Over the last four quarters, the company has surpassed consensus EPS estimates four times. While Baker Hughes has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? One other stock from the same industry, Drilling Tools International Corp. (DTI) , is yet to report results for the quarter ended June 2024. Baker Hughes (BKR) came out with quarterly earnings of $0.57 per share, beating the Zacks Consensus Estimate of $0.49 per share. This comp ...

订单情况 - 第二季度订单为75亿美元，其中包括35亿美元的IET订单[1] - IET订单中包括阿尔及利亚Hassi R'Mel气田的大型SONATRACH奖项[4] - 2024年第二季度OFSE订单为40.68亿美元，环比增长4.44亿美元[37] - 2024年第二季度IET订单为34.58亿美元，同比增长5%[45] 财务表现 - 收入为71亿美元，同比增长13%[1] - 公司净利润为5.79亿美元[1] - 调整后的每股收益为0.57美元，同比增长46%[1] - 公司调整后的EBITDA同比增长25%，达到11.3亿美元[5] - 公司RPO达到335亿美元，其中IET RPO为302亿美元[7] - 公司第二季度现金流为3.48亿美元，自由现金流为1.06亿美元[8] - 2024年第二季度IET营收为31.28亿美元，同比增长28%[47] - 2024年第二季度IET营业利润为4.42亿美元，同比增长42%[48] - 调整后的运营利润为8.47亿美元，同比增长34%[50] - 调整后的EBITDA为11.3亿美元，同比增长37%[52] - 调整后的净利润为5.68亿美元，同比增长39%[56] - 调整后的每股摊薄收益为0.57美元[57] - Baker Hughes 公司2024年第二季度净收入为581百万美元，同比增长40%[65] - Baker Hughes 公司2024年第二季度每股基本收益为0.58美元，同比增长41%[66] - Baker Hughes 公司2024年第二季度自由现金流为106百万美元，同比增长17%[62] - Baker Hughes 公司2024年第二季度支付的每股现金股利为0.21美元，同比增长11%[68] - Baker Hughes 公司2024年第二季度净现金流量为-433百万美元，主要受到投资活动的影响[73] 股东回报 - 股东回报为3.75亿美元，包括1.66亿美元的股票回购[1] - 公司继续向股东返还现金，包括2.09亿美元的股息和1.66亿美元的股票回购[6] 公司情况 - 公司提供能源和工业客户解决方案，业务遍布全球120个国家[83] - Baker Hughes 公司2024年第二季度总资产为366.56亿美元，较上季度略有下降[70] - Baker Hughes 公司2024年第二季度现金及现金等价物为22.84亿美元，较上季度略有下降[73]

文章核心观点 - 公司在第二季度取得强劲业绩,收入和利润均实现大幅增长 [2][3] - 公司在工业与能源技术(IET)和油田服务与设备(OFSE)两大业务板块均表现出色,毛利率大幅提升 [5][23][25][26] - 公司订单持续增长,IET新能源订单创历史新高,OFSE海外业务表现强劲 [4][41][49] - 公司持续为股东创造价值,通过股票回购和派息等方式回报股东 [6][32] 根据目录分别总结 财务业绩 - 第二季度收入73.9亿美元,同比增长13% [23] - 调整后营业利润8.47亿美元,同比增长34% [26] - 调整后EBITDA11.3亿美元,同比增长25% [27] - 每股调整后收益0.57美元,同比增长46% [31] - 经营活动产生的现金流34.8亿美元,自由现金流10.6亿美元 [32] 业务表现 工业与能源技术(IET) - 第二季度订单34.58亿美元,同比增长5% [49] - 收入31.28亿美元,同比增长28%,主要驱动来自天然气技术设备业务 [50] - 调整后营业利润4.42亿美元,同比增长42% [51] - 天然气技术设备和服务业务表现强劲,气候技术解决方案订单大幅增长 [15][16][18][19][20] 油田服务与设备(OFSE) - 第二季度订单40.68亿美元,同比下降3% [41] - 收入40.11亿美元,同比增长3% [41] - 调整后营业利润4.93亿美元,同比增长18% [43] - 与巴西国家石油公司签订多项重要合同,为成熟资产提供解决方案 [13][14] 其他 - 在手订单总额为335亿美元,其中IET订单302亿美元 [29] - 公司持续回报股东,第二季度派息2.09亿美元,股票回购1.66亿美元 [6][32] - 公司对全年业绩指引上调5%,有信心在未来几年持续提升利润率 [3]

