SW

Stanley Black & Decker, Inc. stock research

Jul 1, 2023

FY2023 Q2

Stanley Black & Decker (SWK) Gross Margin — Quarter Ended Jul 1, 2023

Revenue increased compared to the immediately preceding quarter, leading to higher gross profit and an improved gross margin. However, against the same quarter one year earlier, revenue was lower while cost of revenue held steady, causing gross profit and gross margin to decline.

Gross margin takeaway

Quarter ended Jul 1, 2023 · FY2023 Q2

Revenue increased compared to the immediately preceding quarter, leading to higher gross profit and an improved gross margin. However, against the same quarter one year earlier, revenue was lower while cost of revenue held steady, causing gross profit and gross margin to decline.

  • The most notable driver was the change in revenue relative to cost of revenue. The year-over-year decline in revenue without a corresponding reduction in cost of revenue compressed gross margin.
  • Sequentially, gross margin improved as revenue grew faster than cost of revenue. Year-over-year, gross margin weakened as revenue fell while cost of revenue remained similar.

Gross margin snapshot

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

Gross margin

22.4%

Gross profit

$932.1M

Revenue

$4.2B

Cost of revenue

$3.2B

Quarter-over-quarter change

+1.2 pts

Year-over-year change

-5.1 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$3.9B$835.5M$3.1B21.2%
Jul 1, 2023$4.2B$932.1M$3.2B22.4%

Quarterly comparisons

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

Previous-quarter change

Apr 1, 2023

+1.2 pts

Year-over-year change

Jul 2, 2022

-5.1 pts

What the margin says

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

The most notable driver was the change in revenue relative to cost of revenue. The year-over-year decline in revenue without a corresponding reduction in cost of revenue compressed gross margin.

Sequentially, gross margin improved as revenue grew faster than cost of revenue. Year-over-year, gross margin weakened as revenue fell while cost of revenue remained similar.

Monitor the relationship between revenue and cost of revenue, particularly whether cost of revenue can adjust to revenue changes.