MR

Merck & Co., Inc. stock research

Mar 31, 2024

FY2024 Q1

Merck & (MRK) Gross Margin — Quarter Ended Mar 31, 2024

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue declined relative to both periods. As a result, gross margin improved versus both the immediately preceding quarter and the year-ago quarter.

Gross margin takeaway

Quarter ended Mar 31, 2024 · FY2024 Q1

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue declined relative to both periods. As a result, gross margin improved versus both the immediately preceding quarter and the year-ago quarter.

  • The strongest observable margin driver is the combination of higher revenue and lower cost of revenue, which together produced a higher gross profit and an improved gross margin.
  • Compared to the immediately preceding quarter, revenue and gross profit were higher, cost of revenue was lower, and gross margin improved. Compared to the same quarter one year earlier, revenue and gross profit were higher, cost of revenue was lower, and gross margin improved.

Gross margin snapshot

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

Gross margin

77.6%

Gross profit

$12.2B

Revenue

$15.8B

Cost of revenue

$3.5B

Quarter-over-quarter change

+4.3 pts

Year-over-year change

+4.7 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, 2023$15.0B$11.0B$4.0B73.2%
Sep 30, 2023$16.0B$11.7B$4.3B73.3%
Dec 31, 2023$14.6B$10.7B$3.9B73.3%
Mar 31, 2024$15.8B$12.2B$3.5B77.6%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2023

+4.3 pts

Year-over-year change

Mar 31, 2023

+4.7 pts

What the margin says

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

The strongest observable margin driver is the combination of higher revenue and lower cost of revenue, which together produced a higher gross profit and an improved gross margin.

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

Monitor whether the lower cost of revenue relative to revenue persists in future quarters, as this was a key factor in the margin improvement.

MRK Gross Margin — Quarter Ended Mar 31, 2024