BM

Bristol-Myers Squibb Company stock research

Jun 30, 2025

FY2025 Q2

Bristol-Myers Squibb (BMY) Gross Margin — Quarter Ended Jun 30, 2025

Revenue and gross profit both increased compared to the prior quarter, while cost of revenue also rose. Gross margin weakened slightly versus both the prior quarter and the same quarter last year.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue and gross profit both increased compared to the prior quarter, while cost of revenue also rose. Gross margin weakened slightly versus both the prior quarter and the same quarter last year.

  • Gross profit moved in line with revenue, as cost of revenue increased at a similar pace, resulting in a stable gross margin relative to the prior quarter. The year-ago comparison shows a slightly lower gross margin, driven by a proportionally higher cost of revenue.
  • Compared to the prior quarter, revenue and gross profit were higher, but gross margin was slightly lower. Versus the same quarter one year ago, revenue was marginally higher, gross profit was similar, and gross margin was slightly lower.

Gross margin snapshot

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

Gross margin

72.5%

Gross profit

$8.9B

Revenue

$12.3B

Cost of revenue

$3.4B

Quarter-over-quarter change

-0.4 pts

Year-over-year change

-0.7 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2024$11.9B$8.9B$3.0B75.1%
Dec 31, 2024$12.3B$7.5B$4.8B61.0%
Mar 31, 2025$11.2B$8.2B$3.0B72.9%
Jun 30, 2025$12.3B$8.9B$3.4B72.5%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2025

-0.4 pts

Year-over-year change

Jun 30, 2024

-0.7 pts

What the margin says

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

Gross profit moved in line with revenue, as cost of revenue increased at a similar pace, resulting in a stable gross margin relative to the prior quarter. The year-ago comparison shows a slightly lower gross margin, driven by a proportionally higher cost of revenue.

Compared to the prior quarter, revenue and gross profit were higher, but gross margin was slightly lower. Versus the same quarter one year ago, revenue was marginally higher, gross profit was similar, and gross margin was slightly lower.

Monitor the trend in cost of revenue relative to revenue, as its proportional increase contributed to the slight gross margin decline.

BMY Gross Margin — Quarter Ended Jun 30, 2025