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Plug Power10-Q: Supply chain disruption

Paid $6.8M in Q1 2026 towards a $19.8M remaining liability from a renegotiated supplier contract.

What happened

The company is paying down a significant liability from a past supplier agreement that had unfavorable minimum purchase requirements. This experience likely makes them highly focused on optimizing current and future supplier contracts and supply chain commitments.

Source

SEC EDGARMay 11, 2026

Quarterly report (Form 10-Q)

Plug Power 10-Q

Filing excerpt

During 2025, the Company finalized the renegotiation of a supplier arrangement that previously contained minimum purchase requirements. As of March 31, 2026 and December 31, 2025, the Company had a remaining liability of $19.8 million and $27.2 million, respectively... During the three months ended March 31, 2026, the Company made payments of $6.8 million that reduced the liability.

sec.gov/Archives/edgar/data/1093691/000110465926058712/plug-20260331x...Read the full source

Other signals in this filing (8)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

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

Filed
May 11, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$19.8M (Remaining liability from renegotiated supplier contract as of March 31, 2026)

Details

CIK
1093691
Accession number
0001104659-26-058712
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
May 12, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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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/d96d18ac-f27b-40c7-9435-034a6a203076 returns this record as JSON. POST /v1/companies/enrich returns every signal for plugpower.com.

{
  "signal_id": "d96d18ac-f27b-40c7-9435-034a6a203076",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-05-12T09:24:57.725+00:00",
  "company": {
    "name": "Plug Power",
    "domain": "plugpower.com"
  },
  "data": {
    "detail": "The company is paying down a significant liability from a past supplier agreement that had unfavorable minimum purchase requirements. This experience likely makes them highly focused on optimizing current and future supplier contracts and supply chain commitments.",
    "metrics": {
      "timeframe": "current_quarter",
      "dollar_context": "Remaining liability from renegotiated supplier contract as of March 31, 2026",
      "dollar_millions": 19.8
    },
    "summary": "Paid $6.8M in Q1 2026 towards a $19.8M remaining liability from a renegotiated supplier contract.",
    "excerpts": "During 2025, the Company finalized the renegotiation of a supplier arrangement that previously contained minimum purchase requirements. As of March 31, 2026 and December 31, 2025, the Company had a remaining liability of $19.8 million and $27.2 million, respectively... During the three months ended March 31, 2026, the Company made payments of $6.8 million that reduced the liability.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1093691/000110465926058712/plug-20260331x10q.htm",
    "filing_date": "2026-05-11",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations"
  }
}

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