AV

Avery Dennison Corporation stock research

Sep 30, 2023

FY2023 Q3

Avery Dennison (AVY) Gross Margin — Quarter Ended Sep 30, 2023

Revenue was stable compared to the prior quarter but lower than the same quarter a year ago. Gross profit increased sequentially while decreasing year over year, and gross margin improved in both comparisons.

Gross margin takeaway

Quarter ended Sep 30, 2023 · FY2023 Q3

Revenue was stable compared to the prior quarter but lower than the same quarter a year ago. Gross profit increased sequentially while decreasing year over year, and gross margin improved in both comparisons.

  • The gross margin improvement was driven by a lower cost of revenue relative to revenue in both the sequential and year-over-year periods.
  • Compared to the prior quarter, gross margin rose; compared to the same quarter last year, gross margin also rose.

Gross margin snapshot

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

Gross margin

27.9%

Gross profit

$585.8M

Revenue

$2.1B

Cost of revenue

$1.5B

Quarter-over-quarter change

+1.4 pts

Year-over-year change

+1.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Apr 1, 2023$2.1B$542.3M$1.5B26.3%
Jul 1, 2023$2.1B$553.4M$1.5B26.5%
Sep 30, 2023$2.1B$585.8M$1.5B27.9%

Quarterly comparisons

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

Previous-quarter change

Jul 1, 2023

+1.4 pts

Year-over-year change

Oct 1, 2022

+1.2 pts

What the margin says

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

The gross margin improvement was driven by a lower cost of revenue relative to revenue in both the sequential and year-over-year periods.

Compared to the prior quarter, gross margin rose; compared to the same quarter last year, gross margin also rose.

Monitor the trend in cost of revenue as a proportion of revenue.