PS

Phillips 66 stock research

Mar 31, 2025

FY2025 Q1

Phillips 66 (PSX) Gross Margin — Quarter Ended Mar 31, 2025

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue also declined. Gross margin improved slightly from the prior quarter but weakened relative to the year-ago period.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q1

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue also declined. Gross margin improved slightly from the prior quarter but weakened relative to the year-ago period.

  • The strongest observable margin driver is the relationship between revenue and cost of revenue: revenue declined less proportionally than cost of revenue compared to the prior quarter, leading to a modest gross margin improvement.
  • Compared to the prior quarter, gross margin was higher despite lower revenue and gross profit. Compared to the same quarter last year, gross margin was lower, with revenue and gross profit both declining.

Gross margin snapshot

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

Gross margin

9.1%

Gross profit

$2.8B

Revenue

$30.4B

Cost of revenue

$27.7B

Quarter-over-quarter change

+0.4 pts

Year-over-year change

-0.5 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$38.1B$3.5B$34.6B9.2%
Sep 30, 2024$35.5B$3.3B$32.2B9.4%
Dec 31, 2024$33.7B$2.9B$30.8B8.7%
Mar 31, 2025$30.4B$2.8B$27.7B9.1%

Quarterly comparisons

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

Previous-quarter change

Dec 31, 2024

+0.4 pts

Year-over-year change

Mar 31, 2024

-0.5 pts

What the margin says

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

The strongest observable margin driver is the relationship between revenue and cost of revenue: revenue declined less proportionally than cost of revenue compared to the prior quarter, leading to a modest gross margin improvement.

Compared to the prior quarter, gross margin was higher despite lower revenue and gross profit. Compared to the same quarter last year, gross margin was lower, with revenue and gross profit both declining.

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