Baker Hughes Company provides a portfolio of technologies and services to energy and industrial value chain worldwide.
$47.87+3.61%
报价 2026-11-06
市值
$47.54B
EV
$57.05B
PE (TTM)
17.8x
预期 PE (FY2026)
18.0x
52 周区间距高点 -31.3%
$44.47$69.67
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
excluded industry: Oil & Gas Equipment & Services
爆发潜力
2026-11-07不在筛选范围：industry: Oil & Gas Equipment & Services
电话会信号
辅助标签Q3 20262026-10-28
扩产需求加速AI 词频高积压订单词频高上调指引供不应求
指引 上调
信心 4
分析师 4
“We now expect IET orders to exceed $50 billion over Horizon 2.”
原文引用（4）
- 扩产：incremental turbine and generator capacity comes online during the first half
- 需求加速：Data centers have been a significant contributor. With $4.9 billion of orders year to date. Up approximately 500% year over year.
- 上调指引：we are increasing the midpoint of total company EBITDA to $5.265 billion
- 供不应求：the key constraint is not demand for compute capacity. But how quickly customers can secure reliable power
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研究结论
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事件
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同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| BKRBaker Hughes Company | $47.54B | +3.6% | +8.0% | 22.8% | 17.8x | 11.2x | 24.3x | |
| EEni S.p.A. | $83.79B | -0.4% | – | 13.9% | 25.9x | 6.7x | – | |
| SUSuncor Energy Inc. | $80.4B | -0.5% | – | 39.6% | 17.6x | 7.3x | – | |
| SLBSLB N.V. | $73.68B | +0.6% | +4.4% | 16.6% | 25.9x | 12.5x | 17.9x | |
| TRPTC Energy Corporation | $64.51B | -1.1% | – | 50.4% | 25.9x | 14.2x | – | |
| IMOImperial Oil Limited | $58.92B | -0.7% | +32.4% | 22.4% | 20.9x | 10.6x | 16.3x | |
| LNGCheniere Energy, Inc. | $56.76B | -0.6% | +17.9% | 31% | 19.3x | 9.7x | 10.0x | GARP |
| MPLXMPLX Lp | $56.68B | +1.0% | +1.1% | 56% | 12.1x | 11.4x | 12.8x | |
| OKEONEOK, Inc. | $53.71B | -1.2% | +32.8% | 14.2% | 15.8x | 11.5x | 19.9x | |
| 同行中位数 | – | – | +17.9% | 26.7% | 20.1x | 11.0x | 16.3x |
研究全文
L2 基本面 memo
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点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 | 2024-09-30 Q3 2024 | 2024-06-30 Q2 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $6.59B | $7.39B | $7.01B | $6.91B | $6.43B | $7.36B | $6.91B | $7.14B |
| Gross Margin | 22.8% | 23.7% | 24.3% | 23.4% | 23% | 20.8% | 24.6% | 23.1% |
| Operating Margin | 12.3% | 13.1% | 13.5% | 12.8% | 11.7% | 12.8% | 13.5% | 11.7% |
| Net Income | $930M | $876M | $609M | $701M | $402M | $1.18B | $766M | $579M |
| Diluted EPS | 0.93 | 0.88 | 0.61 | 0.71 | 0.4 | 1.18 | 0.77 | 0.58 |
| Operating Cash Flow | $500M | $1.66B | $929M | $510M | $709M | $1.19B | $1.01B | $348M |