{
  "url": "https://struct.news/briefs/input-costs-are-back-in-more-filings-but-the-receipts-differ",
  "title": "Input Costs Are Back in More Filings, But the Receipts Differ",
  "summary": "Raw-material and input costs appeared in 21.0% of companies’ filings this quarter, up modestly from 17.8% in the same window last quarter.",
  "published_at": "2026-08-17T23:48:16.665626+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": "Share of filings flagging input costs",
      "label": "This quarter",
      "value": 0.20972644376899696,
      "display": "21.0%",
      "unit": "ratio",
      "period": null,
      "detail": "207 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-17"
      }
    },
    {
      "group": "Share of filings flagging input costs",
      "label": "Prior quarter",
      "value": 0.17842323651452283,
      "display": "17.8%",
      "unit": "ratio",
      "period": null,
      "detail": "215 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-17"
      }
    }
  ],
  "watch_next": [
    {
      "type": "theme_participation",
      "statement": "Input and raw-material costs appeared in a larger share of filings this quarter than in the same window last quarter.",
      "importance": "medium",
      "evidence": "207 distinct companies flagged it this quarter - +21.0% of filers, vs +17.8% (215 companies) in the same window last quarter.",
      "source_date": "2026-08-17"
    },
    {
      "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": "The Q2’2026 deterioration was driven by higher raw material costs which increased substantially in Q2’2026 over Q1’2026; however, selling price increases partially offset this cost inflation.",
      "source_date": "2026-08-17"
    },
    {
      "type": "pricing",
      "statement": "Kennametal attributed higher gross profit partly to favorable timing of raw-material pricing compared with costs.",
      "importance": "medium",
      "evidence": "The increase in gross profit was driven by the favorable timing of raw material-related pricing compared to costs of approximately $316 million",
      "source_date": "2026-08-17"
    },
    {
      "type": "commodity_prices",
      "statement": "Monster said increased aluminum-can costs partly offset the benefit from pricing actions and product mix.",
      "importance": "medium",
      "evidence": "The increase in gross profit as a percentage of net sales for the three-months ended June 30, 2026 was primarily the result of the Pricing Actions and product sales mix, partially offset by increased aluminum can costs, geographical sales mix and increased freight-in costs.",
      "source_date": "2026-08-17"
    }
  ],
  "related_tickers": [
    "ASTS",
    "CWST",
    "HLIO",
    "KMT",
    "MIDD",
    "MNST",
    "SFD",
    "USAR"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}