DG

Quest Diagnostics Incorporated stock research

Sep 30, 2023

FY2023 Q3

Quest Diagnostics (DGX) Gross Margin — Quarter Ended Sep 30, 2023

Revenue was unchanged from the prior quarter, but gross profit decreased, leading to a lower gross margin. Cost of revenue remained at a similar level as the previous quarter, while gross profit was also lower than the same quarter last year.

Gross margin takeaway

Quarter ended Sep 30, 2023 · FY2023 Q3

Revenue was unchanged from the prior quarter, but gross profit decreased, leading to a lower gross margin. Cost of revenue remained at a similar level as the previous quarter, while gross profit was also lower than the same quarter last year.

  • The primary observable driver of the margin change is the relative movement of cost of revenue compared to revenue; cost of revenue increased while revenue was stable sequentially, and both decreased year over year but at different rates.
  • Compared to the immediately preceding quarter, gross margin weakened. Compared to the same quarter one year earlier, both revenue and gross profit were lower, and gross margin declined.

Gross margin snapshot

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

Gross margin

32.9%

Gross profit

$754.0M

Revenue

$2.3B

Cost of revenue

$1.5B

Quarter-over-quarter change

-1.0 pts

Year-over-year change

-2.1 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, 2023$2.3B$771.0M$1.6B33.1%
Jun 30, 2023$2.3B$792.0M$1.5B33.9%
Sep 30, 2023$2.3B$754.0M$1.5B32.9%

Quarterly comparisons

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

Previous-quarter change

Jun 30, 2023

-1.0 pts

Year-over-year change

Sep 30, 2022

-2.1 pts

What the margin says

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

The primary observable driver of the margin change is the relative movement of cost of revenue compared to revenue; cost of revenue increased while revenue was stable sequentially, and both decreased year over year but at different rates.

Compared to the immediately preceding quarter, gross margin weakened. Compared to the same quarter one year earlier, both revenue and gross profit were lower, and gross margin declined.

Monitor the trend in cost of revenue relative to revenue, as it directly impacts gross margin; the filing also notes a decrease in net cash from operating activities.