Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain. Its Oilfield Services & Equipment segment designs and manufactures exploration, appraisal, development, production, rejuvenation, and decommissioning products and related services for onshore and offshore oilfield operations. This segment also provides drilling services, drill bits, and drilling and completions fluids; completions, intervention, measurements, pressure pumping, and wireline services; artificial lift systems, and oilfield and industrial chemicals; subsea projects and services, flexible pipe systems, and surface pressure control systems; and integrated well services and solutions. It…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $6.59B | +2.5% | $930.0M | $0.93 | +132.5% | 22.8% | 12.3% |
| Q4 2025 Dec 2025 | $7.39B | — | $876.0M | $0.88 | — | 23.7% | 13.1% |
| Q3 2025 Sep 2025 | $7.01B | — | $609.0M | $0.61 | — | 24.3% | 13.5% |
| Q2 2025 Jun 2025 | $6.91B | — | $701.0M | $0.71 | — | 23.4% | 12.8% |
| Q1 2025 Mar 2025 | $6.43B | — | $402.0M | $0.40 | — | 23.0% | 11.7% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Baker Hughes sustain its massive AI-driven order momentum, or is the market overestimating the impact of its latest strategic pivot?