MP

Marathon Petroleum Corporation stock research

Jun 30, 2023

FY2023 Q2

Marathon Petroleum (MPC) Gross Margin — Quarter Ended Jun 30, 2023

Revenue increased compared to the prior quarter, but gross profit decreased and cost of revenue increased, leading to a lower gross margin. Compared to the same period last year, both revenue and gross profit were lower, and gross margin declined.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

Revenue increased compared to the prior quarter, but gross profit decreased and cost of revenue increased, leading to a lower gross margin. Compared to the same period last year, both revenue and gross profit were lower, and gross margin declined.

  • Cost of revenue increased more than revenue compared to the prior quarter, which weakened gross margin. Compared to the year-ago quarter, revenue and cost both decreased, but the decline in gross profit was relatively larger.
  • Gross margin weakened sequentially and year-over-year. The current quarter's margin is lower than both the immediate prior quarter and the same quarter one year earlier.

Gross margin snapshot

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

Gross margin

12.6%

Gross profit

$4.6B

Revenue

$36.3B

Cost of revenue

$31.8B

Quarter-over-quarter change

-3.4 pts

Year-over-year change

-5.2 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$34.9B$5.6B$29.3B16.0%
Jun 30, 2023$36.3B$4.6B$31.8B12.6%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

-3.4 pts

Year-over-year change

Jun 30, 2022

-5.2 pts

What the margin says

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

Cost of revenue increased more than revenue compared to the prior quarter, which weakened gross margin. Compared to the year-ago quarter, revenue and cost both decreased, but the decline in gross profit was relatively larger.

Gross margin weakened sequentially and year-over-year. The current quarter's margin is lower than both the immediate prior quarter and the same quarter one year earlier.

Monitor the trend in cost of revenue relative to revenue, as its growth outpaced revenue this quarter.

MPC Gross Margin — Quarter Ended Jun 30, 2023