AP

Air Products and Chemicals, Inc. stock research

Mar 31, 2025

FY2025 Q2

Air Products and Chemicals (APD) Gross Margin — Quarter Ended Mar 31, 2025

Revenue was stable compared to the prior quarter and the same quarter last year. Gross profit decreased, driven by a higher cost of revenue, resulting in a lower gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q2

Revenue was stable compared to the prior quarter and the same quarter last year. Gross profit decreased, driven by a higher cost of revenue, resulting in a lower gross margin.

  • The increase in cost of revenue, while revenue remained unchanged, was the most significant factor behind the decline in gross profit and gross margin.
  • Compared to the immediately preceding quarter, gross margin weakened. The same quarter one year earlier also showed a higher gross margin than the current period.

Gross margin snapshot

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

Gross margin

29.6%

Gross profit

$862.3M

Revenue

$2.9B

Cost of revenue

$2.1B

Quarter-over-quarter change

-1.6 pts

Year-over-year change

-2.5 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$3.0B$979.9M$2.0B32.8%
Sep 30, 2024$3.2B$1.1B$2.1B34.0%
Dec 31, 2024$2.9B$915.0M$2.0B31.2%
Mar 31, 2025$2.9B$862.3M$2.1B29.6%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2024

-1.6 pts

Year-over-year change

Mar 31, 2024

-2.5 pts

What the margin says

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

The increase in cost of revenue, while revenue remained unchanged, was the most significant factor behind the decline in gross profit and gross margin.

Compared to the immediately preceding quarter, gross margin weakened. The same quarter one year earlier also showed a higher gross margin than the current period.

Monitor the trajectory of cost of revenue relative to revenue.