Baker Hughes' 2026Q3 revenue growth of 14.5% to $8.0B, breaking from four prior quarters of near-flat growth, and a 24.0% gross margin that sits roughly 580 basis points above SLB's 18.2% suggest a richer industrial-technology mix and genuine top-line reacceleration.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue reaccelerated 14.5% year over year to $8.0B in 2026Q3 with gross margin at 24.0%, but operating margin slipped to 13.0% from 13.5% as SG&A grew 20.6% to $732.0M and net margin compressed to 5.1% on non-operating drag, per company-reported statements.
Potential for Industrial & Energy Technology (IET) margins to expand beyond 20%, driving earnings growth.
Strong recurring revenue from 25-year aftermarket contracts contributing to compounding growth.
Strategic benefits from the Chart Industries deal expected to enhance earnings and valuation multiples.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $0.70+14.8% vs $0.61 | $8.0B+3.7% vs $7.7B |
Q3 2026 Jul 26, 2026 | $0.64+27.5% vs $0.50 | $6.7B+3.4% vs $6.5B |
Q2 2026 Apr 23, 2026 | $0.58+17.6% vs $0.49 | $6.6B+3.9% vs $6.3B |
Q1 2026 Jan 25, 2026 | $0.78+16.8% vs $0.67 | $7.4B+4.4% vs $7.1B |
BKR is set to sell Waygate Technologies to Hexagon for $1.45 billion, sharpening its focus on core businesses and freeing up capital for growth investments.
Five dividend payers share a cash-in window that closes within days, and one of them pays out more than it earns. Find out which names look bulletproof, which carry heavy debt, and who needs to act before Monday.
Energy investment could rise over the next decade, Baker Hughes CEO Lorenzo Simonelli said. Geopolitical risks, rising costs and uncertain oil prices complicate investment decisions, RWE and BP executives said.
Cidel Asset Management Inc. reduced its stake in shares of Baker Hughes Company (NASDAQ: BKR) by 96.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,651 shares of the company's stock after selling 222,312 shares during the quarter. Cidel Asset
Benchmark BKR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Baker Hughes Company (BKR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $47.87 | $47.52B | 16.48 | -0.34% | 10.09% | 14.65% | 1.91% | |
| $49.92 | $74.63B | 24.32 | -1.6% | 8.33% | 11.27% | 2.16% | |
| $31.84 | $26.6B | 13.24 | -3.31% | 8.9% | 18.36% | 2.16% | |
| $58.12 | $4.03B | 46.04 | -4.49% | 6.69% | 6.25% | 1.32% | |
| $11.96 | $1.95B | 48.42 | -7.16% | 0.91% | 2.04% | 2.74% | |
| $63.52 | $25.33B | 19.69 | 9.37% | 12.04% | 38.36% | 0.31% |
Baker Hughes Company (BKR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Baker Hughes Company (BKR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Jul 27, 2026·SEC
Jul 16, 2026·SEC
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Baker Hughes Company (BKR) stock FAQ — growth, dividends, profitability & financials explained
Baker Hughes Company (BKR) reported $28.74B in revenue over the trailing twelve months. Revenue was $27.73B in fiscal year 2025. That is 66% more than the $16.69B of fiscal year 2015.
Baker Hughes Company (BKR) grew revenue by 3.7% over the trailing twelve months, compared with the twelve months before.
Yes. Baker Hughes Company (BKR) earned $2.90B in net income over the trailing twelve months (a 10.1% net margin).
Yes. Baker Hughes Company (BKR) pays a dividend that yields 1.91% at the current price, a moderate yield.
Baker Hughes Company (BKR) had a return on equity (ROE) of 14.7% over the trailing twelve months. That is in line with the market's typical 10-15%.
Baker Hughes Company (BKR) generated $3.23B in free cash flow over the trailing twelve months.
