AT

Atmos Energy Corporation stock research

Mar 31, 2023

FY2023 Q2

Atmos Energy (ATO) Gross Margin — Quarter Ended Mar 31, 2023

This quarter, gross profit and gross margin both increased compared to the prior quarter, as revenue was stable while cost of revenue was lower. Relative to the same quarter a year ago, revenue was lower but cost of revenue declined more sharply, yielding a higher gross profit and gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q2

This quarter, gross profit and gross margin both increased compared to the prior quarter, as revenue was stable while cost of revenue was lower. Relative to the same quarter a year ago, revenue was lower but cost of revenue declined more sharply, yielding a higher gross profit and gross margin.

  • The strongest observable margin driver was the reduction in cost of revenue relative to revenue, which improved both sequentially and year-over-year.
  • Gross margin was higher than both the immediately preceding quarter and the same quarter one year earlier. Gross profit was also higher than both prior periods, while revenue was stable sequentially and lower year-over-year. Cost of revenue was lower in both comparisons.

Gross margin snapshot

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

Gross margin

56.8%

Gross profit

$874.8M

Revenue

$1.5B

Cost of revenue

$666.2M

Quarter-over-quarter change

n/a

Year-over-year change

+9.6 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$1.5B$874.8M$666.2M56.8%

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

+9.6 pts

What the margin says

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

The strongest observable margin driver was the reduction in cost of revenue relative to revenue, which improved both sequentially and year-over-year.

Gross margin was higher than both the immediately preceding quarter and the same quarter one year earlier. Gross profit was also higher than both prior periods, while revenue was stable sequentially and lower year-over-year. Cost of revenue was lower in both comparisons.

Monitor the outcome of ratemaking proceedings, as discussed in the Management Discussion and Analysis, which may affect future revenue and cost structures.