View ValuationBaker Hughes 将来の成長Future 基準チェック /06Baker Hughes利益と収益がそれぞれ年間4.4%と3.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.6% 4.3%なると予測されています。主要情報4.4%収益成長率4.29%EPS成長率Energy Services 収益成長0%収益成長率3.7%将来の株主資本利益率13.56%アナリストカバレッジGood最終更新日20 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesDeclared Dividend • Apr 27First quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 5th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: US$0.94 (vs US$0.41 in 1Q 2025)First quarter 2026 results: EPS: US$0.94 (up from US$0.41 in 1Q 2025). Revenue: US$6.59b (up 2.5% from 1Q 2025). Net income: US$930.0m (up 131% from 1Q 2025). Profit margin: 14% (up from 6.3% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 24Baker Hughes Declares Quarterly Cash Dividend, Payable on May 15, 2026Baker Hughes announced that its Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on May 15, 2026, to holders of record on May 5, 2026.お知らせ • Apr 14Hexagon AB (publ) (OM:HEXA B) entered into an agreement to acquire Waygate Technologies USA, LP from Baker Hughes Company (NasdaqGS:BKR) for $1.5 billion.Hexagon AB (publ) (OM:HEXA B) entered into an agreement to acquire Waygate Technologies USA, LP from Baker Hughes Company (NasdaqGS:BKR) for $1.5 billion on April 13, 2026. The total consideration is to be paid in cash and on a debt-free basis, before customary closing adjustments. Hexagon intends to finance the acquisition with cash and utilisation of existing debt capacity. In fiscal year 2025, Waygate generated around $630 million in revenue, $83 million EBITDA, and $65 million EBIT. The closing of the transaction is subject to customary conditions, including regulatory approvals, and is expected to close in the second half of 2026. J.P. Morgan Securities LLC acted as financial advisor for Baker Hughes Company.お知らせ • Mar 31Baker Hughes Company, Annual General Meeting, May 19, 2026Baker Hughes Company, Annual General Meeting, May 19, 2026.Recent Insider Transactions • Feb 08Independent Director recently sold Mex$18m worth of stockOn the 3rd of February, William Beattie sold around 18k shares on-market at roughly Mex$987 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Feb 06Baker Hughes Declares Quarterly Cash Dividend, Payable on February 27, 2026Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on February 27, 2026, to holders of record on February 17, 2026.Reported Earnings • Jan 27Full year 2025 earnings released: EPS: US$2.62 (vs US$3.00 in FY 2024)Full year 2025 results: EPS: US$2.62 (down from US$3.00 in FY 2024). Revenue: US$27.7b (flat on FY 2024). Net income: US$2.59b (down 13% from FY 2024). Profit margin: 9.3% (down from 11% in FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 06Cactus International Announces Appointment of Stephen Tadlock as CEO, Effective January 1, 2026Cactus, Inc. announced that Stephen Tadlock, Executive Vice President and Chief Executive Officer of the company's spoolable technologies segment, has been appointed as the Chief Executive Officer of Cactus International, effective January 1, 2026.お知らせ • Jan 05Crane Company (NYSE:CR) completed the acquisition of Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR).Crane Company (NYSE:CR) entered into an agreement to acquire Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR) for approximately $1.2 billion on June 6, 2025. The cash consideration of $1.06 billion is the adjusted value after tax benefits with an estimated net present value of approximately $90 million. Crane Company intends to finance the acquisition with a combination of cash on hand and additional debt. The purchase of PSI is contingent upon regulatory approvals and customary closing conditions. The transaction is also subject to expiration or termination of all waiting periods under the HSR Act and the antitrust, competition or foreign investment laws. As of September 30, 2025 Crane Company entered into a credit agreement for a term loan facility in an aggregate principal amount of $900 million. The Term Facility will be available to fund the consummation of the acquisition. The acquisition is currently expected to close at the end of 2025 or early 2026. Evercore acted as financial advisor to Baker Hughes. Jannan Crozier, John Quattrocchi, Tanner Bodine, Kim Sartin, Jessica Greenwald and Lane Morgan of Baker McKenzie acted as legal advisor to Baker Hughes. Calvina Bostick, Chris Carson, Amy Ironmonger, Adam Tejeda, Leann Walsh, Jennifer Thiem, Rikki Sapolich-Krol, Vishal Mehta, Francesco Carloni, Michael Hofmann and Christopher Swallow of K&L Gates LLP with offices in the US, France, China, Japan, Germany, and the United Kingdom acted as legal advisor to Crane Company. Crane Company (NYSE:CR) completed the acquisition of Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR) on January 5, 2026.お知らせ • Jan 02Cactus Companies, Llc completed the acquisition of 65% stake in Surface Pressure Control Business of Baker Hughes Company (NasdaqGS:BKR).Cactus Companies, Llc agreed to acquire 65% stake in Surface Pressure Control Business of Baker Hughes Company (NasdaqGS:BKR) for approximately $340 million on June 2, 2025. Cactus will purchase a 65% interest in SPC for $344.5 million (on a debt-free, and, except as noted below, cash-free basis) subject to customary purchase price adjustments. Cactus expects to utilize cash on hand (approx.$348 million as of March 31, 2025) and funds from its undrawn $225 million revolving credit facility to fund the up-front consideration. The upfront purchase price of 65% represents a multiple of approximately 6.7x 2024 Transaction Adjusted EBITDA. The completion of the transaction is subject to customary closing conditions, including, among others, the expiration or termination of any applicable waiting period under certain competition laws and the obtainment of all regulatory clearances under such competition laws and regulatory approval. Closing is expected to occur in the second half of 2025. Piper Sandler & Co. is serving as the exclusive financial advisor to Cactus and Jason Jean and Jared Berg of Bracewell LLP are serving as legal counsel in association with the transaction. Sam Snider and Nathan Mihalik of McDermott Will & Emery LLP acted as legal advisor to Baker Hughes Company. Cactus Companies, Llc completed the acquisition of 65% stake in Surface Pressure Control Business of Baker Hughes Company (NasdaqGS:BKR) on January 2, 2026.お知らせ • Dec 29Baker Hughes Company to Report Q4, 2025 Results on Jan 25, 2026Baker Hughes Company announced that they will report Q4, 2025 results at 5:00 PM, US Eastern Standard Time on Jan 25, 2026Buy Or Sell Opportunity • Dec 08Now 21% undervaluedOver the last 90 days, the stock has risen 1.8% to Mex$868. The fair value is estimated to be Mex$1,101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.お知らせ • Nov 24Ananym Capital Provides Information to Shareholders of Baker HughesOn November 23, 2025, Ananym Capital Management LP announced that it has urging the Baker Hughes Company to spin off its Oilfield Services and Equipment business, argues that this could increase the stock price by ~60%. In addition, Ananym Capital stated that the Company operates in 2 segments Industrial & Energy Technologies, Oilfield Services & Equipment, and stated that the Company has strong historical returns, leading position in LNG turbomachinery (95% global footprint), expected to grow at 10% CAGR through 2030. Further, Ananym Capital stated that the Company highly exposed to commodity price volatility, management has improved earnings mix, exited low-margin ventures, and focused on international markets. Ananym Capital expects to work amicably with management but could become assertive if progress stalls, and the Company is already reviewing capital allocation, cost structure, and operations.Declared Dividend • Oct 27Third quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 4th November 2025 Payment date: 14th November 2025 Dividend yield will be 1.6%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 26Third quarter 2025 earnings released: EPS: US$0.62 (vs US$0.77 in 3Q 2024)Third quarter 2025 results: EPS: US$0.62 (down from US$0.77 in 3Q 2024). Revenue: US$7.01b (up 1.5% from 3Q 2024). Net income: US$609.0m (down 21% from 3Q 2024). Profit margin: 8.7% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 24Baker Hughes Declares Quarterly Dividend on Class A Common Stock, Payable on November 14, 2025Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on November 14, 2025, to holders of record on November 4, 2025.New Risk • Oct 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future.お知らせ • Oct 15Baker Hughes Company Announces Executive ChangesOn October 7, 2025, Ganesh Ramaswamy tendered his resignation as Executive Vice President, Industrial & Energy Technology of Baker Hughes Company (the “Company”) in order to pursue another opportunity. The Company thanks Mr. Ramaswamy for his significant contributions to the Company and wishes him success in his future endeavors. Effective October 24, 2025, Maria Claudia Borras, age 56, will assume the role of Executive Vice President, Industrial & Energy Technology on an interim basis in addition to her role as Chief Growth and Experience Officer. Ms. Borras is responsible for driving enterprise growth and enhancing customer experience, leading the commercial, regional and marketing organizations and driving transformation to energize business expansion across the company’s portfolio. Ms. Borras has more than 30 years of experience with Baker Hughes and the energy and energy technology industries. From 2022-2024, she served as Executive Vice President of Oilfield Services & Equipment, and from 2017-2022, she served as Executive Vice President of Oilfield Services.お知らせ • Sep 24Baker Hughes Company to Report Q3, 2025 Results on Oct 23, 2025Baker Hughes Company announced that they will report Q3, 2025 results at 5:00 PM, US Eastern Standard Time on Oct 23, 2025お知らせ • Aug 08Baker Hughes Company (NasdaqGS:BKR) completed the acquisition of Continental Disc Corporation from Tinicum Incorporated and others.Baker Hughes Company (NasdaqGS:BKR) agreed to acquire Continental Disc Corporation from Tinicum Incorporated and others for approximately $540 million on June 16, 2025. The acquisition will be funded with cash on hand. The transaction is subject to completion of all customary conditions and required regulatory approvals. The transaction is expected to close in the fourth quarter of 2025. As per filling of July 23, 2025, the acquisition is expected to close in the third quarter of 2025. Omar Pringle and Mitchell Presser of Morrison & Foerster LLP acted as legal advisor to Continental Disc Corporation, LLC. William Blair & Company, L.L.C. acted as the financial advisor to Continental Disc Corporation, LLC. Jefferies Financial Group Inc. acted as financial advisor to Baker Hughes. Erik Belenky of King & Spalding LLP acted as legal advisor to Baker Hughes in the transaction. Robert W. Baird & Co. acted as financial advisor to Continental Disc Corporation. Baker Hughes Company (NasdaqGS:BKR) completed the acquisition of Continental Disc Corporation from Tinicum Incorporated and others on August 7, 2025. The acquisition is expected to be immediately accretive to earnings and cash flow per share and Industrial & Energy Technology’s segment margins.