Baker Hughes is the toolbox for the energy industry, selling drilling equipment and services for oil and gas wells, plus turbines and compressors for power plants and pipelines. Think of it as the hardware store for extracting and moving fossil fuels.
Money comes from two segments: Oilfield Services & Equipment and Industrial & Energy Technology, with annual revenue around USD 27.73B. Gross margin sits near 23.6%, and net margin around 9.3%, indicating a moderate-margin, recurring service business.
Competitors like Halliburton and Schlumberger offer similar services, but Baker Hughes' long-term contracts and integrated digital solutions create switching costs. However, the moat is eroding as renewable energy adoption and carbon-reduction mandates pressur
Sell (sector percentile 8) — value C, growth D, profitability C, momentum C-, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Q2 adj. EBITDA $1.23B beat guidance, bookings $10.5B, FY26 revenue outlook raised to $27.35B
Dynamis Power Solutions awards Baker Hughes major order for NovaLT gas turbines with generators, gearboxes, controls
Board declares quarterly cash dividend of $0.23 per share
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Unusual put option volume is being observed for Baker Hughes Company ($BKR), indicating potential bearish sentiment or hedging activity.
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