DD

DuPont de Nemours, Inc. stock research

Mar 31, 2023

FY2023 Q1

DuPont de Nemours (DD) Gross Margin — Quarter Ended Mar 31, 2023

Revenue and gross profit both declined relative to the prior quarter and the same quarter last year, while cost of revenue held steady versus the prior quarter and decreased from a year ago. Gross margin improved slightly from the prior quarter but weakened compared with the same quarter one year earlier, reflecting a mixed performance across the comparisons.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue and gross profit both declined relative to the prior quarter and the same quarter last year, while cost of revenue held steady versus the prior quarter and decreased from a year ago. Gross margin improved slightly from the prior quarter but weakened compared with the same quarter one year earlier, reflecting a mixed performance across the comparisons.

  • Gross margin edged higher from the prior quarter as the decline in revenue was proportionally smaller than the decline in gross profit, resulting in a modest improvement. The year-ago comparison shows a weaker margin despite lower cost of revenue, indicating that revenue fell more sharply relative to cost in that period.
  • Compared with the prior quarter, revenue and gross profit were both lower, cost of revenue was unchanged, and gross margin was slightly higher, indicating improved profitability on lower activity. Versus the same quarter last year, revenue, gross profit, and cost of revenue were all lower, while gross margin weakened, reflecting a less favorable cost-revenue balance.

Gross margin snapshot

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

Gross margin

34.3%

Gross profit

$1.0B

Revenue

$3.0B

Cost of revenue

$2.0B

Quarter-over-quarter change

n/a

Year-over-year change

-1.3 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, 2023$3.0B$1.0B$2.0B34.3%

Quarterly comparisons

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

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

-1.3 pts

What the margin says

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

Gross margin edged higher from the prior quarter as the decline in revenue was proportionally smaller than the decline in gross profit, resulting in a modest improvement. The year-ago comparison shows a weaker margin despite lower cost of revenue, indicating that revenue fell more sharply relative to cost in that period.

Compared with the prior quarter, revenue and gross profit were both lower, cost of revenue was unchanged, and gross margin was slightly higher, indicating improved profitability on lower activity. Versus the same quarter last year, revenue, gross profit, and cost of revenue were all lower, while gross margin weakened, reflecting a less favorable cost-revenue balance.

Monitor whether the stable cost of revenue persists or adjusts in future quarters, as it directly affects gross margin stability.