Baker Hughes Co Stock Price, News & Analysis

Baker Hughes (NASDAQ: BKR) announced an award from Bechtel to supply primary liquefaction equipment for Train 5 of NextDecade’s Rio Grande LNG facility in Brownsville, Texas, dated Nov. 6, 2025.

The Train 5 scope mirrors prior trains and includes two Frame 7 gas turbines, six centrifugal compressors and technology to support roughly 6 MTPA of additional LNG production. The order follows a recent Train 4 award and sits inside a framework for Trains 4–8. Baker Hughes will also deploy Cordant™ Asset Health across Rio Grande Trains 1–3 for equipment monitoring, diagnostics and cloud-based vibration visualization.

Baker Hughes (NASDAQ: BKR) won a multi-year award from Aramco to expand integrated underbalanced coiled tubing drilling (UBCTD) operations across Saudi Arabia’s natural gas fields. The order was booked in Q3 2025 and will expand Baker Hughes’ UBCTD fleet from 4 to 10 units for re-entry and greenfield projects. Services include coiled tubing drilling units, underbalanced drilling, operational management, well construction and geosciences, using CoilTrak™ BHA and GaffneyCline™ advisory. Work under the expanded agreement is scheduled to commence in 2026.

Baker Hughes (Nasdaq: BKR) reported Q3 2025 results on October 23, 2025: orders $8.2B, revenue $7.0B (+1% YoY), RPO $35.3B with record IET RPO $32.1B, attributable net income $609M, GAAP diluted EPS $0.61 and adjusted diluted EPS $0.68. Adjusted EBITDA was $1,238M (+2% YoY). Cash flow from operations was $929M and free cash flow $699M. The company announced intent to acquire Chart for approximately $13.6B and completed the Continental Disc acquisition, while IET backlog and LNG, power, and offshore awards drove order momentum.

Baker Hughes (NASDAQ: BKR) announced a quarterly cash dividend of $0.23 per share of Class A common stock. The dividend is payable on Nov. 14, 2025 to holders of record on Nov. 4, 2025. The company said it expects to fund the quarterly cash dividend from cash generated from operations.

Tamboran Resources (NYSE: TBN) completed the 2025 Shenandoah South drilling program, its largest in the Beetaloo Basin, batch drilling three 10,000-foot lateral wells (SS-4H, SS-5H, SS-6H) that are cased and suspended ahead of stimulation.

Key operational metrics: average spud-to-TD 26.7 days (within a 35-day forecast) and a record horizontal section of 1,100 m (3,603 ft) in one day in SS-6H. The program will use up to 60 stimulation stages and Liberty Energy equipment; SS-4H stimulation and a 30-day flow test are planned in 4Q 2025, with first gas sales on track for mid-2026.

Baker Hughes (NASDAQ: BKR) announced that Chart Industries shareholders approved Baker Hughes' pending acquisition on Oct 6, 2025. The transaction is expected to close mid‑2026 pending regulatory approvals and is described as transforming the Company's Industrial & Energy Technology (IET) segment by expanding capabilities across LNG, data centers, and clean energy.

The Company said the deal accelerates its strategy and listed recent moves including the pending sale of Precision Sensors & Instrumentation, a Surface Pressure Control JV with Cactus, and the acquisition of Continental Disc Corporation. Baker Hughes reaffirmed its Q3 and full‑year 2025 guidance and noted recent total shareholder returns of 340% (5y), 150% (3y), and 38% (12mo).

Baker Hughes (NASDAQ: BKR) has secured a significant contract from Bechtel Energy Inc. to provide liquefaction equipment for Sempra Infrastructure's Port Arthur LNG Phase 2 project in Texas. The scope includes four Frame 7 gas turbines and eight centrifugal compressors across two LNG trains, plus two electric motor-driven compressors for booster services.

The technology solution will support a nameplate capacity of approximately 13 million tonnes per annum (MTPA). This expansion builds upon Baker Hughes' successful involvement in Phase 1 and aims to address growing global demand for liquefied natural gas through enhanced export infrastructure in the U.S.

Baker Hughes (NASDAQ: BKR) has secured a significant contract from Petrobras to supply up to 50 subsea tree systems and associated services for offshore oil and gas production in Brazil. The agreement includes manufacturing pre-salt standard subsea trees, subsea distribution units, and monitoring equipment for multiple Brazilian offshore fields.

The systems will enhance recovery in established fields like Albacora, Jubarte, and Barracuda-Caratinga, as well as support new pre-salt developments in the Mero and Buzios fields. The project will begin procurement and manufacturing in Q3 2025, contributing to Brazil's local economy through Baker Hughes' localization strategy.

Baker Hughes (NASDAQ: BKR), a leading energy technology company, has scheduled its third quarter 2025 earnings release and webcast. The company will release its Q3 2025 financial results on Thursday, October 23, 2025, at 5:00 PM ET.

A webcast discussing the results will be held the following day, Friday, October 24, 2025, at 9:30 AM ET. Investors can access the webcast through the company's investor relations website at investors.bakerhughes.com, where an archived version will also be available after the event.