BS

Boston Scientific Corporation stock research

Jun 30, 2024

FY2024 Q2

Boston Scientific (BSX) Gross Margin — Quarter Ended Jun 30, 2024

Revenue and gross profit both increased compared to the immediately preceding quarter, while cost of revenue rose at a slower pace, leading to a higher gross margin. Versus the same quarter one year earlier, gross margin was lower despite higher revenue and gross profit, as cost of revenue grew at a faster rate.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue and gross profit both increased compared to the immediately preceding quarter, while cost of revenue rose at a slower pace, leading to a higher gross margin. Versus the same quarter one year earlier, gross margin was lower despite higher revenue and gross profit, as cost of revenue grew at a faster rate.

  • Gross margin improved sequentially as revenue growth outpaced the increase in cost of revenue. Compared to the prior year, the gross margin weakened because cost of revenue rose disproportionately relative to revenue.
  • Versus the prior quarter, gross margin was higher. Relative to the same quarter one year prior, gross margin was lower.

Gross margin snapshot

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

Gross margin

69.2%

Gross profit

$2.9B

Revenue

$4.1B

Cost of revenue

$1.3B

Quarter-over-quarter change

+0.5 pts

Year-over-year change

-1.5 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, 2023$3.5B$2.4B$1.1B68.8%
Dec 31, 2023$3.7B$2.6B$1.1B69.2%
Mar 31, 2024$3.9B$2.6B$1.2B68.7%
Jun 30, 2024$4.1B$2.9B$1.3B69.2%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2024

+0.5 pts

Year-over-year change

Jun 30, 2023

-1.5 pts

What the margin says

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

Gross margin improved sequentially as revenue growth outpaced the increase in cost of revenue. Compared to the prior year, the gross margin weakened because cost of revenue rose disproportionately relative to revenue.

Versus the prior quarter, gross margin was higher. Relative to the same quarter one year prior, gross margin was lower.

Monitor the trajectory of cost of revenue relative to revenue to assess whether gross margin can stabilize or improve.