{
  "url": "https://struct.news/briefs/input-costs-are-back-in-the-filing-conversation-gently",
  "title": "Input costs are back in the filing conversation, gently",
  "summary": "A slightly larger share of companies flagged raw materials and other input costs this quarter. Their explanations range from tariff inflation to pricing timing and volume leverage.",
  "published_at": "2026-08-13T23:50:26.801493+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": 0.2099125364431487,
      "display": "21.0%",
      "unit": "ratio",
      "period": null,
      "detail": "216 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-13"
      }
    },
    {
      "group": "Input costs appeared in a larger share of filings",
      "label": "Prior quarter",
      "value": 0.179304897314376,
      "display": "17.9%",
      "unit": "ratio",
      "period": null,
      "detail": "227 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-13"
      }
    }
  ],
  "watch_next": [
    {
      "type": "input_costs",
      "statement": "Helios reported higher material, freight, and utilities costs, partly offsetting volume-driven fixed-cost leverage and tariff impacts.",
      "importance": "medium",
      "evidence": "Gross margin increased by 280 basis points primarily due to higher fixed costs leverage on higher volume and net tariff impacts partially offset by higher material, freight, and utilities costs",
      "source_date": "2026-08-13"
    },
    {
      "type": "input_costs",
      "statement": "Smithfield disclosed a $15 million increase in manufacturing and distribution costs, driven primarily by fuel, freight, and 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": "2026-08-13"
    },
    {
      "type": "input_costs",
      "statement": "USA Rare Earth said higher raw-material costs increased substantially sequentially, while selling-price increases partly offset the inflation.",
      "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": "2026-08-13"
    },
    {
      "type": "labor_costs",
      "statement": "Casella reported higher direct labor costs, citing acquisitions and higher wage and benefit rates.",
      "importance": "medium",
      "evidence": "Direct labor costs increased primarily due to acquisitions and higher wage and benefit rates.",
      "source_date": "2026-08-13"
    }
  ],
  "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."
}