CR

Charles River Laboratories International, Inc. stock research

Jul 1, 2023

FY2023 Q2

Charles River Laboratories International (CRL) Gross Margin — Quarter Ended Jul 1, 2023

Revenue and gross profit both increased compared to the immediately preceding quarter, while cost of revenue rose at a slower rate, leading to an improvement in gross margin. Comparable data from the same quarter one year earlier is not available for gross profit, cost of revenue, or gross margin.

Gross margin takeaway

Quarter ended Jul 1, 2023 · FY2023 Q2

Revenue and gross profit both increased compared to the immediately preceding quarter, while cost of revenue rose at a slower rate, leading to an improvement in gross margin. Comparable data from the same quarter one year earlier is not available for gross profit, cost of revenue, or gross margin.

  • Revenue grew more than cost of revenue on a sequential basis, which was the primary observable factor behind the gross margin improvement.
  • Compared to the preceding quarter, revenue and gross profit were higher, cost of revenue was higher, and gross margin improved. Comparison with the year-ago quarter is limited because gross profit, cost of revenue, and gross margin are missing for that period.

Gross margin snapshot

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

Gross margin

37.6%

Gross profit

$399.0M

Revenue

$1.1B

Cost of revenue

$661.0M

Quarter-over-quarter change

+1.0 pts

Year-over-year change

n/a

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Apr 1, 2023$1.0B$377.7M$651.7M36.7%
Jul 1, 2023$1.1B$399.0M$661.0M37.6%

Quarterly comparisons

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

Previous-quarter change

Apr 1, 2023

+1.0 pts

Year-over-year change

Jun 25, 2022

n/a

What the margin says

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

Revenue grew more than cost of revenue on a sequential basis, which was the primary observable factor behind the gross margin improvement.

Compared to the preceding quarter, revenue and gross profit were higher, cost of revenue was higher, and gross margin improved. Comparison with the year-ago quarter is limited because gross profit, cost of revenue, and gross margin are missing for that period.

Monitor the trajectory of cost of revenue relative to revenue in future quarters to assess whether the margin improvement is sustained.