In line with our stated goal to responsibly grow the dividend over time, the dividend reflects a 5% increase, or $0.01, compared to the same quarter last year. About Baker Hughes: Baker Hughes (NASDAQ: BKR) is an energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and conducting business in over 120 countries, our innovative technologies and services are taking energy forward – making it safer, cleaner and more efficient for people ...

文章核心观点 - 贝克休斯公司宣布将向普通股A类股东派发每股0.21美元的季度现金股利[1] - 这一股利较去年同期增加5%或0.01美元,体现了公司逐步提高股利的目标[2] - 公司将从经营活动产生的现金流中为季度现金股利提供资金[2] 公司概况 - 贝克休斯是一家能源技术公司,为全球能源和工业客户提供解决方案[3] - 公司拥有百年历史,在120多个国家开展业务,致力于提供更安全、更清洁、更高效的能源技术和服务[3] 联系方式 - 投资者关系联系人:Chase Mulvehill,电话:+1 346-297-2561,邮箱:investor.relations@bakerhughes.com[4] - 媒体关系联系人:Thomas Millas,电话:+1 346-415-0320,邮箱:thomas.millas@bakerhughes.com[5]

Baker Hughes Company (BKR) is set to report second-quarter 2024 results on Jul 25, after the closing bell. The company beat on earnings in each of the trailing four quarters, delivering an average surprise of 11.4%. This is depicted in the graph below: The Zacks Consensus Estimate for second-quarter earnings per share of 49 cents has witnessed one upward revision and one downward revision in the past seven days. The consensus estimate implies an increase of 25.6% from the year-ago reported number. Factors t ...

文章核心观点 - 文章介绍了Zacks Premium研究服务,可以帮助投资者成为更聪明、更自信的投资者,提供Zacks Rank、Zacks Industry Rank、Zacks 1 Rank List、Equity Research报告和Premium股票筛选等功能 [1][2] - Zacks Style Scores是一套独特的评分体系,根据价值、成长和动量特征对股票进行评分,帮助投资者选择有更高概率在未来30天内战胜市场的证券 [3][4][5][6][7][8] - Zacks Rank是一个专有的股票评级模型,通过盈利预期修正来帮助构建获胜的投资组合,1(强烈买入)股票自1988年以来的平均年回报率达25.41%,远超S&P 500的表现 [9][10] - 投资者应该选择Zacks Rank为1或2且Style Scores为A或B的股票,这样可以最大化收益 [12][13][14] 公司概况 - 贝克休斯是全球最大的油田服务提供商之一,提供集成的油田产品和数字解决方案,帮助客户高效、低成本地炼油和运输碳氢化合物,同时减少环境影响 [15] - 随着全球对清洁能源和减少温室气体排放的需求增加,贝克休斯有机会拓展到LNG终端设备制造领域,从中获得新的发展机遇 [15] 投资评级 - 贝克休斯目前的Zacks Rank为3(持有),VGM评分为A [15] - 动量投资者应关注这只石油能源股,其动量评分为A,过去4周股价上涨9.1% [16] - 过去60天内,有3家分析师上调了贝克休斯2024财年的盈利预测,目前共识预测为每股2.09美元,平均盈利惊喜率为11.4% [17] - 凭借良好的Zacks Rank和一流的动量及VGM评分,贝克休斯值得投资者关注 [18]

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 25. On the other hand, if they miss, the stock may move lower. Zacks Consensus Estimate Revenues are expected to be $6.81 billion, up 7.9% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates ov ...

Companies in the oil and gas sector with strong cash flow and investments in low-carbon energy sources are quite appealing. Organizations in this sector striving to reduce their debts and have positive expectations regarding production are likely to deliver good results in the future, particularly if the prices of oil rise. No matter what one's fancy is for undervalued energy stocks this month, there are some opportunities for the taking for investors. Thus, these three undervalued energy stocks can be adde ...

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