NYSE$BKR

Baker Hughes Company · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Baker Hughes reported strong Q4 2024 results, marked by increased revenue, adjusted EBITDA, and EPS, driven by growth in the IET segment and structural cost-out initiatives.

Baker Hughes announced exceptional fourth-quarter results, with revenue of $7.4 billion, up 8% year-over-year, and adjusted EBITDA of $1.31 billion, up 20% year-over-year. GAAP diluted EPS was $1.18, and adjusted diluted EPS was $0.70. The company's performance was driven by strong LNG orders and gas infrastructure awards within the IET segment, along with progress on margin improvement initiatives.

  • Orders were $7.5 billion, including $3.8 billion from the IET segment.
  • Revenue reached $7.4 billion, an 8% increase year-over-year.
  • GAAP diluted EPS was $1.18, while adjusted diluted EPS was $0.70.
  • Free cash flow was $894 million for the quarter.

Headline financials

Total Revenue

$7.36B

Previous: $6.84B+7.7%
EPS (adj)

$0.70

Previous: $0.51+37.3%
Orders

$7.5B

No prior period
Adjusted EBITDA

$1.31B

No prior period
Cash Flow from Ops

$1.19B

No prior period
Adjusted Net Income

$694M

No prior period
Capital Expenditures

-$353M

Previous: -$356M+0.8%
Net Income

$1.18B

Previous: $439M+168.6%
Operating Income

$665M

Previous: $651M+2.2%
Gross Profit

$1.53B

Previous: $1.45B+5.8%
Stock-Based Comp

$48M

Previous: $49M-2.0%

Revenue & EPS history

Baker Hughes · Revenue · Quarterly

$7.36B

Q4 2024+7.7%vs Q4 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

Baker Hughes expects another strong year of EBITDA growth in 2025, led by the IET segment, and remains confident in achieving its 20% EBITDA margin targets for OFSE this year and IET in 2026.

Tailwinds

  • Strong LNG orders and gas infrastructure awards supporting IET segment.
  • Transformation actions driving margin improvements.
  • Confidence in achieving 20% EBITDA margin targets for OFSE and IET.
  • Strong progress on the journey toward 20% segment EBITDA margins.
  • Commitment to customers, shareholders, and employees.

Headwinds

  • Potential impact of worldwide economic conditions and rising inflation.
  • Foreign currency exchange fluctuations and changes in capital markets.
  • War, military action, terrorist activities or extended periods of international conflict.
  • Cybersecurity risks and cyber incidents or attacks.
  • Oil and gas market conditions - the level of petroleum industry exploration, development and production expenditures

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 Q4 2024

Historical avgQ4 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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