Key Takeaways EXE signs a multi-year deal with BKR to deploy Leucipa across wells in Marcellus, Utica, and Haynesville.BKR will deliver AI-powered Leucipa as a SaaS platform on AWS using real-time data and machine learning.BKR deployment targets higher production efficiency, reduced manual overheads, and smarter field decisions.Baker Hughes Company (BKR) , a leading energy equipment and service provider, has won a multi-year award from North America’s top natural gas producer, Expand Energy Corporation (EXE ...

Market Overview - The Solid Control Drilling Waste Management Market was valued at USD 1.50 billion in 2025 and is projected to reach USD 3.23 billion by 2035, growing at a CAGR of 8.06% from 2026 to 2035 [1][5]. Market Drivers - The increase in global oil and gas drilling activities is driving the demand for effective solid control and waste management systems due to the significant amount of drilling waste produced [1]. - Companies are focusing on implementing advanced separation technology and treatment solutions to manage contaminated drilling fluids and materials safely [1]. - Environmental protection regulations are encouraging operators to adopt eco-friendly disposal methods, further boosting market demand [1]. Key Market Segmentation By Waste Type - Contaminated Oil Based Muds held a dominant market share of approximately 58% in 2025, attributed to the large volume of hazardous muds generated from oil and gas drilling operations [6]. - The Waste Lubricants segment is expected to grow at the fastest CAGR from 2026 to 2035 due to increasing drilling operations and stricter environmental regulations [6]. By Application - The Onshore segment dominated the market with around 61% share in 2025, driven by the high number of land-based drilling projects [7]. - The Offshore segment is anticipated to grow at the fastest CAGR from 2026 to 2035, fueled by increasing deepwater and offshore oil and gas exploration activities [7]. By End-Use - The Oil & Gas sector accounted for approximately 69% of the market share in 2025, due to extensive use of drilling fluids and high-volume waste generation [8]. - The Geothermal Energy segment is projected to grow at the fastest CAGR from 2026 to 2035, driven by a rising focus on renewable energy and increasing geothermal drilling projects [8]. By Service Type - Solid Control services represented about 41% of the market in 2025, as they are essential for separating solids from drilling fluids [9]. - The Waste Treatment & Disposal segment is expected to experience the fastest growth from 2026 to 2035, driven by increasing environmental regulations and sustainability initiatives [9]. Regional Insights - North America led the market with a revenue share of approximately 38% in 2025, due to extensive oil and gas drilling activities in the U.S. and Canada [11]. - The Asia Pacific region is expected to grow at the fastest CAGR of about 9.39% from 2026 to 2035, driven by rising oil and gas exploration activities and growing investments in drilling infrastructure [11]. Competitive Landscape - Key players in the market include Schlumberger, Halliburton, Baker Hughes, Weatherford International, and others [4]. - Recent developments include TWMA securing a $15 million drilling waste management contract for BP's Mediterranean project and Schlumberger partnering with Cactus Drilling to optimize drilling operations [15].

U.S.-based technology company Baker Hughes said it has a strategic technology solutions and equity agreement with energy storage group Hydrostor. The deal between the companies, announced January 28, integrates Baker Hughes' technology as part of Hydrostor's core design offering for the latter's advanced compressed air energy storage, or A-CAES, solution. The groups on Wednesday said the deal includes up to 1.4 GW of Baker Hughes equipment orders for Hydrostor’s flagship projects. The announcement was made ...

Baker Hughes to supply essential compression, integrated well construction solutionsPlant expected to produce 500,000 tons of ammonia and capture 1.67 million tons of CO2 annuallyProject will help create a more sustainable and reliable domestic fertilizer supply in the U.S. FLORENCE, Italy, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, announced Wednesday multiple awards to progress one of the first low-carbon ammonia fertilizer production plants in the United S ...

Collaboration includes an equity investment and up to 1.4 GW of power generation and compression technology orders for Hydrostor’s flagship projects FLORENCE, Italy and DENVER, Colo., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Baker Hughes (NASDAQ: BKR), an energy technology company, and Hydrostor, a leading global long duration energy storage (LDES) developer and operator, announced Wednesday a strategic technology solutions and equity agreement. Baker Hughes will deepen its relationship with Hydrostor, integrating ...

Core Viewpoint - Baker Hughes Co is a leading player in the oilfield services industry, showing strong financial performance and growth potential, which has led to an increased price target from Barclays [1][2]. Financial Performance - For Q4 2025, Baker Hughes reported an adjusted EBITDA of $1.34 billion, exceeding guidance [2]. - The company achieved a record high adjusted EBITDA of $4.83 billion for the full year [2][6]. - Baker Hughes generated $1.3 billion in free cash flow for Q4 and a record annual free cash flow of $2.7 billion [3][6]. Market Position and Demand - The company has a record backlog of $32.4 billion and a book-to-bill ratio exceeding 1, indicating strong demand for its services [3]. - The stock price increased by 4.40%, reaching $56.29, with a market capitalization of approximately $55.55 billion [5]. Segment Performance - The Power Systems segment saw orders rise to $2.5 billion in 2025, including $1 billion for data center applications [4]. - The Industrial and Energy Technology (IET) segment achieved a record $14.9 billion in orders for the full year, reflecting strong order momentum [4].

Baker Hughes Co. (NASDAQ:BKR) posted upbeat results for the fourth quarter.The company posted adjusted earnings of 78 cents per share, beating market estimates of 67 cents per share. The company’s quarterly sales came in at $7.386 billion, topping expectations of $7.068 billion.“Baker Hughes delivered exceptional performance in 2025. We continued to execute at a high level, delivering another quarter of strong results contributing to a record full‑year Adjusted EBITDA. This achievement demonstrates sustaine ...

Oilfield services company Baker Hughes said on Monday that there is significant revenue opportunity in Venezuela, with the main considerations for operating there being safety and conditions for employees, and clarity on legal and regulatory frameworks. ...

Shares of Baker Hughes Company ( BKR ) have been a solid performer over the past year, gaining 18%, thanks to growth in its industrial & energy technology (“IET”) unit. Additionally, shares have been given a boost by regime change action in Venezuela, whichOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an articl ...

Baker Hughes (NasdaqGS:BKR) Q4 2025 Earnings call January 26, 2026 09:30 AM ET Company ParticipantsAhmed Moghal - CFOChase Mulvehill - VP of Investor RelationsJames West - Managing Director and Head of Energy and Power ResearchLorenzo Simonelli - Chairman and CEOConference Call ParticipantsArun Jayaram - AnalystDavid Anderson - AnalystMark Bianchi - AnalystSaurabh Pant - AnalystScott Gruber - AnalystOperatorGood day, ladies and gentlemen, and welcome to the Baker Hughes Company fourth quarter and full year ...