ZT

Zoetis Inc. stock research

Mar 31, 2023

FY2023 Q1

Zoetis (ZTS) Gross Margin — Quarter Ended Mar 31, 2023

Revenue and gross profit were stable compared to both the prior quarter and the same quarter last year. Gross margin improved sequentially as cost of revenue decreased, but weakened year-over-year as cost of revenue increased slightly.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue and gross profit were stable compared to both the prior quarter and the same quarter last year. Gross margin improved sequentially as cost of revenue decreased, but weakened year-over-year as cost of revenue increased slightly.

  • The change in gross margin was driven entirely by fluctuations in cost of revenue, as revenue and gross profit remained unchanged across all periods. The sequential improvement reflected a lower cost of revenue, while the year-over-year decline resulted from a higher cost of revenue.
  • Compared with the prior quarter, gross margin improved as cost of revenue was lower. Compared with the same quarter one year earlier, gross margin weakened as cost of revenue was higher.

Gross margin snapshot

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

Gross margin

70.6%

Gross profit

$1.4B

Revenue

$2.0B

Cost of revenue

$588.0M

Quarter-over-quarter change

n/a

Year-over-year change

-0.7 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$2.0B$1.4B$588.0M70.6%

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

-0.7 pts

What the margin says

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

The change in gross margin was driven entirely by fluctuations in cost of revenue, as revenue and gross profit remained unchanged across all periods. The sequential improvement reflected a lower cost of revenue, while the year-over-year decline resulted from a higher cost of revenue.

Compared with the prior quarter, gross margin improved as cost of revenue was lower. Compared with the same quarter one year earlier, gross margin weakened as cost of revenue was higher.

Monitor the trend in cost of revenue, particularly in light of inventory build-up and product demand described in the filing.