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Plug Power10-Q: Supply chain disruption

Plug Power faces supply chain uncertainty despite receiving $14.7M in tariff refunds in H1 2026.

What happened

While the company received $14.7M in tariff refunds, management explicitly states the future tariff environment remains uncertain, creating ongoing risk and complexity for procurement and finance teams managing supply chain costs.

Source

SEC EDGARAug 10, 2026

Quarterly report (Form 10-Q)

Plug Power 10-Q

Filing excerpt

During the six months ended June 30, 2026, we received cash refunds of $10.9 million and recognized an additional receivable of $3.8 million for tariffs previously paid on imported goods, and recorded a corresponding $14.7 million reduction to the cost basis of our inventory.

sec.gov/Archives/edgar/data/1093691/000110465926093454/plug-20260630x...Read the full source

Other signals in this filing (5)

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
Aug 10, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$14.7M (Tariff refunds received and receivable in H1 2026.)

Details

CIK
1093691
Accession number
0001104659-26-093454
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Extraction

Confidence
High
Relevance
80%
Sentiment
Neutral
Detected
Aug 11, 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/f37c93c0-62ab-4347-b869-c382d35cd4d2 returns this record as JSON. POST /v1/companies/enrich returns every signal for plugpower.com.

{
  "signal_id": "f37c93c0-62ab-4347-b869-c382d35cd4d2",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-08-11T08:06:30.501+00:00",
  "company": {
    "name": "Plug Power",
    "domain": "plugpower.com"
  },
  "data": {
    "detail": "While the company received $14.7M in tariff refunds, management explicitly states the future tariff environment remains uncertain, creating ongoing risk and complexity for procurement and finance teams managing supply chain costs.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Tariff refunds received and receivable in H1 2026.",
      "dollar_millions": 14.7
    },
    "summary": "Plug Power faces supply chain uncertainty despite receiving $14.7M in tariff refunds in H1 2026.",
    "excerpts": "During the six months ended June 30, 2026, we received cash refunds of $10.9 million and recognized an additional receivable of $3.8 million for tariffs previously paid on imported goods, and recorded a corresponding $14.7 million reduction to the cost basis of our inventory.",
    "relevance": 0.8,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1093691/000110465926093454/plug-20260630x10q.htm",
    "filing_date": "2026-08-10",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations"
  }
}

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