Baker Hughes Company: EPS $0.70 vs $0.61 expected; revenue $8.03B vs $7.74B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.70 | 0.61 | +14.8% | 0.68 |
| Revenue (USD bn) | 8.03 | 7.74 | +3.7% | 7.01 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 27, 2026 | Q3 FY2026 | 0.70 | 0.6100 | +14.8% | 8.03 | 7.74 | +3.7% |
| Jul 26, 2026 | Q2 FY2026 | 0.64 | 0.5020 | +27.5% | 6.74 | 6.52 | +3.4% |
| Apr 23, 2026 | Q1 FY2026 | 0.58 | 0.4931 | +17.6% | 6.59 | 6.34 | +3.9% |
| Jan 25, 2026 | Q4 FY2025 | 0.78 | 0.6680 | +16.8% | 7.39 | 7.07 | +4.4% |
| Oct 23, 2025 | Q3 FY2025 | 0.68 | 0.6160 | +10.4% | 7.01 | 6.83 | +2.6% |
| Jul 22, 2025 | Q2 FY2025 | 0.63 | 0.5550 | +13.5% | 6.91 | 6.63 | +4.2% |
| Apr 22, 2025 | Q1 FY2025 | 0.51 | 0.4720 | +8.1% | 6.43 | 6.50 | −1.1% |
| Jan 30, 2025 | Q4 FY2024 | 0.70 | 0.6240 | +12.2% | 7.36 | 7.07 | +4.2% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Baker Hughes Company results: EPS $0.70 vs $0.61 expected; revenue $8.03B vs $7.74B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 14.8%; revenue above the estimate by 3.7%.
Revenue was up 14.5% from $7.01 billion a year earlier (Q3 FY2025). EPS was up 2.9% from $0.68 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Revenue growth at Baker Hughes Company points to expanding activity, but the available material does not identify the sources of that growth or how it translates into operating profitability. The company combines oilfield services and equipment with industrial and energy technology, making its business mix important to interpreting the results.
Oilfield services and equipment are tied to onshore and offshore operations and customers’ product and service needs. Industrial and energy technology serves applications including liquefied natural gas, pipelines, storage, refining and petrochemicals, alongside diverse industries. This breadth means demand is influenced by oilfield spending decisions and infrastructure, energy and industrial needs.
What to watch on the earnings call: The earnings call merits attention for management’s explanation of revenue growth drivers and segment contributions, along with its comments on customer demand and spending decisions across onshore and offshore operations and gas and industrial applications. Discussion of the product and service mix, its effect on margins, and the conversion of activity into cash flow also matters.
For the full analysis of Baker Hughes Company stock — valuation, scores and financial statements — see the stock page linked with this story.