EW

Edwards Lifesciences Corporation stock research

Dec 31, 2025

FY2025 Q4

Edwards Lifesciences (EW) Gross Margin — Quarter Ended Dec 31, 2025

Revenue was essentially unchanged from the prior quarter, while gross profit slightly increased and cost of revenue decreased. Compared with the same quarter one year earlier, revenue and gross profit were both higher, cost of revenue was also higher, and gross margin weakened slightly.

Gross margin takeaway

Quarter ended Dec 31, 2025 · FY2025 Q4

Revenue was essentially unchanged from the prior quarter, while gross profit slightly increased and cost of revenue decreased. Compared with the same quarter one year earlier, revenue and gross profit were both higher, cost of revenue was also higher, and gross margin weakened slightly.

  • The gross margin improved relative to the immediately preceding quarter and weakened versus the same quarter one year earlier. The change from the prior quarter was driven by a slightly lower cost of revenue relative to revenue.
  • Sequentially, gross margin improved slightly; year-over-year, gross margin was lower. Revenue and gross profit were each higher year-over-year but stable sequentially.

Gross margin snapshot

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

Gross margin

78.1%

Gross profit

$1.2B

Revenue

$1.6B

Cost of revenue

$343.0M

Quarter-over-quarter change

+0.4 pts

Year-over-year change

-0.8 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, 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%
Dec 31, 2025$1.6B$1.2B$343.0M78.1%

Quarterly comparisons

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

Previous-quarter change

Sep 30, 2025

+0.4 pts

Year-over-year change

Dec 31, 2024

-0.8 pts

What the margin says

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

The gross margin improved relative to the immediately preceding quarter and weakened versus the same quarter one year earlier. The change from the prior quarter was driven by a slightly lower cost of revenue relative to revenue.

Sequentially, gross margin improved slightly; year-over-year, gross margin was lower. Revenue and gross profit were each higher year-over-year but stable sequentially.

Monitor the relationship between cost of revenue and revenue, as cost of revenue declined sequentially while revenue held steady, contributing to the margin improvement.