Baker Hughes Co(BKR)Stock Analysis
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Rank #688 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
BKR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Baker Hughes Co (BKR), a Energy sector company. 13F Pro's AI-powered ranking engine scores BKR at 63.4/100 on a 32-signal composite quality model, placing it at rank #688 of 2,879 stocks — the top 25% of the AI-ranked universe. BKR scores in the top quartile across revenue scale (94.8), balance sheet strength (76.8). Areas of concern include institutional flow (6.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Baker Hughes Co reports quarterly revenue of $6.6B, net income of $930.0M, free cash flow of $164.0M. Top institutional holders of BKR by reported 13-F value include BlackRock,, STATE STREET, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. BKR trades on the Nasdaq exchange and files with the SEC under CIK 1701605. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BKR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Baker Hughes Co directly from SEC EDGAR. Baker Hughes Co's 13F Pro composite quality score has ranged between 8 and 73 since 2021, currently 63.4 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$6.6B
Net Income
Q1 2026
$930.0M
Free Cash Flow
Q1 2026
$164.0M
D/E Ratio
Q1 2026
0.84
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+8.7% YoYNet Income
+33.2% YoYOperating Income
EPS (Diluted)
Total Assets
+10.7% YoYTotal Debt
+1.1% YoYOp. Cash Flow
+24.4% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $27.73B +8.7% | $25.51B +20.6% | $21.16B +3.2% | $20.50B -1.0% | $20.70B -13.1% | $23.84B |
| Net Income | $2.59B +33.2% | $1.94B +423.3% | $-601.0M -174.4% | $-219.0M +97.8% | $-9.94B -7865.6% | $128.0M |
| Operating Income | — | $2.32B +95.5% | $1.19B -9.5% | $1.31B +108.2% | $-15.98B -1587.7% | $1.07B |
| EPS (Diluted) | — | $1.91 +413.1% | $-0.61 -125.9% | $-0.27 +98.2% | $-14.73 -6504.3% | $0.23 |
| Total Assets | $40.88B +10.7% | $36.95B +8.1% | $34.18B -3.2% | $35.31B -7.1% | $38.01B -28.8% | $53.37B |
| Total Debt | $6.09B +1.1% | $6.02B -9.6% | $6.66B -1.0% | $6.73B -11.9% | $7.63B +15.3% | $6.62B |
| Operating Cash Flow | $3.81B +24.4% | $3.06B +62.2% | $1.89B -20.5% | $2.37B +82.1% | $1.30B -38.7% | $2.13B |
AI Insight: BKR Financial Trends
Debt surged 166% to $16.2B in Q1 2026, likely from a major acquisition, while revenue remains flat and operating cash flow collapsed.
• Total debt jumped from $6.1B in Q4 2025 to $16.2B in Q1 2026—a $9.9B increase suggesting significant M&A activity.
• Net income rebounded to $930M in Q1 2026, highest since Q4 2024, but revenue stayed range-bound at $6.6B.
• Operating cash flow fell 70% to $500M in Q1 2026 from $1.7B in Q4 2025, raising liquidity concerns post-acquisition.
⚠ Equity ballooned 2.4% to $19.3B while debt tripled—debt-to-equity ratio nearly doubled, straining financial flexibility.
⚠ Operating income data missing since Q1 2025; cannot assess margin trends or operational efficiency of recent acquisition.
AI Insight: BKR Ratio Trends
Operating margin surged to 19.3% in Q1 2026, but debt-to-equity nearly doubled to 0.84, signaling aggressive capital structure shift.
• OpMargin jumped 12.2pp Q4 2025 (7.1%) to Q1 2026 (19.3%), highest in trailing dataset; NPM also improved to 14.1%.
• Debt-to-equity rocketed from 0.33 in Q3 2025 to 0.84 in Q1 2026, erasing 18 months of deleveraging gains.
• ROIC rebounded to 14.4% in Q1 2026 after hitting 8.5% low in Q4 2025; TTM ROIC at 10.1% shows uneven returns.
⚠ Q1 2026 ROA of 7.3% and ROE of 19.3% diverge sharply from TTM (6.1%, 16.1%), suggesting one-off gains or seasonality.
⚠ Leverage spike to 0.84 D/E in Q1 2026 requires monitoring; prior trend was sustained sub-0.40 leverage.
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Available Research
13F Pro tracks comprehensive data for Baker Hughes Co including:
Top Institutional Holders of BKR
BlackRock, Inc.
$6.0B97,530,729 shSTATE STREET CORP
$4.0B64,952,530 shVANGUARD CAPITAL MANAGEMENT LLC
$3.9B64,226,792 shVANGUARD PORTFOLIO MANAGEMENT LLC
$3.0B48,783,931 shCapital World Investors
$3.0B48,433,252 shDODGE & COX
$2.2B35,871,558 shGEODE CAPITAL MANAGEMENT, LLC
$1.6B26,847,011 shCapital Research Global Investors
$1.3B21,963,612 shInvesco Ltd.
$896.4M14,682,228 shDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
$838.5M13,735,106 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $6.0B | 97,530,729 |
| STATE STREET CORP | $4.0B | 64,952,530 |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.9B | 64,226,792 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.0B | 48,783,931 |
| Capital World Investors | $3.0B | 48,433,252 |
| DODGE & COX | $2.2B | 35,871,558 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.6B | 26,847,011 |
| Capital Research Global Investors | $1.3B | 21,963,612 |
| Invesco Ltd. | $896.4M | 14,682,228 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | $838.5M | 13,735,106 |
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Popular Research
Is BKR a good stock to buy?
13F Pro's AI-powered analysis of Baker Hughes Co (BKR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BKR are available on the BKR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own BKR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BKR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Baker Hughes Co's investment landscape.