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Baker Hughes Company Earnings Calls
| Release date | Apr 23, 2026 |
| EPS estimate | $0.493 |
| EPS actual | $0.580 |
| EPS Surprise | 17.62% |
| Revenue estimate | 6.339B |
| Revenue actual | 6.587B |
| Revenue Surprise | 3.92% |
| Release date | Jan 25, 2026 |
| EPS estimate | $0.668 |
| EPS actual | $0.780 |
| EPS Surprise | 16.77% |
| Revenue estimate | 7.072B |
| Revenue actual | 7.386B |
| Revenue Surprise | 4.44% |
| Release date | Oct 23, 2025 |
| EPS estimate | $0.616 |
| EPS actual | $0.680 |
| EPS Surprise | 10.39% |
| Revenue estimate | 6.829B |
| Revenue actual | 7.01B |
| Revenue Surprise | 2.65% |
| Release date | Jul 22, 2025 |
| EPS estimate | $0.555 |
| EPS actual | $0.630 |
| EPS Surprise | 13.51% |
| Revenue estimate | 6.63B |
| Revenue actual | 6.91B |
| Revenue Surprise | 4.23% |
Last 4 Quarters for Baker Hughes Company
Below you can see how BKR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 22, 2025 |
| Price on release | $40.02 |
| EPS estimate | $0.555 |
| EPS actual | $0.630 |
| EPS surprise | 13.51% |
| Date | Price |
|---|---|
| Jul 16, 2025 | $38.68 |
| Jul 17, 2025 | $39.18 |
| Jul 18, 2025 | $39.72 |
| Jul 21, 2025 | $39.85 |
| Jul 22, 2025 | $40.02 |
| Jul 23, 2025 | $44.68 |
| Jul 24, 2025 | $45.72 |
| Jul 25, 2025 | $46.05 |
| Jul 28, 2025 | $46.55 |
| 4 days before | 3.46% |
| 4 days after | 16.32% |
| On release day | 11.64% |
| Change in period | 20.35% |
| Release date | Oct 23, 2025 |
| Price on release | $48.89 |
| EPS estimate | $0.616 |
| EPS actual | $0.680 |
| EPS surprise | 10.39% |
| Date | Price |
|---|---|
| Oct 17, 2025 | $45.18 |
| Oct 20, 2025 | $46.28 |
| Oct 21, 2025 | $46.75 |
| Oct 22, 2025 | $47.30 |
| Oct 23, 2025 | $48.89 |
| Oct 24, 2025 | $47.30 |
| Oct 27, 2025 | $46.60 |
| Oct 28, 2025 | $47.86 |
| Oct 29, 2025 | $48.32 |
| 4 days before | 8.21% |
| 4 days after | -1.17% |
| On release day | -3.25% |
| Change in period | 6.95% |
| Release date | Jan 25, 2026 |
| Price on release | $53.80 |
| EPS estimate | $0.668 |
| EPS actual | $0.780 |
| EPS surprise | 16.77% |
| Date | Price |
|---|---|
| Jan 16, 2026 | $51.75 |
| Jan 20, 2026 | $51.26 |
| Jan 21, 2026 | $53.59 |
| Jan 22, 2026 | $54.46 |
| Jan 23, 2026 | $53.80 |
| Jan 26, 2026 | $56.29 |
| Jan 27, 2026 | $56.53 |
| Jan 28, 2026 | $56.63 |
| Jan 29, 2026 | $56.73 |
| 4 days before | 3.96% |
| 4 days after | 5.45% |
| On release day | 4.63% |
| Change in period | 9.62% |
| Release date | Apr 23, 2026 |
| Price on release | $64.49 |
| EPS estimate | $0.493 |
| EPS actual | $0.580 |
| EPS surprise | 17.62% |
| Date | Price |
|---|---|
| Apr 17, 2026 | $59.78 |
| Apr 20, 2026 | $59.17 |
| Apr 21, 2026 | $60.25 |
| Apr 22, 2026 | $62.54 |
| Apr 23, 2026 | $64.49 |
| Apr 24, 2026 | $68.94 |
| Apr 27, 2026 | $68.38 |
| Apr 28, 2026 | $67.67 |
| Apr 29, 2026 | $68.81 |
| 4 days before | 7.88% |
| 4 days after | 6.70% |
| On release day | 6.90% |
| Change in period | 15.11% |
Baker Hughes Company Earnings Call Transcript Summary of Q1 2026
Baker Hughes reported a strong Q1 2026 driven by exceptional performance in its Industrial & Energy Technology (IET) segment. Key financials: adjusted EBITDA of $1.16 billion (up 12% YoY), adjusted EPS $0.58 (up 13% YoY), adjusted EBITDA margin 17.6% (up 140 bps YoY), and free cash flow of $210 million. IET booked a record $4.9 billion in orders (third consecutive quarter > $4B), with a 1.5x book-to-bill and record RPO of $33.1 billion. Power Systems, LNG, gas infrastructure and CCS were notable drivers, including multi‑gigawatt data center and LNG equipment awards. OFSE showed resilience but was negatively impacted by Middle East disruptions (logistics, equipment flow and activity), contributing to a more cautious near‑term outlook for that segment. Management reiterated full‑year revenue and EBITDA guidance ranges but guided Q2 assuming the Middle East situation persists through end of June (with reopening and recovery thereafter), resulting in a relatively flat Q2 EBITDA vs. Q1. Chart acquisition integration planning is underway with $325M of targeted cost synergies; the company expects to close Chart in Q2 subject to regulatory reviews. Portfolio actions (PSI sale, SPC JV, Waygate divestiture, HMH IPO) should generate approximately $3B gross proceeds in 2026, supporting balance sheet strength. Liquidity stands at ~$17.8B and net debt/adjusted EBITDA was 0.32x after a large debt issuance to fund Chart. Management emphasized structural tailwinds from heightened energy security needs, positioning IET to potentially exceed its Horizon 2 order target (>$40B), while noting geopolitical risks that may keep oil/LNG prices elevated and sustain demand for upstream and energy infrastructure investment.
