WE

WEC Energy Group, Inc. stock research

Jun 30, 2023

FY2023 Q2

WEC Energy Group (WEC) Gross Margin — Quarter Ended Jun 30, 2023

Revenue and gross profit both declined from the prior quarter, but gross profit was higher than the same quarter last year. Cost of revenue decreased more sharply than revenue, resulting in a gross margin that improved both sequentially and year-over-year.

Gross margin takeaway

Quarter ended Jun 30, 2023 · FY2023 Q2

Revenue and gross profit both declined from the prior quarter, but gross profit was higher than the same quarter last year. Cost of revenue decreased more sharply than revenue, resulting in a gross margin that improved both sequentially and year-over-year.

  • The strongest observable margin driver is the reduction in cost of revenue relative to revenue, which expanded gross margin despite lower revenue. The company's filing context highlights the importance of regulatory rate case outcomes and capital market access, which could influence future cost and revenue dynamics.
  • Compared to the prior quarter, revenue was lower while gross margin was higher, reflecting a larger decrease in cost of revenue. Versus the same quarter one year earlier, revenue was slightly lower, but gross profit was higher and gross margin improved, driven by a lower cost of revenue.

Gross margin snapshot

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

Gross margin

70.9%

Gross profit

$1.3B

Revenue

$1.8B

Cost of revenue

$533.0M

Quarter-over-quarter change

+16.2 pts

Year-over-year change

+14.8 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$2.9B$1.6B$1.3B54.7%
Jun 30, 2023$1.8B$1.3B$533.0M70.9%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2023

+16.2 pts

Year-over-year change

Jun 30, 2022

+14.8 pts

What the margin says

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

The strongest observable margin driver is the reduction in cost of revenue relative to revenue, which expanded gross margin despite lower revenue. The company's filing context highlights the importance of regulatory rate case outcomes and capital market access, which could influence future cost and revenue dynamics.

Compared to the prior quarter, revenue was lower while gross margin was higher, reflecting a larger decrease in cost of revenue. Versus the same quarter one year earlier, revenue was slightly lower, but gross profit was higher and gross margin improved, driven by a lower cost of revenue.

Monitor the outcome of pending rate cases and regulatory proceedings, as they may affect future revenue and cost recovery, influencing gross margin trends.