Kodiak Gas Services (NYSE:KGS) M&A announcement February 05, 2026 09:00 AM ET Company ParticipantsDoug Irwin - VP, Equity ResearchEli Jossen - VP, Equity ResearchGraham Sones - Head of Investor RelationsJohn Griggs - CFOJohn Mackay - VP, Equity ResearchMickey McKee - President and CEOSteven Green - Chief Commercial OfficerConference Call ParticipantsJim Rollyson - Director and Equity Research AnalystNeal Dingmann - Energy AnalystOperatorGood morning, and welcome to Kodiak Gas Services conference call to dis ...

Core Insights - Baker Hughes Company (BKR) has a market capitalization of $45.5 billion and offers a wide range of products and services across the global energy and industrial value chain, operating through its Oilfield Services & Equipment (OFSE) and Industrial & Energy Technology (IET) segments [1] Financial Performance - The company is expected to announce its fiscal Q4 2025 results on January 25, with analysts predicting an adjusted EPS of $0.66, a decrease of 5.7% from $0.70 in the same quarter last year [2] - For fiscal 2025, analysts forecast an adjusted EPS of $2.47, representing a 5.1% increase from $2.35 in fiscal 2024 [3] - In Q3 2025, Baker Hughes reported an adjusted EPS of $0.68 and revenue of $7.01 billion, but shares fell 3.3% the following day due to a 20% year-over-year decline in net income to $609 million [5] Market Performance - Over the past 52 weeks, BKR stock has increased by 12.6%, underperforming the S&P 500 Index's gain of 16.8%, but outperforming the State Street Energy Select Sector SPDR ETF's rise of 6.4% [4] Analyst Ratings - The consensus rating for BKR stock is bullish, with a "Strong Buy" rating from 14 out of 19 analysts, one "Moderate Buy," and four "Holds." The average price target for Baker Hughes is $55, indicating a potential upside of 19.3% from current levels [6]