Baker Hughes Q4 2025: Industrial Pivot Powers AI & Data Center Boom

Описание: Baker Hughes shocked the market with its Q4 2025 earnings, reporting adjusted EPS of $0.78, beating estimates by 11 cents, and revenue of $7.39 billion, surpassing expectations despite flat year-over-year growth. The companys strategic shift from traditional oilfield services to a more industrialized and technology-driven portfolio is evident, with Industrial & Energy Technology (IET) revenues up 10% and margins hitting a record 20%. This pivot is driving margin expansion, operational leverage, and record backlog levels, signaling durable growth and cash flow.

Key highlights include record remaining performance obligations (RPO) of $35.9 billion, with $32.4 billion from IET, showcasing strong demand and revenue visibility well into the future. Baker Hughes is capitalizing on the booming LNG and power infrastructure markets, including significant wins like the Rio Grande LNG Train 5 and Commonwealth LNG LM9000 turbines, as well as crucial data center power projects. The companys industrial gas turbines, notably the Nova LT, are sold out through 2028, underlining supply constraints amid soaring demand for reliable on-site power.

Managements guidance for 2026 emphasizes mid-single-digit organic adjusted EBITDA growth, with IET margins progressing toward a 20% target and stable outlook for the oilfield services segment. The strategic Horizon Two plan (20262028) aims to solidify Baker Hughes as a predictable industrial compounder, reducing cyclicality and boosting cash flow durability. Investors are increasingly recognizing this industrial pivot, reflected in a nearly 4% stock price jump post-earnings, marking Baker Hughes as a key player in powering the AI and data center revolution.

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