NYSE$BKR

Baker Hughes Company · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Baker Hughes' first quarter results reflected operations in a volatile market environment, with strong orders from TPS offset by challenges from global supply chain constraints and geopolitical events.

Baker Hughes announced first quarter 2022 results, with orders up 51% year-over-year and revenue up 1%. The company reported GAAP earnings per share of $0.08 and adjusted earnings per share of $0.15. Despite a favorable oil and gas price backdrop, the company faces a dynamic operating environment with inflation and supply pressures.

  • Orders increased by 51% year-over-year, driven by strong performance in Oilfield Equipment and Turbomachinery & Process Solutions.
  • Revenue increased by 1% year-over-year, primarily due to higher volume in Oilfield Services.
  • GAAP operating income increased by 70% year-over-year, while adjusted operating income increased by 29%.
  • The company is optimistic about the outlook across its core business areas and is making new energy investments.

Headline financials

Total Revenue

$4.84B

Previous: $4.78B+1.1%
EPS (adj)

$0.15

Previous: $0.12+25.0%
Free Cash Flow

$72M

Previous: -$452M+115.9%
Net Income

$72M

Previous: -$452M+115.9%
Operating Income

$279M

Previous: $164M+70.1%
Cash & Equivalents

$3.19B

Previous: $4.38B-27.2%
Total Assets

$35B

Previous: $36.8B-5.0%

Revenue & EPS history

Baker Hughes · Revenue · Quarterly

$4.84B

Q1 2022+1.1%vs Q1 2021
Beat estimate in 5 of 16 quarters(31%)
ActualEstimate

Revenue by segment

Baker Hughes · $2.49B total across 1 segment · Q1 2022

  • Oilfield Services
    $2.49B+13.1%

Forward guidance

Baker Hughes anticipates a favorable oil and gas price backdrop but also a dynamic operating environment. The company is optimistic on the outlook across both of its core business areas and excited about the new energy investments they are making.

Tailwinds

  • Favorable oil and gas price backdrop
  • Extended cyclical recovery in upstream oil & gas
  • Longer-term structural growth trends in LNG
  • New energy investments
  • Industrial asset management

Headwinds

  • Broad-based inflation
  • Supply pressures for key materials
  • Commodities pressures
  • Labor pressures
  • Geopolitical events exacerbating trends

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.5%

Avg return

Earnings day

+0.3%

Avg return

5 days after

+1.6%

Avg return

30 days after

58%

31 / 53 earnings

Positive

+8.1%

Q3 2013

Best reaction

-11.7%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.2%+6.7%+2.4%
Q4 2025+4.3%+3.9%+20.2%
Q3 2025-3.2%-1.2%-0.0%
Q2 2025-1.0%-0.9%+7.5%
Q1 2025-6.4%-5.6%-4.2%
Q4 2024+3.5%+9.5%-0.0%
Q3 2024+1.5%+2.9%+23.1%
Q2 2024+7.9%+9.6%+0.9%
Q1 2024+0.6%+1.2%-2.0%
Q4 2023-3.0%-1.6%-5.7%
Q3 2023+1.6%+1.4%-1.7%
Q2 2023-1.1%+2.3%+0.6%
Q1 2023+2.0%+2.3%-4.5%
Q4 2022-3.0%+0.7%-3.3%
Q3 2022+7.3%+8.1%+20.5%
Q2 2022-11.7%-13.5%-10.8%
Q1 2022-10.4%-16.3%-6.0%
Q4 2021+3.6%+6.2%+10.7%
Q3 2021-9.7%-6.4%-16.1%
Q2 2021-0.8%+4.2%+1.9%
Q1 2021+1.6%+3.2%+30.9%
Q4 2020-3.1%-10.0%+2.2%
Q3 2020+6.1%+2.0%+33.6%
Q2 2020+2.3%+0.1%-5.3%
Q1 2020+6.4%+6.7%+18.6%
Q4 2019+1.0%-3.0%-9.7%
Q3 2019-2.3%+2.1%+2.4%
Q2 2019+3.1%-2.9%-11.5%
Q1 2019-9.3%-7.1%-18.5%
Q4 2018+1.7%+4.6%+13.2%
Q3 2018+0.4%-2.0%-13.1%
Q2 2018+2.3%+4.7%-2.4%
Q1 2018+3.7%+4.2%+6.4%
Q4 2017-9.8%-12.3%-21.7%
Q3 2017-5.1%-9.3%-6.8%
Q2 2017+2.0%-2.2%-8.0%
Q1 2017+1.4%+1.2%-6.5%
Q4 2016-0.8%-0.8%-6.0%
Q3 2016+5.0%+13.4%+18.9%
Q2 2016+7.4%+4.8%+14.2%
Q1 2016+4.5%
Q4 2015+6.6%
Q3 2015+4.5%
Q2 2015-2.0%
Q1 2015-1.9%
Q4 2014+3.1%
Q3 2014-0.9%
Q2 2014-1.5%
Q1 2014+5.9%
Q4 2013+4.9%
Q3 2013+8.1%
Q2 2013-0.6%
Q1 2013-2.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro