AE

The AES Corporation stock research

Mar 31, 2023

FY2022 Q2

The AES (AES) Gross Margin — Quarter Ended Mar 31, 2023

Revenue and gross profit were higher than the previous quarter, but gross profit was lower than the same quarter one year earlier. Cost of revenue increased relative to revenue on a year-over-year basis, resulting in a lower gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2022 Q2

Revenue and gross profit were higher than the previous quarter, but gross profit was lower than the same quarter one year earlier. Cost of revenue increased relative to revenue on a year-over-year basis, resulting in a lower gross margin.

  • The year-over-year decline in gross margin was driven by a larger relative increase in cost of revenue compared to revenue, as revenue grew while gross profit fell.
  • Compared to the previous quarter, gross margin was nearly stable, with revenue and cost of revenue both increasing modestly. Compared to the same quarter one year earlier, gross margin was lower, as cost of revenue rose faster than revenue.

Gross margin snapshot

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

Gross margin

18.3%

Gross profit

$594.0M

Revenue

$3.2B

Cost of revenue

$2.6B

Quarter-over-quarter change

n/a

Year-over-year change

-8.6 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$3.2B$594.0M$2.6B18.3%

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

Jun 30, 2021

-8.6 pts

What the margin says

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

The year-over-year decline in gross margin was driven by a larger relative increase in cost of revenue compared to revenue, as revenue grew while gross profit fell.

Compared to the previous quarter, gross margin was nearly stable, with revenue and cost of revenue both increasing modestly. Compared to the same quarter one year earlier, gross margin was lower, as cost of revenue rose faster than revenue.

Monitor the trend in cost of revenue relative to revenue, as it has expanded year-over-year and may further pressure gross margin.

AES Gross Margin — Quarter Ended Mar 31, 2023