Compared to Estimates, Baker Hughes (BKR) Q4 Earnings: A Look at Key Metrics

For the quarter ended December 2025, Baker Hughes (BKR) reported revenue of $7.39 billion, up 0.3% over the same period last year. EPS came in at $0.78, compared to $0.70 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $7.06 billion, representing a surprise of +4.68%. The company delivered an EPS surprise of +17.21%, with the consensus EPS estimate being $0.67.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Baker Hughes performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Orders - Industrial & Energy Technology: $4.02 billion versus $3.34 billion estimated by four analysts on average.
• Orders - Industrial & Energy Technology - Gas Technology Equipment: $1.79 billion versus the three-analyst average estimate of $1.53 billion.
• Orders - Total: $7.89 billion compared to the $6.9 billion average estimate based on three analysts.
• Orders - Industrial & Energy Technology - Total Gas Technology: $2.76 billion versus $2.34 billion estimated by three analysts on average.
• Revenue- Oilfield Services & Equipment- International: $2.63 billion versus the three-analyst average estimate of $2.67 billion. The reported number represents a year-over-year change of -9.3%.
• Revenue- Oilfield Services & Equipment- North America: $943 million versus the three-analyst average estimate of $944.27 million. The reported number represents a year-over-year change of -2.9%.
• Revenue- Oilfield Services & Equipment- International- Europe/CIS/Sub-Saharan Africa: $624 million compared to the $582.87 million average estimate based on two analysts. The reported number represents a change of -15.7% year over year.
• Revenue- Oilfield Services & Equipment- International- Middle East/Asia: $1.39 billion versus $1.47 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -7.1% change.
• Revenue- Oilfield Services & Equipment: $3.57 billion versus $3.61 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -7.7% change.
• Revenue- Industrial & Energy Technology: $3.81 billion compared to the $3.47 billion average estimate based on six analysts. The reported number represents a change of +9.2% year over year.
• Revenue- Gas Technology Services: $881 million versus the five-analyst average estimate of $833.12 million. The reported number represents a year-over-year change of +10.7%.
• Revenue- Climate Technology Solutions: $229 million compared to the $123.24 million average estimate based on five analysts. The reported number represents a change of +12.3% year over year.

View all Key Company Metrics for Baker Hughes here>>>

Shares of Baker Hughes have returned +18.3% over the past month versus the Zacks S&P 500 composite's -1.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.