ES

Essex Property Trust, Inc. stock research

Mar 31, 2024

FY2024 Q1

Essex Property Trust (ESS) Gross Margin — Quarter Ended Mar 31, 2024

Revenue decreased slightly compared to the prior quarter and the same quarter last year, while gross profit and gross margin improved significantly. Cost of revenue was negative, which drove the unusually high gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2024 · FY2024 Q1

Revenue decreased slightly compared to the prior quarter and the same quarter last year, while gross profit and gross margin improved significantly. Cost of revenue was negative, which drove the unusually high gross margin.

  • The negative cost of revenue is the primary driver of the elevated gross margin, as it directly increased gross profit relative to revenue.
  • Compared to the prior quarter and the same quarter last year, revenue was slightly lower, but gross profit and gross margin were higher. The prior and year-ago quarters had no gross profit data available for direct comparison.

Gross margin snapshot

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

Gross margin

10973.7%

Gross profit

$297.7M

Revenue

$2.7M

Cost of revenue

-$295.0M

Quarter-over-quarter change

n/a

Year-over-year change

n/a

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, 2024$2.7M$297.7M-$295.0M10973.7%

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, 2023

n/a

What the margin says

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

The negative cost of revenue is the primary driver of the elevated gross margin, as it directly increased gross profit relative to revenue.

Compared to the prior quarter and the same quarter last year, revenue was slightly lower, but gross profit and gross margin were higher. The prior and year-ago quarters had no gross profit data available for direct comparison.

Monitor whether cost of revenue remains negative in future quarters, as this is an unusual pattern that significantly impacts gross margin.