BKR

Baker Hughes BKR is set to report third-quarter 2026 results on Oct 27, after market close. In the last reported quarter, its earnings of 64 cents per share beat the Zacks Consensus Estimate of 51 cents, driven by strong Oilfield Services & Equipment execution, firm Industrial & Energy Technology profitability and record order momentum. The oilfield services player's earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 17.4%. This is depicted in the graph below: Baker Hughes Company price-eps-surprise | Baker Hughes Company Quote The Zacks Consensus Estimate for third-quarter earnings per share of 64 cents has been revised upward over the past 30 days. The estimated figure indicates a 5.9% decline from the prior-year reported number. The Zacks Consensus Estimate for revenues of $7.78 billion implies an 11% improvement from the year-ago recorded figure. According to data from the U.S. Energy Information Administration, average Cushing, OK, WTI spot prices stood at $80.46, $83.90 and $97.31 per barrel in July, August and September 2026, respectively, significantly higher than $68.39, $64.86 and $63.96 per barrel in the corresponding months of 2025. The substantial year-over-year increase in crude prices, primarily driven by geopolitical tensions surrounding the Iran war, likely created a favorable business environment for Baker Hughes. Stronger commodity prices may have supported upstream spending and demand for oilfield services, potentially benefiting the company's third-quarter earnings and cash flows. However, the positive impact of elevated oil prices may have been partly offset by disruptions stemming from the Middle East conflict. Project delays, supply-chain challenges and higher operating costs could have affected BKR's operations and weighed on quarterly profitability. Our proven model does not conclusively predict an earnings beat for BKR this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is the case here, as you will see below. Earnings ESP: BKR has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zacks Rank: BKR currently sports a Zacks Rank #1. Here are some energy stocks that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle. ExxonMobil Holdings Corporation XOM has an Earnings ESP of +5.37% and currently sports a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks here. XOM is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for XOM's earnings is pegged at $3.96 per share, indicating a 110.6% improvement from the prior-year reported figure. EOG Resources EOG has an Earnings ESP of +2.43% and carries a Zacks Rank #2 at present. EOG is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for EOG's earnings is pegged at $4.44 per share, suggesting a 63.4% improvement from the prior-year reported figure. BP plc BP has an Earnings ESP of +7.13% and a Zacks Rank #1. BP is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for BP's earnings is pegged at $2.66 per share, suggesting a 212.9% increase from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Baker Hughes Company (BKR) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report ExxonMobil Holdings Corporation (XOM) : Free Stock Analysis Report EOG Resources, Inc. (EOG) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

SLB N.V. SLB reported third-quarter 2026 adjusted earnings per share (EPS) of 64 cents, beating the Zacks Consensus Estimate of 62 cents by 3.2%. The bottom line declined 7.2% from 69 cents in the year-ago quarter. The oilfield services giant recorded quarterly revenues of $9.45 billion, topping the consensus estimate of $9.29 billion by 1.7%. The top line increased 5.8% year over year. Better-than-expected results were supported by strong Production Systems performance, ChampionX contributions and recovering Middle East activity. Digital annualized recurring revenues reached $1.04 billion, up 13% year over year. SLB Limited price-consensus-eps-surprise-chart | SLB Limited Quote International revenues increased 1% year over year to $6.99 billion. North America revenues rose 24% to $2.40 billion, supported by stronger unconventional activity and ChampionX contributions. Excluding the acquisition, North America revenues increased 13%. Latin America revenues rose 18% year over year to $1.75 billion, supported by stronger offshore activity in Brazil, Guyana and Mexico. Europe and Africa revenues remained largely flat at $2.44 billion, reflecting mixed activity across regional markets. Middle East and Asia revenues declined 6% year over year to $2.81 billion due to conflict-related disruptions. However, revenues increased 9% sequentially, supported by recovering activity in Iraq, Kuwait, Oman, Saudi Arabia and other regional markets. Digital revenues increased 5% year over year to $693 million from $658 million. Growth was driven by stronger Digital Operations activity and higher Platforms and Applications sales, partially offset by reduced Professional Services and Digital Exploration revenues. The division's pretax operating income increased 4% year over year to $194 million. However, pretax operating margin contracted 36 basis points to 28%, reflecting lower exploration data license sales and transfer fees. Improved profitability across Digital Operations and Platforms and Applications partially offset the pressure. Reservoir Performance revenues declined 3% year over year to $1.63 billion. Reduced Middle East activity and weaker unconventional operations in Argentina affected performance. Pretax operating income fell 15% to $266 million, while the corresponding margin contracted 223 basis points to 16.3%. Well Construction revenues decreased 3% year over year to $2.89 billion, primarily due to lingering Middle East disruptions. Strong offshore drilling activity across Latin America, Europe and Africa partially offset the decline. Pretax operating income dropped 15% to $475 million. However, both