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Baker Hughes Beats Q1 Forecasts on Record LNG Orders, Warns on Oilfield Outlook

Management signals a shift toward higher‑margin energy technology to sustain growth as oilfield work softens.

Overview

  • Baker Hughes reported revenue of about $6.59 billion and adjusted EPS of 58 cents, topping Wall Street estimates.
  • Its Industrial & Energy Technology unit, which supplies LNG and gas equipment, booked about $4.9 billion in orders.
  • Executives said the Middle East conflict is disrupting logistics and reducing Oilfield Services & Equipment activity, which could pull full‑year results slightly below the guidance midpoint.
  • The company set conditional Q2 targets of about $6.5 billion in revenue and $1.13 billion in adjusted EBITDA if the conflict runs through June without worsening.
  • Portfolio moves continue with a planned sale of Waygate Technologies expected to raise roughly $3 billion this year to help build a broader industrial base.