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Earnings transcript
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BKR
Baker Hughes Company
$63.55
-1.29
(-1.99%)
| Exchange: | NASDAQ |
| Market Cap: | 63.046B |
| Shares Outstanding: | 0 |
Delayed data
About The Company
| Sector: | Energy | |||||
| Industry: | Oil & Gas Equipment & Services | |||||
| CEO: | Lorenzo Simonelli | |||||
| Full Time Employees: | 57000 | |||||
| Address: |
| |||||
| Website: | https://www.bakerhughes.com |
Based in Houston, Texas, Baker Hughes Company is a global provider of diverse technologies and services tailored for the energy and industrial sectors. The company operates through four primary business segments: Oilfield Services (OFS), Oilfield Equipment (OFE), Turbomachinery & Process Solutions (TPS), and Digital Solutions (DS). Oilfield Services (OFS) assists oil and natural gas companies and other service providers with solutions for exploration, drilling, well evaluation, completion, production, and intervention. This segment supplies various products, including drilling and completion fluids, wireline tools, downhole completion systems, wellbore intervention equipment, pressure pumping technologies, oilfield and industrial chemicals, and artificial lift systems. Oilfield Equipment (OFE) delivers subsea and surface wellheads, pressure control apparatus, production systems and associated services, along with flexible pipe solutions for both offshore and onshore applications. It also provides comprehensive lifecycle services, such as well intervention and decommissioning, in addition to supporting onshore and offshore drilling and production activities. Turbomachinery & Process Solutions (TPS) specializes in equipment and related services for mechanical drive, compression, and power generation needs across the oil and gas industry. Its extensive product range includes drivers, compressors, full-system solutions, pumps, valves, and technologies for compressed natural gas and small-scale liquefied natural gas. This segment caters to upstream, midstream, downstream, onshore, offshore, and various industrial clients. Digital Solutions (DS) offers advanced digital tools and services, including sensor-based process measurement, machine health and condition monitoring, asset management and strategy, and control systems. Additionally, it provides non-destructive testing, inspection, and pipeline integrity management solutions. The company was rebranded as Baker Hughes Company in October 2019, having previously operated under the name Baker Hughes, a GE company.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 25,506,000 | 27,829,000 | 27,733,000 |
| Gross Profit | 5,902,000 | 6,483,000 | 6,544,000 |
| EBITDA | 3,958,000 | 4,599,000 | 4,287,000 |
| Operating Income | 2,640,000 | 3,382,000 | 3,557,000 |
| Net Income | 1,943,000 | 2,979,000 | 2,588,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 36,945,000 | 38,363,000 | 40,881,000 |
| Total Liabilities | 21,426,000 | 21,308,000 | 19,275,000 |
| Total Stockholders Equity | 15,368,000 | 16,895,000 | 21,606,000 |
| Total Debt | 6,021,000 | 6,023,000 | 6,087,000 |
| Cash and Cash Equivalents | 2,646,000 | 3,364,000 | 3,715,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 3,062,000 | 3,332,000 | 3,810,000 |
| Capital Expenditure | -1,224,000 | -1,278,000 | 0 |
| Free Cash Flow | 1,838,000 | 2,054,000 | 3,810,000 |
| Net Income | 1,970,000 | 3,008,000 | 2,624,000 |
| Net Change in Cash | 158,000 | 718,000 | 351,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 31,559,766.662 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 33,441,493.012 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 32,382,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 8,178,969.419 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 8,666,634.060 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 8,392,057.856 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 3,373,775.163 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 3,637,334.263 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 3,488,940.003 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 3,256,226.021 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 3,450,375.945 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 3,341,061.172 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 3.510 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 3.660 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 3.390 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 7 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: BKR has demonstrated consistent revenue growth in recent quarters, as per the latest income statements, reflecting robust demand for its products and services within the energy sector. This aligns with positive industry trends in oilfield services, as indicated by sector performance metrics.
- Healthy Cash Flow Generation: The cash flow statements highlight strong net cash provided by operating activities and positive free cash flow, indicating operational efficiency and the ability to fund capital expenditures and dividends without excessive reliance on external financing.
- Market Position and Scale: With a substantial market capitalization and a global presence (evident from revenue geo segments), BKR maintains a competitive position in the energy equipment and services industry, supported by a large workforce and diversified product categories.
- Dividend Yield: The company offers a consistent dividend yield (as per key metrics), providing an attractive return to shareholders and signaling financial stability, which is appealing to income-focused investors.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates BKR intrinsic value between $30.19 – $40.18 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about BKR valuation
Is Baker Hughes Company (BKR) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Baker Hughes Company (BKR) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is BKR a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether BKR trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is BKR’s P/E ratio?
You can see BKR’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for BKR?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is BKR a good long-term investment?
Whether BKR fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
BKR
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Daily snapshot
-1.99
Trading Metrics:
| Open: | 65.2 | Previous Close: | 64.84 | |
| Day Low: | 62.56 | Day High: | 65.45 | |
| Year Low: | 37.38 | Year High: | 70.41 | |
| Price Avg 50: | 64.19 | Price Avg 200: | 54.47 | |
| Volume: | 6.08M | Average Volume: | 9.107M |
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Login — it's freeBKR full analysis
Welcome to MARKETSNAP’s SWOT analysis for Baker Hughes Company, also known by its ticker BKR. If you’re a long-term investor looking to dig into the energy sector, you’re in the right place. Today, we’re breaking down the strengths, weaknesses, opportunities, and threats for Baker Hughes, a major player in the oilfield services and energy technology space. Let’s dive into what makes this company tick, where it stands today, and what could shape its future. Stick with me as we unpack…
