Baker Hughes Company (BKR) FY 2025 Conference September 03, 2025 09:10 AM ET Speaker0The word "transformational" gets thrown around a lot, but in my 25 years of covering the sector, no other company has gone through a transformation quite like Baker Hughes. Since the GE Oil & Gas merger in 2017, we've seen Baker Hughes reshape its portfolio around gas infrastructure, de-emphasizing upstream with a shift towards production and what I consider to be the hardest feat, creating an entirely new culture around ex ...