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 rise
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 59.810
Low
52.00
Averages
61.54
High
67.00
Current: 59.810
Low
52.00
Averages
61.54
High
67.00
About BKR
Baker Hughes Company is an energy technology company with a portfolio of technologies and services that span the energy and industrial value chain. The Company operates in two segments: 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 is organized into four product lines: Well Construction; Completions, Intervention, and Measurements; Production Solutions, and Subsea and Surface Pressure Systems. 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 (LNG) operations, downstream refining and petrochemical markets, as well as lower carbon solutions to broader energy and industrial sectors.
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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- Strong Underwriting Team: Goldman Sachs and Morgan Stanley are acting as joint book-running managers alongside several financial institutions, demonstrating robust market support and trust in Baker Hughes.
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- Investor Engagement: Baker Hughes has mandated banks led by Goldman Sachs and Morgan Stanley to arrange calls with investors, with an offering of euro- and dollar-denominated bonds expected to follow, further boosting market confidence and attracting investor interest.
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