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AI brief of an SEC Form 8-K · Baker Hughes (BKR)

Baker Hughes Q4 adjusted EPS rises 12%; GAAP net income falls 26% on flat revenue

Mixed Impact 3 of 5 earnings Written later

Baker Hughes reported fourth-quarter 2025 results on January 25, 2026, with revenue flat year-over-year at $7.4 billion and GAAP net income down 26% to $876 million. Adjusted diluted EPS rose 12% to $0.78, and full-year adjusted EBITDA reached a record $4.8 billion, up 5%. The company projects mid-single-digit organic adjusted EBITDA growth for 2026.

Key points

  • Q4 2025 revenue was $7,386 million, flat year-over-year; IET revenue rose 9% while OFSE revenue fell 8%.
  • GAAP diluted EPS was $0.88 versus $1.18 a year earlier; adjusted diluted EPS was $0.78 versus $0.70.
  • Full-year 2025 free cash flow was $2,732 million, and IET orders reached a record $14.9 billion.
  • For 2026, the company expects mid-single-digit organic adjusted EBITDA growth, IET margins reaching its 20% target, and OFSE roughly flat.

The filing

CompanyBaker Hughes (BKR)
Form8-K, current report
Filed with the SECJan 26, 2026, 6:09 AM ET
Accession number0001701605-26-000003

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 26, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.