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
Baker Hughes Crushes Q4 Expectations with Record Orders and Backlog, Fueling Energy Sector Optimism
- Orders hit $7.9B, with $4.0B from IET, underscoring strong client confidence in energy tech solutions.
- Record RPO of $35.9B, including IET highs, points to a packed pipeline of future revenue amid volatile markets.
- U.S. drillers added rigs for the first time in three weeks per Baker Hughes data, with oil rigs up to 411, hinting at nascent recovery despite 5.6% yearly drop.
ONEOK Boosts Dividend 4% Amid Stable Cash Flows and Expansion Momentum
- Dividend hike aligns with 3-4% annual growth target, supported by stable revenues from diversified pipeline operations and regulated rates.
- Recent acquisitions and synergies, including $250 million in targeted 2026 savings, bolster cost efficiencies and profitability.
- Organic expansions like new LPG export terminal and natural gas pipeline JVs set to deliver incremental cash flows through 2028.
Baker Hughes Crushes Q4 Expectations with Record Orders and Backlog, Fueling Energy Sector Optimism
- Orders hit $7.9B, with $4.0B from IET, underscoring strong client confidence in energy tech solutions.
- Record RPO of $35.9B, including IET highs, points to a packed pipeline of future revenue amid volatile markets.
- U.S. drillers added rigs for the first time in three weeks per Baker Hughes data, with oil rigs up to 411, hinting at nascent recovery despite 5.6% yearly drop.
ONEOK Boosts Dividend 4% Amid Stable Cash Flows and Expansion Momentum
- Dividend hike aligns with 3-4% annual growth target, supported by stable revenues from diversified pipeline operations and regulated rates.
- Recent acquisitions and synergies, including $250 million in targeted 2026 savings, bolster cost efficiencies and profitability.
- Organic expansions like new LPG export terminal and natural gas pipeline JVs set to deliver incremental cash flows through 2028.
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.
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Baker Hughes (BKR) Next Earnings Date
Baker Hughes (BKR) reported its Q4 2025 earnings on January 25, 2026, which was yesterday. The company's next earnings announcement will cover Q1 2026 results and is expected in late April 2026, following the company's typical quarterly reporting schedule. Investors should monitor Baker Hughes' investor relations calendar for the official announcement date and conference call details for the upcoming quarter.
ONEOK (OKE) Next Earnings Date
ONEOK (OKE)'s next earnings date is estimated for February 23, 2026, aligning with the company's historical late-February pattern for year-end releases. This report will cover the Q4 2025 period. Confirmation from the company remains pending, with the earnings call likely following shortly thereafter.
Baker Hughes (BKR) Next Earnings Date
Baker Hughes (BKR) reported its Q4 2025 earnings on January 25, 2026, which was yesterday. The company's next earnings announcement will cover Q1 2026 results and is expected in late April 2026, following the company's typical quarterly reporting schedule. Investors should monitor Baker Hughes' investor relations calendar for the official announcement date and conference call details for the upcoming quarter.
ONEOK (OKE) Next Earnings Date
ONEOK (OKE)'s next earnings date is estimated for February 23, 2026, aligning with the company's historical late-February pattern for year-end releases. This report will cover the Q4 2025 period. Confirmation from the company remains pending, with the earnings call likely following shortly thereafter.
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Explore BasketBuy BKR or OKE in Nemo
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