NYSE$BKR

Baker Hughes Company · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Baker Hughes' Q2 2024 results were announced, demonstrating strategic execution and margin expansion.

Baker Hughes reported strong second-quarter results with revenue of $7.1 billion, up 13% year-over-year, and net income of $579 million. The company raised its full-year guidance and saw significant order momentum, particularly in IET with a record $3.5 billion in orders.

  • Orders reached $7.5 billion, including $3.5 billion from IET.
  • Remaining Performance Obligation (RPO) stood at $33.5 billion, with a record IET RPO of $30.2 billion.
  • Revenue increased to $7.1 billion, a 13% increase year-over-year.
  • Adjusted EBITDA increased by 25% year-over-year to $1,130 million.

Headline financials

Total Revenue

$7.14B

Previous: $6.32B+13.0%
EPS

$0.58

Previous: $0.39+48.7%
Orders

$7.53B

No prior period
Adjusted EBITDA

$1.13B

No prior period
Cash Flow from Ops

$348M

No prior period
Adjusted Net Income

$568M

No prior period
Capital Expenditures

-$292M

No prior period
Free Cash Flow

$579M

Previous: $410M+41.2%
Net Income

$579M

Previous: $410M+41.2%
Operating Income

$833M

Previous: $514M+62.1%
Gross Profit

$19M

Previous: -$15M+226.7%
Total Assets

$36.7B

Previous: $36.1B+1.6%

Revenue & EPS history

Baker Hughes · Revenue · Quarterly

$7.14B

Q2 2024+13%vs Q2 2023
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

Baker Hughes · $3.95B total across 1 segment · Q3 2023

  • Oilfield Services
    $3.95B+39.0%

Forward guidance

Following first-half outperformance, the midpoint of full-year guidance is being raised by 5%, with confidence in driving margins structurally higher over the coming years.

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 Q2 2024

Historical avgQ2 2024

+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%

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