{
  "url": "https://struct.news/briefs/input-costs-are-showing-up-in-more-earnings-filings",
  "title": "Input costs are showing up in more earnings filings",
  "summary": "A modestly larger share of companies flagged raw materials, freight, fuel or other inputs this quarter. Their explanations range from price offsets to thinner margins and delayed demand.",
  "published_at": "2026-08-10T23:49:07.161977+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-cost mentions are a bit more common this quarter",
      "label": "This quarter",
      "value": 0.2143658810325477,
      "display": "21.4%",
      "unit": "ratio",
      "period": null,
      "detail": "191 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-10"
      }
    },
    {
      "group": "Input-cost mentions are a bit more common this quarter",
      "label": "Prior quarter",
      "value": 0.1737731295253419,
      "display": "17.4%",
      "unit": "ratio",
      "period": null,
      "detail": "216 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-10"
      }
    }
  ],
  "watch_next": [
    {
      "type": "labor_costs",
      "statement": "Payroll and employee-related costs increased with headcount and stock-based compensation, adding a measurable cost driver as the business expands.",
      "importance": "medium",
      "evidence": "The increase was attributable to a $47.8 million increase in payroll and employee related costs driven by an increase in headcount and stock-based compensation expenses, a $3.4 million increase in consulting and professional fees, a $3.1 million increase in legal costs largely driven by our Spectrum Usage Rights Transaction and regulatory initiatives, a $2.4 million increase in facility and office expense, and a $5.2 million increase in travel and other expenses.",
      "source_date": "2026-08-10"
    },
    {
      "type": "working_capital",
      "statement": "Receivables and inventory increased after the Less Common Metals acquisition, contributing to the latest period’s operating cash use.",
      "importance": "medium",
      "evidence": "The change in operating assets and liabilities were primarily driven by: an increase in accounts receivable and inventory, due primarily to the addition of Less Common Metals’ receivables and inventory balances following the acquisition of Less Common Metals on November 18, 2025;",
      "source_date": "2026-08-10"
    },
    {
      "type": "m_and_a",
      "statement": "Acquisition activity increased legal, consulting, compensation and depreciation costs, including costs tied to Less Common Metals.",
      "importance": "medium",
      "evidence": "an increase in consulting and legal costs of $9.9 million and $6.1 million, respectively, related to business acquisitions and completion of the Dept. of Commerce’s DFA and LGA",
      "source_date": "2026-08-10"
    },
    {
      "type": "interest_rates",
      "statement": "Greif acquisition financing and lower cash balances increased net interest expense in the latest reported period.",
      "importance": "medium",
      "evidence": "The increase in interest expense, net was primarily due to higher interest expense in 2026 as a result of the Company’s financing for the Greif Acquisition and lower interest income as a result of lower interest rates on lower cash balances.",
      "source_date": "2026-08-07"
    }
  ],
  "related_tickers": [
    "ASTS",
    "CWST",
    "ESAB",
    "GPGI",
    "PKG",
    "SGI",
    "TR",
    "USAR"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}