EW

Edwards Lifesciences Corporation stock research

Sep 30, 2025

FY2025 Q3

Edwards Lifesciences (EW) Gross Margin — Quarter Ended Sep 30, 2025

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin improved slightly from the prior quarter but was lower than the same quarter last year.

Gross margin takeaway

Quarter ended Sep 30, 2025 · FY2025 Q3

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Gross margin improved slightly from the prior quarter but was lower than the same quarter last year.

  • The gross margin improvement from the prior quarter was driven by revenue growing faster than cost of revenue. The decline from the same quarter last year reflects a larger increase in cost of revenue relative to revenue growth.
  • Compared to the prior quarter, gross margin was slightly higher as revenue growth outpaced cost of revenue growth. Compared to the same quarter last year, gross margin was lower, with cost of revenue increasing more than revenue.

Gross margin snapshot

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

Gross margin

77.8%

Gross profit

$1.2B

Revenue

$1.6B

Cost of revenue

$345.2M

Quarter-over-quarter change

+0.3 pts

Year-over-year change

-2.8 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2024$1.4B$1.1B$262.9M80.6%
Mar 31, 2025$1.4B$1.1B$301.6M78.7%
Jun 30, 2025$1.5B$1.2B$344.4M77.5%
Sep 30, 2025$1.6B$1.2B$345.2M77.8%

Quarterly comparisons

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

Previous-quarter change

Jun 30, 2025

+0.3 pts

Year-over-year change

Sep 30, 2024

-2.8 pts

What the margin says

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

The gross margin improvement from the prior quarter was driven by revenue growing faster than cost of revenue. The decline from the same quarter last year reflects a larger increase in cost of revenue relative to revenue growth.

Compared to the prior quarter, gross margin was slightly higher as revenue growth outpaced cost of revenue growth. Compared to the same quarter last year, gross margin was lower, with cost of revenue increasing more than revenue.

Monitor the trend in cost of revenue relative to revenue, as its faster growth compared to last year has pressured gross margin.