divisions recorded sequential revenue increases of 5%, reflecting a recovery in Middle East drilling, evaluation and intervention activity. Production Systems revenues increased 15% year over year to $4 billion, driven primarily by ChampionX's production chemicals and artificial lift businesses. These operations contributed $950 million in quarterly revenues compared with $575 million in the year-ago period. Excluding ChampionX, divisional revenues increased 5% year over year, supported by stronger SLB OneSubsea, valves and completions activity. Pretax operating income increased 16% to $646 million. The segment's pretax operating margin remained broadly stable at 16.1%, supported by improved offshore profitability and contributions from ChampionX. Net income attributable to SLB totaled $735 million, down 1% year over year. GAAP earnings declined to 49 cents per share from 50 cents in the prior-year quarter. Adjusted EBITDA was $2.07 billion, essentially flat year over year. The adjusted EBITDA margin contracted 121 basis points to 21.9%, reflecting continued pressure from lower Middle East activity despite sequential operational improvements. Pretax segment operating income decreased 3% to $1.58 billion, while the corresponding margin contracted 153 basis points to 16.7%. Cash provided by operating activities totaled $1.51 billion in the third quarter, while free cash flow reached $828 million. Capital expenditures were $485 million. As of Sep. 30, 2026, SLB had cash and short-term investments of $3.55 billion, long-term debt of $11.15 billion and net debt of $9.25 billion. The company repurchased 12.9 million shares for $656 million during the quarter. Its board approved a quarterly cash dividend of 29.5 cents per share, payable Jan. 7, 2027, to shareholders of record as of Dec. 2, 2026. Data Center Solutions revenues surged 76% year over year to $230 million, reflecting growing demand for critical infrastructure and modular data center solutions. SLB agreed to acquire Kelvion for approximately $3.4 billion in cash, including the assumption of roughly $700 million in debt. The transaction is expected to close in the first half of 2027. Management anticipates stronger international activity in 2027, supported by deepwater developments, increased Venezuelan operations and expanding digital opportunities. The company maintained its full-year 2026 capital investment guidance at approximately $2.5 billion. SLB currently carries a Zacks Rank #4 (Sell). Some better-ranked stocks from the energy sector that are yet to release their third-quarter 2026 earnings are Baker Hughes Company BKR, ConocoPhillips COP) and Equinor ASA EQNR. BKR, COP and EQNR currently sport a Zacks Rank #1 (Strong Buy) each. You can see the complete list of today's Zacks #1 Rank stocks here. Baker Hughes is scheduled to release third-quarter 2026 earnings on Oct. 27. The Zacks Consensus Estimate for BKR's earnings is pegged at 64 cents per share, suggesting a 5.9% decline from the prior-year reported figure. ConocoPhillips is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for COP's earnings is pegged at $2.86 per share, suggesting a 77.6% improvement from the prior-year reported figure. Equinor is scheduled to release third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for EQNR's earnings is pegged at $1.38 per share, suggesting a 273% improvement from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SLB Limited (SLB) : Free Stock Analysis Report ConocoPhillips (COP) : Free Stock Analysis Report Baker Hughes Company (BKR) : Free Stock Analysis Report Equinor ASA (EQNR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Kinder Morgan, Inc. KMI reported third-quarter 2026 adjusted earnings of 35 cents per share, beating the Zacks Consensus Estimate of 33 cents by 6.1%. Earnings increased 20.7% from 29 cents in the year-ago quarter. Revenues increased 9.3% year over year to $4.53 billion from $4.15 billion. Revenues surpassed the consensus estimate of $4.38 billion by 3.4%. Strong quarterly results benefited from higher natural gas transportation and gathering volumes, alongside improved contributions from the Terminals and CO2 businesses. Natural gas transport volumes rose 3%, while gathering volumes increased 14%. Kinder Morgan, Inc. price-consensus-eps-surprise-chart | Kinder Morgan, Inc. Quote Natural Gas Pipelines adjusted segment earnings before depreciation, depletion and amortization (EBDA) increased to $1.49 billion from $1.40 billion a year earlier. Higher contributions from the El Paso Natural Gas Pipeline, KinderHawk gathering system, Tennessee Gas Pipeline and Texas Intrastate system supported the improvement. Transportation volumes averaged 49,273 billion British thermal units per day (BBtu/d), compared with 47,918 BBtu/d in the prior-year quarter. Growth primarily reflected higher liquefied natural gas deliveries on the Tennessee Gas Pipeline and increased demand for services on the Texas Intrastate system. Gathering volumes advanced to 4,722 BBtu/d from 4,129 BBtu/d, primarily supported by stronger activity on the KinderHawk system. Products Pipelines adjusted segment EBDA increased to $313 million from $288 million. Favorable commodity pricing supported performance, although legal, environmental and other expense accruals weighed on reported segment results. Total refined products volumes declined 3% to approximately 1.60 million barrels per day from 1.65 million barrels per day, reflecting a higher commodity price environment. Crude and condensate volumes decreased 11% to 410,000 barrels per day, primarily due to lower Bakken gathering volumes and the conversion of the Double H pipeline to natural gas liquids service. Terminals adjusted segment EBDA increased to $314 million from $274 million. Higher liquids contributions from expansion projects, stronger coal and petroleum coke handling activities and