WY

Weyerhaeuser Company stock research

Jun 30, 2024

FY2024 Q2

Weyerhaeuser (WY) Gross Margin — Quarter Ended Jun 30, 2024

Revenue and gross profit increased from the prior quarter, while cost of revenue also rose, resulting in an improved gross margin. Compared to the same quarter last year, revenue and gross profit were lower, cost of revenue was similar, and gross margin weakened.

Gross margin takeaway

Quarter ended Jun 30, 2024 · FY2024 Q2

Revenue and gross profit increased from the prior quarter, while cost of revenue also rose, resulting in an improved gross margin. Compared to the same quarter last year, revenue and gross profit were lower, cost of revenue was similar, and gross margin weakened.

  • The gross margin improved sequentially, with revenue increasing more than cost of revenue. Year-over-year, the gross margin declined as revenue fell while cost of revenue remained nearly unchanged.
  • Compared to the prior quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin weakened.

Gross margin snapshot

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

Gross margin

20.8%

Gross profit

$404.0M

Revenue

$1.9B

Cost of revenue

$1.5B

Quarter-over-quarter change

+1.1 pts

Year-over-year change

-2.6 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, 2023$2.0B$502.0M$1.5B24.8%
Dec 31, 2023$1.8B$342.0M$1.4B19.3%
Mar 31, 2024$1.8B$355.0M$1.4B19.8%
Jun 30, 2024$1.9B$404.0M$1.5B20.8%

Quarterly comparisons

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

Previous-quarter change

Mar 31, 2024

+1.1 pts

Year-over-year change

Jun 30, 2023

-2.6 pts

What the margin says

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

The gross margin improved sequentially, with revenue increasing more than cost of revenue. Year-over-year, the gross margin declined as revenue fell while cost of revenue remained nearly unchanged.

Compared to the prior quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin weakened.

Monitor the relationship between revenue and cost of revenue, as cost of revenue remained stable year-over-year despite lower revenue.