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Baker Hughes (BKR) investor relations material
Baker Hughes Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Power market trends and demand drivers
Global power demand is projected to double by 2040, with electrification, EV adoption, and data centers as key growth drivers; gas remains a critical component in the energy mix.
Data center expansion is reshaping power markets, with $1.6 trillion in AI infrastructure spend and 80% growth in gas-fired power solutions expected between 2025 and 2030.
Power systems solutions and market opportunity
Power systems address power generation, grid stability, and energy management, representing a $100B+ annual market opportunity by 2030.
The portfolio supports diverse sectors including data centers, geothermal, industrial, grid, LNG, and oilfield, with innovative solutions for efficiency, reliability, and sustainability.
2025 order highlights include $3.2B in power systems, $1B in data center power generation, and ~3GW in oil & gas power generation.
Technology and product portfolio
Over 50 years of turbomachinery innovation, leveraging Nuovo Pignone and GE technology, with a broad installed base of gas and steam turbines, expanders, compressors, and generators.
Solutions include simple/combined cycle, cogeneration, steam turbine, oxy combustion, geothermal, grid stability, and energy management systems.
Hydrogen-ready turbines, long-duration energy storage, and industrial heat pump platforms are under development to support decarbonization.
- Transformation to an industrial energy leader drives growth in LNG, data centers, and new energy.BKR
Bernstein 42nd Annual Strategic Decisions Conference30 May 2026 - Record IET orders and $938M net income highlight strong Q1 and resilient outlook.BKR
Q1 202624 Apr 2026 - Voting standards for 2026 proposals clarified; abstentions and broker non-votes have no effect.BKR
Proxy filing6 Apr 2026 - Record 2025 results, robust governance, and major ESG progress drive key proxy votes.BKR
Proxy filing30 Mar 2026 - Virtual annual meeting to vote on directors, compensation, auditor, and incentive plans.BKR
Proxy filing30 Mar 2026 - Strong growth in gas, IET, and new energy, with clear margin expansion and global demand tailwinds.BKR
JP Morgan Energy, Power and Renewables Conference3 Feb 2026 - Q2 2024 delivered 13% revenue growth, record IET orders, and raised full-year EBITDA guidance.BKR
Q2 20242 Feb 2026 - Record IET growth, margin expansion, and strong cash flow drive robust 2025 results and outlook.BKR
Q4 20252 Feb 2026 - Strategic focus and leadership changes drive growth in energy tech, LNG, and mature assets.BKR
Barclays 38th Annual CEO Energy-Power Conference22 Jan 2026
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