I'm looking at Ford Motor Company as a long term investment, and in listening to their most recent conference call they stated that they have been negatively impacted by increases in the cost of commodities (primarily aluminium), which explains their narrowing gross margin. While I always look at gross margin trends for a company, I've never looked for detail of what the individual components of the firms COGS were (i.e., for Ford, say 30% aluminium, 30% steel, 10% rubber...whatever). I've poked around for a couple of days through 10-Q's and 10-K's, annual reports...and I can't find detail of any company's COGS, aside from occasional blurbs about individual components of Costs that may be increasing or decreasing (crack spread for refiners, aluminium for Ford, labor costs for lots of companies...). Am I overlooking a source of comprehensive information for a public company's COGS, or is that just not commonly available?
Submitted February 12, 2018 at 07:00AM by SourMash_plh http://ift.tt/2CeBAdc
