MK

McCormick & Company, Incorporated stock research

Aug 31, 2025

FY2025 Q3

McCormick & (MKC) Gross Margin — Quarter Ended Aug 31, 2025

Gross margin weakened compared to the prior quarter and declined more notably from the same quarter last year. Revenue was stable sequentially, while cost of revenue grew slightly as a share of sales, leading to a lower gross profit.

Gross margin takeaway

Quarter ended Aug 31, 2025 · FY2025 Q3

Gross margin weakened compared to the prior quarter and declined more notably from the same quarter last year. Revenue was stable sequentially, while cost of revenue grew slightly as a share of sales, leading to a lower gross profit.

  • Cost of revenue increased relative to revenue compared with both the prior quarter and the year-ago quarter, compressing gross profit and margin.
  • Revenue was essentially unchanged from the prior quarter and higher than the year-ago period. Gross profit was slightly higher than the prior quarter but lower than the same quarter last year, reflecting a weaker gross margin.

Gross margin snapshot

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

Gross margin

37.4%

Gross profit

$645.1M

Revenue

$1.7B

Cost of revenue

$1.1B

Quarter-over-quarter change

-0.1 pts

Year-over-year change

-1.3 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Nov 30, 2024$1.8B$722.2M$1.1B40.2%
Feb 28, 2025$1.6B$604.0M$1.0B37.6%
May 31, 2025$1.7B$622.8M$1.0B37.5%
Aug 31, 2025$1.7B$645.1M$1.1B37.4%

Quarterly comparisons

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

Previous-quarter change

May 31, 2025

-0.1 pts

Year-over-year change

Aug 31, 2024

-1.3 pts

What the margin says

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

Cost of revenue increased relative to revenue compared with both the prior quarter and the year-ago quarter, compressing gross profit and margin.

Revenue was essentially unchanged from the prior quarter and higher than the year-ago period. Gross profit was slightly higher than the prior quarter but lower than the same quarter last year, reflecting a weaker gross margin.

Monitor the trajectory of cost of revenue relative to net sales in upcoming quarters.