BKR secures a landmark deal with Fervo Energy to supply power equipment for Utah's Cape Station Phase II geothermal project.
Baker Hughes Company (NASDAQ:BKR ) Barclays 39th Annual CEO Energy-Power Conference 2025 September 3, 2025 9:10 AM EDT Company Participants Lorenzo Simonelli - Chairman, President & CEO Conference Call Participants John Anderson - Barclays Bank PLC, Research Division Presentation John Anderson Director and Senior North America Oilfield Services & Equipment Analyst So the word transformational gets thrown around a lot. But my 25 years of covering the sector, no other company has gone through a transformation quite like Baker Hughes.
When investors think about infrastructure stocks, many immediately think about artificial intelligence (AI) and with good reason. Many of the leading technology companies are making massive investments in AI that will drive growth for semiconductors and all the other infrastructure required to make data centers operational.
Baker Hughes (BKR) reported earnings 30 days ago. What's next for the stock?
As the Q2 earnings season continues, the stock market is revealing that some sectors appear more promising than others. The energy sector is quickly taking the lead, offering the best risk-to-reward ratio.
Baker Hughes is reportedly nearing a $13.6B cash deal to acquire Chart Industries, offering a 22% premium and boosting its energy tech portfolio. Cadence Design Systems will pay $140M for violating export laws by selling chip design tech to a Chinese military-linked university.
Oil and gas equipment supplier Baker Hughes said on Tuesday it would acquire Chart Industries in a $13.6 billion all-cash deal, including debt, edging out rival suitor Flowserve.
Oil and gas equipment supplier Baker Hughes is close to a $13.6 billion cash deal to acquire U.S.-based equipment manufacturer Chart Industries (GTLS.N), the Financial Times reported on Monday, citing sources familiar with the matter.
Although the revenue and EPS for Baker Hughes (BKR) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Baker Hughes NASDAQ: BKR won't be a name that comes to mind in the context of rising global defense budgets. However, the company's recent earnings report shows why Baker Hughes may have an unrealized advantage as energy infrastructure, digital automation, and drone warfare become increasingly interconnected.
Baker Hughes Company (NASDAQ:BKR ) Q2 2025 Earnings Conference Call July 23, 2025 9:30 AM ET Company Participants Ahmed Moghal - Executive VP & CFO Chase Mulvehill - Vice President of Investor Relations Lorenzo Simonelli - Chairman, President & CEO Conference Call Participants Arun Jayaram - JPMorgan Chase & Co, Research Division J. David Anderson - Barclays Bank PLC, Research Division Saurabh Pant - BofA Securities, Research Division Scott Andrew Gruber - Citigroup Inc., Research Division Operator Good day, ladies and gentlemen, and welcome to the Baker Hughes Company Second Quarter 2025 Earnings Conference Call.
BKR beats on Q2 earnings and revenues, fueled by cost cuts, efficiency gains and strong IET segment performance.