{
  "url": "https://struct.news/briefs/pricing-is-showing-up-in-more-earnings-filings-with-mixed-effects",
  "title": "Pricing Is Showing Up in More Earnings Filings, With Mixed Effects",
  "summary": "Pricing and mix appeared in 21.2% of filings this quarter, up from 16.5% in the comparable window last quarter. Management's explanations range from protecting margins to explaining their erosion.",
  "published_at": "2026-08-25T23:46:48.970206+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": "Pricing and mix appeared in a larger share of filings",
      "label": "This quarter",
      "value": 0.21242774566473988,
      "display": "21.2%",
      "unit": "ratio",
      "period": null,
      "detail": "147 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-25"
      }
    },
    {
      "group": "Pricing and mix appeared in a larger share of filings",
      "label": "Prior quarter",
      "value": 0.16536458333333334,
      "display": "16.5%",
      "unit": "ratio",
      "period": null,
      "detail": "254 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-25"
      }
    }
  ],
  "watch_next": [
    {
      "type": "pricing",
      "statement": "Watsco reported a 180-basis-point gross-margin decline primarily tied to passing through significant OEM inflationary pricing actions.",
      "importance": "medium",
      "evidence": "Gross profit margin declined 180 basis-points primarily due to the pass through of significant inflationary pricing actions by our OEMs in 2025.",
      "source_date": "2026-08-25"
    },
    {
      "type": "pricing",
      "statement": "Alliance Laundry reported service-parts revenue growth driven primarily by price increases that offset inflationary increases.",
      "importance": "medium",
      "evidence": "Service parts revenue increased $1.2 million, or 3.7%, primarily driven by price increases offsetting inflationary increases.",
      "source_date": "2026-08-25"
    },
    {
      "type": "input_costs",
      "statement": "USA Rare Earth reported substantially higher raw-material costs, with selling-price increases partially offsetting the cost 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": "2026-08-25"
    },
    {
      "type": "pricing",
      "statement": "ESCO attributes higher EBIT partly to price increases and higher sales volumes, with inflationary pressures and unfavorable mix partially offsetting the benefit.",
      "importance": "medium",
      "evidence": "mainly driven by leverage on higher sales volumes as mentioned above, and price increases, partially offset by inflationary pressures and unfavorable mix.",
      "source_date": "2026-08-25"
    }
  ],
  "related_tickers": [
    "ALH",
    "BRK-B",
    "CLMT",
    "ESE",
    "MNST",
    "SCSC",
    "USAR",
    "WSO"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}