Baker Hughes Company

NasdaqGS:BKR 株式レポート

時価総額：US$63.4b

Baker Hughes バランスシートの健全性

財務の健全性 基準チェック /56

Baker Hughesの総株主資本は$19.5B 、総負債は$16.2Bで、負債比率は82.9%となります。総資産と総負債はそれぞれ$50.9Bと$31.4Bです。 Baker Hughesの EBIT は$3.6Bで、利息カバレッジ比率13.9です。現金および短期投資は$15.9Bです。

主要情報

82.93%

負債資本比率

US$16.16b

負債

インタレスト・カバレッジ・レシオ13.9x
現金US$15.93b
エクイティUS$19.49b
負債合計US$31.41b
総資産US$50.90b

財務の健全性に関する最新情報

更新なし

Recent updates

新しいナラティブ • May 17

Future LNG And Data Center Dependence Will Pressure Margins And Earnings

Catalysts About Baker Hughes Baker Hughes is an energy technology company that provides equipment, services and digital solutions across the oil, gas and broader energy infrastructure value chain. What are the underlying business or industry changes driving this perspective?
Seeking Alpha • May 03

Baker Hughes: Timing An Acquisition Close Perfectly

Summary Baker Hughes is set to transform materially with the imminent acquisition of Chart Industries. The combined entity will benefit from post-Iranian crisis repair demand and elevated commodity prices. Strategic focus will be on integrating Chart’s decentralized factory model and leveraging a unified sales effort to drive quality control and rapid growth. The post-combination BKR has elevated risk from leverage and integration. But there is significant upside if management executes agilely. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 29

BKR: Waygate Review And Data Center Exposure Will Shape Fairly Valued Outlook

The analyst price target for Baker Hughes has shifted from $62.67 to $69.33. Analysts cite updated assumptions for revenue growth, margins, and future P/E, along with a broad series of recent target hikes across major research firms, as key drivers of the change.
新しいナラティブ • Apr 26

Multi Year LNG And Power Backlog Will Support Stronger Long Term Earnings Resilience

Catalysts About Baker Hughes Baker Hughes provides equipment, services and digital solutions across the full energy value chain, from production to power and industrial applications. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Apr 11

BKR: Waygate Review And Sector Exposure Will Shape Fairly Valued Outlook

Analysts raised the Baker Hughes price target by about $1 to $62.67, citing slightly adjusted growth, margin and discount rate assumptions, as well as a modestly higher future P/E. Analyst Commentary Recent research has been broadly focused on recalibrating valuation for Baker Hughes, with a series of higher price targets clustered around similar timeframes.
ナラティブの更新 • Mar 27

BKR: IET Execution And Waygate Sale Review Will Support Fairly Valued Outlook

Analysts have nudged Baker Hughes' average price target higher, with a cluster of recent increases ranging from $2 to $14 as they update models for slightly revised fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research on Baker Hughes clusters around a series of price target changes, with most moves pointing to modestly higher fair value estimates and one trim within a relatively tight range.
ナラティブの更新 • Mar 09

BKR: IET Execution And Waygate Review Will Support Fairly Valued Outlook

Analysts have nudged their average price target for Baker Hughes higher to about $61.38, reflecting updated views that slightly stronger revenue growth, modestly higher profit margins, and a similar forward P/E profile are supported by a recent wave of upward target revisions across major research firms. Analyst Commentary Recent research has clustered around upward price target revisions, with only one modest cut, giving you a fairly clear snapshot of how the Street is thinking about Baker Hughes today.
ナラティブの更新 • Feb 23

BKR: IET Execution And Energy Transition Deals Will Support Fairly Valued Outlook

The analyst fair value estimate for Baker Hughes has moved modestly higher to $60.80. The shift is supported by a series of recent price target increases from major firms that point to recalibrated assumptions around long term earnings power and sector positioning.
分析記事 • Feb 12

