{
  "url": "https://struct.news/briefs/input-costs-made-a-modest-comeback-in-earnings-filings",
  "title": "Input Costs Made a Modest Comeback in Earnings Filings",
  "summary": "Raw materials, freight, aluminum and labor all appeared in management commentary more often this quarter, across industries with little else in common.",
  "published_at": "2026-08-19T23:46:56.923608+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": "Prior quarter",
      "value": 0.17937608318890816,
      "display": "17.9%",
      "unit": "ratio",
      "period": null,
      "detail": "207 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-19"
      }
    },
    {
      "group": "Input costs appeared in a larger share of filings",
      "label": "This quarter",
      "value": 0.2090032154340836,
      "display": "20.9%",
      "unit": "ratio",
      "period": null,
      "detail": "195 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-19"
      }
    }
  ],
  "watch_next": [
    {
      "type": "input_costs",
      "statement": "USA Rare Earth reported substantially higher raw-material costs in Q2 than Q1, partly offset by selling-price increases.",
      "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": "2026-08-19"
    },
    {
      "type": "input_costs",
      "statement": "Smithfield reported a $15 million increase in manufacturing and distribution costs, primarily driven by fuel, freight and inflation.",
      "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": "2026-08-19"
    },
    {
      "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": "2026-08-19"
    },
    {
      "type": "labor_costs",
      "statement": "Casella reported higher direct labor costs, driven primarily by 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": "2026-08-19"
    }
  ],
  "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."
}