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Mar 31

Baker Hughes Q1 2025 Earnings Report

Baker Hughes reported solid Q1 2025 results with strong Industrial & Energy Technology momentum and stable year-over-year revenue.

Key Takeaways

Baker Hughes delivered steady performance in Q1 2025, maintaining flat revenue year-over-year at $6.4B, while adjusted EPS grew to $0.51. Net income came in at $402M, driven by IET segment strength and margin improvement despite lower volumes in both major segments.

Total Revenue
$6.43B
Previous year: $6.42B
+0.1%
EPS
$0.51
Previous year: $0.43
+18.6%
Total Orders
$6.46B
Previous year: $6.54B
-1.3%
Adjusted EBITDA
$1.04B
Previous year: $943M
+10.0%
Operating Cash Flow
$709M
Previous year: $784M
-9.6%
Cash and Equivalents
$3.28B
Previous year: $2.72B
+20.6%
Free Cash Flow
$454M
Previous year: $502M
-9.6%
Total Assets
$38.1B
Previous year: $37.1B
+2.6%

Baker Hughes

Baker Hughes

Baker Hughes Revenue by Segment

Baker Hughes Revenue by Geographic Location

Forward Guidance

The company remains confident in its strategy and outlook, supported by a strong pipeline in IET and continued margin improvement initiatives, while acknowledging macro and policy uncertainties.

Positive Outlook

  • Strong order pipeline in LNG, FPSO, and data centers
  • Record IET RPO of $30.4B
  • Expanded footprint in data center power solutions
  • Strategic wins in North America gas infrastructure
  • Improved margins through transformation efforts

Challenges Ahead

  • Sequential revenue and earnings decline
  • OFSE segment revenue down 8% YoY
  • Lower cash flow from operations and FCF YoY
  • Macro and trade policy uncertainty impacting outlook
  • Cost inflation pressures in both segments