Core Insights - Baker Hughes reported revenue of $7.01 billion for the quarter ended September 2025, reflecting a 1.5% increase year-over-year and a surprise of +2.61% over the Zacks Consensus Estimate of $6.83 billion [1] - The company's EPS was $0.68, up from $0.67 in the same quarter last year, with an EPS surprise of +11.48% compared to the consensus estimate of $0.61 [1] Financial Performance - Orders in Industrial & Energy Technology reached $4.14 billion, exceeding the average estimate of $3.2 billion [4] - Total orders amounted to $8.21 billion, surpassing the average estimate of $6.55 billion [4] - Orders for Oilfield Services & Equipment were $4.07 billion, compared to the average estimate of $3.39 billion [4] - Revenue from Oilfield Services & Equipment International was $2.66 billion, slightly above the estimate of $2.61 billion, but down 11.2% year-over-year [4] - Revenue from Oilfield Services & Equipment North America was $980 million, exceeding the estimate of $948.24 million, with a year-over-year increase of 0.9% [4] - Revenue from Oilfield Services & Equipment International in Europe/CIS/Sub-Saharan Africa was $599 million, below the estimate of $646.65 million, reflecting a significant year-over-year decline of 35.8% [4] - Revenue from Oilfield Services & Equipment International in the Middle East/Asia was $1.45 billion, above the estimate of $1.38 billion, with a year-over-year increase of 3.1% [4] - Overall revenue from Oilfield Services & Equipment was $3.64 billion, slightly above the estimate of $3.58 billion, but down 8.3% year-over-year [4] - Revenue from Industrial & Energy Technology was $3.37 billion, exceeding the estimate of $3.26 billion, with a year-over-year increase of 14.6% [4] - Revenue from Gas Technology Services was $803 million, above the estimate of $766.56 million, reflecting a year-over-year increase of 15.2% [4] - Revenue from Climate Technology Solutions was $84 million, significantly below the estimate of $195.64 million, representing a drastic year-over-year decline of 56% [4] Stock Performance - Baker Hughes shares have returned -6.4% over the past month, contrasting with the Zacks S&P 500 composite's +2.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]