EM

Emerson Electric Co. stock research

Jun 30, 2023

FY2023 Q3

Emerson Electric (EMR) Gross Margin — Quarter Ended Jun 30, 2023

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue remained stable. Gross margin improved sequentially and year-over-year, reflecting stronger profitability from the same revenue base.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q3

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue remained stable. Gross margin improved sequentially and year-over-year, reflecting stronger profitability from the same revenue base.

  • The improvement in gross margin was driven by gross profit growing faster than revenue, with cost of revenue unchanged. This indicates that the company generated higher profit per dollar of revenue without increasing input costs.
  • Compared to the prior quarter, revenue and gross profit were higher, while cost of revenue was stable, leading to an improved gross margin. Versus the same quarter last year, all metrics were higher, with gross margin also showing improvement.

Gross margin snapshot

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

Gross margin

50.5%

Gross profit

$2.0B

Revenue

$3.9B

Cost of revenue

$2.0B

Quarter-over-quarter change

+2.6 pts

Year-over-year change

+4.8 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$3.8B$1.8B$2.0B47.9%
Jun 30, 2023$3.9B$2.0B$2.0B50.5%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

+2.6 pts

Year-over-year change

Jun 30, 2022

+4.8 pts

What the margin says

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

The improvement in gross margin was driven by gross profit growing faster than revenue, with cost of revenue unchanged. This indicates that the company generated higher profit per dollar of revenue without increasing input costs.

Compared to the prior quarter, revenue and gross profit were higher, while cost of revenue was stable, leading to an improved gross margin. Versus the same quarter last year, all metrics were higher, with gross margin also showing improvement.

Monitor whether cost of revenue remains stable in future quarters, as it was a key factor in the current margin improvement.

EMR Gross Margin — Quarter Ended Jun 30, 2023