CV

Chevron Corporation stock research

Mar 31, 2024

FY2024 Q1

Chevron (CVX) Gross Margin — Quarter Ended Mar 31, 2024

Revenue and cost of revenue both declined, resulting in lower gross profit. Gross margin weakened compared to the prior quarter but improved relative to the same quarter last year.

Gross margin takeaway

Quarter ended Mar 31, 2024 · FY2024 Q1

Revenue and cost of revenue both declined, resulting in lower gross profit. Gross margin weakened compared to the prior quarter but improved relative to the same quarter last year.

  • The year-over-year reduction in cost of revenue outpaced the decline in revenue, supporting a higher gross margin despite lower sales.
  • Sequentially, revenue and gross profit were lower, and gross margin decreased. Compared with the same quarter one year earlier, revenue and gross profit were lower, but gross margin increased.

Gross margin snapshot

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

Gross margin

40.4%

Gross profit

$18.8B

Revenue

$46.6B

Cost of revenue

$27.7B

Quarter-over-quarter change

-1.4 pts

Year-over-year change

+0.7 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2023$47.2B$18.2B$29.0B38.6%
Sep 30, 2023$51.9B$19.6B$32.3B37.7%
Dec 31, 2023$48.9B$20.5B$28.5B41.8%
Mar 31, 2024$46.6B$18.8B$27.7B40.4%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2023

-1.4 pts

Year-over-year change

Mar 31, 2023

+0.7 pts

What the margin says

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

The year-over-year reduction in cost of revenue outpaced the decline in revenue, supporting a higher gross margin despite lower sales.

Sequentially, revenue and gross profit were lower, and gross margin decreased. Compared with the same quarter one year earlier, revenue and gross profit were lower, but gross margin increased.

Monitor capital expenditure trends, as the filing notes higher spending including post-acquisition investments in legacy assets.