{
  "url": "https://struct.news/briefs/raw-material-costs-are-back-in-managements-vocabulary",
  "title": "Raw-material costs are back in management’s vocabulary",
  "summary": "Input and raw-material costs appeared in 20.9% of filings this quarter, up modestly from 17.7% in the same window last quarter.",
  "published_at": "2026-08-12T23:48:30.269599+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 larger share of filings",
      "label": "This quarter",
      "value": 0.20861900097943192,
      "display": "20.9%",
      "unit": "ratio",
      "period": null,
      "detail": "213 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-12"
      }
    },
    {
      "group": "Input-cost mentions are a larger share of filings",
      "label": "Prior quarter",
      "value": 0.17656373713380838,
      "display": "17.7%",
      "unit": "ratio",
      "period": null,
      "detail": "223 filers",
      "source": {
        "kind": "jodie_evidence",
        "label": "Share of filers · matched filing windows",
        "as_of": "2026-08-12"
      }
    }
  ],
  "watch_next": [
    {
      "type": "theme_participation",
      "statement": "Input and raw-material costs were flagged by 20.9% of filers this quarter, up from 17.7% in the same window last quarter.",
      "importance": "medium",
      "evidence": "213 distinct companies flagged it this quarter - +20.9% of filers, vs +17.7% (223 companies) in the same window last quarter.",
      "source_date": "2026-08-12"
    },
    {
      "type": "input_costs",
      "statement": "USA Rare Earth said higher raw-material costs increased substantially from Q1 to Q2, with selling-price increases partially offsetting the inflation.",
      "importance": "medium",
      "evidence": "higher raw material costs which increased substantially in Q2’2026 over Q1’2026; however, selling price increases partially offset this cost inflation.",
      "source_date": "2026-08-12"
    },
    {
      "type": "input_costs",
      "statement": "Kennametal said favorable timing of raw-material pricing relative to approximately $316 million of costs supported gross profit.",
      "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": "2026-08-12"
    }
  ],
  "related_tickers": [
    "ASTS",
    "CWST",
    "HLIO",
    "KMT",
    "MNST",
    "NTRA",
    "SFD",
    "USAR"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}