For the quarter ended September 2025, Baker Hughes (BKR) reported revenue of $7.01 billion, up 1.5% over the same period last year. EPS came in at $0.68, compared to $0.67 in the year-ago quarter.
The reported revenue represents a surprise of +2.61% over the Zacks Consensus Estimate of $6.83 billion. With the consensus EPS estimate being $0.61, the EPS surprise was +11.48%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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: $4.14 billion versus $3.2 billion estimated by four analysts on average.
- Orders - Total: $8.21 billion versus $6.55 billion estimated by three analysts on average.
- Orders - Oilfield Services & Equipment: $4.07 billion compared to the $3.39 billion average estimate based on three analysts.
- Orders - Climate Technology Solutions: $253 million versus the two-analyst average estimate of $286.63 million.
- Revenue- Oilfield Services & Equipment- International: $2.66 billion versus $2.61 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -11.2% change.
- Revenue- Oilfield Services & Equipment- North America: $980 million versus $948.24 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.9% change.
- Revenue- Oilfield Services & Equipment- International- Europe/CIS/Sub-Saharan Africa: $599 million compared to the $646.65 million average estimate based on two analysts. The reported number represents a change of -35.8% year over year.
- Revenue- Oilfield Services & Equipment- International- Middle East/Asia: $1.45 billion compared to the $1.38 billion average estimate based on two analysts. The reported number represents a change of +3.1% year over year.
- Revenue- Oilfield Services & Equipment: $3.64 billion versus $3.58 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -8.3% change.
- Revenue- Industrial & Energy Technology: $3.37 billion compared to the $3.26 billion average estimate based on six analysts. The reported number represents a change of +14.6% year over year.
- Revenue- Gas Technology Services: $803 million compared to the $766.56 million average estimate based on five analysts. The reported number represents a change of +15.2% year over year.
- Revenue- Climate Technology Solutions: $84 million versus $195.64 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -56% change.
View all Key Company Metrics for Baker Hughes here>>>
Shares of Baker Hughes have returned -6.4% over the past month versus the Zacks S&P 500 composite's +2.5% 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.Beyond Nvidia: AI's Second Wave Is Here
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
