LL

Eli Lilly and Company stock research

Jun 30, 2024

FY2024 Q2

Eli Lilly and (LLY) Gross Margin — Quarter Ended Jun 30, 2024

Revenue and gross profit increased compared to both the prior quarter and the same quarter last year. Gross margin was slightly lower than the prior quarter but higher than the year-ago quarter.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue and gross profit increased compared to both the prior quarter and the same quarter last year. Gross margin was slightly lower than the prior quarter but higher than the year-ago quarter.

  • The year-over-year improvement in gross margin was the strongest observable driver, as gross profit grew faster than revenue relative to the prior year period.
  • Compared to the immediately preceding quarter, gross margin weakened marginally. Compared to the same quarter one year earlier, gross margin improved.

Gross margin snapshot

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

Gross margin

80.8%

Gross profit

$9.1B

Revenue

$11.3B

Cost of revenue

$2.2B

Quarter-over-quarter change

-0.1 pts

Year-over-year change

+2.5 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2023$9.5B$7.6B$1.9B80.4%
Dec 31, 2023$9.4B$7.6B$1.8B80.9%
Mar 31, 2024$8.8B$7.1B$1.7B80.9%
Jun 30, 2024$11.3B$9.1B$2.2B80.8%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2024

-0.1 pts

Year-over-year change

Jun 30, 2023

+2.5 pts

What the margin says

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

The year-over-year improvement in gross margin was the strongest observable driver, as gross profit grew faster than revenue relative to the prior year period.

Compared to the immediately preceding quarter, gross margin weakened marginally. Compared to the same quarter one year earlier, gross margin improved.

Monitor the trajectory of cost of revenue, which increased both sequentially and year-over-year.