お知らせ • Jul 29+ 1 more updateBaker Hughes Company (NasdaqGS:BKR) agreed to acquire Chart Industries, Inc. (NYSE:GTLS) for $9.5 billion.Baker Hughes Company (NasdaqGS:BKR) agreed to acquire Chart Industries, Inc. (NYSE:GTLS) for $9.5 billion on July 29, 2025. As part of consideration, $48.89 million is paid towards PSU common equity, $32.97 million is paid towards RSU common equity, $9.44 billion is paid towards common equity and $37.29 million is paid towards options of Chart Industries, Inc. The transaction will be financed through sub debt / mezzanine debt of $14.9 billion, Baker Hughes has secured fully committed bridge debt financing to fund the transaction, provided by Goldman Sachs Bank USA, Goldman Sachs Lending Partners LLC, and Morgan Stanley Senior Funding, Inc., which is expected to be replaced with permanent debt financing prior to close along with permanent financing through cash on balance sheet and debt issuance. Pursuant to the Merger Agreement, and subject to the terms and conditions described therein, with Chart continuing as the surviving corporation and becoming a wholly owned subsidiary of Baker Hughes. In case of termination of transaction, Baker Hughes Company will pay a termination fee of $500 million and seller will pay a termination fee of $250 million. As a part of the transaction, Baker Hughes is required to pay $258 million with respect to the termination of the Flowserve Merger Agreement to Flowserve on Chart’s behalf (and Chart shall pay the remaining $8 million portion thereof). The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer board, approval of offer by target shareholders and subject to antitrust regulations. The deal has been unanimously approved by the board. The transaction is expected to be completed by mid-year 2026. The transaction is expected to be immediately accretive to growth, margins and cash flow, with double-digit EPS accretion in the first full year after the transaction closes. Goldman Sachs & Co. LLC acted as financial advisor for Baker Hughes Company. Centerview Partners LLC acted as financial advisor for Baker Hughes Company. Morgan Stanley & Co. LLC acted as financial advisor for Baker Hughes Company. Paul J. Shim and Kyle A. Harris of Cleary Gottlieb Steen & Hamilton LLP acted as legal advisor for Baker Hughes Company. Wilmer Cutler Pickering Hale and Dorr LLP acted as legal advisor for Baker Hughes Company. Wells Fargo Securities, LLC acted as financial advisor for Chart Industries, Inc. Matt Stevens and Paul C. Huddle of Winston & Strawn LLP acted as legal advisor for Chart Industries, Inc. Wells Fargo Securities, LLC acted as fairness opinion provider for Chart Industries, Inc.Declared Dividend • Jul 28Second quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 5th August 2025 Payment date: 15th August 2025 Dividend yield will be 1.7%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 6.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 23Baker Hughes Company Declares Quarterly Cash Dividend on Class A Common Stock, Payable on August 15, 2025Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on August 15, 2025, to holders of record on August 5, 2025.Reported Earnings • Jul 23Second quarter 2025 earnings released: EPS: US$0.71 (vs US$0.58 in 2Q 2024)Second quarter 2025 results: EPS: US$0.71 (up from US$0.58 in 2Q 2024). Revenue: US$6.91b (down 3.2% from 2Q 2024). Net income: US$701.0m (up 21% from 2Q 2024). Profit margin: 10% (up from 8.1% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 16Baker Hughes Company (NasdaqGS:BKR) agreed to acquire Continental Disc Corporation from Tinicum Incorporated and others for approximately $540 million.Baker Hughes Company (NasdaqGS:BKR) agreed to acquire Continental Disc Corporation from Tinicum Incorporated and others for approximately $540 million on June 16, 2025. The acquisition will be funded with cash on hand. The transaction is subject to completion of all customary conditions and required regulatory approvals. The transaction is expected to close in the fourth quarter of 2025.お知らせ • Jun 13Baker Hughes Company to Report Q2, 2025 Results on Jul 22, 2025Baker Hughes Company announced that they will report Q2, 2025 results at 5:00 PM, US Eastern Standard Time on Jul 22, 2025お知らせ • Jun 10Crane Company (NYSE:CR) entered into an agreement to acquire Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR) for approximately $1.2 billion.Crane Company (NYSE:CR) entered into an agreement to acquire Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR) for approximately $1.2 billion on June 9, 2025. The cash consideration of $1.06 billion is the adjusted value after tax benefits with an estimated net present value of approximately $90 million. Crane Company intends to finance the acquisition with a combination of cash on hand and additional debt. The purchase of PSI is contingent upon regulatory approvals and customary closing conditions. The acquisition is currently expected to close at the end of 2025 or early 2026. Evercore acted as financial advisor to Baker Hughes.Declared Dividend • Apr 27First quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 6th May 2025 Payment date: 16th May 2025 Dividend yield will be 1.8%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: US$0.41 (vs US$0.46 in 1Q 2024)First quarter 2025 results: EPS: US$0.41 (down from US$0.46 in 1Q 2024). Revenue: US$6.43b (flat on 1Q 2024). Net income: US$402.0m (down 12% from 1Q 2024). Profit margin: 6.3% (down from 7.1% in 1Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 23Baker Hughes Company Declares Quarterly Cash Dividend, Payable on May 16, 2025Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on May 16, 2025, to holders of record on May 6, 2025.Buy Or Sell Opportunity • Apr 04Now 25% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$724. The fair value is estimated to be Mex$960, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.お知らせ • Apr 01Baker Hughes Company, Annual General Meeting, May 20, 2025Baker Hughes Company, Annual General Meeting, May 20, 2025.お知らせ • Mar 31Baker Hughes Company Announces Management ChangesBaker Hughes Company announced On March 28, 2025, Lynn L. Elsenhans announced that she will not stand for re-election at Baker Hughes Company's 2025 Annual Meeting of Shareholders. She has served on the company’s Board since 2019, having previously been part of its predecessor entities from 2012-2019. Elsenhans currently chairs the Governance & Corporate Responsibility Committee and is a member of the Human Capital and Compensation Committee. She will continue in her committee roles until May 1, 2025, and remain a director until the 2025 Annual Meeting. Her decision not to seek re-election is not due to any disagreements with the company. The Board expressed gratitude for her contributions. On the same day, the Board elected Ilham Kadri as a director, effective May 1, 2025. The Board size will increase from ten to eleven members at that time. Kadri, 56, is the current CEO of Syensqo S.A. (since December 2023) and was previously the CEO of Solvay S.A. from 2019-2023. She has extensive leadership experience across multiple industries, having worked with companies like Shell, UCB, Huntsman, Dow Chemical, and Sealed Air. Kadri is also a director at A.O. Smith Corporation and L’Oréal S.A. The Board confirmed that Kadri is independent under corporate governance standards and qualifies as an audit committee financial expert. She will serve on the Audit and Human Capital and Compensation Committees.お知らせ • Mar 13Baker Hughes Company to Report Q1, 2025 Results on Apr 22, 2025Baker Hughes Company announced that they will report Q1, 2025 results at 5:00 PM, US Eastern Standard Time on Apr 22, 2025お知らせ • Feb 25Baker Hughes Announces Chief Financial Officer ChangesBaker Hughes Company announced that Ahmed Moghal, a highly experienced finance leader who currently serves as chief financial officer (CFO) of Industrial & Energy Technology (IET) business, has been appointed CFO of the Company, effective immediately. Prior to IET, Moghal held senior positions in various business and corporate roles. In this role, he succeeds Nancy Buese, who, by mutual agreement with the Company, ceased to serve as CFO effective February 24, 2025. Moghal has served as senior vice president & CFO of the Industrial and Energy Technology business of Baker Hughes since 2023. Prior to this role, he was appointed as the financial planning & analysis leader at the time of the merger of Baker Hughes and GE Oil & Gas in 2017. In his more than two decades of experience, Moghal has worked in several industries globally, driving performance across multiple business models and cycles. He started his career in GE in the Financial Management Program and subsequently Corporate Audit Staff.お知らせ • Jan 31Baker Hughes Declares Increased Quarterly Cash Dividend, Payable on February 21, 2025Baker Hughes announced that the Baker Hughes Board of Directors declared an increased quarterly cash dividend of $0.23 per share of Class A common stock payable on February 21, 2025, to holders of record on February 11, 2025. The dividend reflects a 10% increase, or $0.02, compared to the same quarter last year.Reported Earnings • Jan 31Full year 2024 earnings released: EPS: US$3.00 (vs US$1.93 in FY 2023)Full year 2024 results: EPS: US$3.00 (up from US$1.93 in FY 2023). Revenue: US$27.8b (up 9.1% from FY 2023). Net income: US$2.98b (up 53% from FY 2023). Profit margin: 11% (up from 7.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 12Baker Hughes Company to Report Q4, 2024 Results on Jan 30, 2025Baker Hughes Company announced that they will report Q4, 2024 results at 5:00 PM, US Eastern Standard Time on Jan 30, 2025Declared Dividend • Oct 29Third quarter dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 4th November 2024 Payment date: 14th November 2024 Dividend yield will be 1.6%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Oct 25Baker Hughes Declares Quarterly Cash Dividend, Payable on November 14, 2024Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.21 per share of Class A common stock payable on November 14, 2024, to holders of record on November 4, 2024.Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.77 (vs US$0.51 in 3Q 2023)Third quarter 2024 results: EPS: US$0.77 (up from US$0.51 in 3Q 2023). Revenue: US$6.91b (up 4.0% from 3Q 2023). Net income: US$766.0m (up 48% from 3Q 2023). Profit margin: 11% (up from 7.8% in 3Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Global Energy Services industry.お知らせ • Sep 16Baker Hughes Company to Report Q3, 2024 Results on Oct 22, 2024Baker Hughes Company announced that they will report Q3, 2024 results at 5:00 PM, US Eastern Standard Time on Oct 22, 2024お知らせ • Sep 03Baker Hughes Company Announces Executive Changes, Effective October 1, 2024Baker Hughes Company announced on September 3, 2024 several changes to its leadership team, effective by October 1, 2024. These changes are designed to continue delivering Baker Hughes’ successful strategy and executing for long-term growth, meeting customer needs in the rapidly evolving energy and industrial segments. Amerino Gatti is appointed as executive vice president (EVP) of Oilfield Services & Equipment (OFSE). Gatti joins Baker Hughes as a seasoned energy and industrial executive, recently serving as chief executive officer and chairman of the board of TEAM Inc. from 2018-2022, as well as serving on the board of directors of Helix Energy Solutions from 2018-2024. Gatti previously spent 25 years in various leadership roles at oilfield services firm Schlumberger. His experience at Schlumberger included serving as president of the production group, president of well services, general manager for Qatar and Yemen; and vice president of production group in North America. Gatti’s deep domain expertise in oil & gas as well as industrial services will be critical to drive further profitability, growth, innovation, and customer satisfaction within OFSE. Maria Claudia Borras, EVP of OFSE since 2022, is appointed as chief growth & experience officer (CGXO). This newly created role will focus on driving enterprise growth and enhancing customer experience, creating and implementing commercial, regional and marketing strategies and leading transformation to energize business expansion across the company’s portfolio. Borras has more than 30 years of proven leadership at Baker Hughes, having previously held positions across the Company’s commercial, operations, and engineering organizations. In addition, Muzzamil Khider Ahmed, SVP and chief people officer since 2023, has been promoted to the executive leadership team as chief people & culture officer. In his new role, Khider Ahmed will continue focusing on strengthening human resources capabilities and systems while shaping the Company’s culture to foster a productive, inclusive, and engaging work environment. He brings more than 20 years of industry experience, including more than 10 years of human resources leadership at Baker Hughes. With these changes, Deanna Jones, EVP of people, communications & transformation and chief human resources officer, will transition into an advisory capacity before departing the Company in 2025.Declared Dividend • Jul 29Second quarter dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 6th August 2024 Payment date: 16th August 2024 Dividend yield will be 1.7%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.58 (vs US$0.41 in 2Q 2023)Second quarter 2024 results: EPS: US$0.58 (up from US$0.41 in 2Q 2023). Revenue: US$7.14b (up 13% from 2Q 2023). Net income: US$579.0m (up 41% from 2Q 2023). Profit margin: 8.1% (up from 6.