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Rivian10-K: Major contract win

Rivian secured an initial order for 100,000 Electric Delivery Vans (EDVs) from Amazon.

Read at SEC EDGAR

What happened

This large-scale order from Amazon is a cornerstone of Rivian's commercial vehicle business and a major source of revenue. However, it also creates a significant customer concentration risk, as noted in the filing.

Source

SEC EDGARFeb 12, 2026

Annual report (Form 10-K)

Rivian 10-K for FY2025

Filing excerpt

Amazon has ordered an initial volume of 100,000 EDVs globally, subject to modification.

sec.gov/Archives/edgar/data/1874178/000187417826000008/rivn-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

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

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

Period
FY2025
Fiscal year end
12/31
Filed
Feb 12, 2026

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The full record

From the Signal API record

Details

CIK
1874178
Accession number
0001874178-26-000008
Timeframe
Multi year
Filing year
2026
Why it matters
Scaling needs
Signal category
Revenue

Topics and mentions

Vendors

  • Amazon

Regions named

  • global

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
majorContractWin

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The API returns more than this page shows

This page shows a preview. The full sec-10k 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
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Show the full JSONThe record on this page and the API request

GET /v1/signals/caf48ec5-910e-4f81-bb64-ad315beb2a23 returns this record as JSON. POST /v1/companies/enrich returns every signal for rivian.com.

{
  "signal_id": "caf48ec5-910e-4f81-bb64-ad315beb2a23",
  "signal_type": "sec-10k",
  "signal_subtype": "majorContractWin",
  "detected_at": "2026-02-17T06:33:25.942+00:00",
  "company": {
    "name": "Rivian",
    "domain": "rivian.com"
  },
  "data": {
    "detail": "This large-scale order from Amazon is a cornerstone of Rivian's commercial vehicle business and a major source of revenue. However, it also creates a significant customer concentration risk, as noted in the filing.",
    "metrics": {
      "timeframe": "multi_year"
    },
    "summary": "Rivian secured an initial order for 100,000 Electric Delivery Vans (EDVs) from Amazon.",
    "excerpts": "Amazon has ordered an initial volume of 100,000 EDVs globally, subject to modification.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1874178/000187417826000008/rivn-20251231.htm",
    "filing_date": "2026-02-12",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Scaling needs",
    "signal_category": "revenue",
    "regions_mentioned": [
      "global"
    ],
    "vendors_mentioned": [
      "Amazon"
    ]
  }
}

Long text fields are shortened on this page.

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