Baker Hughes Company · BKR · Next earnings

Baker Hughes Company reports Thursday, Oct 22, 2026

BKR reports after market close with consensus EPS at $0.62 and revenue at $7.28B. Last quarter: Baker Hughes Beats on EPS and Revenue, Raises Guidance as IET Orders Double

Reports After market close32 days awayDate estimated Energy

What the street expects

Consensus for the coming report
Consensus EPS $0.62 Calendar consensus
Consensus revenue $7.28B Calendar consensus
Report date Oct 22, 2026 Thursday, date estimated
Session After market close 32 days away

Where BKR left off: FY2026 Q2

Full report

Baker Hughes Beats on EPS and Revenue, Raises Guidance as IET Orders Double

EPS surprise +25.2% Reported $0.64 vs $0.51
Revenue surprise +3.1% Reported $6.74B vs $6.54B
Stock move -3.5% Event window
Subsequent drift +2.5% Up to 20 sessions

Full-year 2026 revenue and EBITDA guidance raised modestly. Full-year IET orders now expected at $17.5–$19.5 billion. Capex outlook increased to support phased power systems capacity expansion through 2029. Prior-quarter guidance was maintained; this quarter marks an upgrade.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Ongoing geopolitical disruptions in the Middle East affecting product revenue and logistics.
  • Higher inflationary costs and freight expenses pressuring margins.
  • Longer gas technology equipment (GTE) cycle times delaying revenue conversion beyond 2027.

Questions analysts left open

  • Details of the phased CapEx plan for power systems capacity through 2029.
  • Timeline and magnitude of commercial synergies from the Chart integration.
  • Sustainability of OFSE performance amid Middle East volatility.
  • Margin outlook for IET as large order backlog converts over the next several years.

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Recent BKR quarters

All BKR earnings
-3.5%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.