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26Baker Hughes Company Declares Quarterly Dividend, Payable on Aug. 16, 2024Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.21 per share of Class A common stock payable on Aug. 16, 2024, to holders of record on Aug. 6, 2024.Buy Or Sell Opportunity • Jul 16Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$643. The fair value is estimated to be Mex$528, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Jun 18Baker Hughes Company to Report Q2, 2024 Results on Jul 25, 2024Baker Hughes Company announced that they will report Q2, 2024 results at 5:00 PM, US Eastern Standard Time on Jul 25, 2024お知らせ • May 25Baker Hughes Company Announces Board ChangesOn May 22, 2024, the Board of Directors of Baker Hughes Company elected Shirley Edwards to serve as a director of the Company with a term beginning on May 22, 2024. At that time, the size of the Board will be expanded from nine to ten members. Shirley Edwards, age 63, had a 20-year career at EY (formerly Ernst & Young LLP), most recently serving as Global Client Service Partner from 2017 to 2022. Ms. Edwards is currently a board member for Solventum Corp., where she has served since 2024 and for Appian Corp., where she has served since 2022. Ms. Edwards has also served as a board member for Girls Scouts of the Nation’s Capital from 2003 to 2008 and 2014 to 2017, as a board member for Leadership Greater Washington from 2001 to 2008 and on the Pamplin College of Business Advisory Council for Virginia Tech from 2007 to 2022. Ms. Edwards holds a B.S. in Accounting from Virginia Tech and is a licensed CPA. On May 22, 2024, the Board of Directors elected Lorenzo Simonelli as Chairman of the Board and W. Geoffrey Beattie as Lead Director.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$0.46 (vs US$0.57 in 1Q 2023)First quarter 2024 results: EPS: US$0.46 (down from US$0.57 in 1Q 2023). Revenue: US$6.42b (up 12% from 1Q 2023). Net income: US$455.0m (down 21% from 1Q 2023). Profit margin: 7.1% (down from 10% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Global Energy Services industry.お知らせ • Apr 24Baker Hughes Company Declares Quarterly Dividend, Payable on May 16, 2024Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.21 per share of Class A common stock payable on May 16, 2024, to holders of record on May 6, 2024.お知らせ • Apr 03Baker Hughes Company, Annual General Meeting, May 13, 2024Baker Hughes Company, Annual General Meeting, May 13, 2024, at 08:00 Central Daylight. Agenda: To consider the election of directors; to consider an advisory vote related to the Company's executive compensation program; to consider the ratification of KPMG LLP as the Company's independent registered public accounting firm for fiscal year 2024; to consider amendment and Restatement of the Certificate of Incorporation to limit the liability of certain officers of the Company; and to consider any other matter thereof.お知らせ • Mar 15Baker Hughes Company to Report Q1, 2024 Results on Apr 23, 2024Baker Hughes Company announced that they will report Q1, 2024 results at 5:00 PM, US Eastern Standard Time on Apr 23, 2024お知らせ • Feb 02Baker Hughes Company Declares Quarterly Cash Dividend, Payable on February 23, 2024Baker Hughes announced that the Baker Hughes Board of Directors declared an increased quarterly cash dividend of $0.21 per share of Class A common stock payable on February 23, 2024, to holders of record on February 13, 2024.お知らせ • Jan 25+ 1 more updateBaker Hughes Company Reports Property, Plant and Equipment Impairment for the Fourth Quarter Ended December 31, 2023Baker Hughes Company reported Property, plant and equipment impairment for the fourth quarter ended December 31, 2023. For the quarter, the company reported Property, plant and equipment impairment net of $11 million.Reported Earnings • Jan 24Full year 2023 earnings released: EPS: US$1.93 (vs US$0.61 loss in FY 2022)Full year 2023 results: EPS: US$1.93 (up from US$0.61 loss in FY 2022). Revenue: US$25.5b (up 21% from FY 2022). Net income: US$1.94b (up US$2.54b from FY 2022). Profit margin: 7.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Global Energy Services industry.お知らせ • Dec 13Baker Hughes Company to Report Q4, 2023 Results on Jan 23, 2024Baker Hughes Company announced that they will report Q4, 2023 results at 5:00 PM, US Eastern Standard Time on Jan 23, 2024お知らせ • Dec 12Baker Hughes Appoints Georgia Magno as Chief Legal Officer, Effective January 1, 2024Baker Hughes announced Georgia Magno as chief legal officer (CLO) effective January 1, 2024. She will be responsible for the Company’s legal and regulatory affairs, corporate governance, and compliance functions. Magno brings 20 years of management and legal experience to the role, previously serving as vice president and general counsel for Baker Hughes’ Industrial & Energy Technology (IET) business segment. In her previous role, Magno focused on enabling the growth of Baker Hughes while working to ensure compliance, legal and reputational excellence. Magno joined the Company in 2010, first as general counsel for the global supply chain and holding subsequent legal roles across commercial, operational and product line organizations in multiple countries including Italy and the U.S. Prior to Baker Hughes, she was an international litigator with the law firms of Cleary Gottlieb and Weil, Gotshal & Manges LLP. Magno is a member of the New York Bar and holds a Master of Laws degree from Harvard Law School and a Juris Doctor from the University of Bologna. She has been a visiting researcher at the Wharton School at the University of Pennsylvania. She also holds the role of vice chairwoman of the Nuovo Pignone Holding Board of Directors.お知らせ • Dec 03Baker Hughes Company Elects Abdulaziz M. Al Gudaimi as Director, Effective January 1, 2024On November 30, 2023, the Board of Directors (the "Board") of Baker Hughes Company (the "Company") elected Abdulaziz M. Al Gudaimi to serve as a director of the Company with a term beginning on January 1, 2024. At that time, the size of the Board will be expanded from nine to ten members. Abdulaziz M. Al Gudaimi, age 61, had an over 38-year career at Saudi Arabian Oil Company (" Aramco "), an integrated energy and chemical company listed on the Saudi Stock Exchange (Tadawul), culminating in numerous senior management and leadership roles. He retired from Aramco as its Executive Vice President Corporate Development in November 2022, having been responsible for Aramco’s mergers and acquisitions transactions and divestment strategy, a position he held since September 2020. Prior to that, from May 2015 to September 2020, he served as Executive Vice President Downstream leading all Aramco Downstream refining, chemicals, power, infrastructures, marketing & trading, and retail businesses units of Aramco. He began his career at Aramco in November 1983, holding a series of increasingly senior positions and assuming leadership roles in several Aramco affiliated ventures. He served as CEO and President of Aramco Gulf Operation Company (an Aramco subsidiary operating independently with its own board of directors that manages the Saudi Arabian share of hydrocarbon production in the dividing zone between Saudi Arabia and Kuwait) between May 2004 and May 2006. He was also the Director of Gas Venture Development, looking over all non-associated gas upstream offerings to international oil companies between June 2001 and April 2004. He was also the Director of Shaybah Field, leading all oil production facilities of 500,000 Barrels per Day in Saudi Empty Quarter from June 1997 to May 1999. Since March 2023, he has served as an independent director of Banque Saudi Fransi, a bank listed on the Saudi Stock Exchange (Tadawul). He also served as a director of S-Oil Corp., an oil-refining company affiliated with Aramco and listed on the Korea Exchange, from November 2017 to March 2021. The Board has determined that Mr. Al Gudaimi is independent under the corporate governance requirements of Nasdaq and the Company’s Governance Principles.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.51 (vs US$0.017 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.51 (up from US$0.017 loss in 3Q 2022). Revenue: US$6.64b (up 24% from 3Q 2022). Net income: US$518.0m (up US$535.0m from 3Q 2022). Profit margin: 7.8% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Global Energy Services industry.お知らせ • Oct 27Baker Hughes Company Approves Quarterly Cash Dividend on Class A Common Stock, Payable on November 17, 2023On October 25, 2023, the board of directors of Baker Hughes Company approved a quarterly cash dividend of $0.20 per share of Class A common stock payable on November 17, 2023, to holders of record on November 6, 2023.お知らせ • Sep 08Baker Hughes Company to Report Q3, 2023 Results on Oct 26, 2023Baker Hughes Company announced that they will report Q3, 2023 results at 5:00 PM, US Eastern Standard Time on Oct 26, 2023お知らせ • Jul 28Baker Hughes Declares Increased Quarterly Dividend, Payable on Aug. 18, 2023Baker Hughes announced that the Baker Hughes Board of Directors declared an increased quarterly cash dividend of $0.20 per share of Class A common stock payable on Aug. 18, 2023, to holders of record on Aug. 8, 2023.Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: US$0.41 (vs US$0.84 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.41 (up from US$0.84 loss in 2Q 2022). Revenue: US$6.32b (up 25% from 2Q 2022). Net income: US$410.0m (up US$1.25b from 2Q 2022). Profit margin: 6.5% (up from net loss in 2Q 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Global Energy Services industry.お知らせ • Jun 06Baker Hughes Company to Report Q2, 2023 Results on Jul 19, 2023Baker Hughes Company announced that they will report Q2, 2023 results at 7:00 AM, Eastern Standard Time on Jul 19, 2023お知らせ • May 20+ 1 more updateBaker Hughes Company Announces Executive Changes, Effective June 1, 2023On May 19, 2023, Baker Hughes Company announced that Rebecca Charlton has been appointed Senior Vice President, Controller and Chief Accounting Officer of the Company, with an anticipated effective date of June 1, 2023 (the “Effective Date”). Ms. Charlton will succeed Kurt Camilleriwho will be transitioning out of his current role of Senior Vice President, Controller and Chief Accounting Officer on the Effective Date and will assist with the transition of his duties to Ms. Charlton until his departure from the Company in the third quarter of 2023. Mr. Camilleri’s departure is not the result of any dispute or disagreement with the Company on any matter relating to the Company’s accounting practices or financial statements. Ms. Charlton, age 45, most recently served as Vice President, Financial Planning & Analysis of Newmont Corporation (“Newmont”), a global gold mining company, from March 2022 until earlier this year. She joined Newmont in July 2019 as the Regional Chief Financial Officer for the South America region. Prior to her role at Newmont, Ms. Charlton was Chief Financial Officer, International Operations of CMOC International, a global mining company, from October 2016 to October 2018 and held a variety of finance roles with Anglo American, a global mining company, between May 2006 and September 2016. Ms. Charlton began her career in public accounting, starting as an accountant for PwC from January 1998 to May 2006.