F

Ford Motor Company stock research

Mar 31, 2023

FY2023 Q1

Ford Motor (F) Gross Margin — Quarter Ended Mar 31, 2023

Revenue was lower than the prior quarter but higher than the same quarter last year. Gross profit improved compared to both the prior quarter and the year-ago quarter, while cost of revenue decreased from the prior quarter but increased from the year-ago quarter, resulting in a gross margin that strengthened sequentially and improved year-over-year.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue was lower than the prior quarter but higher than the same quarter last year. Gross profit improved compared to both the prior quarter and the year-ago quarter, while cost of revenue decreased from the prior quarter but increased from the year-ago quarter, resulting in a gross margin that strengthened sequentially and improved year-over-year.

  • The gross margin strengthened sequentially as gross profit increased while revenue declined, indicating that cost of revenue decreased more than proportionally. Compared to the year-ago quarter, both revenue and gross profit grew, with gross profit rising at a faster pace, leading to an improved margin.
  • Sequentially, revenue was lower but gross profit was higher, and cost of revenue was lower, resulting in a higher gross margin. Year-over-year, revenue, gross profit, and cost of revenue were all higher, with gross profit increasing more than revenue, yielding a higher gross margin.

Gross margin snapshot

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

Gross margin

16.4%

Gross profit

$6.8B

Revenue

$41.5B

Cost of revenue

$34.7B

Quarter-over-quarter change

n/a

Year-over-year change

+0.6 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, 2023$41.5B$6.8B$34.7B16.4%

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, 2022

+0.6 pts

What the margin says

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

The gross margin strengthened sequentially as gross profit increased while revenue declined, indicating that cost of revenue decreased more than proportionally. Compared to the year-ago quarter, both revenue and gross profit grew, with gross profit rising at a faster pace, leading to an improved margin.

Sequentially, revenue was lower but gross profit was higher, and cost of revenue was lower, resulting in a higher gross margin. Year-over-year, revenue, gross profit, and cost of revenue were all higher, with gross profit increasing more than revenue, yielding a higher gross margin.

Monitor the trajectory of cost of revenue relative to revenue, as its proportion declined sequentially but increased year-over-year.