BKRNasdaq$64.4933

Baker Hughes Co

Integrated Oil & GasRules + LLM

Score breakdown

Profitability+24Sentiment+15Risk penalty-6Missing signals-3

Baker Hughes Co is currently classified as Integrated Oil & Gas within Energy. Liquidity risk is medium and dilution risk is medium. Net cash is estimated at -15,411,000,000 USD.

30-day price · BKR.O+8.96 (+14.8%)

Low$56.52High$70.41Close$69.67As of2026-05-01

Profile

CompanyBaker Hughes Co

ExchangeNasdaq

TickerBKR

CIK0001701605

SICOil & Gas Field Machinery & Equipment

SectorEnergy

BusinessOil & Gas

Industry groupOil & Gas

IndustryIntegrated Oil & Gas

AI analysis

Business. Baker Hughes Co is classified under Energy / Integrated Oil & Gas and appears profitable on the latest normalized snapshot.

Classification. Classification confidence is 0.98 using static-rules-local-model-support; matched terms: oil, gas, lng.

Baker Hughes Co is currently classified as Integrated Oil & Gas within Energy. Liquidity risk is medium and dilution risk is medium. Net cash is estimated at -15,411,000,000 USD.

Key takeaways

Return on equity is about 4.8%.
Debt to equity is about 0.8x.
Likely peers from the same classification include Chevron, Shell, BP.

Financial snapshot

PeriodQ1 2026

CurrencyUSD

Revenue$6.59B

Gross profit—

Operating income—

Net income$930.0M

R&D$133.0M

SG&A—

D&A$354.0M

SBC$45.0M

Operating cash flow$500.0M

CapEx—

Free cash flow—

Total assets$50.90B

Total liabilities—

Total equity$19.31B

Cash & equivalents—

Long-term debt$15.41B

Annual history (last 5)

PeriodRevenueOp IncomeNet IncomeFCF

FY2025$27.73B—$2.59B—

FY2024$27.83B$3.08B$2.98B—

FY2025$27.83B—$2.98B—

FY2023$25.51B$2.32B$1.94B—

FY2024$25.51B$2.32B$1.94B—

PeriodGross %Op %Net %FCF %

FY2025————

FY2024————

FY2025————

FY2023————

FY2024————

PeriodAssetsEquityCashDebt

FY2025$40.88B$18.83B——

FY2024$38.36B$16.89B——

FY2025$38.36B$16.89B——

FY2023$36.95B$15.37B——

FY2024$36.95B$15.37B——

PeriodOCFCapExFCFSBC

FY2025$3.81B——$203.0M

FY2024$3.33B——$202.0M

FY2025$3.33B——$202.0M

FY2023$3.06B——$197.0M

FY2024$3.06B——$197.0M

Quarterly history (last 4)

PeriodRevenueOp IncomeNet IncomeFCF

Q1 2026$6.59B—$930.0M—

Q1 2026————

Q3 2025$20.35B—$1.71B—

Q2 2025$13.34B—$1.10B—

PeriodGross %Op %Net %FCF %

Q1 2026————

Q3 2025————

Q2 2025————

PeriodAssetsEquityCashDebt

Q1 2026$50.90B$19.31B——

Q1 2026$40.88B$18.83B——

Q3 2025$39.23B$18.16B——

Q2 2025$38.74B$17.70B——

PeriodOCFCapExFCFSBC

Q1 2026$500.0M——$45.0M

Q1 2026————

Q3 2025$2.15B——$153.0M

Q2 2025$1.22B——$102.0M

Valuation

Market price$64.49

Market cap—

Enterprise value—

P/E—

Reported non-GAAP P/E—

EV/Revenue—

EV/Op income—

EV/OCF—

P/B—

P/Tangible book—

Tangible book—

Net cash-$15.41B

Current ratio2.1

Debt/Equity0.8

ROA1.8%

ROE4.8%

Cash conversion54.0%

CapEx/Revenue—

SBC/Revenue0.7%

Asset intensity0.1

Dilution ratio—

Risk assessment

Dilution riskMedium

Liquidity riskMedium

Net cash is negative after subtracting total debt.
Source documents mention dilution or offering risk.

Recent coverage

Recent coverage3 article(s) mentioning BKR

2026-04-25US-Iran Talks to Resume in Pakistan as Hormuz Shipping Risk PersistsThe renewed diplomatic efforts come amid over trade route security and potential disruptions in the Strait of Hormuz, which has already impa…2026-04-25Baker Hughes lowers full-year guidance on prolonged Hormuz disruptionBaker Hughes lowers full-year guidance on prolonged Hormuz disruption.2026-04-25Strait of Hormuz May Remain Closed Until Second Half of 2026, Baker Hughes SaysGeopolitical tensions between the U.S. and Iran are prolonging shipping disruptions, keeping tanker traffic at low levels and weighing on.

Observations

IR observations

Mean price target64.60 USD

Median price target67.00 USD

High price target80.00 USD

Low price target44.00 USD

Mean recommendation1.91 (1=strong buy, 5=strong sell)

Strong-buy count6.00

Buy count13.00

Hold count2.00

Sell count1.00

Strong-sell count0.00

Mean EPS estimate2.43 USD

Last actual EPS2.60 USD

Competitor context

CVXChevronUSPeer

Derived from classification anchor Integrated Oil & Gas.

oil, gas, lng

SHELShellUSPeer

Derived from classification anchor Integrated Oil & Gas.

oil, gas, lng

BPBPUSPeer

Derived from classification anchor Integrated Oil & Gas.

oil, gas, lng

Source: analysis-pipeline (hybrid)Generated: 2026-04-25 20:46 UTCJob: a27942d3