お知らせ • May 17Baker Hughes Company Declares Quarterly Cash Dividend, Payable on June 9, 2023Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.19 per share of Class A common stock payable on June 9, 2023, to holders of record on May 30, 2023.お知らせ • May 06Baker Hughes Company Announces Resignation of Rod Christie as AdvisorAs previously disclosed by Baker Hughes Company, effective January 16, 2023, Rod Christie transitioned out of his role as EVP, Industrial & Energy Technology and into an advisor role until his departure from the Company. In connection with Mr. Christie’s departure, the Company has entered into a Separation Agreement & Release, effective May 1, 2023, with Mr. Christie, which sets forth the terms of Mr. Christie’s departure. Mr. Christie departed from the Company effective May 1, 2023.Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$0.57 (vs US$0.077 in 1Q 2022)First quarter 2023 results: EPS: US$0.57 (up from US$0.077 in 1Q 2022). Revenue: US$5.72b (up 18% from 1Q 2022). Net income: US$576.0m (up US$504.0m from 1Q 2022). Profit margin: 10% (up from 1.5% in 1Q 2022). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Global Energy Services industry.Reported Earnings • Feb 18Full year 2022 earnings released: US$0.61 loss per share (vs US$0.27 loss in FY 2021)Full year 2022 results: US$0.61 loss per share (further deteriorated from US$0.27 loss in FY 2021). Revenue: US$21.2b (up 3.2% from FY 2021). Net loss: US$601.0m (loss widened 174% from FY 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Global Energy Services industry.お知らせ • Jan 31+ 1 more updateBaker Hughes Company, Annual General Meeting, Jan 30, 2023Baker Hughes Company, Annual General Meeting, Jan 30, 2023.お知らせ • Jan 30Baker Hughes Unveils New Digital Solutions for More Intelligent Operations and Cleaner EnergyBaker Hughes announced at its Annual Meeting in Florence, Italy, the introduction of multiple new digital solutions and investments to advance more intelligent and energy-efficient operations. The result of detailed research conducted with oil and gas, heavy industry and broader industrial customers and partners, the solutions focus on improving efficiency and performance while reducing emissions, helping to drive the long-term sustainability of customer operations. Leucipa is a public and private cloud-based automated field production software solution designed to help oil and gas operators proactively manage production and reduce carbon emissions. Leucipa focuses first on the specific outcome an operator wants to achieve, harnessing and leveraging data to drive intelligent operations. A significant number of oil and gas production activities are still conducted manually, leading to inefficiencies, unnecessary costs and lost production. By automating production processes, Leucipa will eliminate much of that inefficiency, ensure more environmentally sound operations, and enable customers to help recover the millions of barrels that would have otherwise remained in the ground. Pan American Energy Corp, a leading energy company in Argentina, has agreed to be the launch customer of Leucipa. Pan American’s pioneering decision showcases the company’s commitment not just to enhance production management but also to increase energy efficiency, positioning them at the forefront of the industry. Leucipa will be released to the global market by mid-2023. Cordant is an integrated suite of solutions supporting industrial asset performance management and process optimization. Building on Baker Hughes’ broad and established rotating equipment, critical sensors, valves, pumps, gears, and inspection service domain expertise, Cordant will combine existing digital offerings for hardware, software and services capabilities into one integrated and simplified user interface. Customers’ digital assets, tools and insights will converge within Cordant and can easily integrate with existing Baker Hughes technologies as well as technologies from other equipment manufacturers. Cordant is available through a modular approach. Customers can deploy Cordant through a variety of models that best aligned to their preferences: a hardware and software bundle; software as a service; on-premise offerings; or as an outcome-based solution tied to specific performance indicators. Releases with further enhancements and connectivity are planned throughout 2023 and beyond. The Leucipa and Cordant solutions leverage and advance Baker Hughes’ core capabilities of enhanced domain expertise, engineering and advanced services capabilities by offering customers a personalized experience through actionable insights gleaned by state of the art artificial intelligence (AI) engines. Baker Hughes remains committed to delivering the best solutions for its customers and staying at the forefront of digital innovation. In addition, Baker Hughes announced it is collaborating with Corva, which offers an open solution for well construction digital offerings to enhance rig visualization and decision making in the oil and gas industry. Corva's analytics and real-time data capabilities will improve well construction operations and reduce costs. Corva’s open development platform allows innovation by the operator and/or service providers. Baker Hughes is a minority investor in Corva, becoming an international reseller and introducing new applications to the Corva App Store for access to its oilfield expertise. The collaboration aims to create a digital accelerator for improved efficiency in rig operations. These three digital solutions are key components of Baker Hughes’ mission as the digital partner of choice for energy and industrial customers. Together, these solutions help customers drill better, produce more, and experience more intelligent operations. They enable customers to make better, more informed decisions to better optimize their operations, reduce costs and increase production.お知らせ • Jan 27Baker Hughes Declares Quarterly Dividend, Payable on February 17, 2023Baker Hughes announced that the Baker Hughes Board of Directors declared a cash dividend of $0.19 per share of Class A common stock payable on February 17, 2023 to holders of record on February 6, 2023.お知らせ • Jan 10Baker Hughes Names Ganesh Ramaswamy as Executive Vice President of Industrial & Energy TechnologyBaker Hughes announced Ganesh Ramaswamy as executive vice president (EVP) of the Industrial & Energy Technology (IET) business segment effective Jan. 16. Ramaswamy’s appointment is another step in the Company’s strategic transformation – announced in September 2022 – to simplify its operations, enhance profitability, and drive growth in the rapidly evolving energy and industrial markets. Ramaswamy brings more than 25 years of diversified experience across industrial sectors. He most recently served as president of Global Services for Johnson Controls, where he led the multinational conglomerate’s transformation in digital services and drove significant year-over-year growth in services and sustainability solutions. Ramaswamy previously held multiple business leadership roles in Danaher, a diversified manufacturer of industrial products and services, as well as holding product and general management roles for multiple international companies. With Ramaswamy’s appointment, Rod Christie, EVP of IET, will be moving to a strategic adviser role before departing the Company in the second quarter of 2023.お知らせ • Nov 17Baker Hughes Company to Report Q4, 2022 Results on Jan 23, 2023Baker Hughes Company announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Jan 23, 2023Upcoming Dividend • May 23Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 10 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of Mexican dividend payers (5.9%). In line with average of industry peers (2.0%).Recent Insider Transactions • Apr 29Senior VP recently sold Mex$4.0m worth of stockOn the 22nd of April, Kurt Camilleri sold around 6k shares on-market at roughly Mex$682 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$36m. Insiders have been net sellers, collectively disposing of Mex$83m more than they bought in the last 12 months.Recent Insider Transactions • Mar 03Insider recently sold Mex$12m worth of stockOn the 28th of February, Rami Qasem sold around 20k shares on-market at roughly Mex$595 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$36m. Insiders have been net sellers, collectively disposing of Mex$75m more than they bought in the last 12 months.Reported Earnings • Jul 24Second quarter 2021 earnings released: US$0.084 loss per share (vs US$0.32 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$5.14b (up 8.6% from 2Q 2020). Net loss: US$68.0m (loss narrowed 68% from 2Q 2020).業績と収益の成長予測BMV:BKR * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202830,3383,1163,2074,265812/31/202728,9482,6672,7453,7471412/31/202627,1482,6032,4023,508153/31/202627,8933,1162,2923,601N/A12/31/202527,7332,5882,5373,810N/A9/30/202527,7112,8912,0893,338N/A6/30/202527,6093,0482,1653,419N/A3/31/202527,8382,9262,0123,257N/A12/31/202427,8292,9792,0543,332N/A9/30/202427,3002,2401,7933,074N/A6/30/202427,0331,9921,6122,874N/A3/31/202426,2081,8222,1383,385N/A12/31/202325,5061,9431,8383,062N/A9/30/202324,5761,6851,8913,028N/A6/30/202323,3041,1511,7332,815N/A3/31/202322,037-971,2462,277N/A12/31/202221,156-6018991,888N/A9/30/202220,736-4907781,764N/A6/30/202220,460-4666251,583N/A3/31/202220,5553058651,768N/A12/31/202120,502-2191,5182,374N/A9/30/202120,5121401,2141,977N/A6/30/202120,469-381,0161,780N/A3/31/202120,062-1656741,504N/A12/31/202020,705-9,9403301,304N/A9/30/202021,558-10,5441,1162,284N/A6/30/202022,390-10,3171,1772,425N/A3/31/202023,648-10,1311,4772,788N/A12/31/201923,838128N/A2,126N/A9/30/201923,755211N/A1,858N/A6/30/201923,538167N/A1,738N/A3/31/201923,093157N/A1,284N/A12/31/201822,877195N/A1,762N/A9/30/201822,41195N/A459N/A6/30/201822,047-52N/A23N/A3/31/201819,514-33N/A-159N/A12/31/201717,179-103N/A-799N/A9/30/201714,896-134N/A-128N/A6/30/201712,619N/AN/A109N/A3/31/201712,926-141N/A145N/A12/31/201613,082N/AN/A262N/A12/31/201516,688N/AN/A1,277N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BKR *の予測収益成長率 (年間4.4% ) は 貯蓄率 ( 9% ) を下回っています。収益対市場: BKR *の収益 ( 4.4% ) MX市場 ( 9.1% ) よりも低い成長が予測されています。高成長収益: BKR *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: BKR *の収益 ( 3.7% ) MX市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: BKR *の収益 ( 3.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BKR *の 自己資本利益率 は、3年後には低くなると予測されています ( 13.6 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 17:48終値2026/05/15 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Baker Hughes Company 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44 アナリスト機関William SeleskyArgus Research CompanyJ. David AndersonBarclaysJ. David AndersonBarclays41 その他のアナリストを表示
Declared Dividend • Apr 27First quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 5th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.1%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: US$0.94 (vs US$0.41 in 1Q 2025)First quarter 2026 results: EPS: US$0.94 (up from US$0.41 in 1Q 2025). Revenue: US$6.59b (up 2.5% from 1Q 2025). Net income: US$930.0m (up 131% from 1Q 2025). Profit margin: 14% (up from 6.3% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 24Baker Hughes Declares Quarterly Cash Dividend, Payable on May 15, 2026Baker Hughes announced that its Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on May 15, 2026, to holders of record on May 5, 2026.
