ML

Martin Marietta Materials, Inc. stock research

Mar 31, 2023

FY2023 Q1

Martin Marietta Materials (MLM) Gross Margin — Quarter Ended Mar 31, 2023

Revenue decreased from the immediate prior quarter but increased compared to the same quarter a year earlier. Gross profit and gross margin followed a similar pattern, while cost of revenue remained relatively consistent across all periods.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue decreased from the immediate prior quarter but increased compared to the same quarter a year earlier. Gross profit and gross margin followed a similar pattern, while cost of revenue remained relatively consistent across all periods.

  • The most notable driver of margin change was the combination of higher revenue and stable cost of revenue compared to the prior-year quarter, which supported gross profit growth. Relative to the preceding quarter, lower revenue with unchanged cost of revenue resulted in a narrower margin.
  • The current quarter's gross margin weakened from the immediate prior quarter but improved substantially compared to the same quarter a year earlier.

Gross margin snapshot

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

Gross margin

22.4%

Gross profit

$303.0M

Revenue

$1.4B

Cost of revenue

$1.1B

Quarter-over-quarter change

n/a

Year-over-year change

+9.7 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$1.4B$303.0M$1.1B22.4%

Quarterly comparisons

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

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

+9.7 pts

What the margin says

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

The most notable driver of margin change was the combination of higher revenue and stable cost of revenue compared to the prior-year quarter, which supported gross profit growth. Relative to the preceding quarter, lower revenue with unchanged cost of revenue resulted in a narrower margin.

The current quarter's gross margin weakened from the immediate prior quarter but improved substantially compared to the same quarter a year earlier.

Monitor the trajectory of revenue and whether cost of revenue remains stable, as these factors directly affect gross margin performance.

MLM Gross Margin — Quarter Ended Mar 31, 2023