Baker Hughes Co — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Baker Hughes completed its all-cash acquisition of Chart Industries on July 16, 2026, adding $831M in orders and $888M in revenue in Q3 (76 days post-close). Total company Q3 orders reached $10.8B (IET $5.9B), with record RPO of $46.4B (IET RPO $39.4B). Revenue was $8.0B (+19% sequential, +14% YoY); adjusted EBITDA $1.415B (+15% sequential, +14% YoY); adjusted EPS $0.70. Chart contributed $156M segment EBITDA at 17.6% margin.
Why this rating
Chart acquisition (~$14.15B cash outlay) expands portfolio meaningfully; RPO growth and order momentum are strong. However, Q3 GAAP net income fell 40% sequentially ($411M) and transaction costs were $158M. Relative to $37.7B market cap, this is a material but moderate development—meaningful revenue/backlog boost but integration risks remain.
See more from October 27, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.