Core Viewpoint - Baker Hughes (BKR) is expected to report quarterly earnings of $0.61 per share, reflecting a 9% decline year-over-year, with revenues projected at $6.83 billion, a decrease of 1.2% compared to the previous year [1] Revenue Estimates - Analysts predict 'Revenue- Oilfield Services & Equipment' to be $3.58 billion, indicating a year-over-year decline of 9.6% [4] - 'Revenue- Industrial & Energy Technology' is estimated to reach $3.26 billion, showing a year-over-year increase of 10.6% [4] - 'Revenue- Gas Technology Services' is projected at $766.52 million, reflecting a 10% increase from the prior year [4] - 'Revenue- Climate Technology Solutions' is expected to be $195.64 million, indicating a 2.4% increase year-over-year [5] - 'Revenue- Oilfield Services & Equipment- International' is forecasted at $2.61 billion, showing a decline of 12.7% [5] - 'Revenue- Oilfield Services & Equipment- North America' is estimated at $948.24 million, reflecting a 2.3% decline [6] - 'Revenue- Oilfield Services & Equipment- International- Europe/CIS/Sub-Saharan Africa' is projected to be $646.65 million, indicating a significant decline of 30.7% [6] - 'Revenue- Oilfield Services & Equipment- International- Middle East/Asia' is expected to reach $1.38 billion, reflecting a 2% decline [7] Orders Estimates - 'Orders - Industrial & Energy Technology' is forecasted to reach $3.20 billion, compared to $2.87 billion reported in the same quarter last year [7] - 'Orders - Total' is expected to be $6.55 billion, slightly down from $6.68 billion year-over-year [7] - 'Orders - Oilfield Services & Equipment' is projected at $3.39 billion, down from $3.81 billion reported in the same quarter last year [8] - 'Orders - Climate Technology Solutions' is expected to be $286.63 million, up from $215.00 million in the same quarter last year [8] Stock Performance - Over the past month, Baker Hughes shares have returned -2.9%, while the Zacks S&P 500 composite has increased by 1.2% [9] - Currently, Baker Hughes holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [9]

Core Insights - Baker Hughes reported revenue of $6.91 billion for the quarter ended June 2025, a decrease of 3.2% year-over-year, while EPS increased to $0.63 from $0.57 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $6.63 billion by 4.17%, and the EPS surpassed the consensus estimate of $0.55 by 14.55% [1] Financial Performance Metrics - Total orders reached $7.03 billion, exceeding the three-analyst average estimate of $6.8 billion [4] - Orders in Industrial & Energy Technology amounted to $3.53 billion, surpassing the four-analyst average estimate of $3.26 billion [4] - Revenue from Oilfield Services & Equipment was $3.62 billion, compared to the $3.5 billion average estimate, reflecting a year-over-year decline of 9.8% [4] - Revenue from Industrial & Energy Technology was $3.29 billion, exceeding the $3.13 billion average estimate, with a year-over-year increase of 5.3% [4] Regional Performance - Revenue from Oilfield Services & Equipment in North America was $928 million, above the three-analyst average estimate of $881.16 million, representing a year-over-year decline of 9.3% [4] - International revenue from Oilfield Services & Equipment in Europe/CIS/Sub-Saharan Africa was $653 million, exceeding the $593.13 million average estimate, with a year-over-year decline of 21% [4] - Revenue from Oilfield Services & Equipment in the Middle East/Asia was $1.4 billion, slightly below the $1.46 billion estimate, reflecting a year-over-year decline of 6.7% [4] Stock Performance - Baker Hughes shares have returned +21% over the past month, significantly outperforming the Zacks S&P 500 composite's +4.9% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]