SY

Stryker Corporation stock research

Jun 30, 2024

FY2024 Q2

Stryker (SYK) Gross Margin — Quarter Ended Jun 30, 2024

Revenue and gross profit both increased from the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin was slightly lower compared to both periods, reflecting a higher proportion of cost of revenue relative to revenue. The company's filing discusses its operations across medical technology segments and includes forward-looking cautionary statements.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue and gross profit both increased from the prior quarter and the same quarter last year, while cost of revenue also rose. Gross margin was slightly lower compared to both periods, reflecting a higher proportion of cost of revenue relative to revenue. The company's filing discusses its operations across medical technology segments and includes forward-looking cautionary statements.

  • The strongest observable driver is the change in the cost of revenue relative to revenue. The gross margin declined as cost of revenue grew more than revenue on a proportional basis.
  • Compared to the prior quarter, revenue and gross profit were higher while gross margin was slightly lower. The same pattern holds when compared to the year-ago quarter.

Gross margin snapshot

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

Gross margin

63.0%

Gross profit

$3.4B

Revenue

$5.4B

Cost of revenue

$2.0B

Quarter-over-quarter change

-0.6 pts

Year-over-year change

-0.7 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, 2023$5.0B$3.2B$1.8B63.7%
Sep 30, 2023$4.9B$3.2B$1.8B64.3%
Mar 31, 2024$5.2B$3.3B$1.9B63.6%
Jun 30, 2024$5.4B$3.4B$2.0B63.0%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2024

-0.6 pts

Year-over-year change

Jun 30, 2023

-0.7 pts

What the margin says

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

The strongest observable driver is the change in the cost of revenue relative to revenue. The gross margin declined as cost of revenue grew more than revenue on a proportional basis.

Compared to the prior quarter, revenue and gross profit were higher while gross margin was slightly lower. The same pattern holds when compared to the year-ago quarter.

Monitor the cost of revenue trend relative to revenue, as it has been the primary factor influencing gross margin.

SYK Gross Margin — Quarter Ended Jun 30, 2024