PH

Parker-Hannifin Corporation stock research

Mar 31, 2025

FY2025 Q3

Parker-Hannifin (PH) Gross Margin — Quarter Ended Mar 31, 2025

Revenue decreased compared to the same quarter a year ago but increased from the prior quarter. Gross profit was stable year over year and up sequentially, while gross margin improved both year over year and sequentially, driven by a lower cost of revenue relative to revenue.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q3

Revenue decreased compared to the same quarter a year ago but increased from the prior quarter. Gross profit was stable year over year and up sequentially, while gross margin improved both year over year and sequentially, driven by a lower cost of revenue relative to revenue.

  • The gross margin improved sequentially and year over year. The strongest observable driver is the favorable relationship between revenue and cost of revenue, as revenue declined less than cost of revenue compared to a year ago.
  • Compared to the immediately preceding quarter, revenue, gross profit, and cost of revenue were all higher, and gross margin improved. Compared to the same quarter one year earlier, revenue was lower, gross profit was stable, 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

36.9%

Gross profit

$1.8B

Revenue

$5.0B

Cost of revenue

$3.1B

Quarter-over-quarter change

+0.6 pts

Year-over-year change

+1.5 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, 2024$5.2B$1.9B$3.3B35.9%
Sep 30, 2024$4.9B$1.8B$3.1B36.8%
Dec 31, 2024$4.7B$1.7B$3.0B36.3%
Mar 31, 2025$5.0B$1.8B$3.1B36.9%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2024

+0.6 pts

Year-over-year change

Mar 31, 2024

+1.5 pts

What the margin says

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

The gross margin improved sequentially and year over year. The strongest observable driver is the favorable relationship between revenue and cost of revenue, as revenue declined less than cost of revenue compared to a year ago.

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

Monitor the trajectory of revenue and cost of revenue in upcoming quarters to assess whether the margin improvement can be sustained.