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Archer-Daniels-Midland Company stock research

Jun 30, 2023

FY2023 Q2

Archer-Daniels-Midland (ADM) Gross Margin — Quarter Ended Jun 30, 2023

Revenue less cost of revenue equals gross profit, and gross profit divided by revenue yields gross margin. In the current quarter, gross profit and gross margin were lower than the preceding quarter and also slightly lower than the same quarter one year earlier.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

Revenue less cost of revenue equals gross profit, and gross profit divided by revenue yields gross margin. In the current quarter, gross profit and gross margin were lower than the preceding quarter and also slightly lower than the same quarter one year earlier.

  • The strongest observable margin driver is the decline in gross profit relative to revenue. Compared with the prior quarter, gross profit decreased while revenue increased, compressing the margin; versus the year-ago quarter, gross profit fell more than the decline in revenue.
  • Compared with the immediately preceding quarter, revenue was higher but gross profit was lower, resulting in a weakened gross margin. Versus the same quarter one year earlier, both revenue and gross profit were lower, with gross margin slightly weaker.

Gross margin snapshot

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

Gross margin

7.5%

Gross profit

$1.9B

Revenue

$25.2B

Cost of revenue

$23.3B

Quarter-over-quarter change

-1.2 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
Mar 31, 2023$24.1B$2.1B$22.0B8.6%
Jun 30, 2023$25.2B$1.9B$23.3B7.5%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

-1.2 pts

Year-over-year change

Jun 30, 2022

-0.2 pts

What the margin says

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

The strongest observable margin driver is the decline in gross profit relative to revenue. Compared with the prior quarter, gross profit decreased while revenue increased, compressing the margin; versus the year-ago quarter, gross profit fell more than the decline in revenue.

Compared with the immediately preceding quarter, revenue was higher but gross profit was lower, resulting in a weakened gross margin. Versus the same quarter one year earlier, both revenue and gross profit were lower, with gross margin slightly weaker.

Monitor working capital changes and cash provided by operating activities, as discussed in the liquidity and capital resources section, which impact financial flexibility.