CB

CBRE Group, Inc. stock research

Jun 30, 2023

FY2023 Q2

CBRE Group (CBRE) Gross Margin — Quarter Ended Jun 30, 2023

Revenue was unchanged from the same quarter one year earlier, while gross profit decreased and cost of revenue increased, resulting in a lower gross margin. Compared with the immediately preceding quarter, revenue, gross profit, and cost of revenue all increased, and gross margin improved.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

Revenue was unchanged from the same quarter one year earlier, while gross profit decreased and cost of revenue increased, resulting in a lower gross margin. Compared with the immediately preceding quarter, revenue, gross profit, and cost of revenue all increased, and gross margin improved.

  • Gross margin improved sequentially as gross profit grew faster than cost of revenue relative to the prior quarter. The year-over-year decline in gross margin was driven by gross profit decreasing while cost of revenue rose.
  • Compared with the immediately preceding quarter, gross margin strengthened. Compared with the same quarter one year earlier, gross margin weakened.

Gross margin snapshot

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

Gross margin

18.7%

Gross profit

$1.4B

Revenue

$7.6B

Cost of revenue

$6.2B

Quarter-over-quarter change

+0.9 pts

Year-over-year change

-1.7 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$7.3B$1.3B$6.0B17.7%
Jun 30, 2023$7.6B$1.4B$6.2B18.7%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

+0.9 pts

Year-over-year change

Jun 30, 2022

-1.7 pts

What the margin says

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

Gross margin improved sequentially as gross profit grew faster than cost of revenue relative to the prior quarter. The year-over-year decline in gross margin was driven by gross profit decreasing while cost of revenue rose.

Compared with the immediately preceding quarter, gross margin strengthened. Compared with the same quarter one year earlier, gross margin weakened.

Monitor the relationship between cost of revenue and revenue in upcoming quarters, as cost of revenue increased year-over-year while revenue was flat.