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Baker Hughes Company (BKR) investor relations material
Baker Hughes Company Barclays 39th Annual CEO Energy-Power Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 39th Annual CEO Energy-Power Conference 2025 summary3 Sep, 2025
Strategic transformation and vision
Since 2017, the company has shifted focus from upstream to gas infrastructure, emphasizing execution, consistency, and accountability.
The three-horizon strategy guides transformation into a differentiated energy and industrial technology company, aiming for sustained growth and durable earnings.
Horizon one focused on restructuring, margin expansion, and building resilience post-GE separation and COVID downturn.
Horizon two (2026–2028) targets scaling profitability, deepening industrial presence, and leveraging AI and digital technologies.
Horizon three aims for industry-leading margins and recurring revenue through digital and aftermarket expansion.
Operational and financial achievements
Nearly doubled EBITDA over five years, with IET expected to account for 48% of total revenues this year.
Achieved over 300 basis points of margin expansion in both IET and OFSE segments during Horizon one.
Implemented a business system based on lean and Kaizen principles, driving productivity and efficiency.
Gas technology equipment margins rose by over nine percentage points; OFSE SSPS margin improved by 13 points since 2022.
Business system will be central to integrating acquisitions and accelerating decision-making in Horizon two.
Portfolio optimization and acquisitions
Portfolio shaped for sustainable growth, prioritizing strategic fit, accretive margins, and life cycle business models.
Generated over $2.5 billion in cash from strategic actions since 2017, including $1.5 billion from recent transactions.
Announced acquisitions of Chart and CDC, with CDC providing 80% recurring revenue and accretive margins.
Chart acquisition broadens exposure to growth markets and supports synergy capture.
Integration enabled by the business system, targeting $325 million in cost synergies from Chart.
How will BHBS drive H2 margin targets?
What drives the $40B IET orders target?
How does Chart reshape IET's revenue mix?
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Next Baker Hughes Company earnings date
Q3 202524 Oct, 2025
Next Baker Hughes Company earnings date
Q3 202524 Oct, 2025
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Frequently asked questions
Oil Field Services
Baker Hughes is an American company headquartered in Houston Texas. It is one of the largest oil field services companies in the world and provides various services and products for the larger oil industry. Baker Hughes provides various types of products and services within oil well drilling, production, and other critical steps in oil exploitation. The company has a global reach, operating in well over 100 countries worldwide and its shares are listed on the NYSE.
The Result of a Merger
Baker Hughes traces its origins back to the early 20th century through the merger of two significant companies: Hughes Tool Company and Baker Oil Tool Company. Hughes Tool Company, founded in 1908 by Howard Hughes Sr., introduced the dual-cone rotary drill bit which revolutionized the drilling industry. Reuben C. Baker, the founder of Baker Oil Tool Company in 1907, patented the casing shoe, a device that enhanced the drilling process.
Their merger in 1987 marked the formation of Baker Hughes Incorporated, creating an industry giant that offered a comprehensive suite of services and products for oil exploration and production worldwide. In 2017, GE became a majority owner of Baker Hughes. However, their ownership proved to be short-lived as GE divested from the company in 2020.
The Black Gold
Baker Hughes is one of the foremost oilfield service companies in the world, providing a broad spectrum of technologies and services to the global oil industry. The company plays an instrumental role in the entire lifecycle of oil exploration and production.
From the inception of an oil well to its eventual decline, Baker Hughes offers services and solutions at every stage. In the upstream sector, they provide exploration services, with advanced drilling technologies that facilitate efficient and safe extraction of oil. Their offerings include drill bits, drilling fluids, and machinery, all optimized for varying geological terrains and challenges. In addition to drilling, Baker Hughes provides services and products related to well completions, production systems, and reservoir evaluation to optimize output and prolong well life. The company's integrated approach ensures that oil producers can maximize their yields, reduce operational costs, and maintain safety standards. While Baker Hughes is one of the leaders in its field, it faces competition from companies such as Schlumberger and Halliburton.
Not Just Oil
The company is also active within the gas sector. Baker Hughes offers a host of technologies and services tailored for gas exploration, production, and processing. The company delivers solutions for both conventional and unconventional gas reservoirs, including shale gas, tight gas, and coalbed methane. Beyond exploration and production, Baker Hughes provides equipment and services for liquefied natural gas (LNG) processing, enabling the transport and storage of gas across global markets.
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