improved Jones Act tanker rates supported results. Liquids utilization declined to 92.6% from 94.6%. CO2 adjusted segment EBDA rose to $184 million from $136 million. Total net oil production increased to 27,070 barrels per day from 25,040 barrels per day. The realized weighted average oil price increased to $68.65 per barrel from $67.74, while the realized NGL price rose to $34.48 from $31.09. Total operating costs, expenses and other increased 9.3% year over year to $3.37 billion. Costs of sales rose to $1.57 billion from $1.40 billion, while operations and maintenance expenses increased to $949 million from $786 million. Operating income increased 9.1% to $1.16 billion. The operating margin remained relatively stable at 25.6%, reflecting comparable growth in revenues and operating expenses. Adjusted EBITDA reached a third-quarter record of $2.18 billion, up 9% year over year. Net income attributable to KMI increased 22% to $764 million, while reported earnings rose to 34 cents per share from 28 cents. The expansion project backlog reached $14.4 billion at quarter-end, increasing $4.7 billion sequentially. The company added $5.4 billion in projects, partially offset by $700 million of projects placed into service. Natural gas projects accounted for $13.2 billion of the backlog. Major additions included the Southeast Connector and Permian Link projects, designed to transport approximately 2.6 billion and 2.8 billion cubic feet per day of natural gas, respectively. More than 75% of the total backlog supports power generation and local distribution demand, highlighting growing infrastructure requirements. Cash flow from operations increased to $1.59 billion from $1.41 billion in the year-ago quarter. Free cash flow declined to $545 million from $621 million, while free cash flow after dividends was negative $120 million. As of Sept. 30, 2026, cash and cash equivalents totaled $918 million, compared with $63 million at 2025-end. Net debt stood at $32.23 billion. The net debt-to-adjusted EBITDA ratio improved to 3.5 from 3.8 at the end of 2025. Kinder Morgan expects full-year adjusted EBITDA to exceed its original $8.6 billion budget by more than 6%. Adjusted earnings are projected to surpass the initial $1.36-per-share budget by more than 13%. The company also expects its year-end net debt-to-adjusted EBITDA ratio to reach 3.6, compared with the original budget of 3.8. The board declared a quarterly dividend of 29.75 cents per share, up 2% year over year. The dividend is payable Nov. 16, 2026, to shareholders of record as of Nov. 2, 2026. Kinder Morgan currently carries a Zacks Rank #2 (Buy). Other top-ranked stocks from the energy sector that are yet to release their third-quarter 2026 earnings are Baker Hughes Company BKR, ConocoPhillips COP) and Equinor ASA EQNR. BKR, COP, EQNR currently sport a Zacks Rank #1 (Strong Buy) each. You can see the complete list of today's Zacks #1 Rank stocks here. Baker Hughes is scheduled to release third-quarter 2026 earnings on Oct. 27. The Zacks Consensus Estimate for BKR's earnings is pegged at 64 cents per share, suggesting a 5.9% decline from the prior-year reported figure. ConocoPhillips is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for COP's earnings is pegged at $2.86 per share, suggesting a 77.6% improvement from the prior-year reported figure. Equinor is scheduled to release third-quarter 2026 earnings on Oct. 28. The Zacks Consensus Estimate for EQNR's earnings is pegged at $1.38 per share, suggesting a 273% improvement from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Kinder Morgan, Inc. (KMI) : Free Stock Analysis Report ConocoPhillips (COP) : Free Stock Analysis Report Baker Hughes Company (BKR) : Free Stock Analysis Report Equinor ASA (EQNR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

SLB (NYSE:SLB) is scheduled to report its earnings on Friday, October 23, 2026. The company has a market value of about $76.1 billion. Over the last twelve months it generated $36.4 billion in revenue and $5.0 billion in operating profit, with net income of $3.1 billion. How the stock moves after the release will depend on how the results and outlook compare with expectations. What history can offer is the base rate: how often, and how far, the stock has moved after past reports. See the earnings reaction history of all stocks SLB's Historical Odds Of A Positive Post-Earnings Return Some observations on one-day (1D) post-earnings returns, measured from the last close before each release: - There are 19 earnings releases in the last five years, with 8 positive and 11 negative one-day (1D) returns. Positive 1D returns were seen 42% of the time. - Over the last three years that share rises to 45%, across 11 releases. - The median of the 8 positive 1D returns is 3.4%, and the median of the 11 negative ones is -2.1%. - The largest one-day reactions were 11.0% and -4.7%. The table below shows the 1D, 5-day (5D) and 21-day (21D) returns after each release, followed by summary statistics. Earnings Date | 1D | 5D | 21D 7/24/2026 | 11.0% | 3.6% | 14.1% 4/24/2026 | 2.6% | 3.9% | 4.6% 1/23/2026 | -0.3% | -1.8% | 4.5% 10/17/2025 | -0.9% | 9.4% | 12.2% 7/18/2025 | -3.9% | 1.6% | -4.8% 4/25/2025 | -1.2% | -3.4% | -3.6% 1/17/2025 | 6.1% | 2.8% | 4.5% 10/18/2024 | -4.7% | -6.2% | -1.8% 7/19/2024 | 1.9% | -1.0% | -8.1% 4/19/2024 | -2.1% | -2.9% | -4.6% 1/19/2024 | 2.2% | 8.1% | 0.6% 10/20/2023 | -2.9% | -6.8% | -11.9% 7/21/2023 | -2.2% | -0.4% | 1.3% 4/21/2023 | -4.2% | -7.7% | -12.9% 1/20/2023 | -0.1% | 0.2% | -6.6% 10/21/2022 | 10.3% | 13.1% | 17.0% 7/22/2022 | 4.3% | 6.2% | 10.4% 4/22/2022 | 2.5% | -1.3% | 1.2% 1/21/2022 | -1.9% | 4.9% | 8.9% Statistic | 1D | 5D | 21D # Positive | 8 | 10 | 11 # Negative | 11 | 9 | 8 Median Positive | 3.4% | 4.4% | 4.6% Median Negative | -2.1% | -2.9% | -5.7% Max Positive | 11.0% | 13.1% | 17.0% Max Negative | -4.7% | -7.7% | -12.9% Correlation