OX

Occidental Petroleum Corporation stock research

Sep 30, 2024

FY2024 Q3

Occidental Petroleum (OXY) Gross Margin — Quarter Ended Sep 30, 2024

Revenue and gross profit increased from the prior quarter but decreased from the same quarter last year. Gross margin improved sequentially but weakened compared to the year-ago period, reflecting a mixed performance.

Gross margin takeaway

Quarter ended Sep 30, 2024 · FY2024 Q3

Revenue and gross profit increased from the prior quarter but decreased from the same quarter last year. Gross margin improved sequentially but weakened compared to the year-ago period, reflecting a mixed performance.

  • The sequential improvement in gross margin was supported by a lower cost of revenue relative to revenue. However, the year-over-year decline in margin was driven by a higher cost of revenue despite lower revenue.
  • Compared to the immediately preceding quarter, revenue, gross profit, and gross margin were all higher, while cost of revenue was lower. Compared to the same quarter one year earlier, revenue and gross profit were lower, cost of revenue was higher, and gross margin weakened.

Gross margin snapshot

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

Gross margin

87.3%

Gross profit

$6.1B

Revenue

$7.0B

Cost of revenue

$889.0M

Quarter-over-quarter change

+0.7 pts

Year-over-year change

-3.3 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Dec 31, 2023$2.2B$1.3B$898.0M60.0%
Mar 31, 2024$6.7B$5.9B$828.0M87.7%
Jun 30, 2024$6.8B$5.9B$910.0M86.6%
Sep 30, 2024$7.0B$6.1B$889.0M87.3%

Quarterly comparisons

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

Previous-quarter change

Jun 30, 2024

+0.7 pts

Year-over-year change

Sep 30, 2023

-3.3 pts

What the margin says

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

The sequential improvement in gross margin was supported by a lower cost of revenue relative to revenue. However, the year-over-year decline in margin was driven by a higher cost of revenue despite lower revenue.

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

Monitor the trend in cost of revenue, as it increased year-over-year while revenue declined, pressuring margins.