Market Pulse · Costs & Margins
Input & product costs
Every S&P 500 company that raised Input & product costs in its filings, earnings calls, press releases or news coverage over the last 7 days — grouped by the canonical driver, so the same subject lines up across companies whatever each called it.
2 companies · 4 events · 1 negative · 1 no estimate (counted in companies, so the parts add up)
Companies raising Input & product costs
- UNH — Commercial Medical Cost TrendsImportance 56 · Surprise 58UNITEDHEALTH GROUP INC · News · 2026-08-24 · 3 eventsThird-party reporting identified UnitedHealth Group's commercial insurance book as the main obstacle to full margin recovery. Commercial medical cost growth was reported at more than 11% year over year, exceeding the…
- HD — Pricing and Input CostsImportance 25 · Surprise 32HOME DEPOT, INC. · 10-Q · 2026-08-25Home Depot’s second-quarter gross margin benefited from IEEPA tariff refunds but was largely offset by higher fuel, energy, and other product input costs. For the first six months of fiscal 2026, fuel, energy, and…