Between 1D, 5D, And 21D Post-Earnings Returns Another approach is to wait for the initial reaction and see whether it continues. The table below shows the correlation between the 1D return and the return over the following 5 and 21 trading days, and between the 5D return and the following 21 trading days. A value near 1 means the first move has tended to continue; near -1, to reverse; near 0, no consistent pattern. None of the five-year correlations are strong enough to trade on: all are below 0.40 in absolute terms. Over three years, the 1D vs next 5D figure is -0.48, a modest tendency to reverse, but that rests on only 11 releases. So the early post-earnings move has not reliably predicted what followed. History | 1D vs next 5D | 1D vs next 21D | 5D vs next 21D 5 Years | -0.26 | 0.19 | 0.05 3 Years | -0.48 | -0.09 | -0.12 An earnings release can move one stock sharply in either direction. A diversified portfolio spreads that risk. The Trefis High Quality (HQ) Portfolio holds about 30 quality businesses, re-balanced with rules, and has a track record of outperforming a benchmark that combines the S&P 500, the S&P MidCap 400, and the Russell 2000.

Wall Street expects flat earnings compared to the year-ago quarter on higher revenues when ProPetro Holding (PUMP) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 28. On the other hand, if they miss, the stock may move lower. While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise. This oilfield services company is expected to post quarterly loss of $0.02 per share in its upcoming report, which represents no change from the year-ago quarter. Revenues are expected to be $321.16 million, up 9.3% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 16.67% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For ProPetro, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +33.33%. On the other hand, the stock currently carries a Zacks Rank of #3. So, this combination indicates that ProPetro will most likely beat the consensus EPS estimate. Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that ProPetro would post a loss of$0.01 per share when it actually produced a loss of -$0.07, delivering a surprise of -600.00%. Over the last four quarters, the company has beaten consensus EPS estimates three times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. ProPetro appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Another stock from the Zacks Oil and Gas - Field Services industry, Baker Hughes (BKR), is soon expected to post earnings of $0.64 per share for the quarter ended September 2026. This estimate indicates a year-over-year change of -5.9%. Revenues for the quarter are expected to be $7.77 billion, up 10.8% from the year-ago quarter. Over the last 30 days, the consensus EPS estimate for Baker Hughes has been revised 1.4% up to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate. This Earnings ESP, combined with its Zacks Rank #1 (Strong Buy), makes it difficult to conclusively predict that Baker Hughes will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ProPetro Holding Corp. (PUMP) : Free Stock Analysis Report Baker Hughes Company (BKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Wall Street expects a year-over-year decline in earnings on higher revenues when Baker Hughes (BKR) reports results for the quarter ended September 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on October 27, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower. While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise. This oilfield services company is expected to post quarterly earnings of $0.64 per share in its upcoming report, which represents a year-over-year change of -5.9%. Revenues are expected to be $7.77 billion, up 10.8% from the year-ago quarter. The consensus EPS estimate for the quarter has been revised 2.14% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period. Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts. Price, Consensus and EPS Surprise Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction). The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only. A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP. Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell). For Baker Hughes, the Most Accurate Estimate is the same as the Zacks Consensus Estimate, suggesting that there are no recent analyst views which differ from what have been considered to derive the consensus estimate. This has resulted in an Earnings ESP of 0%. On the other hand, the stock currently carries a Zacks Rank of #1. So, this combination makes it difficult to conclusively predict that Baker Hughes will beat the consensus EPS estimate. While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number. For the last reported quarter, it was expected that Baker Hughes would post earnings of $0.51 per share when it actually produced earnings of $0.64, delivering a surprise of +25.49%. Over the last four quarters, the company has beaten consensus EPS estimates four times. An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss. That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Baker Hughes doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release. Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Baker Hughes Company (BKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

