MM

3M Company stock research

Jun 30, 2024

FY2024 Q2

3M (MMM) Gross Margin — Quarter Ended Jun 30, 2024

Revenue remained stable compared to the same quarter one year earlier, while gross profit improved and cost of revenue declined, resulting in a higher gross margin. The gross margin also increased sequentially from the prior quarter, driven by a larger rise in gross profit relative to the smaller increase in revenue.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue remained stable compared to the same quarter one year earlier, while gross profit improved and cost of revenue declined, resulting in a higher gross margin. The gross margin also increased sequentially from the prior quarter, driven by a larger rise in gross profit relative to the smaller increase in revenue.

  • The strongest observable driver is the improvement in gross profit relative to cost of revenue, as gross profit rose while cost of revenue fell compared to the prior quarter and the year-ago quarter.
  • Compared with the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was lower, and gross margin improved. Relative to the same quarter one year earlier, revenue was stable, gross profit was higher, cost of revenue was lower, and gross margin strengthened.

Gross margin snapshot

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

Gross margin

42.9%

Gross profit

$2.7B

Revenue

$6.3B

Cost of revenue

$3.6B

Quarter-over-quarter change

+0.8 pts

Year-over-year change

+2.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2023$6.3B$2.6B$3.7B40.7%
Sep 30, 2023$6.3B$2.6B$3.7B40.7%
Mar 31, 2024$6.0B$2.5B$3.5B42.1%
Jun 30, 2024$6.3B$2.7B$3.6B42.9%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2024

+0.8 pts

Year-over-year change

Jun 30, 2023

+2.2 pts

What the margin says

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

The strongest observable driver is the improvement in gross profit relative to cost of revenue, as gross profit rose while cost of revenue fell compared to the prior quarter and the year-ago quarter.

Compared with the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was lower, and gross margin improved. Relative to the same quarter one year earlier, revenue was stable, gross profit was higher, cost of revenue was lower, and gross margin strengthened.

Monitor whether the lower cost of revenue trend continues in subsequent quarters, as it was key to the gross margin expansion.

MMM Gross Margin — Quarter Ended Jun 30, 2024