XY

Xylem Inc. stock research

Dec 31, 2024

FY2024 Q4

Xylem (XYL) Gross Margin — Quarter Ended Dec 31, 2024

Revenue, gross profit, and gross margin all increased in the current quarter compared to both the immediately preceding quarter and the same quarter one year earlier. Cost of revenue rose from the prior quarter but was unchanged from a year ago, indicating that gross profit growth outpaced cost increases versus both periods.

Gross margin takeaway

Quarter ended Dec 31, 2024 · FY2024 Q4

Revenue, gross profit, and gross margin all increased in the current quarter compared to both the immediately preceding quarter and the same quarter one year earlier. Cost of revenue rose from the prior quarter but was unchanged from a year ago, indicating that gross profit growth outpaced cost increases versus both periods.

  • Gross margin improved sequentially and year-over-year, with the strongest observable driver being the rise in gross profit relative to cost of revenue. Revenue growth exceeded cost growth compared with both the prior quarter and the year-ago quarter.
  • Compared with the immediately preceding quarter, revenue, gross profit, and gross margin were higher, while cost of revenue was higher. Compared with the same quarter one year earlier, revenue and gross profit were higher, cost of revenue was stable, and gross margin improved.

Gross margin snapshot

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

Gross margin

38.0%

Gross profit

$857.0M

Revenue

$2.3B

Cost of revenue

$1.4B

Quarter-over-quarter change

+0.7 pts

Year-over-year change

+2.3 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, 2024$2.0B$752.0M$1.3B37.0%
Jun 30, 2024$2.2B$819.0M$1.4B37.8%
Sep 30, 2024$2.1B$784.0M$1.3B37.3%
Dec 31, 2024$2.3B$857.0M$1.4B38.0%

Quarterly comparisons

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

Previous-quarter change

Sep 30, 2024

+0.7 pts

Year-over-year change

Dec 31, 2023

+2.3 pts

What the margin says

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

Gross margin improved sequentially and year-over-year, with the strongest observable driver being the rise in gross profit relative to cost of revenue. Revenue growth exceeded cost growth compared with both the prior quarter and the year-ago quarter.

Compared with the immediately preceding quarter, revenue, gross profit, and gross margin were higher, while cost of revenue was higher. Compared with the same quarter one year earlier, revenue and gross profit were higher, cost of revenue was stable, and gross margin improved.

Monitor whether the year-over-year stability in cost of revenue persists, as it has supported gross margin improvement.