LH

L3Harris Technologies, Inc. stock research

Jun 28, 2024

FY2024 Q2

L3Harris Technologies (LHX) Gross Margin — Quarter Ended Jun 28, 2024

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Cost of revenue also rose, resulting in a gross margin that was slightly lower than the prior quarter but higher than the year-ago quarter.

Gross margin takeaway

Quarter ended Jun 28, 2024 · FY2024 Q2

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year. Cost of revenue also rose, resulting in a gross margin that was slightly lower than the prior quarter but higher than the year-ago quarter.

  • The gross margin improved relative to the same quarter one year earlier, with gross profit increasing at a faster pace than revenue.
  • Compared to the immediately preceding quarter, gross margin weakened slightly as revenue increased while cost of revenue remained nearly unchanged. Compared to the same quarter last year, gross margin improved as revenue and gross profit both grew, with cost of revenue rising less proportionally.

Gross margin snapshot

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

Gross margin

25.7%

Gross profit

$1.4B

Revenue

$5.3B

Cost of revenue

$3.9B

Quarter-over-quarter change

-0.2 pts

Year-over-year change

+0.4 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Sep 29, 2023$4.9B$1.3B$3.6B26.6%
Dec 29, 2023$5.3B$1.5B$3.9B27.2%
Mar 29, 2024$5.2B$1.3B$3.9B25.9%
Jun 28, 2024$5.3B$1.4B$3.9B25.7%

Quarterly comparisons

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

Previous-quarter change

Mar 29, 2024

-0.2 pts

Year-over-year change

Jun 30, 2023

+0.4 pts

What the margin says

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

The gross margin improved relative to the same quarter one year earlier, with gross profit increasing at a faster pace than revenue.

Compared to the immediately preceding quarter, gross margin weakened slightly as revenue increased while cost of revenue remained nearly unchanged. Compared to the same quarter last year, gross margin improved as revenue and gross profit both grew, with cost of revenue rising less proportionally.

Monitor net EAC adjustments, which had no impact on earnings this quarter compared to a negative impact in the prior year quarter, as they can affect reported profitability.