CL

Colgate-Palmolive Company stock research

Mar 31, 2025

FY2025 Q1

Colgate-Palmolive (CL) Gross Margin — Quarter Ended Mar 31, 2025

Revenue was unchanged sequentially while gross profit was stable, cost of revenue decreased slightly, and gross margin improved. Compared to the same quarter one year earlier, revenue was lower, gross profit was stable, cost of revenue was lower, and gross margin improved.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q1

Revenue was unchanged sequentially while gross profit was stable, cost of revenue decreased slightly, and gross margin improved. Compared to the same quarter one year earlier, revenue was lower, gross profit was stable, cost of revenue was lower, and gross margin improved.

  • The gross margin improved compared to both the prior quarter and the year-ago quarter, driven by a slightly lower cost of revenue relative to revenue. The strongest observable driver is the decline in cost of revenue as a share of revenue.
  • Compared to the preceding quarter, revenue was stable, cost of revenue was lower, and gross margin improved. Compared to the same quarter one year earlier, revenue was lower, cost of revenue was lower, and gross margin improved.

Gross margin snapshot

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

Gross margin

60.8%

Gross profit

$3.0B

Revenue

$4.9B

Cost of revenue

$1.9B

Quarter-over-quarter change

+0.5 pts

Year-over-year change

+0.8 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$5.1B$3.1B$2.0B60.6%
Sep 30, 2024$5.0B$3.1B$2.0B61.1%
Dec 31, 2024$4.9B$3.0B$2.0B60.3%
Mar 31, 2025$4.9B$3.0B$1.9B60.8%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2024

+0.5 pts

Year-over-year change

Mar 31, 2024

+0.8 pts

What the margin says

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

The gross margin improved compared to both the prior quarter and the year-ago quarter, driven by a slightly lower cost of revenue relative to revenue. The strongest observable driver is the decline in cost of revenue as a share of revenue.

Compared to the preceding quarter, revenue was stable, cost of revenue was lower, and gross margin improved. Compared to the same quarter one year earlier, revenue was lower, cost of revenue was lower, and gross margin improved.

Monitor the trend in cost of revenue, as its decline relative to revenue was the key factor in the gross margin improvement.