Category Archives: BKR

Baker Hughes (BKR) 24Q3 Update

BKR reported 24Q3 GAAP diluted EPS of $0.77 vs. 23Q3’s $0.51 and my estimate of $0.63.  Non-GAAP EPS was $0.67, compared with $0.42 last year and my estimate of $0.65.  Revenues of $6.9 billion rose 4.0% vs. 23Q3, but was … Continue reading

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Baker Hughes (BKR) 24Q2 Update

BKR reported 24Q2 GAAP diluted EPS of $0.58 vs. 23Q2’s $0.40 and my estimate of $0.47.  Non-GAAP EPS was $0.57 compared with $0.39 last year and my estimate of $0.48.  Revenues of $7.5 billion rose 13.1% vs. 23Q2, and were … Continue reading

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Baker Hughes (BKR) 24Q1 Update

BKR reported 23Q4 GAAP diluted EPS of $0.45 vs. 23Q1’s $0.57 and my estimate of $0.34.  Non-GAAP EPS was $0.43 compared with $0.28 last year and my estimate of $0.35.  Revenues of $6.42 billion rose 12.3% vs. 23Q1, and matched … Continue reading

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Baker Hughes (BKR) 23Q4 Update

BKR reported 23Q4 GAAP diluted EPS of $0.43 vs. 22Q4’s $0.18 and my estimate of $0.43.  Non-GAAP EPS was $0.51 compared with $0.18 last year and my estimate of $0.47.  Revenues of $6.84 billion rose 15.7% vs. 22Q4, in line … Continue reading

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Baker Hughes (BKR) 23Q3 Update

BKR reported 23Q3 GAAP diluted EPS of $0.51 vs. a loss of $0.02 a year ago and my estimate of $0.35.  Non-GAAP EPS was $0.42 compared with $0.26 last year and my estimate of $0.35.  Revenues of $6.64 billion rose … Continue reading

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Baker Hughes (BKR) 23Q2 Update

BKR reported 23Q2 GAAP diluted EPS of $0.40 vs. a loss of $0.84 a year ago and my estimate of $0.27.  Non-GAAP EPS was $0.39 compared with $0.11 last year and my estimate of $0.33.  Revenues of $6.3 billion rose … Continue reading

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Baker Hughes (BKR) 23Q1 Update Report

BKR reported 23Q1 GAAP EPS of $0.57 vs. $0.08 a year ago and my estimate of $0.19.  Non-GAAP EPS was $0.28 compared with $0.15 last year and my estimate of $0.29.  Revenues of $5.7 billion rose 18.2% vs. 22Q1, 4% … Continue reading

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Baker Hughes (BKR) 22Q4 Update

On Jan. 23, BKR reported 22Q4 GAAP EPS of $0.18 vs. $0.32 a year ago and my estimate of $0.29.  Non-GAAP EPS was $0.38 compared with $0.25 last year and my estimate of $0.41.  Revenues of $5.9 billion increased 7.7% … Continue reading

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Baker Hughes (BKR) 22Q3 Update

BKR reported a 22Q3 GAAP net loss of $0.02 per share vs. 21Q3’s profit of $0.01.  Non-GAAP adjusted EPS was $0.26 vs. $0.16.  I had anticipated 22Q3 GAAP EPS of $0.18 and Non-GAAP EPS of $0.30.  BKR’s 22Q3 non-GAAP EPS … Continue reading

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Baker Hughes (BKR): Initiating Coverage

Five years after its merger with GE Oil & Gas, Baker Hughes Company (BKR) is adjusting to changes in its market environment, including the fallout from the war in Ukraine, supply chain disruptions, inflation and challenges and opportunities in the … Continue reading

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The Outlook Begins to Improve (Gradually) for BHGE

The net income and EPS figures for the 2019 first quarter for Baker Hughes, a GE company, are confusing as presented.  The company reported net income (before income or loss allocated to the non-controlling interest, which is GE) of $71 … Continue reading

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Baker Hughes Will Likely Reinstate Its Dividend

Baker Hughes and General Electric completed their merger on July 3, 2017.  Baker Hughes shareholders received $17.50 in cash and one share of new Baker Hughes stock (BHGE).

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