VT

Viatris Inc. stock research

Mar 31, 2023

FY2023 Q1

Viatris (VTRS) Gross Margin — Quarter Ended Mar 31, 2023

Revenue and cost of revenue both decreased compared to the prior quarter, but gross profit increased, resulting in a higher gross margin. Relative to the same quarter a year ago, revenue and gross profit were lower, and the gross margin was slightly lower.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue and cost of revenue both decreased compared to the prior quarter, but gross profit increased, resulting in a higher gross margin. Relative to the same quarter a year ago, revenue and gross profit were lower, and the gross margin was slightly lower.

  • The gross margin improvement from the previous quarter was driven by a proportionally larger decline in cost of revenue compared to the decline in revenue.
  • Sequentially, gross margin improved from the prior quarter, but year-over-year it weakened slightly.

Gross margin snapshot

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

Gross margin

41.5%

Gross profit

$1.5B

Revenue

$3.7B

Cost of revenue

$2.2B

Quarter-over-quarter change

n/a

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
Mar 31, 2023$3.7B$1.5B$2.2B41.5%

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

-0.9 pts

What the margin says

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

The gross margin improvement from the previous quarter was driven by a proportionally larger decline in cost of revenue compared to the decline in revenue.

Sequentially, gross margin improved from the prior quarter, but year-over-year it weakened slightly.

Monitor the trend in cost of revenue relative to revenue, especially as the filing notes a decrease in operating cash flow compared to the prior year period.