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Baker Hughes Company

NasdaqGS:BKR 주식 리포트

시가총액: US$59.0b

  • 회사 개요
  • 가치 평가
  • 미래 성장
  • 과거 실적
  • 재무 건전성
  • 배당
  • 경영진
  • 지분
  • 기타 정보
  • 주식 커뮤니티

Baker Hughes 경영진

경영진 기준 점검 3/4

Baker Hughes CEO는 Lorenzo Simonelli, Jul2017 에 임명되었습니다 의 임기는 9.17 년입니다. 총 연간 보상은 $21.36M, 8% 급여 및 92% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $41.78M 가치에 해당하는 회사 주식의 0.071% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.3 년과 5.5 년입니다.

핵심 정보

Lorenzo Simonelli

최고경영자

US$21.4m

총 보수

CEO 급여 비율8.00%
CEO 재임 기간9.2yrs
CEO 지분 보유율0.07%
경영진 평균 재임 기간3.3yrs
이사회 평균 재임 기간5.5yrs

최근 경영진 업데이트

Recent updates

User avatar
내러티브 업데이트 • Aug 18

BKR: Future Returns Will Depend On Executing Massive LNG And Power Backlog

Analysts lifted the Baker Hughes fair value estimate from $56.13 to $57.50, reflecting higher modeled revenue growth and a slightly richer future P/E multiple, supported by a series of recent price target increases tied to strong Q2 orders, growing exposure to industrial and energy technology markets, and optimism around the Chart acquisition and new power systems capacity. Analyst Commentary Recent Street research around Baker Hughes shows a mix of optimism on growth in industrial and energy technology alongside pockets of caution.
User avatar
내러티브 업데이트 • Aug 04

BKR: Future Returns Will Weigh Data Center Power Demand And Geopolitical Energy Risks

Analysts have lifted the implied fair value estimate for Baker Hughes from about $53.49 to roughly $56.13, reflecting updated expectations for revenue growth, profit margins, and future P/E after recent price target revisions following strong Q2 orders, backlog, and longer term EBITDA outlook. Analyst Commentary Recent Street research on Baker Hughes has been active, with several firms updating price targets and models following the latest Q2 results, order trends, and guidance.
Seeking Alpha • Jul 27

Baker Hughes: The New Baker Hughes Looks Better Than Ever - But Fairly Valued

Summary Baker Hughes Company remains a Hold, as its current valuation closely matches a conservative fair value despite strong operational performance. BKR's recent Chart Industries acquisition and asset sales support targeted deleveraging to 1.0x–1.5x net debt/EBITDA within 24 months. Near-term boosts from Middle East tensions and AI-driven power demand could reverse, introducing volatility and potential headwinds. BKR expects modest revenue and Adj. EBITDA beats versus midpoints, but I remain cautious given macro and sector-specific uncertainties. Read the full article on Seeking Alpha
User avatar
내러티브 업데이트 • Jul 20

BKR: Future Returns Will Balance Data Center Power Deals And Geopolitical Energy Risks

The Baker Hughes analyst price target increases slightly to $53.49 from $52.30, as analysts factor in a modestly lower discount rate, a neutral adjustment to assumed revenue growth, and a slightly higher profit margin outlook within a similar future P/E framework. Analyst Commentary Recent Street research on Baker Hughes shows a mix of optimism around long term energy security themes and more cautious adjustments tied to near term volatility in oil prices, geopolitics, and the timing of industry spending.
User avatar
내러티브 업데이트 • Jul 06

BKR: Angola Subsea Wins And IET Orders Will Support Future Upside

The analyst fair value estimate for Baker Hughes has increased by $5 to $85. This reflects updated models that incorporate Street research pointing to steady OFSE and IET trends and revised long-term P/E and growth assumptions.
User avatar
내러티브 업데이트 • Jun 22

BKR: Offshore Backlog And Energy Technology Orders Will Drive Upside Outlook

The Baker Hughes analyst price target edges slightly lower to $71.24 from $71.52, as analysts refresh oilfield services models and modestly adjust fair value and P/E assumptions following recent target revisions across the sector. Analyst Commentary Recent research on Baker Hughes centers on refreshed oilfield services models, updated long term forecasts and a broad round of target resets that frame how analysts see the stock's risk reward profile.
User avatar
내러티브 업데이트 • Jun 03