お知らせ • Apr 14Hexagon AB (publ) (OM:HEXA B) entered into an agreement to acquire Waygate Technologies USA, LP from Baker Hughes Company (NasdaqGS:BKR) for $1.5 billion.Hexagon AB (publ) (OM:HEXA B) entered into an agreement to acquire Waygate Technologies USA, LP from Baker Hughes Company (NasdaqGS:BKR) for $1.5 billion on April 13, 2026. The total consideration is to be paid in cash and on a debt-free basis, before customary closing adjustments. Hexagon intends to finance the acquisition with cash and utilisation of existing debt capacity. In fiscal year 2025, Waygate generated around $630 million in revenue, $83 million EBITDA, and $65 million EBIT. The closing of the transaction is subject to customary conditions, including regulatory approvals, and is expected to close in the second half of 2026. J.P. Morgan Securities LLC acted as financial advisor for Baker Hughes Company.
お知らせ • Mar 31Baker Hughes Company, Annual General Meeting, May 19, 2026Baker Hughes Company, Annual General Meeting, May 19, 2026.
Recent Insider Transactions • Feb 08Independent Director recently sold Mex$18m worth of stockOn the 3rd of February, William Beattie sold around 18k shares on-market at roughly Mex$987 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Feb 06Baker Hughes Declares Quarterly Cash Dividend, Payable on February 27, 2026Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on February 27, 2026, to holders of record on February 17, 2026.
Reported Earnings • Jan 27Full year 2025 earnings released: EPS: US$2.62 (vs US$3.00 in FY 2024)Full year 2025 results: EPS: US$2.62 (down from US$3.00 in FY 2024). Revenue: US$27.7b (flat on FY 2024). Net income: US$2.59b (down 13% from FY 2024). Profit margin: 9.3% (down from 11% in FY 2024). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 06Cactus International Announces Appointment of Stephen Tadlock as CEO, Effective January 1, 2026Cactus, Inc. announced that Stephen Tadlock, Executive Vice President and Chief Executive Officer of the company's spoolable technologies segment, has been appointed as the Chief Executive Officer of Cactus International, effective January 1, 2026.
お知らせ • Jan 05Crane Company (NYSE:CR) completed the acquisition of Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR).Crane Company (NYSE:CR) entered into an agreement to acquire Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR) for approximately $1.2 billion on June 6, 2025. The cash consideration of $1.06 billion is the adjusted value after tax benefits with an estimated net present value of approximately $90 million. Crane Company intends to finance the acquisition with a combination of cash on hand and additional debt. The purchase of PSI is contingent upon regulatory approvals and customary closing conditions. The transaction is also subject to expiration or termination of all waiting periods under the HSR Act and the antitrust, competition or foreign investment laws. As of September 30, 2025 Crane Company entered into a credit agreement for a term loan facility in an aggregate principal amount of $900 million. The Term Facility will be available to fund the consummation of the acquisition. The acquisition is currently expected to close at the end of 2025 or early 2026. Evercore acted as financial advisor to Baker Hughes. Jannan Crozier, John Quattrocchi, Tanner Bodine, Kim Sartin, Jessica Greenwald and Lane Morgan of Baker McKenzie acted as legal advisor to Baker Hughes. Calvina Bostick, Chris Carson, Amy Ironmonger, Adam Tejeda, Leann Walsh, Jennifer Thiem, Rikki Sapolich-Krol, Vishal Mehta, Francesco Carloni, Michael Hofmann and Christopher Swallow of K&L Gates LLP with offices in the US, France, China, Japan, Germany, and the United Kingdom acted as legal advisor to Crane Company. Crane Company (NYSE:CR) completed the acquisition of Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR) on January 5, 2026.
お知らせ • Jan 02Cactus Companies, Llc completed the acquisition of 65% stake in Surface Pressure Control Business of Baker Hughes Company (NasdaqGS:BKR).Cactus Companies, Llc agreed to acquire 65% stake in Surface Pressure Control Business of Baker Hughes Company (NasdaqGS:BKR) for approximately $340 million on June 2, 2025. Cactus will purchase a 65% interest in SPC for $344.5 million (on a debt-free, and, except as noted below, cash-free basis) subject to customary purchase price adjustments. Cactus expects to utilize cash on hand (approx.$348 million as of March 31, 2025) and funds from its undrawn $225 million revolving credit facility to fund the up-front consideration. The upfront purchase price of 65% represents a multiple of approximately 6.7x 2024 Transaction Adjusted EBITDA. The completion of the transaction is subject to customary closing conditions, including, among others, the expiration or termination of any applicable waiting period under certain competition laws and the obtainment of all regulatory clearances under such competition laws and regulatory approval. Closing is expected to occur in the second half of 2025. Piper Sandler & Co. is serving as the exclusive financial advisor to Cactus and Jason Jean and Jared Berg of Bracewell LLP are serving as legal counsel in association with the transaction. Sam Snider and Nathan Mihalik of McDermott Will & Emery LLP acted as legal advisor to Baker Hughes Company. Cactus Companies, Llc completed the acquisition of 65% stake in Surface Pressure Control Business of Baker Hughes Company (NasdaqGS:BKR) on January 2, 2026.
お知らせ • Dec 29Baker Hughes Company to Report Q4, 2025 Results on Jan 25, 2026Baker Hughes Company announced that they will report Q4, 2025 results at 5:00 PM, US Eastern Standard Time on Jan 25, 2026
Buy Or Sell Opportunity • Dec 08Now 21% undervaluedOver the last 90 days, the stock has risen 1.8% to Mex$868. The fair value is estimated to be Mex$1,101, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 4.6% per annum over the same time period.
お知らせ • Nov 24Ananym Capital Provides Information to Shareholders of Baker HughesOn November 23, 2025, Ananym Capital Management LP announced that it has urging the Baker Hughes Company to spin off its Oilfield Services and Equipment business, argues that this could increase the stock price by ~60%. In addition, Ananym Capital stated that the Company operates in 2 segments Industrial & Energy Technologies, Oilfield Services & Equipment, and stated that the Company has strong historical returns, leading position in LNG turbomachinery (95% global footprint), expected to grow at 10% CAGR through 2030. Further, Ananym Capital stated that the Company highly exposed to commodity price volatility, management has improved earnings mix, exited low-margin ventures, and focused on international markets. Ananym Capital expects to work amicably with management but could become assertive if progress stalls, and the Company is already reviewing capital allocation, cost structure, and operations.
Declared Dividend • Oct 27Third quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 4th November 2025 Payment date: 14th November 2025 Dividend yield will be 1.6%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 26Third quarter 2025 earnings released: EPS: US$0.62 (vs US$0.77 in 3Q 2024)Third quarter 2025 results: EPS: US$0.62 (down from US$0.77 in 3Q 2024). Revenue: US$7.01b (up 1.5% from 3Q 2024). Net income: US$609.0m (down 21% from 3Q 2024). Profit margin: 8.7% (down from 11% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 24Baker Hughes Declares Quarterly Dividend on Class A Common Stock, Payable on November 14, 2025Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on November 14, 2025, to holders of record on November 4, 2025.
New Risk • Oct 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future.
お知らせ • Oct 15Baker Hughes Company Announces Executive ChangesOn October 7, 2025, Ganesh Ramaswamy tendered his resignation as Executive Vice President, Industrial & Energy Technology of Baker Hughes Company (the “Company”) in order to pursue another opportunity. The Company thanks Mr. Ramaswamy for his significant contributions to the Company and wishes him success in his future endeavors. Effective October 24, 2025, Maria Claudia Borras, age 56, will assume the role of Executive Vice President, Industrial & Energy Technology on an interim basis in addition to her role as Chief Growth and Experience Officer. Ms. Borras is responsible for driving enterprise growth and enhancing customer experience, leading the commercial, regional and marketing organizations and driving transformation to energize business expansion across the company’s portfolio. Ms. Borras has more than 30 years of experience with Baker Hughes and the energy and energy technology industries. From 2022-2024, she served as Executive Vice President of Oilfield Services & Equipment, and from 2017-2022, she served as Executive Vice President of Oilfield Services.
お知らせ • Sep 24Baker Hughes Company to Report Q3, 2025 Results on Oct 23, 2025Baker Hughes Company announced that they will report Q3, 2025 results at 5:00 PM, US Eastern Standard Time on Oct 23, 2025
お知らせ • Aug 08Baker Hughes Company (NasdaqGS:BKR) completed the acquisition of Continental Disc Corporation from Tinicum Incorporated and others.Baker Hughes Company (NasdaqGS:BKR) agreed to acquire Continental Disc Corporation from Tinicum Incorporated and others for approximately $540 million on June 16, 2025. The acquisition will be funded with cash on hand. The transaction is subject to completion of all customary conditions and required regulatory approvals. The transaction is expected to close in the fourth quarter of 2025. As per filling of July 23, 2025, the acquisition is expected to close in the third quarter of 2025. Omar Pringle and Mitchell Presser of Morrison & Foerster LLP acted as legal advisor to Continental Disc Corporation, LLC. William Blair & Company, L.L.C. acted as the financial advisor to Continental Disc Corporation, LLC. Jefferies Financial Group Inc. acted as financial advisor to Baker Hughes. Erik Belenky of King & Spalding LLP acted as legal advisor to Baker Hughes in the transaction. Robert W. Baird & Co. acted as financial advisor to Continental Disc Corporation. Baker Hughes Company (NasdaqGS:BKR) completed the acquisition of Continental Disc Corporation from Tinicum Incorporated and others on August 7, 2025. The acquisition is expected to be immediately accretive to earnings and cash flow per share and Industrial & Energy Technology’s segment margins.
