Baker Hughes vs ONEOK
This page compares Baker Hughes and ONEOK, examining business models, financial performance, and market context to help readers understand both companies. The content is neutral and accessible, designed for broad audiences and without recommendations. Educational content, not financial advice.
This page compares Baker Hughes and ONEOK, examining business models, financial performance, and market context to help readers understand both companies. The content is neutral and accessible, design...
Why It's Moving
BKR Faces Downside Warnings Despite Dividend Boost and Analyst Optimism
- Board declared $0.23 per share quarterly dividend payable Feb. 27, reinforcing cash flow confidence from operations amid stable energy demand.
- Analysts lifted average price target 10.75% to $60.20, driven by upward earnings revisions and a track record of beating estimates by 12.7%.
- Modest insider selling of 18,023 shares at $57.29 tempers enthusiasm, as shares hit a 12-month high near $59 amid LNG partnership news.
ONEOK Boosts Dividend Amid Mixed Analyst Signals and Insider Confidence
- Dividend jumps 3.88% from last quarter, yielding 5.26%—a magnet for income seekers betting on sustained midstream volumes.
- New independent directors Mark A. McCollum and Precious Williams Owodunni each snapped up 727 shares at $78 on January 23, flashing boardroom optimism.
- Analysts split: Morgan Stanley holds Overweight but cuts target slightly, while JPMorgan shifts to Neutral citing missed EBITDA guidance.
BKR Faces Downside Warnings Despite Dividend Boost and Analyst Optimism
- Board declared $0.23 per share quarterly dividend payable Feb. 27, reinforcing cash flow confidence from operations amid stable energy demand.
- Analysts lifted average price target 10.75% to $60.20, driven by upward earnings revisions and a track record of beating estimates by 12.7%.
- Modest insider selling of 18,023 shares at $57.29 tempers enthusiasm, as shares hit a 12-month high near $59 amid LNG partnership news.
ONEOK Boosts Dividend Amid Mixed Analyst Signals and Insider Confidence
- Dividend jumps 3.88% from last quarter, yielding 5.26%—a magnet for income seekers betting on sustained midstream volumes.
- New independent directors Mark A. McCollum and Precious Williams Owodunni each snapped up 727 shares at $78 on January 23, flashing boardroom optimism.
- Analysts split: Morgan Stanley holds Overweight but cuts target slightly, while JPMorgan shifts to Neutral citing missed EBITDA guidance.
Investment Analysis
Baker Hughes
BKR
Pros
- Strong international subsea contract wins, especially in deepwater regions like Brazil, provide stability beyond North American shale markets.
- Strategic moves to streamline portfolio focus on high-growth segments such as gas and digital technologies.
- Solid quarterly earnings coupled with steady demand for natural gas technologies underpin a moderately positive outlook for 2025.
Considerations
- Exposure to volatile global oil prices could reduce exploration spending and negatively impact traditional oilfield services demand.
- Rising material costs due to international tariffs on key inputs like steel and aluminium may compress profit margins.
- Long-cycle LNG projects face risks including delays, cost overruns, and supply chain issues that could affect profitability and contract timing.
ONEOK
OKE
Pros
- ONEOK benefits from its integrated midstream operations focusing on natural gas liquids which supports stable cash flows.
- The company’s strong asset base in key US natural gas producing regions enhances its position in the energy infrastructure sector.
- Recent company performance reflects resilience amid energy market volatility due to diversified natural gas processing and transportation business.
Considerations
- Exposure to commodity price fluctuations, particularly natural gas prices, introduces cyclical volatility to earnings.
- Regulatory risks related to environmental policies could increase compliance costs and operational constraints.
- ONEOK’s growth is somewhat limited by reliance on North American markets with potential regional demand and supply risks.
Related Market Insights
The Oil Services Revival: Why Production Volume Beats Price
Discover how oil services companies thrive as energy giants prioritise production volume over price. Explore the 'Oil Services Surge' Neme on Nemo, investing from $1.
Aimee Silverwood | Financial Analyst
August 1, 2025
Energy Giants Under Pressure: Why Oil & Gas Stocks Still Matter
Explore why oil & gas stocks remain vital. Discover how energy giants like Exxon & Chevron adapt with carbon capture. Invest in the Oil & Gas Neme on Nemo, starting from $1.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
The Oil Services Revival: Why Production Volume Beats Price
Discover how oil services companies thrive as energy giants prioritise production volume over price. Explore the 'Oil Services Surge' Neme on Nemo, investing from $1.
Aimee Silverwood | Financial Analyst
August 1, 2025
Energy Giants Under Pressure: Why Oil & Gas Stocks Still Matter
Explore why oil & gas stocks remain vital. Discover how energy giants like Exxon & Chevron adapt with carbon capture. Invest in the Oil & Gas Neme on Nemo, starting from $1.
Aimee Silverwood | Financial Analyst
July 25, 2025
Baker Hughes (BKR) Next Earnings Date
Baker Hughes (BKR) is scheduled to report its next earnings on April 21, 2026, covering Q1 2026 results. This follows the company's most recent Q4 2025 earnings release on January 26, 2026, which posted EPS of $0.78 against expectations of $0.67. Analysts project Q1 2026 EPS at approximately $0.53, aligning with historical quarterly patterns.
ONEOK (OKE) Next Earnings Date
ONEOK (OKE)'s next earnings date is estimated for February 23, 2026, following the company's historical pattern of late-February releases for year-end results. This report will cover the fourth quarter of 2025 (Q4 2025), with analysts anticipating EPS around $1.48. Note that ONEOK has not yet officially confirmed the precise date or time.
Baker Hughes (BKR) Next Earnings Date
Baker Hughes (BKR) is scheduled to report its next earnings on April 21, 2026, covering Q1 2026 results. This follows the company's most recent Q4 2025 earnings release on January 26, 2026, which posted EPS of $0.78 against expectations of $0.67. Analysts project Q1 2026 EPS at approximately $0.53, aligning with historical quarterly patterns.
ONEOK (OKE) Next Earnings Date
ONEOK (OKE)'s next earnings date is estimated for February 23, 2026, following the company's historical pattern of late-February releases for year-end results. This report will cover the fourth quarter of 2025 (Q4 2025), with analysts anticipating EPS around $1.48. Note that ONEOK has not yet officially confirmed the precise date or time.
Which Baskets Do They Appear In?
Powering Production: The Oil Services Surge
Exxon Mobil's recent earnings beat, driven by higher production volumes in a low-price environment, highlights a key industry strategy. This creates an investment opportunity in companies that provide essential equipment and services for oil and gas exploration and production.
Published: August 1, 2025
Explore BasketOil & Gas
Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.
Published: May 15, 2025
Explore BasketWhich Baskets Do They Appear In?
Powering Production: The Oil Services Surge
Exxon Mobil's recent earnings beat, driven by higher production volumes in a low-price environment, highlights a key industry strategy. This creates an investment opportunity in companies that provide essential equipment and services for oil and gas exploration and production.
Published: August 1, 2025
Explore BasketOil & Gas
Fuel up with investment opportunities in the energy markets. This collection features carefully selected stocks from industry giants and innovators, chosen by professional analysts for their potential in the growing $6.93 trillion global oil and gas market.
Published: May 15, 2025
Explore BasketBuy BKR or OKE in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Baker Hughes vs Diamondback Energy
Baker Hughes vs Diamondback Energy
Baker Hughes vs Cameco
Baker Hughes vs Cameco
Baker Hughes vs EQT
Baker Hughes vs EQT