VR

Verisk Analytics, Inc. stock research

Jun 30, 2025

FY2025 Q2

Verisk Analytics (VRSK) Gross Margin — Quarter Ended Jun 30, 2025

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue was slightly lower than the prior quarter but higher than a year ago. Gross margin improved relative to both periods, reflecting a stronger relationship between revenue growth and cost control.

Gross margin takeaway

Quarter ended Jun 30, 2025 · FY2025 Q2

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue was slightly lower than the prior quarter but higher than a year ago. Gross margin improved relative to both periods, reflecting a stronger relationship between revenue growth and cost control.

  • The strongest observable margin driver is the increase in gross profit outpacing the increase in revenue, as cost of revenue remained nearly stable compared to the prior quarter. This indicates that revenue growth was achieved without a proportional rise in direct costs.
  • Compared to the immediately preceding quarter, gross margin improved, driven by higher revenue and slightly lower cost of revenue. Versus the same quarter one year earlier, gross margin also improved, with revenue and gross profit growing faster than cost of revenue.

Gross margin snapshot

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

Gross margin

70.3%

Gross profit

$543.1M

Revenue

$772.6M

Cost of revenue

$229.5M

Quarter-over-quarter change

+0.9 pts

Year-over-year change

+0.9 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$725.3M$501.9M$223.4M69.2%
Dec 31, 2024$735.6M$505.1M$230.5M68.7%
Mar 31, 2025$753.0M$522.2M$230.8M69.3%
Jun 30, 2025$772.6M$543.1M$229.5M70.3%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2025

+0.9 pts

Year-over-year change

Jun 30, 2024

+0.9 pts

What the margin says

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

The strongest observable margin driver is the increase in gross profit outpacing the increase in revenue, as cost of revenue remained nearly stable compared to the prior quarter. This indicates that revenue growth was achieved without a proportional rise in direct costs.

Compared to the immediately preceding quarter, gross margin improved, driven by higher revenue and slightly lower cost of revenue. Versus the same quarter one year earlier, gross margin also improved, with revenue and gross profit growing faster than cost of revenue.

Monitor the trend in cost of revenue, which remained nearly flat sequentially despite revenue growth, to see if this cost discipline persists.