VT

Viatris Inc. stock research

Jun 30, 2023

FY2023 Q2

Viatris (VTRS) Gross Margin — Quarter Ended Jun 30, 2023

In the current quarter, revenue increased compared to the prior quarter but decreased from the same quarter a year earlier. Gross profit moved in the same direction as revenue, while gross margin was slightly lower than both the prior quarter and the year-ago quarter, indicating that cost of revenue consumed a marginally larger share of revenue.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

In the current quarter, revenue increased compared to the prior quarter but decreased from the same quarter a year earlier. Gross profit moved in the same direction as revenue, while gross margin was slightly lower than both the prior quarter and the year-ago quarter, indicating that cost of revenue consumed a marginally larger share of revenue.

  • The strongest observable driver of gross margin was the relationship between cost of revenue and revenue. In the current quarter, cost of revenue grew more than revenue sequentially and declined less than revenue year-over-year, resulting in a slightly lower gross margin.
  • Compared to the immediately preceding quarter, revenue and gross profit were higher, but gross margin weakened. Compared to the same quarter one year earlier, revenue and gross profit were lower, and gross margin also weakened.

Gross margin snapshot

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

Gross margin

41.1%

Gross profit

$1.6B

Revenue

$3.9B

Cost of revenue

$2.3B

Quarter-over-quarter change

-0.3 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
Mar 31, 2023$3.7B$1.5B$2.2B41.5%
Jun 30, 2023$3.9B$1.6B$2.3B41.1%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

-0.3 pts

Year-over-year change

Jun 30, 2022

-0.3 pts

What the margin says

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

The strongest observable driver of gross margin was the relationship between cost of revenue and revenue. In the current quarter, cost of revenue grew more than revenue sequentially and declined less than revenue year-over-year, resulting in a slightly lower gross margin.

Compared to the immediately preceding quarter, revenue and gross profit were higher, but gross margin weakened. Compared to the same quarter one year earlier, revenue and gross profit were lower, and gross margin also weakened.

Monitor the proportion of cost of revenue relative to revenue in future quarters for any further changes.