{
  "url": "https://struct.news/briefs/input-costs-are-back-in-more-earnings-filings-but-not-by-much",
  "title": "Input costs are back in more earnings filings, but not by much",
  "summary": "Raw materials, freight, fuel, and labor showed up in 20.6% of companies' filings this quarter, up modestly from 17.6% in the same window last quarter.",
  "published_at": "2026-08-11T23:50:10.910346+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": null,
    "ticker": null,
    "cik": null,
    "sector": null,
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "Input costs appeared in a larger share of filings",
      "label": "This quarter",
      "value": 0.2055063913470993,
      "display": "20.6%",
      "unit": "ratio",
      "period": null,
      "detail": "209 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-11"
      }
    },
    {
      "group": "Input costs appeared in a larger share of filings",
      "label": "Prior quarter",
      "value": 0.17577197149643706,
      "display": "17.6%",
      "unit": "ratio",
      "period": null,
      "detail": "222 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-11"
      }
    }
  ],
  "watch_next": [
    {
      "type": "input_costs",
      "statement": "Smithfield reported a $15 million increase in manufacturing and distribution costs, driven mainly by higher fuel, freight, and other inflationary pressures.",
      "importance": "medium",
      "evidence": "A $15 million increase in manufacturing and distribution costs primarily driven by higher fuel and freight costs and other inflationary pressures.",
      "source_date": "2026-08-11"
    },
    {
      "type": "input_costs",
      "statement": "USA Rare Earth said higher raw-material costs increased substantially from Q1 to Q2, with selling-price increases providing a partial offset.",
      "importance": "medium",
      "evidence": "higher raw material costs which increased substantially in Q2’2026 over Q1’2026; however, selling price increases partially offset this cost inflation.",
      "source_date": "2026-08-11"
    },
    {
      "type": "input_costs",
      "statement": "Helios reported higher material, freight, and utilities costs, alongside higher direct labor as a percentage of sales, despite gross-margin improvement.",
      "importance": "medium",
      "evidence": "higher material, freight, and utilities costs as well as higher direct labor costs as a percentage of sales.",
      "source_date": "2026-08-11"
    }
  ],
  "related_tickers": [
    "ASTS",
    "CWST",
    "HLIO",
    "MNST",
    "NTRA",
    "PKG",
    "SFD",
    "USAR"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}