Skip to content
GetProfitable
Search
Dictionary

Operating margin

Operating income as a percentage of revenue; profitability of the core business before financing and tax decisions.

Operating margin captures both pricing and cost discipline, so it is the standard cross-company profitability measure. It is the link between gross-margin and the overhead base: margin expansion usually comes from holding operating-expenses flat while revenue grows, which is operating-leverage at work.

Because it excludes interest and tax, it is comparable across companies with different capital structures and tax domiciles, which net-margin is not.

Example: Northwind Tools earns $120M of operating income on $840M of revenue, a 14.3% operating margin, up from 12.2% two years earlier as SG&A growth lagged revenue growth.

Related: operating-income, gross-margin, net-margin, operating-leverage, incremental-margin

See it drawn

Original diagrams for the ideas on this page. Illustrative, not real market data.

Margin and leverageA small deposit controlling a much larger position, and the point at which losses trigger a margin call.Position you controlnotional value $100,000your margin deposit: $5,000$100,000 / $5,000 = 20:1 leverageYour deposit absorbs every dollar of loss$5,000$2,500$0Equity leftMARGIN CALLequity has fallen to $2,5000%1%2%2.5%3%4%5%How far the price moves against you
Margin and leverage. A $5,000 deposit can control a $100,000 position, which is 20:1 leverage. Because the loss is measured on the full $100,000, a 2.5% move against you halves the deposit and brings a margin call, and a 5% move uses all of it.

Educational only, not advice. Spotted an error? Post in Site Feedback.