BKR: Offshore Backlog And Data Center Demand Will Shape Fairly Valued Outlook

Analysts have adjusted the Baker Hughes price target moderately higher to about $71.52 from roughly $69.33, reflecting refreshed oilfield services models that incorporate updated revenue, margin and P/E assumptions, along with recent Street target revisions clustered in the mid $70s. Analyst Commentary Street research on Baker Hughes has centered on how updated oilfield services models, refreshed EBITDA forecasts and revised P/E assumptions line up with the current share price.
User avatar
새로운 내러티브 • 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?
User avatar
내러티브 업데이트 • 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.
User avatar
새로운 내러티브 • 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?
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
분석 기사 • 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...
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
User avatar
내러티브 업데이트 • 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.
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

CEO 보수 분석

Lorenzo Simonelli의 보수는 Baker Hughes의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$3b

Mar 31 2026n/an/a

US$3b

Dec 31 2025US$21mUS$2m

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$20mUS$2m

US$3b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$22mUS$2m

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

-US$97m

Dec 31 2022US$16mUS$2m

-US$601m

Sep 30 2022n/an/a

-US$490m

Jun 30 2022n/an/a

-US$466m

Mar 31 2022n/an/a

US$305m

Dec 31 2021US$16mUS$1m

-US$219m

Sep 30 2021n/an/a

US$140m

Jun 30 2021n/an/a

-US$38m

Mar 31 2021n/an/a

-US$165m

Dec 31 2020US$15mUS$1m

-US$10b

Sep 30 2020n/an/a

-US$11b

Jun 30 2020n/an/a

-US$10b

Mar 31 2020n/an/a

-US$10b

Dec 31 2019US$15mUS$1m

US$128m

보상 대 시장: Lorenzo의 총 보수(USD21.36M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.74M)보다 높습니다.

보상과 수익: Lorenzo의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Lorenzo Simonelli (53 yo)

9.2yrs
재임 기간
US$21,363,825
보수

Mr. Lorenzo Simonelli is Non-Executive Director of CNH Industrial N.V. from May 8, 2026. Mr. Simonelli has been Senior Non-Executive Director at Iveco Group N.V. since March 2022. He serves as Independent...


리더십 팀

이름직위재임 기간보수지분
Lorenzo Simonelli
Chairman9.2yrsUS$21.36m0.071%
$ 41.8m
Ahmed Moghal
Executive VP & CFO3.7yrsUS$5.24m0.0021%
$ 1.2m
Georgia Magno
Chief Legal Officer2.7yrsUS$3.36m0.0016%
$ 925.7k
Maria Borras
Chief Growth & Experience Officer and Interim EVP of Industrial & Energy Technologyno dataUS$6.01m0.0020%
$ 1.2m
Amerino Gatti
Executive Vice President of Oilfield Services & Equipment1.9yrsUS$4.65m0.0015%
$ 872.7k
Rebecca Charlton
Senior VP3.3yrs데이터 없음0.0016%
$ 949.3k
Chase Mulvehill
Vice President of Investor Relationsno data데이터 없음데이터 없음
Fernando Contreras
VP, Chief Compliance Officer & Corporate Secretaryno data데이터 없음데이터 없음
Adrienne Lynch
Vice President of Brand & External Communicationsno data데이터 없음데이터 없음
Muzzamil Ahmed
Chief People & Culture Officer1.9yrs데이터 없음데이터 없음
James Apostolides
Senior Vice President of Lead Chart Segment3.9yrsUS$2.28m0.0016%
$ 919.9k
Allyson Book
Chief Sustainability Officerno data데이터 없음데이터 없음
3.3yrs
평균 재임 기간
48yo
평균 나이

경험이 풍부한 관리: BKR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).


이사회 구성원

이름직위재임 기간보수지분
Lorenzo Simonelli
Chairman9.2yrsUS$21.36m0.071%
$ 41.8m
Gregory Brenneman
Independent Director9.2yrsUS$411.59k0.0017%
$ 1.0m
John Rice
Lead Independent Director9.2yrsUS$368.86k0.0068%
$ 4.0m
Cynthia Blum Carroll
Independent Director6.3yrsUS$340.00k0.0037%
$ 2.2m
Mohsen Sohi
Independent Director3.7yrsUS$349.87k0.0010%
$ 613.2k
William Beattie
Independent Director9.2yrsUS$417.23k데이터 없음
Michael Dumais
Independent Director4.7yrsUS$327.68k0.0037%
$ 2.2m
Ilham Kadri
Independent Directorless than a year데이터 없음데이터 없음
Abdulaziz Al-Gudaimi
Independent Director2.7yrsUS$321.53k0.00055%
$ 324.3k
Shirley Edwards
Independent Director2.3yrsUS$322.50k0%
$ 0
5.5yrs
평균 재임 기간
64.5yo
평균 나이

경험이 풍부한 이사회: BKR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/11 04:25
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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지분 구조10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Baker Hughes Company는 43명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
William SeleskyArgus Research Company
J. David AndersonBarclays
Nicholas GreenBernstein

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