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Archer-Daniels-Midland Company stock research

Mar 31, 2023

FY2023 Q1

Archer-Daniels-Midland (ADM) Gross Margin — Quarter Ended Mar 31, 2023

Revenue for the current quarter was lower than the previous quarter but higher than the same quarter a year ago. Gross profit increased compared with both periods, while cost of revenue decreased sequentially and increased year over year, resulting in an improved gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue for the current quarter was lower than the previous quarter but higher than the same quarter a year ago. Gross profit increased compared with both periods, while cost of revenue decreased sequentially and increased year over year, resulting in an improved gross margin.

  • The strongest observable margin driver is the change in cost of revenue relative to revenue. Sequentially, cost of revenue declined more than revenue, which directly supported the margin expansion.
  • Gross margin improved from the previous quarter and from the same quarter one year earlier. Revenue was lower than the prior quarter but higher than the year-ago quarter, while gross profit was higher in both comparisons.

Gross margin snapshot

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

Gross margin

8.6%

Gross profit

$2.1B

Revenue

$24.1B

Cost of revenue

$22.0B

Quarter-over-quarter change

n/a

Year-over-year change

+0.6 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$24.1B$2.1B$22.0B8.6%

Quarterly comparisons

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

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

+0.6 pts

What the margin says

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

The strongest observable margin driver is the change in cost of revenue relative to revenue. Sequentially, cost of revenue declined more than revenue, which directly supported the margin expansion.

Gross margin improved from the previous quarter and from the same quarter one year earlier. Revenue was lower than the prior quarter but higher than the year-ago quarter, while gross profit was higher in both comparisons.

Monitor working capital changes, as the filing indicates a significant cash use from working capital movements in the current period.