DG

Quest Diagnostics Incorporated stock research

Mar 31, 2024

FY2024 Q1

Quest Diagnostics (DGX) Gross Margin — Quarter Ended Mar 31, 2024

Revenue and gross profit both increased compared to the preceding quarter, while cost of revenue remained stable. Gross margin improved slightly but remained below the level of the same quarter one year earlier, where gross profit was identical despite lower revenue.

Gross margin takeaway

Quarter ended Mar 31, 2024 · FY2024 Q1

Revenue and gross profit both increased compared to the preceding quarter, while cost of revenue remained stable. Gross margin improved slightly but remained below the level of the same quarter one year earlier, where gross profit was identical despite lower revenue.

  • The improvement in gross margin from the preceding quarter was driven by revenue growing faster than cost of revenue. This is the strongest observable driver, as cost of revenue held steady while revenue expanded.
  • Compared to the immediately preceding quarter, revenue and gross profit were higher and gross margin improved. Compared to the same quarter one year earlier, revenue was higher but gross profit was identical, resulting in a weaker gross margin.

Gross margin snapshot

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

Gross margin

32.6%

Gross profit

$771.0M

Revenue

$2.4B

Cost of revenue

$1.6B

Quarter-over-quarter change

+0.4 pts

Year-over-year change

-0.5 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$2.3B$792.0M$1.5B33.9%
Sep 30, 2023$2.3B$754.0M$1.5B32.9%
Dec 31, 2023$2.3B$736.0M$1.6B32.2%
Mar 31, 2024$2.4B$771.0M$1.6B32.6%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2023

+0.4 pts

Year-over-year change

Mar 31, 2023

-0.5 pts

What the margin says

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

The improvement in gross margin from the preceding quarter was driven by revenue growing faster than cost of revenue. This is the strongest observable driver, as cost of revenue held steady while revenue expanded.

Compared to the immediately preceding quarter, revenue and gross profit were higher and gross margin improved. Compared to the same quarter one year earlier, revenue was higher but gross profit was identical, resulting in a weaker gross margin.

Monitor whether cost of revenue remains stable as revenue continues to change; any divergence could materially affect gross margin.