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Baker Hughes Company

Buzzing onWhy it's trendingX mentions rising faster than the marketPrice and volume picking up
$BKR·$59B·Oil & Gas Equipment & Services·Energy
$59.06-0.6%YTD+29.2%1Y+25.7%
Price updated 21h ago·X counts updated 2d ago
BKBKR
$BKRBaker Hughes Company
$59.06-0.57%138 posts1.3×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $BKR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

138X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $BKR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 77% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-12

Baker Hughes booked $10.5B of orders (+49% YoY) with a 2.2x book-to-bill in energy technology and $37.1B of contracted work-not-yet-recognized (+$4B QoQ), providing unusual visibility for a cyclical. A significant Golar LNG award for a fourth Golar vessel featuring Baker Hughes gas technology adds to the bull case. Energy oilfield services led sector strength at +4.6% on the session with BKR +4.1%.

Read what X is saying about $BKR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $BKR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-12

The move is getting stronger, with heavier trading behind it.

Baker Hughes just booked $10.5B of orders and raised guidance after the Chart Industries close — the LNG cycle plus industrial services is the real setup.

Baker Hughes is a diversified oilfield-services company plus a growing industrial-energy-technology business, now with Chart Industries integrated. The Chart deal (closed July 16) adds cryogenic gas processing, hydrogen infrastructure and clean-energy solutions to the mix.

  • The order book is unusually strong — Q2 revenue fell 2.4% year-over-year (as Chart wasn't fully integrated), but the company booked $10.5B in orders (+49% year-over-year) with a 2.2x book-to-bill in energy technology and $37.1B of contracted work not yet recognized (+$4B quarter-over-quarter); a Golar LNG fourth-vessel award adds specific LNG-driven visibility.
  • Guidance was raised on the Chart integration — Baker Hughes lifted annual forecasts after the Chart deal, and FY26 consensus at $2.63 EPS supports the current 19x trailing PE; small officer stock-vesting only ($246K F-InKind) shows no conviction breakdowns.

Q3 earnings on October 22 need continued strong bookings with Chart integration progress. A clean beat with FY27 order-book framing extends the setup toward $70; any LNG-cycle softening or Chart integration friction is what invalidates the accelerating trajectory.

Agrees with X sentimentThe bullish X read on $10.5B orders + 2.2x book-to-bill + Golar award lines up with the fundamentals — order-book visibility is unusually strong for a cyclical, and Chart integration adds a genuine industrial-energy vector, so the crowd's positive read is well-supported.

What to watch: Q3 earnings October 22 — needs continued strong bookings with Chart integration progress. Any LNG-cycle softening or Chart integration friction invalidates the accelerating trajectory.

On the calendar: 2026-10-22 — Q3 earnings

oilfield serviceschart integrationlng cycle beneficiaryorder book strength

Read the AI verdict on $BKR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Oilfield services and industrial energy technology company offering drilling, completion, and digital solutions to the global energy sector.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Equipment & Services sits in its cycle right now — and what that implies for $BKR.

Oil & Gas Equipment & Services · Energy

International E&P spending and offshore deepwater day rates are sustaining services pricing; deepwater is the leading indicator of cycle durability. North American land activity is softer — Permian completion activity is decelerating — so international mix is the key differentiator for top-line growth this cycle.

What this means for $BKR

Direct beneficiary — Baker Hughes's diverse portfolio across drilling, completion, and industrial energy technology with strong international mix benefits from the international E&P spending cycle; OFSE is the core driver with IET adding LNG equipment upside.

Top industry ETF

$OIHVanEck Oil Services ETF
+47.1%YTD
+61.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
18.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 26, 2026$0.64$0.50+27.5%
Q1 2026Apr 23, 2026$0.58$0.49+17.6%
Q4 2025Jan 25, 2026$0.78$0.67+16.8%
Q3 2025Oct 23, 2025$0.68$0.62+10.4%
Next earningsThu, Oct 22·consensus EPS $0.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$6.7B-2.4%23.4%12.7%$0.69$1.3B
Q1 FY26$6.6B+2.5%22.8%12.3%$0.94$164.0M
Q4 FY25$7.4B+0.3%23.7%13.1%$0.89$1.3B
Q3 FY25$7.0B+1.5%24.3%13.5%$0.62$634.0M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$28.0B$27.8B – $28.5B$2.63$2.38 – $3.008
FY27$31.1B$30.7B – $31.8B$3.01$2.42 – $3.478
FY28$33.4B$32.2B – $34.7B$3.61$3.24 – $4.177
FY29$36.6B$35.2B – $37.5B$4.62$4.39 – $4.773
FY30$38.9B$37.4B – $39.8B$5.24$4.98 – $5.415

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.57%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 990.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.965-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 1Maria C BorrasChief Growth & Experience Ofcr72.0K sh$4.0MSellJun 22Lorenzo SimonelliCEO181.4K sh$10.6MSellJun 15Moghal Ahmed FarhanCFO23.4K sh$1.5MSellJun 12Lorenzo SimonelliCEO181.4K sh$11.5MSellJun 3Rebecca L CharltonSVP, Controller & CAO5.1K sh$327KSellMay 19James E ApostolidesChief Infra & Performance Ofcr12.3K sh$814KSellMar 16Maria C BorrasChief Growth & Experience Ofcr60.6K sh$3.3M
+ 15 other (9 awards · 4 exempts · 2 inkinds) in window

See when $BKR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDSep 98-K — Item 7.01: Press release / Reg FD
AI summary

Baker Hughes (BKR) CEO presented at the Barclays 2026 CEO Energy-Power Conference, discussing the Chart Industries integration and updated FY2026 guidance. The Regulation FD filing confirms CEO-level investor engagement with public disclosure of forward-looking financial information.

8-KPress release / Reg FDJul 278-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Baker Hughes Company (BKR) reported Q2 2026 financial results for the quarter ended June 30, 2026 on July 26, 2026 via press release and investor presentation furnished as exhibits. No headline financial figures appear in the filing body. This is a standard quarterly earnings disclosure for the diversified oilfield services and industrial energy technology company; OFSE and IET segment results are in the attached exhibits.

8-KAcquisition completedJul 168-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.01: Acquisition completed · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Baker Hughes Company (BKR) completed its acquisition of Chart Industries Inc. on July 16, 2026, pursuant to a Merger Agreement dated July 28, 2025, with Tango Merger Sub Inc. merging into Chart with Chart surviving as an indirect BKR subsidiary. The filing also covers termination of prior agreements (Item 1.02), new obligations created to finance the transaction (Item 2.03), and an investor presentation (Reg FD). No specific acquisition consideration appears in the excerpt, but prior disclosures indicated this was a multibillion-dollar deal. This is a transformative acquisition for BKR, adding Chart's industrial gas processing, heat transfer, and LNG equipment capabilities to its portfolio.

3New insider — initial holdingsMay 213
8-KOfficer or director changeMay 198-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
8-KPress release / Reg FDApr 238-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
3New insider — initial holdingsMar 313
+ 19 other (5 13Gs · 3 proxys · 2 10-Qs · 2 S-8s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Baird Financial Group Inc. Increases Position in Baker Hughes Company $BKRdefenseworld.net·3d agoBaker Hughes Company (BKR) Presents at Barclays 40th Annual Energy-Power Conference Transcriptseekingalpha.com·3d agoBaker Hughes raises annual forecasts after Chart acquisitionreuters.com·3d agoAllworth Financial LP Acquires 37,814 Shares of Baker Hughes Company $BKRdefenseworld.net·4d agoContinuum Advisory LLC Trims Stake in Baker Hughes Company $BKRdefenseworld.net·5d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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