CB

CBRE Group, Inc. stock research

Mar 31, 2023

FY2023 Q1

CBRE Group (CBRE) Gross Margin — Quarter Ended Mar 31, 2023

Revenue decreased compared to the prior quarter, while gross profit and cost of revenue also declined, resulting in a lower gross margin. Versus the same quarter last year, revenue was slightly higher but gross profit was lower, leading to a weakened gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue decreased compared to the prior quarter, while gross profit and cost of revenue also declined, resulting in a lower gross margin. Versus the same quarter last year, revenue was slightly higher but gross profit was lower, leading to a weakened gross margin.

  • The gross margin weakened sequentially and year-over-year, driven by a proportionally larger decline in gross profit relative to revenue. The cost of revenue decreased less than revenue on a sequential basis, compressing margin.
  • Compared to the immediately preceding quarter, revenue, gross profit, and cost of revenue were all lower, and gross margin declined. Compared to the same quarter one year earlier, revenue was slightly higher but gross profit was lower, and gross margin weakened.

Gross margin snapshot

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

Gross margin

17.7%

Gross profit

$1.3B

Revenue

$7.3B

Cost of revenue

$6.0B

Quarter-over-quarter change

n/a

Year-over-year change

-2.0 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 31, 2023$7.3B$1.3B$6.0B17.7%

Quarterly comparisons

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

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

-2.0 pts

What the margin says

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

The gross margin weakened sequentially and year-over-year, driven by a proportionally larger decline in gross profit relative to revenue. The cost of revenue decreased less than revenue on a sequential basis, compressing margin.

Compared to the immediately preceding quarter, revenue, gross profit, and cost of revenue were all lower, and gross margin declined. Compared to the same quarter one year earlier, revenue was slightly higher but gross profit was lower, and gross margin weakened.

Monitor the trajectory of cost of revenue relative to revenue, as its slower decline sequentially contributed to margin compression.