WM

Waste Management, Inc. stock research

Mar 31, 2023

FY2023 Q1

Waste Management (WM) Gross Margin — Quarter Ended Mar 31, 2023

Revenue was nearly unchanged from the prior quarter and higher than the same quarter last year. Gross profit remained stable, while cost of revenue was relatively flat compared to the prior quarter and higher than a year ago. Gross margin weakened modestly from both the previous quarter and the same quarter one year earlier.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue was nearly unchanged from the prior quarter and higher than the same quarter last year. Gross profit remained stable, while cost of revenue was relatively flat compared to the prior quarter and higher than a year ago. Gross margin weakened modestly from both the previous quarter and the same quarter one year earlier.

  • The gross margin decline was driven by cost of revenue growing at a slightly faster pace than revenue when compared to both the preceding and year-ago periods.
  • Compared to the immediately preceding quarter, revenue was essentially flat and gross margin edged lower. Versus the same quarter one year earlier, revenue was higher but gross margin was lower.

Gross margin snapshot

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

Gross margin

36.9%

Gross profit

$1.8B

Revenue

$4.9B

Cost of revenue

$3.1B

Quarter-over-quarter change

n/a

Year-over-year change

-0.8 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$4.9B$1.8B$3.1B36.9%

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

-0.8 pts

What the margin says

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

The gross margin decline was driven by cost of revenue growing at a slightly faster pace than revenue when compared to both the preceding and year-ago periods.

Compared to the immediately preceding quarter, revenue was essentially flat and gross margin edged lower. Versus the same quarter one year earlier, revenue was higher but gross margin was lower.

Monitor whether cost of revenue continues to increase at a rate that outpaces revenue growth in upcoming periods.