お知らせ • Jul 29+ 1 more updateBaker Hughes Company (NasdaqGS:BKR) agreed to acquire Chart Industries, Inc. (NYSE:GTLS) for $9.5 billion.Baker Hughes Company (NasdaqGS:BKR) agreed to acquire Chart Industries, Inc. (NYSE:GTLS) for $9.5 billion on July 29, 2025. As part of consideration, $48.89 million is paid towards PSU common equity, $32.97 million is paid towards RSU common equity, $9.44 billion is paid towards common equity and $37.29 million is paid towards options of Chart Industries, Inc. The transaction will be financed through sub debt / mezzanine debt of $14.9 billion, Baker Hughes has secured fully committed bridge debt financing to fund the transaction, provided by Goldman Sachs Bank USA, Goldman Sachs Lending Partners LLC, and Morgan Stanley Senior Funding, Inc., which is expected to be replaced with permanent debt financing prior to close along with permanent financing through cash on balance sheet and debt issuance. Pursuant to the Merger Agreement, and subject to the terms and conditions described therein, with Chart continuing as the surviving corporation and becoming a wholly owned subsidiary of Baker Hughes. In case of termination of transaction, Baker Hughes Company will pay a termination fee of $500 million and seller will pay a termination fee of $250 million. As a part of the transaction, Baker Hughes is required to pay $258 million with respect to the termination of the Flowserve Merger Agreement to Flowserve on Chart’s behalf (and Chart shall pay the remaining $8 million portion thereof). The transaction is subject to approval by regulatory board / committee, approval of merger agreement by target board, approval of offer by acquirer board, approval of offer by target shareholders and subject to antitrust regulations. The deal has been unanimously approved by the board. The transaction is expected to be completed by mid-year 2026. The transaction is expected to be immediately accretive to growth, margins and cash flow, with double-digit EPS accretion in the first full year after the transaction closes. Goldman Sachs & Co. LLC acted as financial advisor for Baker Hughes Company. Centerview Partners LLC acted as financial advisor for Baker Hughes Company. Morgan Stanley & Co. LLC acted as financial advisor for Baker Hughes Company. Paul J. Shim and Kyle A. Harris of Cleary Gottlieb Steen & Hamilton LLP acted as legal advisor for Baker Hughes Company. Wilmer Cutler Pickering Hale and Dorr LLP acted as legal advisor for Baker Hughes Company. Wells Fargo Securities, LLC acted as financial advisor for Chart Industries, Inc. Matt Stevens and Paul C. Huddle of Winston & Strawn LLP acted as legal advisor for Chart Industries, Inc. Wells Fargo Securities, LLC acted as fairness opinion provider for Chart Industries, Inc.
Declared Dividend • Jul 28Second quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 5th August 2025 Payment date: 15th August 2025 Dividend yield will be 1.7%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 6.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 23Baker Hughes Company Declares Quarterly Cash Dividend on Class A Common Stock, Payable on August 15, 2025Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on August 15, 2025, to holders of record on August 5, 2025.
Reported Earnings • Jul 23Second quarter 2025 earnings released: EPS: US$0.71 (vs US$0.58 in 2Q 2024)Second quarter 2025 results: EPS: US$0.71 (up from US$0.58 in 2Q 2024). Revenue: US$6.91b (down 3.2% from 2Q 2024). Net income: US$701.0m (up 21% from 2Q 2024). Profit margin: 10% (up from 8.1% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 16Baker Hughes Company (NasdaqGS:BKR) agreed to acquire Continental Disc Corporation from Tinicum Incorporated and others for approximately $540 million.Baker Hughes Company (NasdaqGS:BKR) agreed to acquire Continental Disc Corporation from Tinicum Incorporated and others for approximately $540 million on June 16, 2025. The acquisition will be funded with cash on hand. The transaction is subject to completion of all customary conditions and required regulatory approvals. The transaction is expected to close in the fourth quarter of 2025.
お知らせ • Jun 13Baker Hughes Company to Report Q2, 2025 Results on Jul 22, 2025Baker Hughes Company announced that they will report Q2, 2025 results at 5:00 PM, US Eastern Standard Time on Jul 22, 2025
お知らせ • Jun 10Crane Company (NYSE:CR) entered into an agreement to acquire Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR) for approximately $1.2 billion.Crane Company (NYSE:CR) entered into an agreement to acquire Precision Sensors & Instrumentation (PSI) Product Line of Baker Hughes Company (NasdaqGS:BKR) for approximately $1.2 billion on June 9, 2025. The cash consideration of $1.06 billion is the adjusted value after tax benefits with an estimated net present value of approximately $90 million. Crane Company intends to finance the acquisition with a combination of cash on hand and additional debt. The purchase of PSI is contingent upon regulatory approvals and customary closing conditions. The acquisition is currently expected to close at the end of 2025 or early 2026. Evercore acted as financial advisor to Baker Hughes.
Declared Dividend • Apr 27First quarter dividend of US$0.23 announcedShareholders will receive a dividend of US$0.23. Ex-date: 6th May 2025 Payment date: 16th May 2025 Dividend yield will be 1.8%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 3.9% per year over the past 8 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 24First quarter 2025 earnings released: EPS: US$0.41 (vs US$0.46 in 1Q 2024)First quarter 2025 results: EPS: US$0.41 (down from US$0.46 in 1Q 2024). Revenue: US$6.43b (flat on 1Q 2024). Net income: US$402.0m (down 12% from 1Q 2024). Profit margin: 6.3% (down from 7.1% in 1Q 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 23Baker Hughes Company Declares Quarterly Cash Dividend, Payable on May 16, 2025Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.23 per share of Class A common stock payable on May 16, 2025, to holders of record on May 6, 2025.
Buy Or Sell Opportunity • Apr 04Now 25% undervaluedThe stock has been flat over the last 90 days, currently trading at Mex$724. The fair value is estimated to be Mex$960, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period.
お知らせ • Apr 01Baker Hughes Company, Annual General Meeting, May 20, 2025Baker Hughes Company, Annual General Meeting, May 20, 2025.
お知らせ • Mar 31Baker Hughes Company Announces Management ChangesBaker Hughes Company announced On March 28, 2025, Lynn L. Elsenhans announced that she will not stand for re-election at Baker Hughes Company's 2025 Annual Meeting of Shareholders. She has served on the company’s Board since 2019, having previously been part of its predecessor entities from 2012-2019. Elsenhans currently chairs the Governance & Corporate Responsibility Committee and is a member of the Human Capital and Compensation Committee. She will continue in her committee roles until May 1, 2025, and remain a director until the 2025 Annual Meeting. Her decision not to seek re-election is not due to any disagreements with the company. The Board expressed gratitude for her contributions. On the same day, the Board elected Ilham Kadri as a director, effective May 1, 2025. The Board size will increase from ten to eleven members at that time. Kadri, 56, is the current CEO of Syensqo S.A. (since December 2023) and was previously the CEO of Solvay S.A. from 2019-2023. She has extensive leadership experience across multiple industries, having worked with companies like Shell, UCB, Huntsman, Dow Chemical, and Sealed Air. Kadri is also a director at A.O. Smith Corporation and L’Oréal S.A. The Board confirmed that Kadri is independent under corporate governance standards and qualifies as an audit committee financial expert. She will serve on the Audit and Human Capital and Compensation Committees.
お知らせ • Mar 13Baker Hughes Company to Report Q1, 2025 Results on Apr 22, 2025Baker Hughes Company announced that they will report Q1, 2025 results at 5:00 PM, US Eastern Standard Time on Apr 22, 2025
お知らせ • Feb 25Baker Hughes Announces Chief Financial Officer ChangesBaker Hughes Company announced that Ahmed Moghal, a highly experienced finance leader who currently serves as chief financial officer (CFO) of Industrial & Energy Technology (IET) business, has been appointed CFO of the Company, effective immediately. Prior to IET, Moghal held senior positions in various business and corporate roles. In this role, he succeeds Nancy Buese, who, by mutual agreement with the Company, ceased to serve as CFO effective February 24, 2025. Moghal has served as senior vice president & CFO of the Industrial and Energy Technology business of Baker Hughes since 2023. Prior to this role, he was appointed as the financial planning & analysis leader at the time of the merger of Baker Hughes and GE Oil & Gas in 2017. In his more than two decades of experience, Moghal has worked in several industries globally, driving performance across multiple business models and cycles. He started his career in GE in the Financial Management Program and subsequently Corporate Audit Staff.
お知らせ • Jan 31Baker Hughes Declares Increased Quarterly Cash Dividend, Payable on February 21, 2025Baker Hughes announced that the Baker Hughes Board of Directors declared an increased quarterly cash dividend of $0.23 per share of Class A common stock payable on February 21, 2025, to holders of record on February 11, 2025. The dividend reflects a 10% increase, or $0.02, compared to the same quarter last year.
Reported Earnings • Jan 31Full year 2024 earnings released: EPS: US$3.00 (vs US$1.93 in FY 2023)Full year 2024 results: EPS: US$3.00 (up from US$1.93 in FY 2023). Revenue: US$27.8b (up 9.1% from FY 2023). Net income: US$2.98b (up 53% from FY 2023). Profit margin: 11% (up from 7.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 12Baker Hughes Company to Report Q4, 2024 Results on Jan 30, 2025Baker Hughes Company announced that they will report Q4, 2024 results at 5:00 PM, US Eastern Standard Time on Jan 30, 2025
Declared Dividend • Oct 29Third quarter dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 4th November 2024 Payment date: 14th November 2024 Dividend yield will be 1.6%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Oct 25Baker Hughes Declares Quarterly Cash Dividend, Payable on November 14, 2024Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.21 per share of Class A common stock payable on November 14, 2024, to holders of record on November 4, 2024.
