AM

AMETEK, Inc. stock research

Jun 30, 2024

FY2024 Q2

AMETEK (AME) Gross Margin — Quarter Ended Jun 30, 2024

Revenue was stable compared to the previous quarter and higher than the same quarter last year. Gross profit increased sequentially, resulting in an improved gross margin, while the year-over-year gross margin remained stable.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue was stable compared to the previous quarter and higher than the same quarter last year. Gross profit increased sequentially, resulting in an improved gross margin, while the year-over-year gross margin remained stable.

  • The primary driver of the sequential margin improvement was the increase in gross profit with no change in cost of revenue.
  • Sequentially, gross margin improved from the prior quarter. Year-over-year, gross margin was stable.

Gross margin snapshot

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

Gross margin

36.0%

Gross profit

$624.4M

Revenue

$1.7B

Cost of revenue

$1.1B

Quarter-over-quarter change

+1.9 pts

Year-over-year change

-0.0 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2023$1.6B$601.9M$1.0B37.1%
Dec 31, 2023$1.7B$615.0M$1.1B35.5%
Mar 31, 2024$1.7B$591.5M$1.1B34.1%
Jun 30, 2024$1.7B$624.4M$1.1B36.0%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2024

+1.9 pts

Year-over-year change

Jun 30, 2023

-0.0 pts

What the margin says

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

The primary driver of the sequential margin improvement was the increase in gross profit with no change in cost of revenue.

Sequentially, gross margin improved from the prior quarter. Year-over-year, gross margin was stable.

Monitor whether cost of revenue remains stable as revenue trends higher.

AME Gross Margin — Quarter Ended Jun 30, 2024