SO

Solventum Corporation stock research

Dec 31, 2024

FY2024 Q4

Solventum (SOLV) Gross Margin — Quarter Ended Dec 31, 2024

Revenue remained stable compared to the prior quarter, while gross profit and gross margin both declined. Cost of revenue increased relative to the same quarter last year, contributing to a lower gross margin.

Gross margin takeaway

Quarter ended Dec 31, 2024 · FY2024 Q4

Revenue remained stable compared to the prior quarter, while gross profit and gross margin both declined. Cost of revenue increased relative to the same quarter last year, contributing to a lower gross margin.

  • The decline in gross margin from the prior quarter and the year-ago quarter was primarily driven by a higher cost of revenue relative to revenue.
  • Compared to the prior quarter, gross margin weakened as gross profit decreased while revenue was stable. Versus the same quarter last year, gross margin also weakened, with revenue slightly higher but gross profit lower.

Gross margin snapshot

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

Gross margin

53.9%

Gross profit

$1.1B

Revenue

$2.1B

Cost of revenue

$956.0M

Quarter-over-quarter change

-2.0 pts

Year-over-year change

-2.9 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2024$2.0B$1.2B$844.0M58.1%
Jun 30, 2024$2.1B$1.1B$944.0M54.6%
Sep 30, 2024$2.1B$1.2B$917.0M56.0%
Dec 31, 2024$2.1B$1.1B$956.0M53.9%

Quarterly comparisons

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

Previous-quarter change

Sep 30, 2024

-2.0 pts

Year-over-year change

Dec 31, 2023

-2.9 pts

What the margin says

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

The decline in gross margin from the prior quarter and the year-ago quarter was primarily driven by a higher cost of revenue relative to revenue.

Compared to the prior quarter, gross margin weakened as gross profit decreased while revenue was stable. Versus the same quarter last year, gross margin also weakened, with revenue slightly higher but gross profit lower.

Monitor the trend in cost of revenue, as its increase relative to revenue has pressured gross margin.