Earning Analysis
Welcome to our in-depth analysis of Baker Hughes Co(BKR) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Baker Hughes Co earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-23 | After Hours | 0.61 | 0.68 | +11.48 | 6.83B | 7.01B | +2.63 | -3.25 | -1.17 |
| FY2025Q2 | 2025-07-22 | After Hours | 0.55 | 0.63 | +14.55 | 6.63B | 6.91B | +4.29 | +11.64 | +16.32 |
| FY2025Q1 | 2025-04-22 | After Hours | 0.47 | 0.51 | +8.51 | 6.50B | 6.43B | -1.15 | -6.44 | -5.60 |
| FY2024Q4 | 2025-01-30 | After Hours | 0.63 | 0.70 | +11.11 | 7.07B | 7.36B | +4.15 | +3.54 | +5.34 |
| FY2024Q3 | 2024-10-22 | After Hours | 0.60 | 0.67 | +11.67 | 7.20B | 6.91B | -4.10 | +2.83 | +3.09 |
| FY2024Q2 | 2024-07-25 | - | 0.49 | 0.57 | +16.33 | 6.80B | 7.14B | +4.96 | +1.95 | +10.95 |
| FY2024Q1 | 2024-04-23 | - | 0.40 | 0.43 | +7.50 | 6.38B | 6.42B | +0.63 | +1.66 | +2.34 |
| FY2023Q4 | 2024-01-23 | - | 0.47 | 0.51 | +8.51 | 6.93B | 6.84B | -1.41 | +1.78 | -3.16 |
| FY2023Q3 | 2023-10-25 | - | 0.39 | 0.42 | +7.69 | 6.52B | 6.64B | +1.91 | -1.33 | -0.17 |
| - | 2023-07-19 | - | 0.32 | 0.39 | +21.88 | - | - | - | +0.46 | +2.00 |
BKR Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Baker Hughes Co reported performance for FY2025Q3, announced on 2025-10-23. The company achieved an EPS of 0.68, compared to analyst estimates of 0.61 by 11.48% . Revenue for the quarter reached 7.01B compared to expectations of 6.83B by 2.63% .
The stock price reacted with a -3.25% one-day change and a -1.17% five-day change following the earnings release. These movements reflect market reaction in Baker Hughes Co growth trajectory and strategic initiatives.
BKR Earnings Forecast
Looking ahead, Baker Hughes Co(BKR) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 7.10B and an EPS of 0.67.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.79%, while EPS estimates have been Revise Upward by 2.36%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.36% . These revisions correlate with a 11.04% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Baker Hughes Co long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between BKR's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.79%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+2.36%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.36%
In Past 3 Month
Stock Price
Go Up
+11.04%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:27.41B
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EPS Estimate-Annual FY 2025:2.48
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Stock Price50.61
BKR Revenue and EPS Performance: A Historical Perspective
Baker Hughes Co revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-23,After Hours):
EPS: 0.68 (Actual) vs.0.61 (Estimate) (11.48%)
Revenue: 7.01B (Actual) vs. 6.83B (Estimate) (2.63%)
Price Reaction: -3.25%(1-Day), -1.17%(5-Day)
FY2025Q2 (2025-07-22,After Hours):
EPS: 0.63 (Actual) vs.0.55 (Estimate) (14.55%)
Revenue: 6.91B (Actual) vs. 6.63B (Estimate) (4.29%)
Price Reaction: 11.64%(1-Day), 16.32%(5-Day)
FY2025Q1 (2025-04-22,After Hours):
EPS: 0.51 (Actual) vs.0.47 (Estimate) (8.51%)
Revenue: 6.43B (Actual) vs. 6.50B (Estimate) (-1.15%)
Price Reaction: -6.44%(1-Day), -5.60%(5-Day)
Earnings Reaction
The chart below shows how BKR performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BKR sees a -0.64% change in stock price 10 days leading up to the earnings, and a +0.09% change 10 days following the report. On the earnings day itself, the stock moves by +1.21%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -3.25% on the day following the earnings release and then changed by -3.27% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Baker Hughes Co (BKR) Q3 2025 Earnings Call Summary
Positive
2025-10-24
The earnings call reflects strong financial performance with record revenues and EBITDA growth, particularly in IET. Positive guidance adjustments for IET and OFSE indicate confidence in future growth. The Q&A highlights strong demand in power generation and strategic growth in LNG and data centers. Despite some concerns about OFSE margins and a lack of clarity on capital allocation strategies, the overall outlook remains optimistic with significant order backlogs and improved margins, supporting a positive stock price reaction.
Baker Hughes Co (BKR) Q2 2025 Earnings Call Summary
Positive
2025-07-23
The earnings call reveals strong financial performance, with impressive EBITDA growth and margin expansion. The company is making strategic acquisitions and divestitures to optimize its portfolio, and its backlog and order book are robust. However, there are some concerns about tariffs impacting EBITDA and the lack of specific mitigation strategies. The shareholder return plan, including dividends and share repurchases, is a positive indicator. Overall, the positive financial metrics and strategic initiatives outweigh the tariff concerns, suggesting a positive stock price movement in the near term.
Baker Hughes Co (BKR) Q1 2025 Earnings Call Summary
Neutral
2025-04-23
The earnings call presents mixed signals. While financial performance shows growth in EBITDA and EPS, concerns about tariffs, economic uncertainties, and reduced upstream spending loom large. The company's guidance is cautious, and management's unclear responses on tariffs add to uncertainty. Positive factors include strong shareholder returns and promising data center opportunities. Overall, the balance of positive financial metrics and strategic initiatives against economic challenges and cautious guidance suggests a neutral sentiment.
Baker Hughes Co (BKR) Q4 2024 Earnings Call Summary
Positive
2025-01-31
The earnings call highlights strong financial performance with record EBITDA growth, increased dividends, and significant share repurchases, indicating a commitment to shareholder returns. Despite challenges in operational execution and a decline in LNG orders, the company remains optimistic about future growth, particularly in gas infrastructure and turbine markets. The Q&A session reveals management's confidence in achieving financial targets and expanding margins, although some geopolitical uncertainties remain. Overall, the positive financial metrics and shareholder-friendly actions are likely to result in a positive stock price movement.
Baker Hughes Company (BKR) Q2 2024 Earnings Call Summary
Positive
2024-07-26
The earnings call summary highlights strong financial performance with a 25% YoY revenue increase and record-high RPOs, indicating robust demand. Despite supply chain challenges, the company showcases resilience with improved margins and a solid cash position. Shareholder returns are substantial, enhancing sentiment. The Q&A reveals optimism for growth and new product launches, though some responses were vague. Considering the positive financial metrics, optimistic guidance, and shareholder returns, the overall sentiment is positive, likely resulting in a 2% to 8% stock price increase over the next two weeks.
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FAQ
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