Reported Earnings • Oct 24Third quarter 2024 earnings released: EPS: US$0.77 (vs US$0.51 in 3Q 2023)Third quarter 2024 results: EPS: US$0.77 (up from US$0.51 in 3Q 2023). Revenue: US$6.91b (up 4.0% from 3Q 2023). Net income: US$766.0m (up 48% from 3Q 2023). Profit margin: 11% (up from 7.8% in 3Q 2023). Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Global Energy Services industry.
お知らせ • Sep 16Baker Hughes Company to Report Q3, 2024 Results on Oct 22, 2024Baker Hughes Company announced that they will report Q3, 2024 results at 5:00 PM, US Eastern Standard Time on Oct 22, 2024
お知らせ • Sep 03Baker Hughes Company Announces Executive Changes, Effective October 1, 2024Baker Hughes Company announced on September 3, 2024 several changes to its leadership team, effective by October 1, 2024. These changes are designed to continue delivering Baker Hughes’ successful strategy and executing for long-term growth, meeting customer needs in the rapidly evolving energy and industrial segments. Amerino Gatti is appointed as executive vice president (EVP) of Oilfield Services & Equipment (OFSE). Gatti joins Baker Hughes as a seasoned energy and industrial executive, recently serving as chief executive officer and chairman of the board of TEAM Inc. from 2018-2022, as well as serving on the board of directors of Helix Energy Solutions from 2018-2024. Gatti previously spent 25 years in various leadership roles at oilfield services firm Schlumberger. His experience at Schlumberger included serving as president of the production group, president of well services, general manager for Qatar and Yemen; and vice president of production group in North America. Gatti’s deep domain expertise in oil & gas as well as industrial services will be critical to drive further profitability, growth, innovation, and customer satisfaction within OFSE. Maria Claudia Borras, EVP of OFSE since 2022, is appointed as chief growth & experience officer (CGXO). This newly created role will focus on driving enterprise growth and enhancing customer experience, creating and implementing commercial, regional and marketing strategies and leading transformation to energize business expansion across the company’s portfolio. Borras has more than 30 years of proven leadership at Baker Hughes, having previously held positions across the Company’s commercial, operations, and engineering organizations. In addition, Muzzamil Khider Ahmed, SVP and chief people officer since 2023, has been promoted to the executive leadership team as chief people & culture officer. In his new role, Khider Ahmed will continue focusing on strengthening human resources capabilities and systems while shaping the Company’s culture to foster a productive, inclusive, and engaging work environment. He brings more than 20 years of industry experience, including more than 10 years of human resources leadership at Baker Hughes. With these changes, Deanna Jones, EVP of people, communications & transformation and chief human resources officer, will transition into an advisory capacity before departing the Company in 2025.
Declared Dividend • Jul 29Second quarter dividend of US$0.21 announcedShareholders will receive a dividend of US$0.21. Ex-date: 6th August 2024 Payment date: 16th August 2024 Dividend yield will be 1.7%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (41% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 3.1% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 26Second quarter 2024 earnings released: EPS: US$0.58 (vs US$0.41 in 2Q 2023)Second quarter 2024 results: EPS: US$0.58 (up from US$0.41 in 2Q 2023). Revenue: US$7.14b (up 13% from 2Q 2023). Net income: US$579.0m (up 41% from 2Q 2023). Profit margin: 8.1% (up from 6.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Global Energy Services industry. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26Baker Hughes Company Declares Quarterly Dividend, Payable on Aug. 16, 2024Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.21 per share of Class A common stock payable on Aug. 16, 2024, to holders of record on Aug. 6, 2024.
Buy Or Sell Opportunity • Jul 16Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at Mex$643. The fair value is estimated to be Mex$528, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Jun 18Baker Hughes Company to Report Q2, 2024 Results on Jul 25, 2024Baker Hughes Company announced that they will report Q2, 2024 results at 5:00 PM, US Eastern Standard Time on Jul 25, 2024
お知らせ • May 25Baker Hughes Company Announces Board ChangesOn May 22, 2024, the Board of Directors of Baker Hughes Company elected Shirley Edwards to serve as a director of the Company with a term beginning on May 22, 2024. At that time, the size of the Board will be expanded from nine to ten members. Shirley Edwards, age 63, had a 20-year career at EY (formerly Ernst & Young LLP), most recently serving as Global Client Service Partner from 2017 to 2022. Ms. Edwards is currently a board member for Solventum Corp., where she has served since 2024 and for Appian Corp., where she has served since 2022. Ms. Edwards has also served as a board member for Girls Scouts of the Nation’s Capital from 2003 to 2008 and 2014 to 2017, as a board member for Leadership Greater Washington from 2001 to 2008 and on the Pamplin College of Business Advisory Council for Virginia Tech from 2007 to 2022. Ms. Edwards holds a B.S. in Accounting from Virginia Tech and is a licensed CPA. On May 22, 2024, the Board of Directors elected Lorenzo Simonelli as Chairman of the Board and W. Geoffrey Beattie as Lead Director.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: US$0.46 (vs US$0.57 in 1Q 2023)First quarter 2024 results: EPS: US$0.46 (down from US$0.57 in 1Q 2023). Revenue: US$6.42b (up 12% from 1Q 2023). Net income: US$455.0m (down 21% from 1Q 2023). Profit margin: 7.1% (down from 10% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Global Energy Services industry.
お知らせ • Apr 24Baker Hughes Company Declares Quarterly Dividend, Payable on May 16, 2024Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.21 per share of Class A common stock payable on May 16, 2024, to holders of record on May 6, 2024.
お知らせ • Apr 03Baker Hughes Company, Annual General Meeting, May 13, 2024Baker Hughes Company, Annual General Meeting, May 13, 2024, at 08:00 Central Daylight. Agenda: To consider the election of directors; to consider an advisory vote related to the Company's executive compensation program; to consider the ratification of KPMG LLP as the Company's independent registered public accounting firm for fiscal year 2024; to consider amendment and Restatement of the Certificate of Incorporation to limit the liability of certain officers of the Company; and to consider any other matter thereof.
お知らせ • Mar 15Baker Hughes Company to Report Q1, 2024 Results on Apr 23, 2024Baker Hughes Company announced that they will report Q1, 2024 results at 5:00 PM, US Eastern Standard Time on Apr 23, 2024
お知らせ • Feb 02Baker Hughes Company Declares Quarterly Cash Dividend, Payable on February 23, 2024Baker Hughes announced that the Baker Hughes Board of Directors declared an increased quarterly cash dividend of $0.21 per share of Class A common stock payable on February 23, 2024, to holders of record on February 13, 2024.
お知らせ • Jan 25+ 1 more updateBaker Hughes Company Reports Property, Plant and Equipment Impairment for the Fourth Quarter Ended December 31, 2023Baker Hughes Company reported Property, plant and equipment impairment for the fourth quarter ended December 31, 2023. For the quarter, the company reported Property, plant and equipment impairment net of $11 million.
Reported Earnings • Jan 24Full year 2023 earnings released: EPS: US$1.93 (vs US$0.61 loss in FY 2022)Full year 2023 results: EPS: US$1.93 (up from US$0.61 loss in FY 2022). Revenue: US$25.5b (up 21% from FY 2022). Net income: US$1.94b (up US$2.54b from FY 2022). Profit margin: 7.6% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Global Energy Services industry.
お知らせ • Dec 13Baker Hughes Company to Report Q4, 2023 Results on Jan 23, 2024Baker Hughes Company announced that they will report Q4, 2023 results at 5:00 PM, US Eastern Standard Time on Jan 23, 2024
お知らせ • Dec 12Baker Hughes Appoints Georgia Magno as Chief Legal Officer, Effective January 1, 2024Baker Hughes announced Georgia Magno as chief legal officer (CLO) effective January 1, 2024. She will be responsible for the Company’s legal and regulatory affairs, corporate governance, and compliance functions. Magno brings 20 years of management and legal experience to the role, previously serving as vice president and general counsel for Baker Hughes’ Industrial & Energy Technology (IET) business segment. In her previous role, Magno focused on enabling the growth of Baker Hughes while working to ensure compliance, legal and reputational excellence. Magno joined the Company in 2010, first as general counsel for the global supply chain and holding subsequent legal roles across commercial, operational and product line organizations in multiple countries including Italy and the U.S. Prior to Baker Hughes, she was an international litigator with the law firms of Cleary Gottlieb and Weil, Gotshal & Manges LLP. Magno is a member of the New York Bar and holds a Master of Laws degree from Harvard Law School and a Juris Doctor from the University of Bologna. She has been a visiting researcher at the Wharton School at the University of Pennsylvania. She also holds the role of vice chairwoman of the Nuovo Pignone Holding Board of Directors.
お知らせ • Dec 03Baker Hughes Company Elects Abdulaziz M. Al Gudaimi as Director, Effective January 1, 2024On November 30, 2023, the Board of Directors (the "Board") of Baker Hughes Company (the "Company") elected Abdulaziz M. Al Gudaimi to serve as a director of the Company with a term beginning on January 1, 2024. At that time, the size of the Board will be expanded from nine to ten members. Abdulaziz M. Al Gudaimi, age 61, had an over 38-year career at Saudi Arabian Oil Company (" Aramco "), an integrated energy and chemical company listed on the Saudi Stock Exchange (Tadawul), culminating in numerous senior management and leadership roles. He retired from Aramco as its Executive Vice President Corporate Development in November 2022, having been responsible for Aramco’s mergers and acquisitions transactions and divestment strategy, a position he held since September 2020. Prior to that, from May 2015 to September 2020, he served as Executive Vice President Downstream leading all Aramco Downstream refining, chemicals, power, infrastructures, marketing & trading, and retail businesses units of Aramco. He began his career at Aramco in November 1983, holding a series of increasingly senior positions and assuming leadership roles in several Aramco affiliated ventures. He served as CEO and President of Aramco Gulf Operation Company (an Aramco subsidiary operating independently with its own board of directors that manages the Saudi Arabian share of hydrocarbon production in the dividing zone between Saudi Arabia and Kuwait) between May 2004 and May 2006. He was also the Director of Gas Venture Development, looking over all non-associated gas upstream offerings to international oil companies between June 2001 and April 2004. He was also the Director of Shaybah Field, leading all oil production facilities of 500,000 Barrels per Day in Saudi Empty Quarter from June 1997 to May 1999. Since March 2023, he has served as an independent director of Banque Saudi Fransi, a bank listed on the Saudi Stock Exchange (Tadawul). He also served as a director of S-Oil Corp., an oil-refining company affiliated with Aramco and listed on the Korea Exchange, from November 2017 to March 2021. The Board has determined that Mr. Al Gudaimi is independent under the corporate governance requirements of Nasdaq and the Company’s Governance Principles.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: US$0.51 (vs US$0.017 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.51 (up from US$0.017 loss in 3Q 2022). Revenue: US$6.64b (up 24% from 3Q 2022). Net income: US$518.0m (up US$535.0m from 3Q 2022). Profit margin: 7.8% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Global Energy Services industry.
