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Baker Hughes Company

BKR US · Industrials · USD

Wiki entry last updated Aug 10, 2026

Current price$57.83as of Sep 22, 2026

Summary

CFRA rating	STRONG BUY
Consensus target	$72.30 (+25.0%)

Analyst consensus

Strong Buy 5Buy 14Hold 4Sell 123 analysts

3-year price (USD)

35.40 → 57.83 (+63.4% over the period)

Factor profile

Multi-factor score 29 / 100

Market data

P/E (trailing)	18.59
P/E (forward)	18.59
Dividend yield	1.59%
Beta	0.96
52-week high	$70.41
52-week low	$43.92

Business description

Baker Hughes (BKR) is a leading energy technology company providing oilfield services and industrial technology. The company is transitioning from a traditional oilfield services provider to an integrated energy technology firm, with a significant focus on Industrial & Energy Technology (IET) for LNG exports and data centers.

Competitive moat

BKR's moat is increasingly driven by its Industrial & Energy Technology (IET) segment, which provides critical infrastructure for LNG and data centers. Its higher international exposure compared to peers (only 28% US revenue in 2025) reduces its reliance on the Permian Basin's gas takeaway constraints.

Recent developments

2026-06-16: CFRA issued a "Strong Buy" rating with a target price of $82.00.
Acquisition: Planned acquisition of Chart Industries Inc. (GTLS) for $13.6B in cash, expected to add ~$5.0B in annual IET revenue and expand into metals & mining.
Strategic Shift: IET segment expected to exceed 50% of total revenues and operating income by 2027.

Investment risks / red flags

Commodity Volatility: Crude oil and natural gas price relapses could discourage upstream capex.
Capex Weakness: E&P preference for dividends and buybacks over development spending.
Execution Risk: Potential delays or synergy shortfalls in the integration of Chart Industries (GTLS).
Inflation: Rising cost inflation for services in remote locations.

Financials

Revenue	$27.73B	Revenue growth	-2.40%
Earnings growth	-4.20%	EBITDA	$4.84B
Gross margin	23.66%	Operating margin	12.83%
Profit margin	11.17%	Revenue / share	$28.05
Return on equity	16.46%	Return on assets	4.85%
Operating cash flow	$4.44B	Free cash flow	$4.42B
Total cash	$17.02B	Total debt	$16.25B
Debt / equity	80.92	Current ratio	2.10

Classification

Thematic exposure	Electrification, Infrastructure

Back to Companies

Baker Hughes Company

BKR US Website

Last updated: Aug 10, 2026

Industrials

Current price: $57.83 · Sep 22, 2026· USD

CFRA Ratingstrong buy

TBI Multi Score29

Theme Exposure

Electrification Infrastructure

Full graph →

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Factor Profile (Spider Chart)

TBI Model

Price Chart (TradingView)

Symbol: BKR

Business description

Competitive moat

Recent developments

2026-06-16: CFRA issued a "Strong Buy" rating with a target price of $82.00.
Acquisition: Planned acquisition of Chart Industries Inc. (GTLS) for $13.6B in cash, expected to add ~$5.0B in annual IET revenue and expand into metals & mining.
Strategic Shift: IET segment expected to exceed 50% of total revenues and operating income by 2027.

Investment risks / red flags

Commodity Volatility: Crude oil and natural gas price relapses could discourage upstream capex.
Capex Weakness: E&P preference for dividends and buybacks over development spending.
Execution Risk: Potential delays or synergy shortfalls in the integration of Chart Industries (GTLS).
Inflation: Rising cost inflation for services in remote locations.

Market Data

Source: mkts.io · Sep 22, 2026, 12:00 UTC

Key Metrics

P/E (TTM)18.59

P/E (Fwd)18.59

Dividend1.59%

Beta0.96

52W High$70.41

52W Low$43.92

Analyst Consensus

Buy

Strong Buy5Buy14Hold4Sell123 analysts

Consensus Target$72.30

+25.0% upside

Calendar Events

Next EarningsOct 22, 2026

Ex-DividendAug 7, 2026

Dividend DateAug 17, 2026

Financials

Revenue$27.73B

Rev Growth-2.40%

Earnings Growth-4.20%

Gross Margin23.66%

Op Margin12.83%

Profit Margin11.17%

EBITDA$4.84B

ROA4.85%

ROE16.46%

Rev/Share$28.05

Total Cash$17.02B

Total Debt$16.25B

D/E Ratio80.92

Free Cash Flow$4.42B

Op Cash Flow$4.44B

Current Ratio2.10

Forward Estimates

Period	EPS Est	Rev Est
0q	0.62	$7.73B
+1q	0.70	$8.30B
0y	2.61	$29.38B
+1y	3.11	$32.87B

Earnings

Quarterly EPS

3Q2025

Est: 0.620.68Beat

4Q2025

Est: 0.670.78Beat

1Q2026

Est: 0.490.58Beat

2Q2026

Est: 0.490.64Beat

Annual

2022

Rev $21.16BEarn -$601.00M

2023

Rev $25.51BEarn $1.94B

2024

Rev $27.83BEarn $2.98B

2025

Rev $27.73BEarn $2.59B

Rating Changes

10 total

Date	Firm	Action	To
Sep 14, 2026	UBS	main	Neutral
Sep 10, 2026	Susquehanna	main	Positive
Sep 10, 2026	UBS	main	Neutral
Aug 25, 2026	RBC Capital	main	Outperform
Jul 28, 2026	UBS	main	Neutral
Jul 28, 2026	TD Cowen	main	Buy