AM

Amcor plc stock research

Mar 31, 2023

FY2023 Q3

Amcor (AMCR) Gross Margin — Quarter Ended Mar 31, 2023

Revenue increased from the prior quarter while cost of revenue held steady, lifting gross profit and gross margin. Compared with the same quarter last year, revenue was unchanged but gross profit declined, causing gross margin to weaken.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q3

Revenue increased from the prior quarter while cost of revenue held steady, lifting gross profit and gross margin. Compared with the same quarter last year, revenue was unchanged but gross profit declined, causing gross margin to weaken.

  • The sequential gross margin improvement was associated with revenue growth that exceeded the change in cost of revenue.
  • Sequentially, gross margin improved. Year over year, gross margin weakened.

Gross margin snapshot

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

Gross margin

18.4%

Gross profit

$673.0M

Revenue

$3.7B

Cost of revenue

$3.0B

Quarter-over-quarter change

n/a

Year-over-year change

-1.4 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$3.7B$673.0M$3.0B18.4%

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

-1.4 pts

What the margin says

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

The sequential gross margin improvement was associated with revenue growth that exceeded the change in cost of revenue.

Sequentially, gross margin improved. Year over year, gross margin weakened.

Monitor whether the year-over-year decline in gross margin continues or stabilizes in coming quarters.

AMCR Gross Margin — Quarter Ended Mar 31, 2023