DO

Dover Corporation stock research

Jun 30, 2023

FY2023 Q2

Dover (DOV) Gross Margin — Quarter Ended Jun 30, 2023

Revenue remained stable compared to the prior quarter, while gross profit increased, resulting in a higher gross margin. Year-over-year, revenue and gross profit both declined, with gross margin slightly lower than the same quarter last year.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

Revenue remained stable compared to the prior quarter, while gross profit increased, resulting in a higher gross margin. Year-over-year, revenue and gross profit both declined, with gross margin slightly lower than the same quarter last year.

  • The most notable driver of the quarter's gross margin was the sequential improvement. Gross profit rose while revenue held steady, directly lifting the margin.
  • Sequentially, the gross margin improved from the preceding quarter. Relative to the same quarter a year earlier, the margin was slightly weaker.

Gross margin snapshot

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

Gross margin

36.1%

Gross profit

$758.8M

Revenue

$2.1B

Cost of revenue

$1.3B

Quarter-over-quarter change

+0.2 pts

Year-over-year change

-0.1 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$2.1B$747.0M$1.3B35.9%
Jun 30, 2023$2.1B$758.8M$1.3B36.1%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

+0.2 pts

Year-over-year change

Jun 30, 2022

-0.1 pts

What the margin says

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

The most notable driver of the quarter's gross margin was the sequential improvement. Gross profit rose while revenue held steady, directly lifting the margin.

Sequentially, the gross margin improved from the preceding quarter. Relative to the same quarter a year earlier, the margin was slightly weaker.

Monitor the trend in cost of goods and services relative to revenue, as it directly influences gross profit.