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Dec 31, 2023

Baker Hughes Q4 2023 Earnings Report

Baker Hughes announced Q4 2023 results, with strong IET orders and solid margin improvement in OFSE.

Key Takeaways

Baker Hughes reported a strong fourth quarter and full-year 2023, driven by operational improvements and cost-out initiatives. Adjusted EBITDA came in above the midpoint of guidance, and IET orders remained strong. The company continues to execute its plan to drive margins higher and transform into a leaner, more efficient energy technology company.

IET orders of $3,030 million, the fifth consecutive quarter above $3 billion.

Net income attributable to the Company of $439 million, up $257 million year-over-year.

GAAP diluted EPS of $0.43 and adjusted diluted EPS of $0.51.

Adjusted EBITDA of $1,091 million, above $1 billion for the first time in company history.

Total Revenue
$6.84B
Previous year: $5.91B
+15.7%
EPS
$0.51
Previous year: $0.38
+34.2%
Gross Profit
$1.45B
Previous year: $1.34B
+8.2%
Cash and Equivalents
$2.65B
Previous year: $2.49B
+6.4%
Free Cash Flow
$633M
Previous year: $657M
-3.7%
Total Assets
$36.9B
Previous year: $34.2B
+8.1%

Baker Hughes

Baker Hughes

Baker Hughes Revenue by Segment

Baker Hughes Revenue by Geographic Location

Forward Guidance

The company continues to carefully execute its plan to drive margins meaningfully higher.