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Baker Hughes Company (BKR) released an investor presentation tied to a CEO appearance at the Barclays 2026 Energy-Power Conference, providing updated fiscal-year 2026 guidance and details on integrating the recently acquired Chart Industries into its portfolio.
For 2026, Baker Hughes guides to total revenue of $28.5–$30.3 billion and Adjusted EBITDA of $4.875–$5.475 billion, implying a free cash flow conversion of 40–45% and an adjusted effective tax rate of 22–26%. Segment guidance includes OFSE revenue of $13.5–$14.2 billion with EBITDA of $2.3–$2.55 billion, IET revenue of $13.15–$13.85 billion with EBITDA of $2.6–$2.85 billion, and Chart revenue of $1.85–$2.25 billion with EBITDA of $300–$400 million.
The presentation outlines a strategy to use the Chart acquisition to expand in industrial and infrastructure markets, target Chart EBITDA margins of 22–23% by the second half of 2028, and capture cost and commercial synergies, with $35 million of cost synergies already executed. Baker Hughes reports record IET backlog with Remaining Performance Obligations above $45 billion and a medium-term leverage target of 1.0–1.5× by the second half of 2028, while emphasizing use of non‑GAAP measures such as Adjusted EBITDA and free cash flow.
Baker Hughes Co (BKR) executive Amerino Gatti, EVP, Oilfield Services & Equip, reported an RSU vesting and related share withholding on September 3, 2026. He exercised 9,807 "Restricted Stock Unit 09_24" awards into an equal number of Class A common shares, representing the second of three annual vesting installments from a September 3, 2024 grant. On the same date, 3,860 common shares were delivered or withheld at $63.64 per share for payment of exercise price or tax liability, leaving a net increase of 5,947 shares from this vesting event. Each RSU converts into one share without payment, and no Rule 10b5-1 trading plan is reported.
Baker Hughes Company reported second‑quarter 2026 revenue of $6.7B, down slightly from 2025, with net income attributable to the company of $681M and diluted EPS of $0.68. For the first six months, net income rose to $1.61B, largely driven by about $697M of gains on business dispositions, including the sale of the PSI business and formation of a Surface Pressure Control joint venture.
Operating cash flow increased to $1.85B, and cash and cash equivalents climbed to $15.7B, supported by a $6.5B U.S. dollar notes issue, €3.0B of euro notes, and new term loans used to finance the $13.6B Chart Industries acquisition completed in July 2026. Total debt rose to $16.25B. OFSE revenue fell 5% and EBITDA 11% on Middle East disruptions and the SPC disposition, while IET EBITDA grew 16% on pricing and productivity with flat revenue. Second‑quarter orders reached $10.5B, and remaining performance obligations totaled $40.1B, heavily weighted to IET. The company also agreed to sell its Waygate Technologies business for approximately $1.45B and reports continued progress toward its net‑zero emissions goals.
JPMorgan Chase & Co. filed an amended Schedule 13G reporting its beneficial ownership of Class A common stock of Baker Hughes Company. JPMorgan reports beneficial ownership of 69,128,703 shares, representing 6.9% of the Class A common stock.
Of this amount, JPMorgan has sole voting power over 60,561,427 shares and shared voting power over 834,763 shares. It also has sole dispositive power over 69,017,574 shares and shared dispositive power over 111,034 shares. The filing lists multiple JPMorgan subsidiaries, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, National Association, as entities through which the securities are held.
Baker Hughes Company reported strong second‑quarter 2026 results, highlighted by orders of $10.5 billion, including a record $7.1 billion from Industrial & Energy Technology (IET), and Remaining Performance Obligations of $40.1 billion with record IET RPO of $37.1 billion. Revenue was $6.7 billion and net income attributable to Baker Hughes was $681 million, or $0.68 GAAP diluted EPS. Adjusted net income was $640 million, adjusted diluted EPS $0.64, and adjusted EBITDA $1.23 billion, up sequentially and year‑over‑year.
Cash flow from operating activities reached $1.35 billion and free cash flow was $1.11 billion. Segment performance was solid: Oilfield Services & Equipment delivered $3.45 billion of revenue and $605 million EBITDA, while IET generated $3.29 billion of revenue and $678 million EBITDA with a higher margin. Management cited disciplined execution, favorable demand across data center, gas infrastructure and upstream markets, and ongoing cost‑out initiatives.
Strategically, the company completed the all‑cash acquisition of Chart Industries and announced the $1.45 billion all‑cash sale of Waygate Technologies to Hexagon, advancing its portfolio management strategy and expanding capabilities in thermal management, gas handling, and industrial and energy markets. Management also raised full‑year IET order guidance and increased the Horizon 2 IET orders outlook to more than $45 billion.
Baker Hughes Company completed its acquisition of Chart Industries, merging its Tango Merger Sub into Chart, which now operates as an indirect subsidiary and a new reporting segment. Each outstanding share of Chart common stock (other than excluded and appraisal shares) was converted into the right to receive $210.00 in cash, and certain stock options and stock units were converted into cash based on this amount while higher-priced options were canceled. Baker Hughes funded the cash consideration using cash on hand, $6.5 billion and €3.0 billion of senior notes issued in March 2026 and $2.0 billion of new senior unsecured term loans under two $1.0 billion facilities, while terminating $2.6 billion of unused commitments under a prior delayed draw term loan facility.
Chart becomes a dedicated segment reflecting its scale and specialization in air and gas handling, thermal management and lifecycle services; it reported $4.3 billion of revenue in fiscal 2025 and serves customers in more than 50 countries. Baker Hughes expects the combination to enhance recurring aftermarket services and targets $325 million in annualized cost synergies within three years, supported by an integration program led by a newly appointed segment leader. Despite the additional debt, Baker Hughes states a net leverage target of 1.0–1.5x within 24 months and highlights customary representations, covenants and default provisions in the new term loan credit agreements.
Baker Hughes Co executive Maria C. Borras, Chief Growth & Experience Officer, executed an open-market sale of 72,000 shares of Class A Common Stock at $55.05 per share. After the sale, she directly holds 20,035 shares. The transaction was carried out under a Rule 10b5-1 trading plan adopted on March 12, 2026, indicating it was pre-arranged rather than a discretionary trade.
BKR submitted a Form 144 notice for the proposed sale of 72,000 Class A shares (aggregate $3,963,600.00), identified by CUSIP 992068697, through Fidelity Brokerage Services LLC on NASDAQ with an intended date of 07/01/2026.
The filing lists multiple restricted stock vesting entries with dates and share counts: 01/28/2022: 439, 01/22/2023: 13,746, 01/25/2023: 12,976, 01/28/2023: 12,267, and 03/11/2024: 32,572. The notice names the broker-dealer and provides the aggregate dollar figure and CUSIP shown above.
Baker Hughes Co Chairman, President and CEO Lorenzo Simonelli reported an exercise-and-sell transaction involving Class A Common Stock. He sold 181,411 shares in open-market trades at a weighted average price of $58.43 per share, under a Rule 10b5-1 trading plan adopted on March 11, 2026.
On the same date, he exercised a stock option to acquire 99,911 shares of Class A Common Stock at an exercise price of $35.55 per share, fully exercising that option grant, which was scheduled to expire on January 22, 2028. The sales occurred in multiple trades within a price range of $57.54 to $59.32 per share.
Filer reported proposed sale of Class A shares under Form 144. The filing lists 181,411 Class A shares with associated proceeds shown as $11,488,684.10 in a section labeled "Securities Sold During The Past 3 Months." The filing catalogs recent issuer-related events including restricted stock vesting and a stock option exercise with dates through 06/22/2026.