Baker Hughes Company
Baker Hughes (BKR) is a global energy technology and services company supplying equipment, digital solutions and after‑sales services to the oil, gas and power sectors. It operates across oilfield services, turbomachinery and industrial equipment, and is increasingly active in energy‑transition areas such as hydrogen, carbon capture and electrification. The business mixes cyclical upstream exposure with more resilient revenue streams from long‑term contracts, aftermarket parts and services—factors investors watch when assessing cash flow stability. Key drivers include oil and gas investment cycles, technology adoption, and costs tied to manufacturing and supply chains. With a market capitalisation around $46.09bn, Baker Hughes is mid‑cap within its industry and can offer exposure to both commodity cycles and longer‑term decarbonisation themes. Risks include commodity price sensitivity, project execution, and regulatory or geopolitical shifts. This summary is educational and not personalised investment advice; investors should consider their own goals and risk tolerance before acting.
Why It's Moving
Baker Hughes Stock Rises on Strong Q4 Orders and Record Backlog, But Analysts Warn of Downside Risks Ahead
- Record $35.9 billion revenue backlog including record industrial energy transition orders, demonstrating strength in key growth segments as global energy demand shifts
- Fourth-quarter orders reached $7.9 billion with $4.0 billion from industrial energy transition, reflecting momentum in renewable and alternative energy infrastructure
- Quarterly dividend of $0.23 per share paid in late February alongside operational cash generation, but recent 5% rally may have inflated valuations relative to forward earnings expectations
Baker Hughes Stock Rises on Strong Q4 Orders and Record Backlog, But Analysts Warn of Downside Risks Ahead
- Record $35.9 billion revenue backlog including record industrial energy transition orders, demonstrating strength in key growth segments as global energy demand shifts
- Fourth-quarter orders reached $7.9 billion with $4.0 billion from industrial energy transition, reflecting momentum in renewable and alternative energy infrastructure
- Quarterly dividend of $0.23 per share paid in late February alongside operational cash generation, but recent 5% rally may have inflated valuations relative to forward earnings expectations
When is the next earnings date for Baker Hughes Company (BKR)?
Baker Hughes (BKR) is scheduled to release its next earnings on April 23, 2026, after market close. This report will cover first-quarter results for the period ending March 31, 2026, with a conference call the following day on April 24. Investors should note this date aligns with the company's recently announced financial calendar.
Stock Performance Snapshot
Analyst Rating
Analysts suggest buying Baker Hughes stock, expecting its price to rise from $63.49 to $53.18.
Financial Health
Baker Hughes is performing well in revenue and cash flow, indicating strong operational health.
Dividend
Baker Hughes Company has a below-average dividend yield of 1.45%, which may not attract some investors. If you invested $1000 you would be paid $14.50 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Cyclical and Aftermarket
BKR blends cyclical upstream work with recurring aftermarket and service revenue, which can help cushion earnings variability though performance may vary.
Energy Transition Themes
The company is investing in hydrogen, carbon capture and electrification — positioning for longer‑term demand shifts while facing execution and market risk.
Global Footprint
A broad international presence gives access to diverse markets but also exposes the business to geopolitical, regulatory and supply‑chain challenges.
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