CO

ConocoPhillips stock research

Dec 31, 2024

FY2024 Q4

ConocoPhillips (COP) Gross Margin — Quarter Ended Dec 31, 2024

For the quarter, revenue increased compared to the prior quarter but decreased versus the same quarter a year earlier. Gross profit increased both sequentially and year-over-year, while cost of revenue showed a mixed pattern, leading to an improved gross margin compared to both periods.

Gross margin takeaway

Quarter ended Dec 31, 2024 · FY2024 Q4

For the quarter, revenue increased compared to the prior quarter but decreased versus the same quarter a year earlier. Gross profit increased both sequentially and year-over-year, while cost of revenue showed a mixed pattern, leading to an improved gross margin compared to both periods.

  • The most notable driver is the consistent improvement in gross margin, which strengthened against both the prior quarter and the same quarter last year.
  • Sequential comparison shows revenue and gross profit higher, with gross margin improved. Year-over-year comparison shows revenue lower but gross profit higher, with gross margin improved.

Gross margin snapshot

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

Gross margin

60.2%

Gross profit

$7.7B

Revenue

$12.7B

Cost of revenue

$5.1B

Quarter-over-quarter change

+0.8 pts

Year-over-year change

+4.1 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, 2024$12.3B$7.0B$5.3B56.7%
Jun 30, 2024$12.7B$7.8B$4.9B61.6%
Sep 30, 2024$11.7B$7.0B$4.7B59.4%
Dec 31, 2024$12.7B$7.7B$5.1B60.2%

Quarterly comparisons

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

Previous-quarter change

Sep 30, 2024

+0.8 pts

Year-over-year change

Dec 31, 2023

+4.1 pts

What the margin says

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

The most notable driver is the consistent improvement in gross margin, which strengthened against both the prior quarter and the same quarter last year.

Sequential comparison shows revenue and gross profit higher, with gross margin improved. Year-over-year comparison shows revenue lower but gross profit higher, with gross margin improved.

Monitor the relationship between revenue and cost of revenue, as cost of revenue declined year-over-year while revenue also declined, resulting in a wider gross margin.