BKRBaker Hughes Co
Oil & Gas Field Machinery & Equipment
- Revenue
- $27.7B
- 0.3% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $12.6B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear147% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear34% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear24% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $20.5B | $21.2B | $25.5B | $27.8B | $27.7B | 0.3% |
| Operating income | $1.3B | $1.2B | $2.3B | $3.1B | — | |
| Net income | −$219M | −$601M | $1.9B | $3.0B | $2.6B | 13% |
| Operating cash flow | $2.4B | $1.9B | $3.1B | $3.3B | $3.8B | 14% |
| Capex | $856M | $989M | $1.2B | $1.3B | $1.3B | 0.4% |
| Stock-based comp | $205M | $207M | $197M | $202M | $203M | 0.5% |
| Buybacks | $434M | $828M | $538M | $484M | $384M | 21% |
| Dividends | $592M | $726M | $786M | $836M | $910M | 8.9% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $16M · 2
- Net
- −$16M
Pay vs performance
No pay-versus-performance disclosure yet.