A

Agilent Technologies, Inc. stock research

Apr 30, 2023

FY2023 Q2

Agilent Technologies (A) Gross Margin — Quarter Ended Apr 30, 2023

Revenue and gross profit both decreased from the preceding quarter, while cost of revenue was slightly higher. Compared with the same quarter one year earlier, revenue, gross profit, and cost of revenue all increased, and gross margin showed a modest improvement.

Gross margin takeaway

Quarter ended Apr 30, 2023 · FY2023 Q2

Revenue and gross profit both decreased from the preceding quarter, while cost of revenue was slightly higher. Compared with the same quarter one year earlier, revenue, gross profit, and cost of revenue all increased, and gross margin showed a modest improvement.

  • Gross margin weakened sequentially as revenue fell more sharply than cost of revenue, compressing profitability. On a year-over-year basis, the margin held relatively stable, with revenue and gross profit growing at a similar pace to cost of revenue.
  • Compared to the preceding quarter, gross margin was lower, reflecting a weaker relationship between revenue and cost of revenue. Versus the same quarter one year earlier, gross margin was slightly higher, indicating a modest improvement in the revenue-to-cost dynamic.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

53.8%

Gross profit

$924.0M

Revenue

$1.7B

Cost of revenue

$793.0M

Quarter-over-quarter change

-1.3 pts

Year-over-year change

+0.2 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jan 31, 2023$1.8B$968.0M$788.0M55.1%
Apr 30, 2023$1.7B$924.0M$793.0M53.8%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jan 31, 2023

-1.3 pts

Year-over-year change

Apr 30, 2022

+0.2 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross margin weakened sequentially as revenue fell more sharply than cost of revenue, compressing profitability. On a year-over-year basis, the margin held relatively stable, with revenue and gross profit growing at a similar pace to cost of revenue.

Compared to the preceding quarter, gross margin was lower, reflecting a weaker relationship between revenue and cost of revenue. Versus the same quarter one year earlier, gross margin was slightly higher, indicating a modest improvement in the revenue-to-cost dynamic.

Monitor whether the sequential decline in gross margin persists, given the revenue contraction and relatively stable cost of revenue.