AV

Avery Dennison Corporation stock research

Jul 1, 2023

FY2023 Q2

Avery Dennison (AVY) Gross Margin — Quarter Ended Jul 1, 2023

Revenue was essentially unchanged from the prior quarter, while gross profit improved, leading to a slightly higher gross margin. Compared to the same quarter one year earlier, revenue was lower, and gross profit decreased more sharply, resulting in a weakened gross margin.

Gross margin takeaway

Quarter ended Jul 1, 2023 · FY2023 Q2

Revenue was essentially unchanged from the prior quarter, while gross profit improved, leading to a slightly higher gross margin. Compared to the same quarter one year earlier, revenue was lower, and gross profit decreased more sharply, resulting in a weakened gross margin.

  • The strongest observable margin driver was the sequential increase in gross profit relative to revenue, which lifted the gross margin.
  • Gross margin improved modestly from the immediately preceding quarter but weakened versus the same quarter one year earlier.

Gross margin snapshot

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

Gross margin

26.5%

Gross profit

$553.4M

Revenue

$2.1B

Cost of revenue

$1.5B

Quarter-over-quarter change

+0.2 pts

Year-over-year change

-0.9 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Apr 1, 2023$2.1B$542.3M$1.5B26.3%
Jul 1, 2023$2.1B$553.4M$1.5B26.5%

Quarterly comparisons

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

Previous-quarter change

Apr 1, 2023

+0.2 pts

Year-over-year change

Jul 2, 2022

-0.9 pts

What the margin says

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

The strongest observable margin driver was the sequential increase in gross profit relative to revenue, which lifted the gross margin.

Gross margin improved modestly from the immediately preceding quarter but weakened versus the same quarter one year earlier.

Monitor the relationship between cost of revenue and revenue in future periods.