MP

Marathon Petroleum Corporation stock research

Mar 31, 2025

FY2025 Q1

Marathon Petroleum (MPC) Gross Margin — Quarter Ended Mar 31, 2025

Revenue declined compared to both the prior quarter and the same quarter last year, while cost of revenue fell less proportionally, leading to lower gross profit and a weakened gross margin. The gross margin decreased from the previous quarter and from a year ago, reflecting a compression between revenue and cost of revenue.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q1

Revenue declined compared to both the prior quarter and the same quarter last year, while cost of revenue fell less proportionally, leading to lower gross profit and a weakened gross margin. The gross margin decreased from the previous quarter and from a year ago, reflecting a compression between revenue and cost of revenue.

  • Gross profit declined more sharply than revenue, and cost of revenue remained elevated relative to revenue, driving the gross margin lower. The strongest observable margin driver is the narrowing gap between revenue and cost of revenue.
  • Compared to the immediately preceding quarter, revenue and gross profit both decreased, and gross margin weakened. Relative to the same quarter one year earlier, revenue, gross profit, and gross margin were all lower.

Gross margin snapshot

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

Gross margin

6.8%

Gross profit

$2.2B

Revenue

$31.5B

Cost of revenue

$29.4B

Quarter-over-quarter change

-0.9 pts

Year-over-year change

-2.7 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$37.9B$4.0B$33.9B10.5%
Sep 30, 2024$35.1B$3.0B$32.1B8.4%
Dec 31, 2024$33.1B$2.6B$30.6B7.8%
Mar 31, 2025$31.5B$2.2B$29.4B6.8%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2024

-0.9 pts

Year-over-year change

Mar 31, 2024

-2.7 pts

What the margin says

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

Gross profit declined more sharply than revenue, and cost of revenue remained elevated relative to revenue, driving the gross margin lower. The strongest observable margin driver is the narrowing gap between revenue and cost of revenue.

Compared to the immediately preceding quarter, revenue and gross profit both decreased, and gross margin weakened. Relative to the same quarter one year earlier, revenue, gross profit, and gross margin were all lower.

Monitor whether cost of revenue can decline in line with revenue in upcoming periods to prevent further gross margin compression.