Inside the research

Baker Hughes Company

BKR Research profile · latest available data

Price overview

$57.83

▲ +0.54 (+0.9%)

52w hi$69.18
52w lo$43.79
Vol6.52M
As of25 Sep 2026

The Verdict

Hold

Our score +0.07

Short-0.05
Medium+0.18
Long+0.10

computed 2026-09-27

Key fundamentals

Baker Hughes Company

Energy · Oil & Gas Equipment & Services

Market cap$57.41B
Enterprise value$56.81B
Trailing P/E18.59x
Forward P/E18.59x
EV / EBITDA11.74x
P / S (ttm)2.07x
Profit margin11.2%
Return on equity16.5%
Revenue growth-2.4%
Earnings growth-4.2%
Debt / equity80.92

Layer Breakdown

LayerRawContribution
Fundamental+0.16
Sector+0.09
Technical-0.02
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain. Its Oilfield Services & Equipment segment designs and manufactures exploration, appraisal, development, production, rejuvenation, and decommissioning products and related services for onshore and offshore oilfield operations. This segment also provides drilling services, drill bits, and drilling and completions fluids; completions, intervention, measurements, pressure pumping, and wireline services; artificial lift systems, and oilfield and industrial chemicals; subsea projects and services, flexible pipe systems, and surface pressure control systems; and integrated well services and solutions. It serves oil and natural gas companies; the United States and international independent oil and natural gas companies; national or state-owned oil companies; engineering, procurement, and construction contractors; geothermal companies; and other oilfield service companies. The company's Industrial & Energy Technology segment offers gas technology equipment, such as drivers, driven equipment, and turnkey solutions for the mechanical and electric-drive, compression, and power-generation applications; aftermarket support and uptime gas technology services; non-destructive testing technologies, software, and services; pre-commissioning and maintenance services; flow control and safety solutions; mechanical and electromechanical gear transmission systems; Cordant, a software solution to optimize assets, processes, and energy use; Bently Nevada, a sensing and protection hardware for rack-based vibrating monitoring equipment and sensors; and climate technology solutions. It serves industrial, upstream, midstream, downstream, onshore, offshore, and small-to-large scale customers. The company was formerly known as Baker Hughes, a GE company and changed its name to Baker Hughes Company in October 2019. The company was incorporated in 2016 and is based in Houston, Texas.

United States · www.bakerhughes.com

Risk Metrics

Beta vs SPX1.01
Corr SPX0.47
Annual vol34.7%
Annual ret+29.7%
Sharpe0.86
Max DD-28.4%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$70.81
High / Low$85.00 / $48.00
Median$73.00
Analysts21
Strong Buy3
Buy13
Hold5
Sell1
Strong Sell0

Recent rating actions

2026-05-08Barclays→ Equal-Weight
2026-04-28Citigroup→ Buy
2026-04-27UBS→ Neutral
2026-04-27TD Cowen→ Buy
2026-04-27Susquehanna→ Positive
2026-04-27Stifel→ Buy

Material Events

DateEvent8-K
2026-07-27Earnings Release, Reg FD Disclosure…read
2026-07-16Material Agreement, Termination of Agreement…read
2026-06-22Other Material Eventread
2026-05-21Other Material Eventread
2026-05-19Officer / Director Change, Shareholder Vote…read
2026-04-23Earnings Release, Reg FD Disclosure…read
2026-03-11Material Agreement, Material Obligation…read
2026-03-02Other Material Event, Exhibitsread
2026-01-26Earnings Release, Reg FD Disclosure…read
2025-11-07Other Material Event, Exhibitsread
2025-10-23Earnings Release, Reg FD Disclosure…read
2025-10-14Officer / Director Changeread

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-01BORRAS MARIA CChief Growth & ExperienceSell72.00K$3.96M
2026-06-22Simonelli LorenzoChairman, President and COption exercise99.91K$3.55M
2026-06-22Simonelli LorenzoChairman, President and CSell181.41K$10.60M
2026-06-15Moghal Ahmed FarhanEVP, Chief Financial OffiSell20.00K$1.25M
2026-06-15Moghal Ahmed FarhanEVP, Chief Financial OffiSell3.39K$211.59K
2026-06-12Simonelli LorenzoChairman, President and COption exercise99.91K$3.55M
2026-06-12Simonelli LorenzoChairman, President and CSell181.41K$11.49M
2026-06-03Charlton Rebecca LSVP, Controller & CAOSell5.09K$326.75K
2026-06-01Charlton Rebecca LSVP, Controller & CAOOption exercise11.65K—
2026-06-01Charlton Rebecca LSVP, Controller & CAOWithheld for tax4.58K$288.72K

Flow & Concentration

Insider 180d net-$28.66M
Insider buys / sells0 / 7
Insider biasSellers
13F holders10
Top-5 share95.4%
HHI5,530 (concentrated)

Top Holders

HolderValueShares
State Street Corp$3.58B64.58M
Fidelity / FMR LLC$626.22M11.28M
Capital Research / Capital World$249.32M4.49M
AQR Capital Management$126.45M2.28M
Millennium Management$98.68M1.78M
Renaissance Technologies$90.58M1.63M
Bridgewater Associates$67.74M1.22M
Citadel Advisors$66.66M1.20M
Norges Bank (Norway sovereign)$1.22M22.00K
T. Rowe Price Group$753.81K13.58M

As of 2026-06-30

Dividends

Yield (TTM)1.19%
$ / share (TTM)$0.69
5y CAGR+5.0%

Annual dividend per share

2021$0.72
2022$0.73
2023$0.78
2024$0.84
2025$0.92
2026$0.46

Federal Contracts

AmountAgencyDescription
$25.53KDepartment of DefenseMAINTAIN FLEXIBLE BORE SCOPE

SEC Filings

DateFormDoc
2026-07-2710-Qview
2026-07-278-Kview
2026-07-168-Kview
2026-07-024view
2026-06-244view
2026-06-228-Kview
2026-06-164view
2026-06-164view
2026-06-034view
2026-05-214view
2026-05-214view
2026-05-214view
2026-05-214view
2026-05-214view
2026-05-214view

The Long Run

FY 2017–2025 · 9 years

LineLatestCAGRTrend
Revenue$27.73B+6.6%
Gross profit$841.00M-48.8%
Operating income$3.08B+28.0%
Net income$2.59B+1227.2%
Cash from ops$3.81B+39.7%

Indices

NASDAQ-100S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$56.89$57.90$56.75$57.836.52M
Sep 24$58.08$58.44$57.15$57.297.08M
Sep 23$57.26$58.16$57.00$58.038.65M
Sep 22$57.03$57.56$56.57$57.269.24M
Sep 21$57.17$58.20$56.60$57.837.97M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →