The (https://news.google.com/rss/articles/CBMiqAFBVV95cUxOM092Z1p0b0V0aWg2bElQc0taWUJvTmF3ZWtLMjAwMzdDRDNaV2FsdlJmb3RjQnlCWmNGZmhvempsSkozQlRFU2FQTjByeTNkbVZFUDI3R0J1d0FNQW1STnR) in May — and Wall Street hasn't priced the operational cost of that yet. Industrials have been running on margin expansion for two years, but supply tightness always translates to input cost inflation before revenue growth can compensate.

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