Loading
Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Baker Hughes (BKR) is 6/10.
Baker Hughes posted Q1 FY2026 with record IET orders at $4.9 billion and $33.1 billion in remaining performance obligations, as IET margins surpassed 20% with 35% EBITDA growth. Revenue grew 2.5% and EPS surged 132.5% off a depressed base. The Middle East conflict disrupted OFSE operations, Power Systems orders reached $1.4 billion, and the Waygate divestiture advanced portfolio optimization. Full-year guidance was maintained but management signaled performance tracking below midpoint.
Scored from Baker Hughes’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.36B | +7.7% | $1.18 | +174.4% | 20.8% | 12.8% | 16.0% | $837M |
| FY2025 Q1 | $6.43B | +0.1% | $0.40 | -11.1% | 23.0% | 11.7% | 6.3% | $409M |
| FY2025 Q2 | $6.91B | -3.2% | $0.71 | +22.4% | 23.4% | 12.8% | 10.1% | $209M |
| FY2025 Q3 | $7.01B | +1.5% | $0.61 | -20.8% | 24.3% | 13.5% | 8.7% | $634M |
| FY2025 Q4 | $7.39B | +0.3% | $0.88 | -25.4% | 23.7% | 13.1% | 11.9% | $1.28B |
| FY2026 Q1 | $6.59B | +2.5% | $0.93 | +132.5% | 22.8% | 12.3% | 14.1% | $164M |
| FY2026 Q2 | $6.74B | -2.4% | $0.69 | -2.8% | 23.4% | 12.7% | 10.1% | $1.34B |