Baker Hughes Company (BKR)

Baker Hughes Company beat expectations on both the top and bottom line in the second fiscal quarter of 2026, reported July 26, 2026, with adjusted EPS of $0.64 topping the $0.51 estimate by about 25% and revenue of about $6.7 billion exceeding the $6.5 billion consensus by about 3%. Revenue fell about 2% from about $6.9 billion a year earlier, while gross margin held near 23% and operating margin was near 13%, with operating income at about $854 million. Net income slipped about 3% to about $682 million from about $701 million a year ago, and adjusted EPS was up from $0.63 in the prior-year period. Operating cash flow came in at about $1.34 billion, and the company paid about $228 million in dividends. Consensus for the next period calls for EPS of $0.59 on revenue of $7.09 billion.