Some May Be Optimistic About Baker Hughes' (NASDAQ:BKR) Earnings

Baker Hughes Company's ( NASDAQ:BKR ) stock was strong despite it releasing a soft earnings report last week. However...
ナラティブの更新 • Feb 08

BKR: IET Execution And Geopolitical Openings Will Guide Fairly Valued Outlook

Analysts have raised their Baker Hughes fair value estimate to $59.75 from $53.47, as a series of recent price target increases across the Street has been supported by updated assumptions for revenue growth, profit margins, and future P/E levels. Analyst Commentary Street research on Baker Hughes has been active, with several firms revisiting their assumptions for growth, margins, and valuation multiples.
ナラティブの更新 • Jan 25

BKR: IET Execution And Geopolitical Openings Will Shape Next Cycle Outlook

Narrative Update The updated analyst price target for Baker Hughes edges higher to about $53.47. Analysts point to refined expectations around revenue growth, margins and future P/E, supported by recent Street research that has generally nudged targets upward across the oilfield services group.
ナラティブの更新 • Jan 10

BKR: IET Resilience And Potential Breakup Will Shape Next Cycle Outlook

Analysts have made only a small adjustment to their Baker Hughes price targets, with a blended fair value estimate now effectively unchanged at about US$53. This reflects mixed views, as some firms trimmed targets on more cautious oilfield spending expectations, while others nudged them higher on resilient U.S. activity and the ongoing strength of the Industrial & Energy Technology business.
ナラティブの更新 • Dec 14

BKR: IET Outperformance And Divestitures Will Drive Upside In Coming Cycle

Analysts have nudged their price target on Baker Hughes modestly higher, lifting fair value by about $0.57 to roughly $53.14. They cite continued outperformance in the Industrial and Energy Technology unit, improving long cycle energy activity, and a supportive backlog and divestiture strategy despite a still choppy macro backdrop.
ナラティブの更新 • Nov 29

BKR: Divestiture Plans And Leadership Changes Will Shape Sector Recovery Prospects

Baker Hughes' analyst fair value estimate was nudged slightly higher, rising by $0.05 to $52.57. Analysts cite ongoing strength in the company's Industrial and Energy Technology segment, along with improved execution and sector recovery signals.
ナラティブの更新 • Nov 15

BKR: Sector Activity Rebound And Divestiture Plans Will Shape Risk-Reward Ahead

The average analyst price target for Baker Hughes has increased modestly to approximately $52.52 per share. This reflects analysts' expectations for improving sector momentum and upcoming strategic catalysts, despite a still cautious macroeconomic environment.
ナラティブの更新 • Nov 01

BKR: Broader Energy Transition And Asset Portfolio Moves Will Shape Medium-Term Outlook

Analysts have raised their average price target for Baker Hughes, increasing it by approximately $0.68 to $52.43. Improving energy sector fundamentals and continued operational momentum support a more positive outlook for the shares.
ナラティブの更新 • Oct 18

Expanding Distributed Power And New Energy Will Define Long-Term Trends

The analyst price target for Baker Hughes increased modestly to approximately $51.75 per share. This reflects analyst expectations of improved revenue growth and favorable momentum in the company's Industrial & Energy Technology segment, despite ongoing sector challenges.
ナラティブの更新 • Oct 03

Expanding Distributed Power And New Energy Will Define Long-Term Trends

The analyst price target for Baker Hughes has increased modestly to approximately $51.43. This reflects a blend of stronger Industrial & Energy Technologies momentum, successful acquisitions, and improved revenue diversification, according to analysts.
ナラティブの更新 • Sep 10

Expanding Distributed Power And New Energy Will Define Long-Term Trends

Analysts have raised Baker Hughes’ price target slightly to $50.55, citing strong revenue growth and diversification in the IET segment, a transformative acquisition of Chart Industries, robust order backlog, and secular industry tailwinds, though some caution lingers due to oilfield services underperformance and regional uncertainties. Analyst Commentary Bullish analysts highlight Baker Hughes’ rapid expansion and revenue growth in its Industrial & Energy Technologies (IET) segment, now comprising a majority of total revenues, driven by strength in non-oil and gas end-markets.
分析記事 • Jul 13

