NU

Nucor Corporation stock research

Apr 1, 2023

FY2023 Q1

Nucor (NUE) Gross Margin — Quarter Ended Apr 1, 2023

Revenue held steady while gross profit declined, as cost of revenue rose and gross margin weakened. Compared with the same quarter last year, revenue, gross profit, and gross margin were all lower.

Gross margin takeaway

Quarter ended Apr 1, 2023 · FY2023 Q1

Revenue held steady while gross profit declined, as cost of revenue rose and gross margin weakened. Compared with the same quarter last year, revenue, gross profit, and gross margin were all lower.

  • The increase in cost of revenue relative to revenue was the primary observable factor reducing gross margin, as revenue was flat versus the prior quarter.
  • Compared to the immediately preceding quarter, gross margin weakened as gross profit fell while revenue was unchanged. Versus the same quarter one year ago, gross margin weakened considerably, driven by a larger decline in gross profit relative to a smaller decrease in revenue.

Gross margin snapshot

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

Gross margin

22.9%

Gross profit

$2.0B

Revenue

$8.7B

Cost of revenue

$6.7B

Quarter-over-quarter change

n/a

Year-over-year change

-10.0 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Apr 1, 2023$8.7B$2.0B$6.7B22.9%

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

Apr 2, 2022

-10.0 pts

What the margin says

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

The increase in cost of revenue relative to revenue was the primary observable factor reducing gross margin, as revenue was flat versus the prior quarter.

Compared to the immediately preceding quarter, gross margin weakened as gross profit fell while revenue was unchanged. Versus the same quarter one year ago, gross margin weakened considerably, driven by a larger decline in gross profit relative to a smaller decrease in revenue.

Monitor the trajectory of cost of revenue, as its increase was the strongest observable factor in the gross margin decline.

NUE Gross Margin — Quarter Ended Apr 1, 2023