CO

Cencora, Inc. stock research

Sep 30, 2024

FY2024 Q4

Cencora (COR) Gross Margin — Quarter Ended Sep 30, 2024

Revenue increased compared to both the prior quarter and the same quarter last year, while cost of revenue also increased. Gross profit rose accordingly, but gross margin remained stable versus the prior quarter and was slightly lower than the year-ago quarter.

Gross margin takeaway

Quarter ended Sep 30, 2024 · FY2024 Q4

Revenue increased compared to both the prior quarter and the same quarter last year, while cost of revenue also increased. Gross profit rose accordingly, but gross margin remained stable versus the prior quarter and was slightly lower than the year-ago quarter.

  • The gross margin percentage was unchanged from the prior quarter, indicating that gross profit grew at a similar pace to revenue. Compared to the same quarter last year, the margin was slightly lower, meaning cost of revenue increased at a marginally faster rate than revenue over the year.
  • Compared to the prior quarter, revenue and gross profit both increased, and gross margin was stable. Compared to the same quarter last year, revenue and gross profit were higher, but gross margin was slightly lower.

Gross margin snapshot

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

Gross margin

3.2%

Gross profit

$2.5B

Revenue

$79.1B

Cost of revenue

$76.6B

Quarter-over-quarter change

-0.1 pts

Year-over-year change

-0.1 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2023$72.3B$2.5B$69.8B3.4%
Mar 31, 2024$68.4B$2.5B$65.9B3.7%
Jun 30, 2024$74.2B$2.4B$71.8B3.2%
Sep 30, 2024$79.1B$2.5B$76.6B3.2%

Quarterly comparisons

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

Previous-quarter change

Jun 30, 2024

-0.1 pts

Year-over-year change

Sep 30, 2023

-0.1 pts

What the margin says

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

The gross margin percentage was unchanged from the prior quarter, indicating that gross profit grew at a similar pace to revenue. Compared to the same quarter last year, the margin was slightly lower, meaning cost of revenue increased at a marginally faster rate than revenue over the year.

Compared to the prior quarter, revenue and gross profit both increased, and gross margin was stable. Compared to the same quarter last year, revenue and gross profit were higher, but gross margin was slightly lower.

Monitor the relationship between cost of revenue growth and revenue growth, as the margin trend depends on whether these two move in step.