EX

Extra Space Storage Inc. stock research

Mar 31, 2025

FY2025 Q1

Extra Space Storage (EXR) Gross Margin — Quarter Ended Mar 31, 2025

Revenue was substantially outweighed by cost of revenue, resulting in a deeply negative gross profit and gross margin. The gap between revenue and cost widened sequentially and compared to the same quarter last year.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q1

Revenue was substantially outweighed by cost of revenue, resulting in a deeply negative gross profit and gross margin. The gap between revenue and cost widened sequentially and compared to the same quarter last year.

  • Cost of revenue grew faster than revenue relative to both the prior quarter and the year-ago quarter, exerting the most observable downward pressure on gross margin.
  • Compared to the prior quarter, gross margin weakened slightly; versus the same quarter one year earlier, gross margin deteriorated more notably.

Gross margin snapshot

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

Gross margin

-623.4%

Gross profit

-$192.7M

Revenue

$30.9M

Cost of revenue

$223.6M

Quarter-over-quarter change

-9.4 pts

Year-over-year change

-45.1 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$29.9M-$167.0M$196.9M-559.5%
Sep 30, 2024$29.9M-$179.2M$209.0M-599.5%
Dec 31, 2024$31.0M-$190.1M$221.1M-614.0%
Mar 31, 2025$30.9M-$192.7M$223.6M-623.4%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2024

-9.4 pts

Year-over-year change

Mar 31, 2024

-45.1 pts

What the margin says

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

Cost of revenue grew faster than revenue relative to both the prior quarter and the year-ago quarter, exerting the most observable downward pressure on gross margin.

Compared to the prior quarter, gross margin weakened slightly; versus the same quarter one year earlier, gross margin deteriorated more notably.

Monitor whether cost of revenue continues to increase at a pace that outpaces revenue growth.