BKR · NASDAQ · Oil & Gas Equipment & Services

Baker Hughes (BKR)

Supplies oilfield services, turbomachinery, LNG systems, and industrial process equipment worldwide.

$57.69
vs last close+0.43 (+0.75%)
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Baker Hughes CompanyBKR
Energy

Supplies oilfield tools and services, gas turbines, compressors, LNG systems, and industrial process equipment worldwide. Revenue combines equipment sales, field services, and lifecycle agreements, with customer capital spending and complex project execution shaping results.

Supplies drilling, completion, production, and subsea equipment and services across the life of onshore and offshore wells. Oilfield Services & Equipment pairs tools and systems with field services for exploration, development, production, and decommissioning.

Builds gas turbines, compressors, LNG equipment, and related aftermarket services through Industrial & Energy Technology, serving energy and broader industrial customers worldwide. The newly acquired Chart Industries segment adds air and gas handling, thermal-management equipment, and lifecycle services for gas infrastructure, nuclear, data centers, carbon capture, geothermal, and other industrial markets.

Revenue combines equipment sales, field services, and long-duration service agreements tied to installed machinery. Demand remains tied to customer capital spending, while complex equipment and long-term service contracts require accurate cost estimates and project execution.

Company facts

CEOLorenzo Simonelli
ListedJul 5, 2017
ExchangeNASDAQ
HeadquartersHouston, TX
CountryUnited States
Employees56,000
CIK0001701605
ISINUS05722G1004

Market cap$56.84B
EPS (ttm)$3.11
P/E (ttm)18.41
ROE16.3%
P/B2.86
P/S2.05
Dividend yieldDiv yield1.61%
Beta0.71vs XLE 0.78

Price target$75.00+31.0%Average of 45 analysts
ConsensusBuy30 of 45 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 14, 2026UBSReiterate
Rating: Target: $70
Rating: NeutralTarget: $72
Sep 10, 2026UBSReiterate
Rating: Target: $51
Rating: NeutralTarget: $70
Sep 10, 2026SusquehannaReiterate
Rating: Target: $72
Rating: PositiveTarget: $75
Aug 25, 2026RBC CapitalReiterate
Rating: Target: $71
Rating: OutperformTarget: $76
Aug 7, 2026Morgan StanleyTarget
Target: $45
Target: $70

Next report
Oct 22, 26
in 29 days
EPS estimate
$0.62
Revenue estimate
$7.28B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$0.70$0.51$0.63$0.68$0.78$0.58$0.64Pending
Estimate$0.62$0.47$0.56$0.62$0.67$0.49$0.50$0.62
Surprise+12.2%+8.1%+13.5%+10.4%+16.8%+17.6%+27.5%

RevenueReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$7.36B$6.43B$6.91B$7.01B$7.39B$6.59B$6.74BPending
Estimate$7.07B$6.50B$6.63B$6.83B$7.07B$6.34B$6.52B$7.28B
Surprise+4.2%−1.1%+4.2%+2.6%+4.4%+3.9%+3.4%
Estimate$0.62
ReportedDue Oct 22, 2026
Estimate$7.28B
ReportedDue Oct 22, 2026
View details

Debt to equity81.60%
Current ratio209.50%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$6.91B$7.36B$6.43B$6.91B$7.01B$7.39B$6.59B$6.74B
Net income$766.0M$1.18B$402.0M$701.0M$609.0M$876.0M$930.0M$682.0M
Net margin11.1%16.0%6.3%10.1%8.7%11.9%14.1%10.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$930.0M$945.0M$752.0M$887.0M$948.0M$970.0M$809.0M$854.0M
YoY growth+30.3%+45.2%+15.2%+6.5%+1.9%+2.6%+7.6%−3.7%

Balance sheet, Jun 30, 2026Cash & short-term investments $17.06B · Total debt $16.25B · Total assets $52.62B · Shareholders' equity $19.91B

Revenue
$6.74B
Operating income
$854.0M
Net income
$682.0M
View details

Dividend yield
1.61%
Next ex-date
Nov 7, 26
estimated · in 45 days
Annual dividend
$0.92
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.21$0.23$0.23$0.23$0.23$0.23$0.23$0.23
Annual yield2.20%1.83%2.42%2.05%2.00%1.54%1.36%1.49%
Ex-dateNov 4Feb 11May 6Aug 5Nov 4Feb 17May 5Aug 7
Payment dateNov 14Feb 21May 16Aug 15Nov 14Feb 27May 15Aug 17
View details

Institutions98.08%973.57M shares
1,200 holders · as of Jun 30, 2026
Insiders0.10%962.2K shares
11 holders · as of Sep 8, 2026
Other1.82%18.15M shares
remainder

992.67M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
9.98%99.12Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
7.05%69.94Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.53%64.83Mas of Jun 30, 2026
State Street CorpInstitution
6.51%64.58Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.94%49.05Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 1, 2026Maria C. Borrasofficer: Chief Growth & Experience Ofcr−72,000$55.05
Jun 22, 2026Lorenzo Simonellidirector, officer: Chairman, President and CEO−181,411$58.43
Jun 12, 2026Lorenzo Simonellidirector, officer: Chairman, President and CEO−181,411$63.36
Jun 15, 2026Ahmed Farhan Moghalofficer: EVP, Chief Financial Officer−23,392$62.38
Jun 3, 2026Rebecca L. Charltonofficer: SVP, Controller & CAO−5,088$64.22
View details

  • SLB

    World’s largest OFS company; rival across every OFSE product line.

  • Halliburton

    Second Big Three OFS peer; deepest rivalry in pressure pumping and completions.

  • GE Vernova

    Primary IET rival in gas turbines, power generation, and LNG turbomachinery.

  • Weatherford International

    Smaller fourth OFS peer competing across drilling, completions, and production.

  • NOV

    Drilling-equipment OEM competing with BKR OFSE on drill bits and downhole tools.

Compare

CompanyPriceChange
Baker Hughes$57.69+0.75%$56.84B18.421.52.1−2.4%
SLB$52.34+0.41%$77.35B25.418.42.1+5.0%
Halliburton$33.17+0.97%$27.44B17.213.11.2+3.7%
GE Vernova$947.12−0.33%$253.09B27.346.06.1+21.9%
Weatherford International$84.93+1.10%$6.02B16.614.01.3−8.2%
NOV$20.45+1.34%$7.19B77.619.20.8−2.5%
Median25.418.41.3+3.7%