SY

Stryker Corporation stock research

Sep 30, 2023

FY2023 Q3

Stryker (SYK) Gross Margin — Quarter Ended Sep 30, 2023

Revenue declined from the prior quarter but rose compared to the same quarter last year. Gross profit held steady versus the prior quarter and increased year over year, while cost of revenue was unchanged sequentially and higher annually, resulting in an improved gross margin.

Gross margin takeaway

Quarter ended Sep 30, 2023 · FY2023 Q3

Revenue declined from the prior quarter but rose compared to the same quarter last year. Gross profit held steady versus the prior quarter and increased year over year, while cost of revenue was unchanged sequentially and higher annually, resulting in an improved gross margin.

  • The most observable driver of the margin improvement is that gross profit remained unchanged from the prior quarter even as revenue decreased, which lifted the margin ratio.
  • Compared with the immediately preceding quarter, gross margin improved. Compared with the same quarter one year earlier, gross margin also improved, as revenue and gross profit both grew while cost of revenue increased at a slower pace.

Gross margin snapshot

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

Gross margin

64.3%

Gross profit

$3.2B

Revenue

$4.9B

Cost of revenue

$1.8B

Quarter-over-quarter change

+0.7 pts

Year-over-year change

+2.2 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, 2023$4.8B$3.0B$1.8B63.1%
Jun 30, 2023$5.0B$3.2B$1.8B63.7%
Sep 30, 2023$4.9B$3.2B$1.8B64.3%

Quarterly comparisons

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

Previous-quarter change

Jun 30, 2023

+0.7 pts

Year-over-year change

Sep 30, 2022

+2.2 pts

What the margin says

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

The most observable driver of the margin improvement is that gross profit remained unchanged from the prior quarter even as revenue decreased, which lifted the margin ratio.

Compared with the immediately preceding quarter, gross margin improved. Compared with the same quarter one year earlier, gross margin also improved, as revenue and gross profit both grew while cost of revenue increased at a slower pace.

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