Baker Hughes Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy BKR?
Source: seekingalpha
- Earnings Beat: Baker Hughes reported a Q4 non-GAAP EPS of $0.78, surpassing expectations by $0.11, indicating sustained profitability that could boost investor confidence.
- Revenue Growth: The company achieved Q4 revenue of $7.39 billion, a 0.4% year-over-year increase, exceeding analyst expectations by $304 million, demonstrating stable growth in a competitive market.
- Strong Orders: Baker Hughes secured $7.9 billion in orders during Q4, including $4.0 billion in Industrial & Energy Technology (IET) orders, reflecting robust market demand and reinforcing the company's market position.
- Record Backlog: The year-end backlog reached a record $35.9 billion, with IET backlog hitting $32.4 billion, indicating strong revenue potential and ongoing business growth in the future.
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Analyst Views on BKR
Wall Street analysts forecast BKR stock price to fall
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 65.240
Low
52.00
Averages
61.54
High
67.00
Current: 65.240
Low
52.00
Averages
61.54
High
67.00
About BKR
Baker Hughes Company is an energy technology company that provides solutions to energy and industrial customers worldwide. The Company's segments include Oilfield Services & Equipment (OFSE) and Industrial & Energy Technology (IET). OFSE segment provides products and services for onshore and offshore oilfield operations across the lifecycle of a well, ranging from exploration, appraisal, and development, to production, rejuvenation, and decommissioning. OFSE segment is organized into four product lines: Well Construction; Completions, Intervention, and Measurements; Production Solutions, and Subsea. IET segment provides technology solutions and services for mechanical-drive, compression and power-generation applications across the energy industry including oil and gas, liquefied natural gas operations, downstream refining, and petrochemical markets, as well as lower carbon solutions to broader energy and industrial sectors. IET segment also provides equipment, software, and services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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