Here's Why We Think Baker Hughes (NASDAQ:BKR) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Jun 27

Baker Hughes Company's (NASDAQ:BKR) Business And Shares Still Trailing The Market

Baker Hughes Company's ( NASDAQ:BKR ) price-to-earnings (or "P/E") ratio of 13x might make it look like a buy right now...
Seeking Alpha • Apr 20

Baker Hughes: Turmoil Ahead

Summary Baker Hughes Company is an energy technology firm with a diversified portfolio serving upstream, midstream, and downstream oil and gas sectors. The company operates in two segments: Oilfield Services & Equipment and Industrial & Energy Technology. Baker Hughes is a consistent investment for dividend seekers, with a 5-year average revenue growth of 3.31% per year. The company’s diversified portfolio and steady growth make it a reliable choice for investors seeking stable returns. Read the full article on Seeking Alpha
Seeking Alpha • Feb 22

Baker Hughes: Energy Services Firm Will Continue Firing On All Cylinders

Summary Baker Hughes gets a buy rating despite being overvalued and trading well above its moving average, as several upside factors come into play. The firm will take advantage of demand for natural gas/LNG, and hydrogen renewables, and has a global diversified portfolio of products. With a low debt/equity of 0.35, the leverage risk is low, and its corporate debt has declined in recent years. Although it is a not a high-yield dividend stock, its 5-year dividend growth CAGR has been positive, and the strong cashflow should provide further dividend support. Read the full article on Seeking Alpha
Seeking Alpha • Jan 07

Baker Hughes: A Rare GARP Story In Energy, A Buy Into Earnings

Summary Baker Hughes has outperformed the Energy sector since October 2022, driven by strong earnings, robust cash flow, and significant margin expansion. New LNG buildouts and rising global LNG demand are key growth catalysts, despite potential near-term capex spending reductions in North America. Analysts have become more bullish on BKR, with multiple earnings estimate upgrades and a favorable valuation given its growth profile and free cash flow yield. Technically, BKR is in a bullish uptrend, with support near $40 and a price target of $60, making it an attractive buy ahead of Q4 earnings. Read the full article on Seeking Alpha
Seeking Alpha • Oct 23

Baker Hughes Q3 Results: Decent Performance, But I Am Cautious For Now

Summary Baker Hughes Company reported mixed Q3 results, with strong backlog and improved margins, but lower orders raise concerns about future growth. The company’s financial position is solid with $2.66B in cash and $6B in long-term debt, and operating income covers interest expenses tenfold. LNG growth is a major future catalyst, with management expecting significant demand increases, but short-term uncertainties remain, especially around regulatory issues. Conservative valuation assumptions suggest Baker Hughes is trading at fair value; I’m cautious and will wait for more clarity on future orders before investing. Read the full article on Seeking Alpha

財務状況分析

短期負債: BKRの 短期資産 ( $28.6B ) が 短期負債 ( $13.4B ) を超えています。

長期負債: BKRの短期資産 ( $28.6B ) が 長期負債 ( $18.0B ) を上回っています。

デット・ツー・エクイティの歴史と分析

負債レベル: BKRの 純負債対資本比率 ( 1.2% ) は 満足できる 水準であると考えられます。

負債の削減: BKRの負債対資本比率は、過去 5 年間で43.7%から82.9%に増加しました。

債務返済能力: BKRの負債は 営業キャッシュフロー によって 十分にカバー されています ( 22.3% )。

インタレストカバレッジ: BKRの負債に対する 利息支払い は EBIT ( 13.9 x coverage) によって 十分にカバーされています。

貸借対照表

健全な企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/31 00:11
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Baker Hughes Company 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43

アナリスト機関
William SeleskyArgus Research Company
J. David AndersonBarclays
J. David AndersonBarclays