ES

Essex Property Trust, Inc. stock research

Jun 30, 2025

FY2025 Q2

Essex Property Trust (ESS) Gross Margin — Quarter Ended Jun 30, 2025

Revenue was lower than both the immediately preceding quarter and the same quarter one year earlier, while gross profit was higher than both periods. Gross margin improved compared with both prior periods, as cost of revenue declined more sharply than revenue.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue was lower than both the immediately preceding quarter and the same quarter one year earlier, while gross profit was higher than both periods. Gross margin improved compared with both prior periods, as cost of revenue declined more sharply than revenue.

  • The strongest observable margin driver is the decline in cost of revenue, which fell more than revenue, allowing gross profit to rise despite lower top-line figures.
  • Compared with the immediately preceding quarter, revenue was lower but gross profit was higher. Compared with the same quarter one year earlier, revenue was lower while gross profit was higher, leading to an improved gross margin in both comparisons.

Gross margin snapshot

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

Gross margin

14942.9%

Gross profit

$332.2M

Revenue

$2.2M

Cost of revenue

-$330.0M

Quarter-over-quarter change

+1973.1 pts

Year-over-year change

+2768.5 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2024$2.6M$313.3M-$310.8M12225.6%
Dec 31, 2024$2.4M$318.3M-$315.9M13176.4%
Mar 31, 2025$2.5M$323.5M-$321.0M12969.8%
Jun 30, 2025$2.2M$332.2M-$330.0M14942.9%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2025

+1973.1 pts

Year-over-year change

Jun 30, 2024

+2768.5 pts

What the margin says

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

The strongest observable margin driver is the decline in cost of revenue, which fell more than revenue, allowing gross profit to rise despite lower top-line figures.

Compared with the immediately preceding quarter, revenue was lower but gross profit was higher. Compared with the same quarter one year earlier, revenue was lower while gross profit was higher, leading to an improved gross margin in both comparisons.

Monitor the trajectory of cost of revenue, as its continued decline is the key factor supporting gross margin expansion.

ESS Gross Margin — Quarter Ended Jun 30, 2025