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Jabil10-Q: Customer concentration

Jabil entered a 7-year strategic warrant agreement with Amazon, deepening a key customer dependency.

What happened

Jabil issued a warrant to Amazon to acquire over 1.1 million shares, with vesting tied to product and service purchases over seven years. This signals a highly strategic, high-volume relationship, making Amazon a critical account that heavily influences operational and supply chain decisions.

Source

SEC EDGARJun 30, 2026

Quarterly report (Form 10-Q)

Jabil 10-Q

Filing excerpt

On December 27, 2024, we issued a warrant (the “Warrant”) to Amazon.com NV Investment Holdings LLC to acquire up to 1,158,539 of our ordinary shares of our (“Warrant Shares”) at an initial exercise price of $137.7671 per share.

sec.gov/Archives/edgar/data/898293/000162828026046138/jbl-20260531.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Customer concentration

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

Fiscal year end
05/31
Filed
Jun 30, 2026

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The full record

From the Signal API record

Details

CIK
898293
Accession number
0001628280-26-046138
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Diversification strategy
Signal category
Market

Topics and mentions

Vendors

  • Amazon.com NV Investment Holdings LLC

Extraction

Confidence
High
Relevance
90%
Sentiment
Neutral
Detected
Jul 7, 2026
signal_type
sec-10q
signal_subtype
customerConcentration

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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/8edafb63-18c1-4663-89a9-a655efc603ed returns this record as JSON. POST /v1/companies/enrich returns every signal for jabil.com.

{
  "signal_id": "8edafb63-18c1-4663-89a9-a655efc603ed",
  "signal_type": "sec-10q",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-07-07T07:05:37.697+00:00",
  "company": {
    "name": "Jabil",
    "domain": "jabil.com"
  },
  "data": {
    "detail": "Jabil issued a warrant to Amazon to acquire over 1.1 million shares, with vesting tied to product and service purchases over seven years. This signals a highly strategic, high-volume relationship, making Amazon a critical account that heavily influences operational and supply chain decisions.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Jabil entered a 7-year strategic warrant agreement with Amazon, deepening a key customer dependency.",
    "excerpts": "On December 27, 2024, we issued a warrant (the “Warrant”) to Amazon.com NV Investment Holdings LLC to acquire up to 1,158,539 of our ordinary shares of our (“Warrant Shares”) at an initial exercise price of $137.7671 per share.",
    "relevance": 0.9,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/898293/000162828026046138/jbl-20260531.htm",
    "filing_date": "2026-06-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "05/31",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market",
    "vendors_mentioned": [
      "Amazon.com NV Investment Holdings LLC"
    ]
  }
}

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