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Archer-Daniels-Midland Company stock research

Mar 31, 2025

FY2025 Q1

Archer-Daniels-Midland (ADM) Gross Margin — Quarter Ended Mar 31, 2025

Revenue and gross profit both decreased compared to the preceding quarter, while cost of revenue also decreased; the gross margin weakened as the decline in gross profit outpaced the decline in revenue. Compared with the same quarter a year ago, revenue increased but gross profit declined, leading to a lower gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q1

Revenue and gross profit both decreased compared to the preceding quarter, while cost of revenue also decreased; the gross margin weakened as the decline in gross profit outpaced the decline in revenue. Compared with the same quarter a year ago, revenue increased but gross profit declined, leading to a lower gross margin.

  • The most observable margin driver is the sharper proportional decline in gross profit relative to revenue, which compressed the gross margin sequentially and year-over-year.
  • Compared to the prior quarter, revenue was lower and gross profit was lower, resulting in a weakened gross margin. Versus the same quarter last year, revenue was higher but gross profit was lower, and the gross margin was also lower.

Gross margin snapshot

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

Gross margin

19.2%

Gross profit

$1.2B

Revenue

$6.1B

Cost of revenue

$19.0B

Quarter-over-quarter change

-2.4 pts

Year-over-year change

-8.7 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$6.2B$1.4B$20.9B22.7%
Sep 30, 2024$6.0B$1.4B$18.6B22.8%
Dec 31, 2024$6.3B$1.4B$20.1B21.6%
Mar 31, 2025$6.1B$1.2B$19.0B19.2%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2024

-2.4 pts

Year-over-year change

Mar 31, 2024

-8.7 pts

What the margin says

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

The most observable margin driver is the sharper proportional decline in gross profit relative to revenue, which compressed the gross margin sequentially and year-over-year.

Compared to the prior quarter, revenue was lower and gross profit was lower, resulting in a weakened gross margin. Versus the same quarter last year, revenue was higher but gross profit was lower, and the gross margin was also lower.

Monitor whether the trend of gross profit declining faster than revenue continues in subsequent quarters.