AM

AMETEK, Inc. stock research

Jun 30, 2025

FY2025 Q2

AMETEK (AME) Gross Margin — Quarter Ended Jun 30, 2025

Revenue rose compared to both the prior quarter and the same quarter last year, while gross profit increased similarly. Cost of revenue was slightly higher than a year earlier but unchanged sequentially, and gross margin declined modestly from the prior quarter and was slightly below the year-ago level.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue rose compared to both the prior quarter and the same quarter last year, while gross profit increased similarly. Cost of revenue was slightly higher than a year earlier but unchanged sequentially, and gross margin declined modestly from the prior quarter and was slightly below the year-ago level.

  • Gross profit increased more than cost of revenue on a year-over-year basis, supporting margin stability. The strongest observable driver is the expansion of revenue that outpaced the increase in cost of revenue compared to a year ago.
  • Compared to the immediately preceding quarter, revenue improved but gross margin weakened slightly. Versus the same quarter one year earlier, revenue and gross profit were both higher, while gross margin was mixed—marginally lower but within a narrow band.

Gross margin snapshot

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

Gross margin

35.8%

Gross profit

$635.9M

Revenue

$1.8B

Cost of revenue

$1.1B

Quarter-over-quarter change

-0.3 pts

Year-over-year change

-0.2 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, 2024$1.7B$615.8M$1.1B36.0%
Dec 31, 2024$1.8B$644.7M$1.1B36.6%
Mar 31, 2025$1.7B$625.0M$1.1B36.1%
Jun 30, 2025$1.8B$635.9M$1.1B35.8%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2025

-0.3 pts

Year-over-year change

Jun 30, 2024

-0.2 pts

What the margin says

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

Gross profit increased more than cost of revenue on a year-over-year basis, supporting margin stability. The strongest observable driver is the expansion of revenue that outpaced the increase in cost of revenue compared to a year ago.

Compared to the immediately preceding quarter, revenue improved but gross margin weakened slightly. Versus the same quarter one year earlier, revenue and gross profit were both higher, while gross margin was mixed—marginally lower but within a narrow band.

Monitor the trajectory of cost of revenue relative to revenue in upcoming quarters, as the current slight margin compression suggests cost growth may be narrowing the gap.