SW

Stanley Black & Decker, Inc. stock research

Jun 29, 2024

FY2024 Q2

Stanley Black & Decker (SWK) Gross Margin — Quarter Ended Jun 29, 2024

Revenue decreased versus both the prior quarter and the same quarter last year, while gross profit rose sharply year-over-year but held steady sequentially. The resulting gross margin improved significantly from a year earlier but weakened slightly from the preceding quarter.

Gross margin takeaway

Quarter ended Jun 29, 2024 · FY2024 Q2

Revenue decreased versus both the prior quarter and the same quarter last year, while gross profit rose sharply year-over-year but held steady sequentially. The resulting gross margin improved significantly from a year earlier but weakened slightly from the preceding quarter.

  • Year-over-year gross margin expansion was driven by a lower cost of revenue relative to revenue, as cost of revenue declined more than revenue did. The strongest observable margin driver is the reduction in cost of revenue compared with the year-ago period.
  • Sequentially, gross margin was slightly lower as revenue decreased while gross profit remained essentially unchanged, causing cost of revenue to absorb a slightly larger share. Compared with the same quarter one year earlier, gross margin was substantially higher, with cost of revenue dropping to a much lower level.

Gross margin snapshot

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

Gross margin

28.4%

Gross profit

$1.1B

Revenue

$4.0B

Cost of revenue

$2.9B

Quarter-over-quarter change

-0.3 pts

Year-over-year change

+5.9 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Sep 30, 2023$4.0B$1.1B$2.9B26.8%
Dec 30, 2023$3.7B$1.1B$2.6B29.6%
Mar 30, 2024$3.9B$1.1B$2.8B28.6%
Jun 29, 2024$4.0B$1.1B$2.9B28.4%

Quarterly comparisons

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

Previous-quarter change

Mar 30, 2024

-0.3 pts

Year-over-year change

Jul 1, 2023

+5.9 pts

What the margin says

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

Year-over-year gross margin expansion was driven by a lower cost of revenue relative to revenue, as cost of revenue declined more than revenue did. The strongest observable margin driver is the reduction in cost of revenue compared with the year-ago period.

Sequentially, gross margin was slightly lower as revenue decreased while gross profit remained essentially unchanged, causing cost of revenue to absorb a slightly larger share. Compared with the same quarter one year earlier, gross margin was substantially higher, with cost of revenue dropping to a much lower level.

Monitor whether cost of revenue can sustain its lower level relative to revenue in future quarters.