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Sep 30, 2024

Baker Hughes Q3 2024 Earnings Report

Baker Hughes' Q3 2024 performance was marked by record EBITDA and strong operational performance, with significant margin improvements and solid order levels.

Key Takeaways

Baker Hughes reported a strong third quarter in 2024, achieving record EBITDA and improved margins. The company saw a 4% increase in revenue year-over-year, driven by IET. Attributable net income was $766 million, and adjusted diluted EPS was $0.67. The company remains confident in achieving its full-year EBITDA guidance midpoint.

Orders reached $6.7 billion, including $2.9 billion from IET.

Remaining Performance Obligation (RPO) stood at $33.4 billion, with a record IET RPO of $30.2 billion.

Revenue increased to $6.9 billion, up 4% year-over-year.

Attributable net income was $766 million, with GAAP diluted EPS at $0.77 and adjusted diluted EPS at $0.67.

Total Revenue
$6.91B
Previous year: $6.64B
+4.0%
EPS
$0.67
Previous year: $0.42
+59.5%
Gross Profit
$1.54B
Cash and Equivalents
$2.66B
Previous year: $3.2B
-16.8%
Free Cash Flow
$754M
Previous year: $592M
+27.4%
Total Assets
$37.5B

Baker Hughes

Baker Hughes

Baker Hughes Revenue by Segment

Baker Hughes Revenue by Geographic Location

Forward Guidance

Baker Hughes remains confident in achieving its full-year EBITDA guidance midpoint, supported by solid third-quarter results and a stable outlook.

Positive Outlook

  • Exceptional operational performance across both segments.
  • Margins continue to improve at an accelerated pace.
  • Total company EBITDA margins increasing to 17.5%.
  • Orders remain at solid levels.
  • Strong order momentum for gas infrastructure and FPSOs.