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Nordson Corporation stock research

Jul 31, 2023

FY2023 Q3

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

Revenue was slightly lower than the preceding quarter but gross profit improved, primarily because cost of revenue declined more than revenue. Compared with the same quarter a year ago, both revenue and gross profit were lower, yet gross margin remained similar.

Gross margin takeaway

Quarter ended Jul 31, 2023 · FY2023 Q3

Revenue was slightly lower than the preceding quarter but gross profit improved, primarily because cost of revenue declined more than revenue. Compared with the same quarter a year ago, both revenue and gross profit were lower, yet gross margin remained similar.

  • Gross margin improved versus the prior quarter, driven by a larger reduction in cost of revenue relative to the decline in revenue.
  • Gross margin was higher than the immediately preceding quarter but slightly lower than the same quarter one year earlier.

Gross margin snapshot

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

Gross margin

55.5%

Gross profit

$360.3M

Revenue

$648.7M

Cost of revenue

$288.4M

Quarter-over-quarter change

+1.4 pts

Year-over-year change

+0.3 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%
Apr 30, 2023$650.2M$352.1M$298.0M54.2%
Jul 31, 2023$648.7M$360.3M$288.4M55.5%

Quarterly comparisons

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

Previous-quarter change

Apr 30, 2023

+1.4 pts

Year-over-year change

Jul 31, 2022

+0.3 pts

What the margin says

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

Gross margin improved versus the prior quarter, driven by a larger reduction in cost of revenue relative to the decline in revenue.

Gross margin was higher than the immediately preceding quarter but slightly lower than the same quarter one year earlier.

Monitor the relationship between revenue and cost of revenue to see if cost reductions can sustain margin levels.