SuncorBaker Hughes
Live Report Β· Updated February 6, 2026

Suncor vs Baker Hughes

This page compares Suncor and Baker Hughes, outlining their business models, financial performance, and market context in a neutral, accessible way. It explains how each company positions itself withi...

Why It's Moving

Suncor

SU Stock Warning: Why Analysts See -21% Downside Risk

  • Q4 EPS of $0.79 beat consensus by $0.02, fueled by record upstream output and robust refining, bolstering short-term cash flows.
  • Revenue hit $8.82B, exceeding expectations by 4%, though down slightly year-over-year due to softer crude prices pressuring margins.
  • Quarterly dividend held steady at $0.60 per share, payable March 25, signaling board confidence but highlighting cash outflow risks in a volatile energy sector.
Sentiment:
🐻Bearish
Baker Hughes

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.
Sentiment:
πŸŒ‹Volatile

Investment Analysis

Pros

  • Suncor Energy delivered strong Q3 2025 results, beating EPS and revenue forecasts with record production and sales across its operations.
  • The company increased its annual dividend by 5% to $2.40 per share, reflecting confidence in cash flow generation and shareholder returns.
  • Suncor trades at a relatively attractive P/E ratio compared to sector peers, with analysts maintaining a positive outlook and recent price target upgrades.

Considerations

  • Suncor has a relatively high debt-to-equity ratio, which could pose risks in a rising interest rate environment or during periods of oil price volatility.
  • The company's quick ratio is below 1, suggesting limited liquidity to cover short-term obligations and potential financial stress in downturns.
  • Suncor's profitability and stock performance remain highly sensitive to fluctuations in oil prices and broader energy market conditions.

Pros

  • Baker Hughes maintains a strong return on equity and return on invested capital, outperforming many peers in the oil and gas equipment sector.
  • The company is well-positioned in the growing natural gas infrastructure and energy transition markets, with exposure to LNG and data center technologies.
  • Baker Hughes has a solid interest coverage ratio, indicating strong capacity to service its debt obligations even in challenging market conditions.

Considerations

  • Baker Hughes operates in a cyclical industry, with revenues and earnings vulnerable to upstream spending declines and commodity price swings.
  • The company's quick ratio is below 1, suggesting limited short-term liquidity to manage immediate financial obligations.
  • Baker Hughes faces competitive pressures and margin risks as the energy sector shifts toward cleaner technologies and digital solutions.

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Suncor (SU) Next Earnings Date

Suncor Energy's next earnings date is scheduled for February 3, 2026, covering the Q4 2025 results. This release follows the company's pattern of reporting early in the quarter after period-end, as seen with the prior Q3 2025 earnings on November 4, 2025. Investors should monitor for the official confirmation and conference call details.

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.

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