AV

Avery Dennison Corporation stock research

Dec 28, 2024

FY2024 Q4

Avery Dennison (AVY) Gross Margin — Quarter Ended Dec 28, 2024

Revenue held steady quarter over quarter, while gross profit declined and cost of revenue increased, causing gross margin to weaken. Compared to the same quarter last year, revenue and gross profit both rose, but gross margin was slightly lower.

Gross margin takeaway

Quarter ended Dec 28, 2024 · FY2024 Q4

Revenue held steady quarter over quarter, while gross profit declined and cost of revenue increased, causing gross margin to weaken. Compared to the same quarter last year, revenue and gross profit both rose, but gross margin was slightly lower.

  • Gross margin was lower than the prior quarter due to a larger increase in cost of revenue relative to revenue. The year-over-year gross margin narrowing reflected a similar pattern where cost growth outpaced revenue growth.
  • Compared with the immediately preceding quarter, revenue was stable while gross profit and gross margin were lower. Versus the same quarter one year earlier, revenue and gross profit were higher, but gross margin was slightly weaker.

Gross margin snapshot

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

Gross margin

27.9%

Gross profit

$609.2M

Revenue

$2.2B

Cost of revenue

$1.6B

Quarter-over-quarter change

-0.8 pts

Year-over-year change

-0.4 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 30, 2024$2.2B$632.2M$1.5B29.4%
Jun 29, 2024$2.2B$662.7M$1.6B29.6%
Sep 28, 2024$2.2B$626.6M$1.6B28.7%
Dec 28, 2024$2.2B$609.2M$1.6B27.9%

Quarterly comparisons

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

Previous-quarter change

Sep 28, 2024

-0.8 pts

Year-over-year change

Dec 30, 2023

-0.4 pts

What the margin says

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

Gross margin was lower than the prior quarter due to a larger increase in cost of revenue relative to revenue. The year-over-year gross margin narrowing reflected a similar pattern where cost growth outpaced revenue growth.

Compared with the immediately preceding quarter, revenue was stable while gross profit and gross margin were lower. Versus the same quarter one year earlier, revenue and gross profit were higher, but gross margin was slightly weaker.

Monitor the trajectory of cost of revenue relative to revenue, as its increase in the current quarter compressed gross margin.

AVY Gross Margin — Quarter Ended Dec 28, 2024