TR

Targa Resources Corp. stock research

Mar 31, 2023

FY2023 Q1

Targa Resources (TRGP) Gross Margin — Quarter Ended Mar 31, 2023

Revenue decreased compared to the prior quarter and the same quarter last year, while gross profit improved relative to both periods. The gross margin strengthened, driven by a proportionally larger decline in cost of revenue relative to revenue.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue decreased compared to the prior quarter and the same quarter last year, while gross profit improved relative to both periods. The gross margin strengthened, driven by a proportionally larger decline in cost of revenue relative to revenue.

  • The gross margin improved sequentially and year-over-year, as gross profit rose while revenue fell, indicating that cost of revenue declined at a faster rate than revenue.
  • Compared to the immediately preceding quarter, revenue was lower and gross profit was higher, resulting in an improved gross margin. Versus the same quarter one year earlier, revenue was lower and gross profit was higher, also leading to a stronger gross margin.

Gross margin snapshot

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

Gross margin

20.6%

Gross profit

$782.8M

Revenue

$3.8B

Cost of revenue

$3.0B

Quarter-over-quarter change

n/a

Year-over-year change

+6.6 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$3.8B$782.8M$3.0B20.6%

Quarterly comparisons

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

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

+6.6 pts

What the margin says

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

The gross margin improved sequentially and year-over-year, as gross profit rose while revenue fell, indicating that cost of revenue declined at a faster rate than revenue.

Compared to the immediately preceding quarter, revenue was lower and gross profit was higher, resulting in an improved gross margin. Versus the same quarter one year earlier, revenue was lower and gross profit was higher, also leading to a stronger gross margin.

Monitor the trajectory of cost of revenue relative to revenue, as its decline was the primary observable factor behind the margin improvement.

TRGP Gross Margin — Quarter Ended Mar 31, 2023