ND

Nordson Corporation stock research

Jan 31, 2023

FY2023 Q1

Nordson (NDSN) Gross Margin — Quarter Ended Jan 31, 2023

Revenue was essentially flat compared to the same quarter one year earlier, while gross profit and gross margin both declined. The cost of revenue increased relative to the prior year, outpacing the slight revenue change and compressing margin.

Gross margin takeaway

Quarter ended Jan 31, 2023 · FY2023 Q1

Revenue was essentially flat compared to the same quarter one year earlier, while gross profit and gross margin both declined. The cost of revenue increased relative to the prior year, outpacing the slight revenue change and compressing margin.

  • Gross margin improved sequentially from the immediately preceding quarter, driven by a proportionally larger decrease in cost of revenue relative to the decline in revenue. This indicates a favorable shift in the relationship between costs and revenue during the current quarter.
  • Compared to the immediately preceding quarter, revenue and gross profit were lower, but gross margin was higher. Compared to the same quarter one year earlier, revenue was stable, while gross profit and gross margin were lower.

Gross margin snapshot

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

Gross margin

53.9%

Gross profit

$328.9M

Revenue

$610.5M

Cost of revenue

$281.6M

Quarter-over-quarter change

n/a

Year-over-year change

-2.0 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Jan 31, 2023$610.5M$328.9M$281.6M53.9%

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

Jan 31, 2022

-2.0 pts

What the margin says

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

Gross margin improved sequentially from the immediately preceding quarter, driven by a proportionally larger decrease in cost of revenue relative to the decline in revenue. This indicates a favorable shift in the relationship between costs and revenue during the current quarter.

Compared to the immediately preceding quarter, revenue and gross profit were lower, but gross margin was higher. Compared to the same quarter one year earlier, revenue was stable, while gross profit and gross margin were lower.

Monitor the trajectory of cost of revenue relative to revenue, as its increase year-over-year was the primary factor behind the margin decline.