LH

Labcorp Holdings Inc. stock research

Dec 31, 2023

FY2023 Q4

Labcorp Holdings (LH) Gross Margin — Quarter Ended Dec 31, 2023

Revenue decreased compared to the prior quarter, while gross profit and cost of revenue also declined, resulting in a slightly lower gross margin. Versus the same quarter one year earlier, revenue and gross profit were higher, cost of revenue was higher, and gross margin was marginally lower.

Gross margin takeaway

Quarter ended Dec 31, 2023 · FY2023 Q4

Revenue decreased compared to the prior quarter, while gross profit and cost of revenue also declined, resulting in a slightly lower gross margin. Versus the same quarter one year earlier, revenue and gross profit were higher, cost of revenue was higher, and gross margin was marginally lower.

  • The gross margin weakened slightly from the prior quarter and was nearly stable versus the year-ago quarter, driven by a proportionally larger decline in gross profit relative to revenue in the sequential comparison.
  • Compared to the immediately preceding quarter, revenue was lower and gross profit was lower, while cost of revenue was lower, leading to a weakened gross margin. Compared to the same quarter one year earlier, revenue was higher, gross profit was higher, and cost of revenue was higher, with gross margin slightly lower.

Gross margin snapshot

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

Gross margin

27.1%

Gross profit

$821.4M

Revenue

$3.0B

Cost of revenue

$2.2B

Quarter-over-quarter change

-0.8 pts

Year-over-year change

-0.2 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$3.0B$850.1M$2.2B28.0%
Jun 30, 2023$3.0B$842.2M$2.2B27.8%
Sep 30, 2023$3.1B$851.2M$2.2B27.8%
Dec 31, 2023$3.0B$821.4M$2.2B27.1%

Quarterly comparisons

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

Previous-quarter change

Sep 30, 2023

-0.8 pts

Year-over-year change

Dec 31, 2022

-0.2 pts

What the margin says

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

The gross margin weakened slightly from the prior quarter and was nearly stable versus the year-ago quarter, driven by a proportionally larger decline in gross profit relative to revenue in the sequential comparison.

Compared to the immediately preceding quarter, revenue was lower and gross profit was lower, while cost of revenue was lower, leading to a weakened gross margin. Compared to the same quarter one year earlier, revenue was higher, gross profit was higher, and cost of revenue was higher, with gross margin slightly lower.

Monitor the trend in cost of revenue relative to revenue, as its sequential decline did not fully offset the revenue drop, pressuring gross margin.

LH Gross Margin — Quarter Ended Dec 31, 2023