AD

Automatic Data Processing, Inc. stock research

Mar 31, 2025

FY2025 Q3

Automatic Data Processing (ADP) Gross Margin — Quarter Ended Mar 31, 2025

Revenue, gross profit, and cost of revenue all increased compared to the prior quarter and the same quarter last year. Gross margin improved sequentially and year-over-year, reflecting a stronger relationship between gross profit and revenue.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q3

Revenue, gross profit, and cost of revenue all increased compared to the prior quarter and the same quarter last year. Gross margin improved sequentially and year-over-year, reflecting a stronger relationship between gross profit and revenue.

  • The gross margin improvement is supported by the increase in gross profit, which expanded relative to revenue, indicating that a larger share of revenue was retained as gross profit.
  • Compared to the prior quarter, revenue and gross profit were higher and gross margin improved. Compared to the same quarter last year, revenue and gross profit were also higher, with gross margin slightly higher.

Gross margin snapshot

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

Gross margin

47.7%

Gross profit

$2.6B

Revenue

$5.6B

Cost of revenue

$2.9B

Quarter-over-quarter change

+2.0 pts

Year-over-year change

+0.4 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$4.8B$2.1B$2.6B44.8%
Sep 30, 2024$4.8B$2.2B$2.6B45.5%
Dec 31, 2024$5.0B$2.3B$2.7B45.7%
Mar 31, 2025$5.6B$2.6B$2.9B47.7%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2024

+2.0 pts

Year-over-year change

Mar 31, 2024

+0.4 pts

What the margin says

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

The gross margin improvement is supported by the increase in gross profit, which expanded relative to revenue, indicating that a larger share of revenue was retained as gross profit.

Compared to the prior quarter, revenue and gross profit were higher and gross margin improved. Compared to the same quarter last year, revenue and gross profit were also higher, with gross margin slightly higher.

Monitor the trend in cost of revenue relative to revenue, as it directly influences gross margin.