お知らせ • Oct 27Baker Hughes Company Approves Quarterly Cash Dividend on Class A Common Stock, Payable on November 17, 2023On October 25, 2023, the board of directors of Baker Hughes Company approved a quarterly cash dividend of $0.20 per share of Class A common stock payable on November 17, 2023, to holders of record on November 6, 2023.
お知らせ • Sep 08Baker Hughes Company to Report Q3, 2023 Results on Oct 26, 2023Baker Hughes Company announced that they will report Q3, 2023 results at 5:00 PM, US Eastern Standard Time on Oct 26, 2023
お知らせ • Jul 28Baker Hughes Declares Increased Quarterly Dividend, Payable on Aug. 18, 2023Baker Hughes announced that the Baker Hughes Board of Directors declared an increased quarterly cash dividend of $0.20 per share of Class A common stock payable on Aug. 18, 2023, to holders of record on Aug. 8, 2023.
Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: US$0.41 (vs US$0.84 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.41 (up from US$0.84 loss in 2Q 2022). Revenue: US$6.32b (up 25% from 2Q 2022). Net income: US$410.0m (up US$1.25b from 2Q 2022). Profit margin: 6.5% (up from net loss in 2Q 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Global Energy Services industry.
お知らせ • Jun 06Baker Hughes Company to Report Q2, 2023 Results on Jul 19, 2023Baker Hughes Company announced that they will report Q2, 2023 results at 7:00 AM, Eastern Standard Time on Jul 19, 2023
お知らせ • May 20+ 1 more updateBaker Hughes Company Announces Executive Changes, Effective June 1, 2023On May 19, 2023, Baker Hughes Company announced that Rebecca Charlton has been appointed Senior Vice President, Controller and Chief Accounting Officer of the Company, with an anticipated effective date of June 1, 2023 (the “Effective Date”). Ms. Charlton will succeed Kurt Camilleriwho will be transitioning out of his current role of Senior Vice President, Controller and Chief Accounting Officer on the Effective Date and will assist with the transition of his duties to Ms. Charlton until his departure from the Company in the third quarter of 2023. Mr. Camilleri’s departure is not the result of any dispute or disagreement with the Company on any matter relating to the Company’s accounting practices or financial statements. Ms. Charlton, age 45, most recently served as Vice President, Financial Planning & Analysis of Newmont Corporation (“Newmont”), a global gold mining company, from March 2022 until earlier this year. She joined Newmont in July 2019 as the Regional Chief Financial Officer for the South America region. Prior to her role at Newmont, Ms. Charlton was Chief Financial Officer, International Operations of CMOC International, a global mining company, from October 2016 to October 2018 and held a variety of finance roles with Anglo American, a global mining company, between May 2006 and September 2016. Ms. Charlton began her career in public accounting, starting as an accountant for PwC from January 1998 to May 2006.
お知らせ • May 17Baker Hughes Company Declares Quarterly Cash Dividend, Payable on June 9, 2023Baker Hughes announced that the Baker Hughes Board of Directors declared a quarterly cash dividend of $0.19 per share of Class A common stock payable on June 9, 2023, to holders of record on May 30, 2023.
お知らせ • May 06Baker Hughes Company Announces Resignation of Rod Christie as AdvisorAs previously disclosed by Baker Hughes Company, effective January 16, 2023, Rod Christie transitioned out of his role as EVP, Industrial & Energy Technology and into an advisor role until his departure from the Company. In connection with Mr. Christie’s departure, the Company has entered into a Separation Agreement & Release, effective May 1, 2023, with Mr. Christie, which sets forth the terms of Mr. Christie’s departure. Mr. Christie departed from the Company effective May 1, 2023.
Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: US$0.57 (vs US$0.077 in 1Q 2022)First quarter 2023 results: EPS: US$0.57 (up from US$0.077 in 1Q 2022). Revenue: US$5.72b (up 18% from 1Q 2022). Net income: US$576.0m (up US$504.0m from 1Q 2022). Profit margin: 10% (up from 1.5% in 1Q 2022). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Global Energy Services industry.
Reported Earnings • Feb 18Full year 2022 earnings released: US$0.61 loss per share (vs US$0.27 loss in FY 2021)Full year 2022 results: US$0.61 loss per share (further deteriorated from US$0.27 loss in FY 2021). Revenue: US$21.2b (up 3.2% from FY 2021). Net loss: US$601.0m (loss widened 174% from FY 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Global Energy Services industry.
お知らせ • Jan 31+ 1 more updateBaker Hughes Company, Annual General Meeting, Jan 30, 2023Baker Hughes Company, Annual General Meeting, Jan 30, 2023.
お知らせ • Jan 30Baker Hughes Unveils New Digital Solutions for More Intelligent Operations and Cleaner EnergyBaker Hughes announced at its Annual Meeting in Florence, Italy, the introduction of multiple new digital solutions and investments to advance more intelligent and energy-efficient operations. The result of detailed research conducted with oil and gas, heavy industry and broader industrial customers and partners, the solutions focus on improving efficiency and performance while reducing emissions, helping to drive the long-term sustainability of customer operations. Leucipa is a public and private cloud-based automated field production software solution designed to help oil and gas operators proactively manage production and reduce carbon emissions. Leucipa focuses first on the specific outcome an operator wants to achieve, harnessing and leveraging data to drive intelligent operations. A significant number of oil and gas production activities are still conducted manually, leading to inefficiencies, unnecessary costs and lost production. By automating production processes, Leucipa will eliminate much of that inefficiency, ensure more environmentally sound operations, and enable customers to help recover the millions of barrels that would have otherwise remained in the ground. Pan American Energy Corp, a leading energy company in Argentina, has agreed to be the launch customer of Leucipa. Pan American’s pioneering decision showcases the company’s commitment not just to enhance production management but also to increase energy efficiency, positioning them at the forefront of the industry. Leucipa will be released to the global market by mid-2023. Cordant is an integrated suite of solutions supporting industrial asset performance management and process optimization. Building on Baker Hughes’ broad and established rotating equipment, critical sensors, valves, pumps, gears, and inspection service domain expertise, Cordant will combine existing digital offerings for hardware, software and services capabilities into one integrated and simplified user interface. Customers’ digital assets, tools and insights will converge within Cordant and can easily integrate with existing Baker Hughes technologies as well as technologies from other equipment manufacturers. Cordant is available through a modular approach. Customers can deploy Cordant through a variety of models that best aligned to their preferences: a hardware and software bundle; software as a service; on-premise offerings; or as an outcome-based solution tied to specific performance indicators. Releases with further enhancements and connectivity are planned throughout 2023 and beyond. The Leucipa and Cordant solutions leverage and advance Baker Hughes’ core capabilities of enhanced domain expertise, engineering and advanced services capabilities by offering customers a personalized experience through actionable insights gleaned by state of the art artificial intelligence (AI) engines. Baker Hughes remains committed to delivering the best solutions for its customers and staying at the forefront of digital innovation. In addition, Baker Hughes announced it is collaborating with Corva, which offers an open solution for well construction digital offerings to enhance rig visualization and decision making in the oil and gas industry. Corva's analytics and real-time data capabilities will improve well construction operations and reduce costs. Corva’s open development platform allows innovation by the operator and/or service providers. Baker Hughes is a minority investor in Corva, becoming an international reseller and introducing new applications to the Corva App Store for access to its oilfield expertise. The collaboration aims to create a digital accelerator for improved efficiency in rig operations. These three digital solutions are key components of Baker Hughes’ mission as the digital partner of choice for energy and industrial customers. Together, these solutions help customers drill better, produce more, and experience more intelligent operations. They enable customers to make better, more informed decisions to better optimize their operations, reduce costs and increase production.
お知らせ • Jan 27Baker Hughes Declares Quarterly Dividend, Payable on February 17, 2023Baker Hughes announced that the Baker Hughes Board of Directors declared a cash dividend of $0.19 per share of Class A common stock payable on February 17, 2023 to holders of record on February 6, 2023.
お知らせ • Jan 10Baker Hughes Names Ganesh Ramaswamy as Executive Vice President of Industrial & Energy TechnologyBaker Hughes announced Ganesh Ramaswamy as executive vice president (EVP) of the Industrial & Energy Technology (IET) business segment effective Jan. 16. Ramaswamy’s appointment is another step in the Company’s strategic transformation – announced in September 2022 – to simplify its operations, enhance profitability, and drive growth in the rapidly evolving energy and industrial markets. Ramaswamy brings more than 25 years of diversified experience across industrial sectors. He most recently served as president of Global Services for Johnson Controls, where he led the multinational conglomerate’s transformation in digital services and drove significant year-over-year growth in services and sustainability solutions. Ramaswamy previously held multiple business leadership roles in Danaher, a diversified manufacturer of industrial products and services, as well as holding product and general management roles for multiple international companies. With Ramaswamy’s appointment, Rod Christie, EVP of IET, will be moving to a strategic adviser role before departing the Company in the second quarter of 2023.
お知らせ • Nov 17Baker Hughes Company to Report Q4, 2022 Results on Jan 23, 2023Baker Hughes Company announced that they will report Q4, 2022 results at 7:00 AM, US Eastern Standard Time on Jan 23, 2023
Upcoming Dividend • May 23Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 27 May 2022. Payment date: 10 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.1%. Lower than top quartile of Mexican dividend payers (5.9%). In line with average of industry peers (2.0%).
Recent Insider Transactions • Apr 29Senior VP recently sold Mex$4.0m worth of stockOn the 22nd of April, Kurt Camilleri sold around 6k shares on-market at roughly Mex$682 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$36m. Insiders have been net sellers, collectively disposing of Mex$83m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 03Insider recently sold Mex$12m worth of stockOn the 28th of February, Rami Qasem sold around 20k shares on-market at roughly Mex$595 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$36m. Insiders have been net sellers, collectively disposing of Mex$75m more than they bought in the last 12 months.
Reported Earnings • Jul 24Second quarter 2021 earnings released: US$0.084 loss per share (vs US$0.32 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$5.14b (up 8.6% from 2Q 2020). Net loss: US$68.0m (loss narrowed 68% from 2Q 2020).