Baker Hughes Co — Form 8-K
Filed September 9, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 48/100
What the filing says
Baker Hughes completed its acquisition of Chart Industries on July 16, 2026. Chart contributed ~$2.05B revenue in FY26 guidance (weighted to 4Q26), with EBITDA of ~$350M at midpoint. The company targets Chart EBITDA margins of 22%-23% by 2H'28 (vs. ~17% in 2H'26) through $35M cost synergies already executed, supply chain leverage, SG&A optimization, and facility consolidation. FY26 BKR-total guidance: $29.4B revenue (midpoint), $5.175B adjusted EBITDA (midpoint).
Why this rating
Chart is ~5.4% of FY26 total revenue; acquisition expands TAM 58% but execution risk high; margin uplift material, synergies modest relative to $37.7B market cap; neutral pending integration success.
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