Baker Hughes Co — Form 8-K/A
Filed October 1, 2026 · analyzed by the 8-K Agent
8-K/A
— Neutral
significance 78/100
What the filing says
Baker Hughes completed its acquisition of Chart Industries on July 16, 2026, for an initial purchase price of $210 per share. Total preliminary consideration was $14.8B, including $10.1B cash for equity, $4.5B to settle Chart's debt, and $258M termination fee. Pro forma 2025 combined revenue was $31.6B (Chart contributed $4.3B); pro forma Q1 2026 combined revenue was $7.5B. Baker Hughes financed via $2B in term loans and debt assumption. Chart's IPSMR business is classified as held for sale per regulatory requirements.
Why this rating
$14.8B deal is 39% of Baker Hughes' $37.7B market cap—material M&A adding ~15% revenue. Moderate integration risk; divestitures required for antitrust; pro forma shows lower post-deal EPS ($2.09 vs. standalone $2.62). Significant but not transformational at this scale.
Price action (we called it neutral)
before filing · preread $55.62 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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