SLB SLB is set to report third-quarter 2026 results on Oct. 23, before the opening bell. In the last reported quarter, its earnings of 55 cents per share beat the Zacks Consensus Estimate of 51 cents, driven by growth in Digital and Production Systems, along with broad-based gains outside the Middle East. The oilfield service player's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 4.94%. This is depicted in the graph below: SLB Limited price-eps-surprise | SLB Limited Quote The Zacks Consensus Estimate for third-quarter earnings per share of 62 cents hasn't seen any revisions over the past seven days. The estimated figure indicates a 10.1% decline from the prior-year reported number. The Zacks Consensus Estimate for revenues of $9.3 billion implies a 4.04% increase from the year-ago recorded figure. To have an idea of how oil prices behaved in the September quarter, let's analyze the commodity prices from the data provided by the U.S. Energy Information Administration ("EIA"). The average Cushing, OK, WTI spot prices for July, August and September of this year were $80.46, $83.90 and $97.31 per barrel, respectively, per EIA data. Commodity prices were $68.39, $64.86 and $63.96 per barrel, respectively, in prior-year, respective quarters, according to the EIA. A constructive oil-price backdrop, driven by the Middle East conflicts, aided the exploration and production businesses in the September quarter of this year. This, in turn, is expected to have backed demand for SLB's oilfield services. Our proven model doesn't indicate an earnings beat for SLB this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the chances of an earnings beat. That isn't the case here, as you will see below. Earnings ESP: SLB currently has an Earnings ESP of -1.45%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. Zacks Rank: SLB currently carries a Zacks Rank #3 at present. Here are some stocks that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle. Baker Hughes Company BKR has an Earnings ESP of +1.15% and currently sports a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks here. Baker Hughes is scheduled to release third-quarter 2026 earnings on Oct. 27. The Zacks Consensus Estimate for BKR's earnings is pegged at 65 cents per share, indicating a 4.4% decline from the prior-year reported figure. EOG Resources EOG has an Earnings ESP of +0.59% and flaunts a Zacks Rank #1 at present. EOG is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for EOG's earnings is pegged at $4.39 per share, suggesting a 62% improvement from the prior-year reported figure. BP plc BP has an Earnings ESP of +7.29% and a Zacks Rank #1. BP is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for BP's earnings is pegged at $2.09 per share, suggesting a 146% increase from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SLB Limited (SLB) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report EOG Resources, Inc. (EOG) : Free Stock Analysis Report Baker Hughes Company (BKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Kinder Morgan Inc. KMI is set to report third-quarter 2026 results on Oct. 21, after market close. In the last reported quarter, the company's adjusted earnings of 37 cents per share topped the Zacks Consensus Estimate of 31 cents, benefiting from broad-based segment growth, led by higher natural gas transportation and gathering volumes. The company's earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters while meeting the same once, delivering an average surprise of 12.77%. This is depicted in the graph below: Kinder Morgan, Inc. price-eps-surprise | Kinder Morgan, Inc. Quote The Zacks Consensus Estimate for third-quarter earnings per share of 33 cents has witnessed one downward revision and no upward revisions in the past seven days. The estimated figure reflects a 13.8% jump from the prior-year reported figure. The consensus estimate for revenues of $4.38 billion implies a 5.7% increase from the year-ago recorded figure. Kinder Morgan is a leading midstream energy player in North America, with an extensive natural gas pipeline network comprising around 58,600 miles of transmission and 6,800 miles of gathering pipelines. The company transports nearly 40% of the natural gas produced in the United States. Due to the contractual nature of its business, with minimal exposure to commodity pricing volatility, KMI is likely to have generated stable earnings and cash flows in the third quarter. The majority of its cash flows are anchored by fee-based contracts or take-or-pay agreements. The pipeline company is expected to have benefited from sustained natural gas demand driven by higher LNG exports, industrial demand and electricity generation needs. For the third quarter, natural gas gathering volumes are expected to average 4,649 British thermal units per day (BBtu/d) from 4,380 BBtu/d in the prior-year quarter, according to the Zacks Consensus Estimate. These factors are anticipated to have driven demand and pricing dynamics, aiding Kinder Morgan's quarterly performance. Our proven model indicates an earnings beat for KMI this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. That is not the case here, as you will see below. Earnings ESP: KMI has an Earnings ESP of +1.52%. You can uncover the best stocks before they are reported with our Earnings ESP Filter. Zacks Rank: Kinder Morgan currently carries a Zacks Rank #3. Here are some stocks that you may want to consider, as these have the right combination of elements to post an earnings beat this reporting cycle. Baker Hughes Company BKR has an Earnings ESP of +1.15% and currently sports a Zacks Rank #1. You can see the complete list of today's Zacks #1 Rank stocks here. Baker Hughes is scheduled to release third-quarter 2026 earnings on Oct. 27. The Zacks Consensus Estimate for BKR's earnings is pegged at 65 cents per share, indicating a 4.4% decline from the prior-year reported figure. EOG Resources EOG has an Earnings ESP of +0.59% and carries a Zacks Rank #3 at present. EOG is scheduled to release third-quarter 2026 earnings on Nov. 5. The Zacks Consensus Estimate for EOG's earnings is pegged at $4.39 per share, suggesting a 62% improvement from the prior-year reported figure. BP plc BP has an Earnings ESP of +7.29% and a Zacks Rank #1. BP is scheduled to release third-quarter 2026 earnings on Oct. 30. The Zacks Consensus Estimate for BP's earnings is pegged at $2.09 per share, suggesting a 145.9% increase from the prior-year reported figure. