AM

Amcor plc stock research

Jun 30, 2023

FY2023 Q4

Amcor (AMCR) Gross Margin — Quarter Ended Jun 30, 2023

Revenue and cost of revenue remained at similar levels, while gross profit increased, leading to a higher gross margin. Compared to the immediately preceding quarter, gross margin improved; compared to the same quarter one year earlier, it weakened.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q4

Revenue and cost of revenue remained at similar levels, while gross profit increased, leading to a higher gross margin. Compared to the immediately preceding quarter, gross margin improved; compared to the same quarter one year earlier, it weakened.

  • The increase in gross profit relative to stable revenue was the primary factor behind the margin improvement compared to the prior quarter.
  • Gross margin for the current quarter was higher than the immediately preceding quarter but lower than the same quarter one year earlier.

Gross margin snapshot

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

Gross margin

19.7%

Gross profit

$722.0M

Revenue

$3.7B

Cost of revenue

$3.0B

Quarter-over-quarter change

+1.3 pts

Year-over-year change

-0.7 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$3.7B$673.0M$3.0B18.4%
Jun 30, 2023$3.7B$722.0M$3.0B19.7%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

+1.3 pts

Year-over-year change

Jun 30, 2022

-0.7 pts

What the margin says

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

The increase in gross profit relative to stable revenue was the primary factor behind the margin improvement compared to the prior quarter.

Gross margin for the current quarter was higher than the immediately preceding quarter but lower than the same quarter one year earlier.

Monitor cost of revenue, as it remained unchanged alongside stable revenue, making it a key variable for future margin movements.