LH

Labcorp Holdings Inc. stock research

Mar 31, 2024

FY2024 Q1

Labcorp Holdings (LH) Gross Margin — Quarter Ended Mar 31, 2024

Revenue increased compared to both the prior quarter and the same quarter last year, while cost of revenue also rose. Gross profit improved relative to both periods, and gross margin strengthened versus the prior quarter but weakened compared to the same quarter a year earlier.

Gross margin takeaway

Quarter ended Mar 31, 2024 · FY2024 Q1

Revenue increased compared to both the prior quarter and the same quarter last year, while cost of revenue also rose. Gross profit improved relative to both periods, and gross margin strengthened versus the prior quarter but weakened compared to the same quarter a year earlier.

  • Gross profit grew at a faster pace than revenue when comparing the current quarter to the prior quarter, leading to an improved gross margin. The year-over-year comparison shows gross profit increased but at a slower rate than revenue, resulting in a slightly lower gross margin.
  • Compared to the immediately preceding quarter, revenue, gross profit, and gross margin were all higher. Compared to the same quarter one year earlier, revenue and gross profit were higher, but gross margin was lower.

Gross margin snapshot

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

Gross margin

28.2%

Gross profit

$897.3M

Revenue

$3.2B

Cost of revenue

$2.3B

Quarter-over-quarter change

+1.2 pts

Year-over-year change

+0.5 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, 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%
Mar 31, 2024$3.2B$897.3M$2.3B28.2%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2023

+1.2 pts

Year-over-year change

Jun 30, 2023

+0.5 pts

What the margin says

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

Gross profit grew at a faster pace than revenue when comparing the current quarter to the prior quarter, leading to an improved gross margin. The year-over-year comparison shows gross profit increased but at a slower rate than revenue, resulting in a slightly lower gross margin.

Compared to the immediately preceding quarter, revenue, gross profit, and gross margin were all higher. Compared to the same quarter one year earlier, revenue and gross profit were higher, but gross margin was lower.

Monitor the trajectory of cost of revenue relative to revenue, as its growth rate influences gross margin direction.