HP

HP Inc. stock research

Jul 31, 2024

FY2024 Q3

HP (HPQ) Gross Margin — Quarter Ended Jul 31, 2024

Revenue increased relative to both the prior quarter and the same quarter last year. Gross profit improved compared to last year, but the gross margin weakened from the prior quarter, indicating that cost of revenue grew faster than revenue.

Gross margin takeaway

Quarter ended Jul 31, 2024 · FY2024 Q3

Revenue increased relative to both the prior quarter and the same quarter last year. Gross profit improved compared to last year, but the gross margin weakened from the prior quarter, indicating that cost of revenue grew faster than revenue.

  • Gross profit rose year over year while gross margin remained roughly stable, but the sequential decline in gross margin points to a higher proportion of cost in the current quarter.
  • Compared to the immediately preceding quarter, gross margin weakened as revenue increased but cost of revenue increased more. Versus the same quarter one year earlier, gross margin was essentially stable.

Gross margin snapshot

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

Gross margin

21.5%

Gross profit

$2.9B

Revenue

$13.5B

Cost of revenue

$10.6B

Quarter-over-quarter change

-2.1 pts

Year-over-year change

+0.1 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Oct 31, 2023$13.8B$3.0B$10.8B21.6%
Jan 31, 2024$13.2B$2.9B$10.3B21.9%
Apr 30, 2024$12.8B$3.0B$9.8B23.6%
Jul 31, 2024$13.5B$2.9B$10.6B21.5%

Quarterly comparisons

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

Previous-quarter change

Apr 30, 2024

-2.1 pts

Year-over-year change

Jul 31, 2023

+0.1 pts

What the margin says

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

Gross profit rose year over year while gross margin remained roughly stable, but the sequential decline in gross margin points to a higher proportion of cost in the current quarter.

Compared to the immediately preceding quarter, gross margin weakened as revenue increased but cost of revenue increased more. Versus the same quarter one year earlier, gross margin was essentially stable.

Monitor the trend of cost of revenue relative to revenue, as its faster growth drove the sequential gross margin decline.