333 filers newly named tariffs as a 10-K risk in 2026
Of 4,551 comparable filers, 3,731 name tariffs as a risk in their latest 10-K, and 333 do so for the first time against the 10-K before it.
- Name it as a risk
3,731 of 4,551
At least one Item 1A paragraph crossed this family's model threshold. How this is counted.
- New this year
333 of 4,551
Named in this year's Item 1A and not in the prior filing's. How this is counted.
- Carried over
3,398 of 4,551
Named in both years' Item 1A. How this is counted.
Not counted: 132 more filers name tariffs but have a prior 10-K that cannot be compared (a cut-down, shell or empty Item 1A). They are outside the denominator.
How it was counted
10-Ks filed 2025-09-18 to 2026-09-17, each read against the same filer's prior 10-K. Every Item 1A paragraph is put to the model for this family, and a filer names it when any paragraph qualifies: a paragraph counts when the broad question scores 0.30 or more and a stricter question scores 0.70 or more (the thresholds). The status is new when the prior filing has none. Comparable means both filings are on file. The full method.
Measured error rate: 2 of 300 named companies wrong (95% interval 0.2% to 2.4%); about 1 in 10 tariff-risk paragraphs missed; checked by a language model. The labels are machine-generated; the filing is the record.
The paragraphs behind every new name, quoted with their Item 1A numbers, are in the dataset. Each company's page links both filings on EDGAR.