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Kinder Morgan, Inc. (KMI) : Free Stock Analysis Report BP p.l.c. (BP) : Free Stock Analysis Report EOG Resources, Inc. (EOG) : Free Stock Analysis Report Baker Hughes Company (BKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Liberty Energy Inc. LBRT is set to report third-quarter 2026 earnings on Oct. 21, after the closing bell. The Zacks Consensus Estimate for earnings is pegged at 10 cents per share, and the same for revenues is pinned at $1.19 billion. Let us delve into the factors that might have influenced LBRT's performance in the to-be-reported quarter. Before that, it is worth taking a look at the company's performance in the last reported quarter. In the previously reported quarter, the Denver, CO-based oilfield service company's earnings beat the consensus mark, backed by its focus on AI-driven technology advancements and strong operational execution. LBRT reported adjusted net income of 9 cents per share, which beat the Zacks Consensus Estimate of 7 cents. Moreover, revenues of $1.2 billion beat the Zacks Consensus Estimate of $1.1 billion. The company's earnings beat the Zacks Consensus Estimate thrice in the trailing four quarters while missing in one, delivering an average negative surprise of 48.5%. This is depicted in the graph below: Liberty Energy Inc. price-eps-surprise | Liberty Energy Inc. Quote The Zacks Consensus Estimate for third-quarter 2026 earnings has been revised 9.1% downward in the past 30 days. The estimated figure indicates a 266.7% year-over-year increase. The Zacks Consensus Estimate for revenues indicates growth of 25.5% from the year-ago period. Liberty Energy is a leading provider of hydraulic services and related technologies to onshore oil and natural gas exploration and production companies in North America. The company faces several headwinds that could limit its earnings growth in the third quarter of 2026. Its revenue growth may not translate into stronger profitability, as second-quarter results showed limited incremental earnings conversion. Our model predicts that the company's operating costs and expenses are likely to have increased to $1046.1 from $949.8 in the year-ago quarter, also creating pressure on earnings. Persistent crude oil price volatility and macroeconomic uncertainty could also prompt cautious spending by producers, particularly private operators that have driven much of the recent activity recovery. Meanwhile, rising capital expenditure commitments, higher equipment deposits and increasing overhead associated with the power generation business could weigh on cash flow and financial flexibility before meaningful power-related earnings emerge. On the bullish side, Liberty Energy could deliver an earnings beat in the third quarter of 2026 as strong fleet utilization and a nearly full operating calendar support higher activity levels. Management expects service pricing improvements to gain traction during the quarter, while demand for next-generation DigiPrime fleets and robust natural gas basin activity could further support performance. Our proven Zacks model does not predict an earnings beat for Liberty Energy this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, this is not the case here. Earnings ESP of LBRT: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, for this company is -11.86%. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. LBRT's Zacks Rank: LBRT currently carries a Zacks Rank #3. Here are some firms from the energy space that you may want to consider, as these have the right combination of elements to post an earnings beat this season. Baker Hughes Company BKR has an Earnings ESP of +1.15% and sports a Zacks Rank #1 at present. You can see the complete list of today's Zacks #1 Rank stocks here. Baker Hughes is scheduled to release earnings on Oct. 27. BKR's earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 17.4%. BKR is valued at around $55 billion. Core Laboratories Inc. CLB currently has an Earnings ESP of +3.03% and a Zacks Rank #3. It is scheduled to release earnings on Oct. 28. CLB's earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, while matching in one, delivering an average surprise of 14.6%. CLB is valued at around $448.3 million. Patterson-UTI Energy, Inc. PTEN has an Earnings ESP of +42.86% and a Zacks Rank #3 at present. It is scheduled to release earnings on Oct. 28. The Zacks Consensus Estimate for PTEN's 2026 earnings indicates year-over-year growth of about 92.3%. PTEN is valued at around $4.4 billion. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Liberty Energy Inc. (LBRT) : Free Stock Analysis Report Patterson-UTI Energy, Inc. (PTEN) : Free Stock Analysis Report Core Laboratories Inc. (CLB) : Free Stock Analysis Report Baker Hughes Company (BKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Baker Hughes (BKR). This company, which is in the Zacks Oil and Gas - Field Services industry, shows potential for another earnings beat. This oilfield services company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 20.75%. For the most recent quarter, Baker Hughes was expected to post earnings of $0.51 per share, but it reported $0.64 per share instead, representing a surprise of 25.49%. For the previous quarter, the consensus estimate was $0.5 per share, while it actually produced $0.58 per share, a surprise of 16.00%. For Baker Hughes, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Baker Hughes has an Earnings ESP of +1.15% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #1 (Strong Buy), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on October 27, 2026. When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss. Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate. Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Baker Hughes Company (BKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Is BKR a good stock to buy? We came across a bullish thesis on Baker Hughes Company on Astute Optics - US's Substack. In this article, we will summarize the bulls' thesis on BKR. Baker Hughes Company's share was trading at $56.45 as of October 13th 2026. BKR's trailing and forward P/E were 18.66 and 17.95 respectively according to Yahoo Finance. This isn't the first time we see an energy technology company pitched as a great investment. BKR shares gained 26.94% over the last 12 months. Comparable stocks like SLB and Halliburton gained 49.74% and 46.45%, respectively, during the same period. Why are oilfield services stocks rising so much and is it really a good time to buy them? Christian Lagerek/Shutterstock.com In July, we published an article about the 10 Oversold NASDAQ Stocks to Invest in Right Now and BKR ranked #7 in that article. While BKR has edged slightly lower since then, this article on the 14 Best Oil and Gas Stocks to Buy According to Hedge Funds explains why hedge funds favor the sector. Before getting into our analysis, let's take a look at the business and why some investors like the stock so much. Baker Hughes Company (NASDAQ:BKR) provides energy technology, oilfield services, and industrial equipment through two main businesses: Oilfield Services & Equipment (OFSE), which supports drilling, completions, and subsea production, and Industrial & Energy Technology (IET). The investment case increasingly depends on IET as Baker Hughes reduces its reliance on traditional drilling cycles, adding exposure to long-cycle gas, LNG, data-center power, and industrial energy infrastructure. Read More: 15 AI Stocks That Are Quietly Making Investors Rich Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential In the second quarter, Baker Hughes generated $6.75 billion in revenue and $1.23 billion in adjusted EBITDA, a record 18.3% margin. However, trailing twelve-month revenue growth has been nearly flat at just 0.4%, and recent earnings fell 4.2%. At $59.40 a share, the stock trades at 19.1 times trailing earnings, cheaper than the peer median of 26.4 times, and 22.6 times forward earnings. In short, investors are betting that growth in IET can make up for weak earnings momentum elsewhere in the business. The bullish case centers on IET becoming a bigger, more profitable part of Baker Hughes. Total orders jumped 49% year over year to $10.5 billion in the second quarter, and IET orders alone hit a record $7.1 billion, roughly double what they were a year earlier. That included $2.6 billion in power-systems awards, such as gas turbines for data centers and mobile power, plus $1.8 billion in LNG equipment orders. These long-cycle projects should support equipment sales now and higher-margin service revenue later, helping offset some of the ups and downs in traditional oilfield work. Management raised its full-year 2026 guidance to roughly $27.35 billion in revenue and $4.85 billion in adjusted EBITDA, and now expects IET orders of $17.5 billion to $19.5 billion (see why investors weren't impressed by Baker Hughes' raised 2026 guidance). Baker Hughes also closed its $13.6 billion all-cash acquisition of Chart Industries (NYSE:GTLS) on July 16, creating a new industrial-gases and LNG segment and targeting $325 million in annual cost savings within three years. Because the deal closed after the second quarter ended, Chart Industries isn't reflected in the numbers above, and third-quarter guidance of $6.87 billion in revenue and $1.2 billion in adjusted EBITDA also excludes it. The coming quarters will show whether the acquisition can add growth and margin without integration headaches. Wall Street is largely optimistic: the average analyst price target of $72.13 implies about 21% upside from current levels, with targets ranging from $51 to $85. That target assumes Baker Hughes can grow earnings per share to roughly $3.19, about 21% above the current forward estimate of $2.63. The company's balance sheet remains solid, with $3.8 billion in operating cash flow and $2.5 billion in free cash flow generated in fiscal 2025, and more cash on hand than debt. Still, with earnings down year over year, that upside depends on an earnings recovery materializing. The bigger risk is that the shift toward IET simply takes longer than expected. The OFSE business has already been hurt by disruptions in the Middle East, and weaker spending from national oil companies or falling commodity prices could add more pressure. Export controls and geopolitical restrictions could also complicate international deliveries, while a broader oversupply of oil and gas could push customers to spend less. On top of that, integrating Chart Industries brings its own execution risk. Profitability metrics look reasonably healthy versus peers, but with revenue barely growing and forward earnings estimates below trailing levels, Baker Hughes will need to actually deliver on IET growth, Chart synergies, and aftermarket expansion to justify its current valuation. Another risk for the stock is cost overruns on long-cycle equipment contracts. Winning large LNG and power-system orders does not guarantee attractive profits when the equipment is delivered. Rising material costs, engineering changes, or extra testing could make projects more expensive than expected. Baker Hughes warns that meeting technical specifications may require costly product modifications. Its industrial growth story depends on completing these orders at profitable margins. Higher revenue could therefore deliver weaker earnings if project costs exceed initial estimates. In our opinion, this could pressure Baker Hughes' price multiples if its record orders fail to produce the expected profit growth. Hedge fund positioning shows a mixed signal. As per our database, 74 hedge funds held Baker Hughes at the end of the