TR

Targa Resources Corp. stock research

Jun 30, 2025

FY2025 Q2

Targa Resources (TRGP) Gross Margin — Quarter Ended Jun 30, 2025

Revenue declined from the prior quarter but rose compared to the same quarter last year. Gross profit increased on both comparisons, while cost of revenue decreased sequentially and increased year-over-year, resulting in an improved gross margin for the current quarter.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue declined from the prior quarter but rose compared to the same quarter last year. Gross profit increased on both comparisons, while cost of revenue decreased sequentially and increased year-over-year, resulting in an improved gross margin for the current quarter.

  • The sequential improvement in gross margin was driven by a larger reduction in cost of revenue relative to the decline in revenue. The year-over-year improvement reflects a higher gross profit despite a higher cost of revenue.
  • Compared to the immediately preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin also improved.

Gross margin snapshot

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

Gross margin

42.8%

Gross profit

$1.8B

Revenue

$4.3B

Cost of revenue

$2.4B

Quarter-over-quarter change

+14.2 pts

Year-over-year change

+4.5 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, 2024$3.9B$1.5B$2.4B38.6%
Dec 31, 2024$4.4B$1.5B$2.9B33.7%
Mar 31, 2025$4.6B$1.3B$3.3B28.6%
Jun 30, 2025$4.3B$1.8B$2.4B42.8%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2025

+14.2 pts

Year-over-year change

Jun 30, 2024

+4.5 pts

What the margin says

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

The sequential improvement in gross margin was driven by a larger reduction in cost of revenue relative to the decline in revenue. The year-over-year improvement reflects a higher gross profit despite a higher cost of revenue.

Compared to the immediately preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin also improved.

Monitor the trend in cost of revenue relative to revenue in future quarters.