Baker Hughes Updates FY26 Guidance to Include Chart: Revenue $28.5B-$30.3B, EBITDA $4.875B-$5.475B
BKR sits 45% above its 52-week low of $43.92.
Summary
Baker Hughes issued updated FY2026 guidance incorporating the Chart Industries acquisition, with revenue of $28.5B-$30.3B and adjusted EBITDA of $4.875B-$5.475B. Chart is expected to contribute $1.85B-$2.25B in revenue and $300M-$400M in EBITDA for the stub period.
Key Events · Earnings and Guidance · BKR
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Updated FY26 Guidance Includes Chart
Baker Hughes now expects FY2026 revenue of $28.5B-$30.3B and adjusted EBITDA of $4.875B-$5.475B, incorporating Chart Industries results from the July 16, 2026 closing date.
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Chart Segment Stub-Year Contribution
Chart is guided to contribute $1.85B-$2.25B in revenue and $300M-$400M in EBITDA for the July 16-December 31, 2026 stub period, with results weighted to Q4.
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Synergy Execution Underway
$35M in cost synergies have been executed since closing, with a path to $325M in annualized run-rate synergies by Year 3 and Chart EBITDA margins of 22%-23% by 2H'28.
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Chart RPO and Book-to-Bill Outlook
Management expects Chart RPO of ~$3.6B at end of Q3 2026 and book-to-bill above 1x in 2H'26, with momentum into 2027.
Analysis · BKR · Energy & Transportation
For the first time, investors can see the full-year impact of the $13.6B Chart Industries acquisition, which closed July 16, 2026, on Baker Hughes' financial profile. The company now expects revenue of $28.5B-$30.3B and adjusted EBITDA of $4.875B-$5.475B, with Chart contributing $1.85B-$2.25B in revenue and $300M-$400M in EBITDA for the stub period. Management also disclosed $35M in cost synergies already executed and a path to 22%-23% Chart EBITDA margins by 2H'28, up from ~17% in 2H'26. This is a material update to the investment thesis.
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In the 30 days to Oct 17, 2026, 29.7% of the 1516 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.48%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, BKR was trading at $63.71 on NASDAQ in the Energy & Transportation sector, with a market capitalization of approximately $63.5B. The 52-week trading range was $43.92 to $70.41. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.