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TELEDYNE TECHNOLOGIES INC stock research

Jun 30, 2024

FY2024 Q2

TELEDYNE TECHNOLOGIES (TDY) Gross Margin — Quarter Ended Jun 30, 2024

Revenue was stable compared with both the prior quarter and the same quarter last year. Gross profit and gross margin were slightly higher than the prior quarter but lower than the year-ago quarter, reflecting a mixed trend in profitability.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue was stable compared with both the prior quarter and the same quarter last year. Gross profit and gross margin were slightly higher than the prior quarter but lower than the year-ago quarter, reflecting a mixed trend in profitability.

  • Gross margin improved modestly from the prior quarter, driven by a slightly larger increase in gross profit relative to cost of revenue. The year-over-year decline in gross margin was accompanied by a reduction in both gross profit and cost of revenue.
  • Compared with the prior quarter, revenue was essentially unchanged while gross profit and gross margin were slightly higher. Compared with the same quarter last year, revenue was similar but gross profit and gross margin were lower.

Gross margin snapshot

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

Gross margin

43.1%

Gross profit

$592.6M

Revenue

$1.4B

Cost of revenue

$781.5M

Quarter-over-quarter change

+0.2 pts

Year-over-year change

-0.3 pts

Quarterly gross margin trend

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

PeriodRevenueGross profitCost of revenueGross margin
Oct 1, 2023$1.4B$605.3M$797.2M43.2%
Dec 31, 2023$1.4B$623.1M$801.9M43.7%
Mar 31, 2024$1.4B$579.9M$770.2M43.0%
Jun 30, 2024$1.4B$592.6M$781.5M43.1%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2024

+0.2 pts

Year-over-year change

Jul 2, 2023

-0.3 pts

What the margin says

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

Gross margin improved modestly from the prior quarter, driven by a slightly larger increase in gross profit relative to cost of revenue. The year-over-year decline in gross margin was accompanied by a reduction in both gross profit and cost of revenue.

Compared with the prior quarter, revenue was essentially unchanged while gross profit and gross margin were slightly higher. Compared with the same quarter last year, revenue was similar but gross profit and gross margin were lower.

Monitor the trajectory of gross profit relative to cost of revenue, as the current quarter's slight improvement may not persist if cost trends shift.