second quarter, up from 72 in the previous quarter. This modest increase suggests institutional investors remain cautiously supportive of the IET order momentum and long-term earnings potential, even with slow revenue growth and integration risk in the picture. By comparison, SLB was held by 79 hedge funds, up from 74, Halliburton (NYSE:HAL) was held by 76 hedge funds, up from 72, and TechnipFMC (NYSE:FTI) was held by 47 hedge funds, down from 58. That leaves Baker Hughes with less aggressive institutional buying than SLB (NYSE:SLB) and Halliburton, though still stronger conviction than TechnipFMC, which saw hedge fund interest fall sharply. Short interest data also paints a fairly calm picture for Baker Hughes, with just 2.77% of its float sold short. That's well below SLB at 4.65% and Halliburton at 5.55%, and slightly below TechnipFMC at 3.45%. That makes Baker Hughes the least-shorted of the four, suggesting that despite its slow growth and execution risks, bearish investors are less concerned about it than about its closest peers. Valuation Analysis BKR's forward P/E is 17.95x. SLB, Halliburton Company, and TechnipFMC plc trade at forward P/Es of 15.95x, 11.43x, and 21.28x, respectively. BKR's own forward P/E was 16.69x on December 31, 2025, putting its current valuation approximately 8% above that level. We believe the current valuation reflects expectations that LNG equipment, data-center power systems, and the Chart acquisition will produce stronger, more dependable profits. However, its premium to SLB and Halliburton means some of that improvement is already priced in, despite its discount to TechnipFMC. Baker Hughes Company's second-quarter orders increased 49% year over year to $10.5 billion, while trailing revenue grew just 0.4% and recent earnings declined 4.2%, showing that stronger orders have yet to translate into sustained earnings growth. We believe BKR can justify 17.95 times expected earnings if those orders generate profitable sales and Chart adds earnings after financing and integration costs, but recent results alone do not establish that it is cheap. If Baker Hughes can deliver sustained earnings growth and reduce acquisition debt, the current valuation could offer a reasonable entry point despite the risks surrounding project execution and the Chart integration. Previously, we covered a bullish thesis on Halliburton Company (HAL) by Buffet_fromTemu in October 2024, which highlighted undervaluation, higher drilling activity, and upside from Middle East-driven oil prices. HAL's stock price has appreciated by approximately 17.90% since our coverage. We believe BKR could be a good long-term investment, provided its strong orders and Chart acquisition translate into sustained earnings growth that justifies its current valuation. Baker Hughes Company is not on our list of the 40 Most Popular Stocks Among Hedge Funds. While BKR could offer long-term upside if growing LNG and power-equipment orders and the Chart acquisition drive stronger profits, we believe some AI stocks offer stronger long-term potential, with a high probability of delivering superior returns on a much shorter timeline. If you are looking for an AI stock that is more promising than BKR and that has 10,000% upside potential, check out our report about this cheapest AI stock. Disclosure: None.

Houston, Texas-based Baker Hughes Company (BKR) provides technologies and services across the energy and industrial value chain. The company has a market cap of $55.6 billion and designs and manufactures exploration, appraisal, development, production, rejuvenation, and decommissioning products and related services for onshore and offshore oilfield operations. BKR is expected to release its Q3 2026 earnings after the market closes on Tuesday, October 27. Ahead of this event, analysts anticipate the company will generate earnings of $0.64 per share, representing a fall of 5.9% from $0.68 per share reported in the same quarter last year. The company has surpassed the Street's bottom-line estimates in each of the past four quarters, which is impressive. - What a 20-Year Deal With Amazon Means for Constellation Energy Stock - Trump Says Towns That Block Data Centers Will End Up 'Backwards and Poor' and Promises 'Far Lower Taxes' to the Ones That Say Yes - Marvell Stock Investors Have 1 Date to Watch. Here's What Could Be Revealed. - Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! For fiscal 2026, analysts expect the company to report an EPS of $2.58, indicating a marginal decrease from $2.50 reported in fiscal 2025. However, its EPS is expected to rise nearly 20.2% year over year (YoY) to $3.10 in fiscal 2027. BKR stock has grown 15.7% over the past 52 weeks, outpacing the S&P 500 Index's ($SPX) 15% rise but lagging behind the State Street Energy Select Sector SPDR ETF's (XLE) 42.1% rise during the same time frame. On Sept. 10, BKR stock fell 6.7% following an announcement from the company CEO, Lorenzo Simonelli, regarding higher integration costs and weaker margins at the Barclays conference. Management expects the aforementioned factors to weigh on the company's near-term financial performance. Moreover, integration expenses, along with initial margins of approximately 17% for Chart Industries, are also expected to affect the company's cash flow and operating profitability, and in turn BKR is expected to reduce its free cash flow for 2026 to be in the range of 40% to 45%. Despite that, analysts' consensus opinion on the stock is highly bullish, with a "Strong Buy" rating overall. Among the 22 analysts covering the stock, 16 are recommending a "Strong Buy," two advise a "Moderate Buy," three suggest a "Hold," and the remaining analyst gives a "Strong Sell" for the stock. BKR's average analyst price target is $72.26, indicating an upside of 29% from the current levels. On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com