MD

Medtronic plc stock research

Apr 25, 2025

FY2025 Q4

Medtronic (MDT) Gross Margin — Quarter Ended Apr 25, 2025

Revenue and gross profit were higher than the prior quarter and the year-ago period, while gross margin weakened sequentially but was stable year-over-year. The filing notes that the company considers its balance sheet and liquidity to provide flexibility and satisfy foreseeable operating needs.

Gross margin takeaway

Quarter ended Apr 25, 2025 · FY2025 Q4

Revenue and gross profit were higher than the prior quarter and the year-ago period, while gross margin weakened sequentially but was stable year-over-year. The filing notes that the company considers its balance sheet and liquidity to provide flexibility and satisfy foreseeable operating needs.

  • The strongest observable margin driver is the relationship between cost of revenue and revenue. The current quarter's cost of revenue increased relative to the prior quarter, resulting in a lower gross margin despite higher revenue.
  • Compared to the immediately preceding quarter, gross margin weakened. Compared to the same quarter one year earlier, gross margin was stable.

Gross margin snapshot

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

Gross margin

64.7%

Gross profit

$5.8B

Revenue

$8.9B

Cost of revenue

$3.1B

Quarter-over-quarter change

-1.7 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
Jul 26, 2024$7.9B$5.2B$2.8B65.1%
Oct 25, 2024$8.4B$5.5B$2.9B64.9%
Jan 24, 2025$8.3B$5.5B$2.8B66.5%
Apr 25, 2025$8.9B$5.8B$3.1B64.7%

Quarterly comparisons

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

Previous-quarter change

Jan 24, 2025

-1.7 pts

Year-over-year change

Apr 26, 2024

+0.2 pts

What the margin says

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

The strongest observable margin driver is the relationship between cost of revenue and revenue. The current quarter's cost of revenue increased relative to the prior quarter, resulting in a lower gross margin despite higher revenue.

Compared to the immediately preceding quarter, gross margin weakened. Compared to the same quarter one year earlier, gross margin was stable.

Monitor the trend in cost of revenue growth relative to revenue growth, as this directly influences gross margin direction.