filed
Jul 31, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$3M (Charges recorded related to the Amazon warrant during the quarter.)

Details

CIK
866374
Accession number
0000866374-26-000030
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Scaling needs
Signal category
Revenue

Topics and mentions

Vendors

  • Amazon.com
  • Inc.

Vendors named

  • Amazon.com, Inc.

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Aug 4, 2026
signal_type
sec-10q
signal_subtype
majorContractWin

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/bc74b816-1650-4fdf-b366-bb22065a37e2 returns this record as JSON. POST /v1/companies/enrich returns every signal for flex.com.

{
  "signal_id": "bc74b816-1650-4fdf-b366-bb22065a37e2",
  "signal_type": "sec-10q",
  "signal_subtype": "majorContractWin",
  "detected_at": "2026-08-04T07:04:38.614+00:00",
  "company": {
    "name": "Flex",
    "domain": "flex.com"
  },
  "data": {
    "detail": "Flex issued a warrant to Amazon that vests based on Amazon's purchase of products and services, signaling a significant, long-term commercial relationship. This partnership will drive revenue and likely requires investment in supply chain, manufacturing, and reporting capabilities to meet Amazon's demanding standards.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Charges recorded related to the Amazon warrant during the quarter.",
      "dollar_millions": 3
    },
    "summary": "Flex deepens strategic partnership with Amazon through a multi-year warrant agreement.",
    "excerpts": "On August 15, 2025, the Company issued a warrant (the “Warrant”) to Amazon.com NV Investment Holdings LLC (“Warrantholder”), a wholly-owned subsidiary of Amazon.com, Inc. (“Parent”) to purchase up to an aggregate of 3,859,851 ordinary shares of the Company (“Warrant Shares”) at an exercise price of $51.29 per share.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/866374/000086637426000030/flex-20260626.htm",
    "filing_date": "2026-07-31",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/26",
    "sales_relevance": "Scaling needs",
    "signal_category": "revenue",
    "vendors_mentioned": [
      "Amazon.com, Inc."
    ]
  }
}

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