Baker Hughes Co Stock Price, News & Analysis

Baker Hughes (NASDAQ: BKR) has successfully completed the $540 million all-cash acquisition of Continental Disc Corporation (CDC) from Tinicum Incorporated's investment partnerships. The strategic acquisition enhances Baker Hughes' valves product line by incorporating CDC's critical pressure management solutions, expanding their presence in the flow control market.

The transaction is expected to have an immediate positive impact on Baker Hughes' earnings and cash flow per share, while also benefiting the Industrial & Energy Technology segment margins.

Flowserve Corporation (NYSE: FLS) reported strong Q2 2025 results, with solid bookings of $1.1 billion, including $621 million in aftermarket bookings. The company achieved significant margin improvements, with adjusted operating margin expanding 210 basis points to 14.6%. Q2 adjusted EPS reached $0.91, up 24.7% year-over-year.

Following these results, Flowserve increased its full-year 2025 adjusted EPS guidance to $3.25-$3.40, representing over 25% growth at the midpoint versus last year. The company also announced the termination of its merger agreement with Chart Industries, receiving a $266 million termination payment after Chart received a superior proposal from Baker Hughes.

Key financial metrics include $154.1 million in operating cash flow and a backlog of $2.85 billion, up 6.3% year-over-year. The company maintains its organic sales growth guidance of 3-4% for 2025.

Baker Hughes (NASDAQ: BKR) has announced a transformative acquisition of Chart Industries (NYSE: GTLS) in an all-cash transaction valued at $13.6 billion, or $210 per share. Chart Industries, generating $4.2 billion in revenue and $1.0 billion adjusted EBITDA in 2024, is a global leader in process technologies for gas and liquid molecule handling.

The strategic acquisition will enhance Baker Hughes' Industrial & Energy Technology segment, with expected $325 million in annualized cost synergies by the end of year three. The deal is projected to be immediately accretive to growth, margins, and cash flow, with double-digit EPS accretion in the first full year post-closing.

The transaction, expected to close by mid-year 2026, will expand Baker Hughes' presence in high-growth markets including data centers, space, and New Energy, while strengthening its lifecycle revenue mix through enhanced aftermarket services.

Flowserve Corporation (NYSE: FLS) has announced the termination of its previously announced merger agreement with Chart Industries (NYSE: GTLS). The termination comes after Chart received a superior proposal from Baker Hughes (NASDAQ: BKR). As per the merger agreement terms, Flowserve will receive a $266 million termination payment.

CEO Scott Rowe emphasized the company's strong position, highlighting their successful execution of the 3D growth strategy—Diversify, Decarbonize, and Digitize. The company remains focused on generating strong free cash flow and investing in innovation while maintaining financial discipline. The Flowserve Business System continues to enhance productivity, expand margins, and accelerate decision-making.

Baker Hughes (Nasdaq: BKR) reported strong Q2 2025 results with adjusted EBITDA margins increasing 170 basis points year-over-year to 17.5%. The company achieved orders of $7.0 billion and revenue of $6.9 billion (down 3% YoY), with net income of $701 million and adjusted EBITDA of $1,212 million (up 7% YoY).

The quarter featured three strategic transactions: forming a joint venture with Cactus Inc. ($345M), selling PSI to Crane Company ($1.15B), and acquiring Continental Disc Corporation ($540M). The company secured significant data center projects with over $650 million in year-to-date awards and achieved $1.25 billion in New Energy bookings.

Baker Hughes raised its full-year revenue and EBITDA guidance for IET while maintaining strong shareholder returns of $423 million, including $196 million in share repurchases.

Baker Hughes (NASDAQ: BKR) has announced a quarterly cash dividend of $0.23 per share for Class A common stock. The dividend will be payable on August 15, 2025, to shareholders of record as of August 5, 2025. The company plans to fund this dividend distribution through cash generated from its operations.

One Equity Partners (OEP) has announced the sale of BRUSH Group's Power Distribution business to an undisclosed buyer. This follows OEP's previous sale of BRUSH's Power Generation business to Baker Hughes (NASDAQ: BKR) in October 2022. Under OEP's four-year ownership, BRUSH achieved significant growth, with EBITDA more than doubling through seven strategic acquisitions and operational improvements.

BRUSH, founded in 1889 and based in the UK, specializes in electrical power generation and distribution equipment. The Power Distribution division focuses on switchgear, transformers, and controls for various applications including utilities, electric vehicles, data centers, and high-speed rail. During OEP's ownership, the company transformed from a carved-out unit of Melrose Industries into a leading electrical solutions provider for the UK's critical infrastructure.

Baker Hughes announced the acquisition of Continental Disc Corporation (CDC) for $540 million in an all-cash transaction. CDC, based in Liberty, Missouri, is a leading provider of safety-critical pressure management solutions, including rupture discs and pressure/vacuum relief valves. CDC generated $109 million in proforma revenue in 2024, with 80% being recurring revenue. The acquisition complements Baker Hughes' Industrial & Energy Technology portfolio and serves various industries including pharmaceutical, chemical, food and beverage, oil and gas, and aerospace markets. The deal is expected to close in Q4 2025 and will be immediately accretive to earnings, cash flow per share, and IET's segment margins. This acquisition, along with recent Surface Pressure Control transaction and sale of Precision Sensors & Instrumentation line, advances Baker Hughes' portfolio optimization strategy.

Baker Hughes (NASDAQ: BKR) has scheduled its second-quarter 2025 earnings release and webcast. The company will release its Q2 2025 financial results on Tuesday, July 22, 2025, at 5 p.m. Eastern Time via press release. A webcast discussing these results will follow the next day, Wednesday, July 23, at 9:30 a.m. Eastern Time. Interested parties can access the webcast through the investor relations section of Baker Hughes' website at investors.bakerhughes.com. An archived version of the webcast will be made available on the website after the live event.