Baker Hughes Co (BKR)

AI-Powered SEC Filing Analysis

Quarterly Report Filed: 2026-04-24

Key Insights

  • Baker Hughes filed Q1 2026 10-Q on April 24, 2026, covering the period ending March 31, 2026, indicating the company continues normal reporting operations with diverse business segments in Oilfield Services and Industrial & Energy Technology.
  • The filing references multiple senior debt instruments with varying maturity dates (2026-2046) and interest rates ranging from 2.06% to 5.125%, suggesting a well-laddered debt structure that the company is actively managing.
  • The presence of segment reporting for both Oilfield Services & Equipment and Industrial & Energy Technology divisions indicates BKR maintains exposure to both traditional energy and emerging energy transition markets.
  • Customer concentration metrics are tracked for U.S. and UAE markets, with detailed receivables tracking suggesting potential geographic revenue concentration that investors should monitor for risk exposure.
Current Report Filed: 2026-04-23

Key Insights

  • Baker Hughes announced Q1 2026 financial results on April 23, 2026, with earnings discussion scheduled for April 24, 2026 conference call, providing investors opportunity to assess operational performance.
  • The company maintains multiple senior note issuances across the debt maturity spectrum (2030-2046) with varying coupon rates (3.226%-5.125%), indicating active capital structure management and investor confidence in credit quality.
  • Filing confirms routine quarterly earnings announcement with webcast access and archived materials available, demonstrating standard investor relations practices and transparency to market participants.
Insider Trading Filed: 2026-04-02

Key Insights

  • Baker Hughes Co and Baker Hughes Holdings LLC are reporting significant ownership changes in HMH Holding Inc (HMH), with Baker Hughes Holdings LLC acquiring over 16 million shares of HMH Class B common stock.
  • The ownership changes are part of a corporate reorganization and synthetic secondary offering related to HMH's upcoming initial public offering (IPO).
  • Baker Hughes has the right to exchange its HMH Class B shares and non-voting shares for cash or HMH Class A common stock after the conclusion of the IPO lock-up period.
Insider Trading Filed: 2026-03-18

Key Insights

  • Maria C. Borras, the Chief Growth & Experience Officer of Baker Hughes Co, sold 60,626 shares of Class A common stock on March 16, 2026 at $54.47 per share. This insider selling activity may indicate a bearish sentiment regarding the company's near-term prospects.
  • The transaction was made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 10, 2025, suggesting pre-planned and potentially timed insider selling.
  • Following the reported transaction, Borras now directly owns 92,035 shares of Baker Hughes Co, representing a significant decrease in her direct beneficial ownership stake in the company.
Insider Trading Filed: 2026-03-10

Key Insights

  • The reporting person, Maria C. Borras, acquired 99,962 shares of the issuer's Class A common stock on March 8, 2026, likely through the vesting of performance share units (PSUs) granted in 2023.
  • Borras also disposed of 39,336 shares, potentially for tax withholding purposes, resulting in a net increase of 60,626 shares in her direct ownership.
  • The transaction appears to be a routine equity award vesting and related share disposition, as part of the issuer's executive compensation program.
Insider Trading Filed: 2026-03-10

Key Insights

  • Maria Georgia Magno, the Chief Legal Officer of Baker Hughes Co (BKR), acquired 10,665 shares of the company's Class A common stock on March 8, 2026, likely as part of a performance share unit (PSU) award.
  • Magno also disposed of 4,635 shares of Class A common stock on the same date, potentially for tax withholding purposes related to the PSU vesting.
  • The insider transaction suggests Magno's continued confidence in the company's future performance and aligns her interests with those of shareholders.
Insider Trading Filed: 2026-03-10

Key Insights

  • Insider Farhan Moghal, the EVP and CFO of Baker Hughes, acquired 23,162 shares through performance share units (PSUs) and sold 11,088 shares in a cashless exercise, indicating a net increase in his direct ownership of the company's stock.
  • Moghal also acquired 6,401 shares indirectly through his spouse, further increasing his total beneficial ownership in Baker Hughes.
  • The transactions were part of the company's executive compensation plan and likely reflect Moghal's confidence in Baker Hughes' long-term performance.
Insider Trading Filed: 2026-03-10

Key Insights

  • James E. Apostolides, the Chief Infrastructure & Performance Officer at Baker Hughes Co, acquired 23,739 shares of the company's Class A common stock on March 8, 2026, representing a significant increase in his direct ownership stake.
  • Apostolides also disposed of 11,478 shares through a Form transaction, suggesting some rebalancing of his position while still maintaining a sizable direct holding of 27,710 shares.
  • The acquisition of shares appears to be tied to the vesting of performance share units (PSUs) granted in 2023, aligning Apostolides' interests with those of the company and its shareholders.
Insider Trading Filed: 2026-03-10

Key Insights

  • The reporting person, Lorenzo Simonelli, is the Chairman, President and CEO of Baker Hughes Co, indicating strong executive leadership continuity.
  • Simonelli acquired a significant amount of 459,826 shares of Baker Hughes Class A common stock, demonstrating his confidence in the company's future performance.
  • The reporting person also disposed of 180,942 shares, likely for tax or diversification purposes, but still maintains a substantial direct ownership of 951,694 shares.
Current Report Filed: 2026-03-02

Key Insights

  • Baker Hughes has announced the completion of its acquisition of Chart Industries, Inc. through a merger transaction.
  • The filing includes the audited consolidated financial statements of Chart Industries for the past three fiscal years, providing investors with a comprehensive view of the acquired company's financial performance.
  • The consent of Deloitte & Touche LLP, Chart Industries' independent registered public accounting firm, is also included, ensuring the financial information is audited and reliable.
Insider Trading Filed: 2026-02-13

Key Insights

  • Ahmed Farhan Moghal, the Executive VP and Chief Financial Officer of Baker Hughes Co, has sold 18,102 shares of the company's Class A common stock at $61.19 per share.
  • This transaction was made pursuant to a Rule 10b5-1 trading plan adopted by Moghal's spouse on November 10, 2025, indicating a pre-planned sale.
  • Moghal still holds 24,841 shares of Baker Hughes' Class A common stock directly, suggesting he maintains a significant stake in the company.
Insider Trading Filed: 2026-02-06

Key Insights

  • The reporting person, Lorenzo Simonelli, is the Chairman, President and CEO of Baker Hughes Co, a major oil and gas services company.
  • Simonelli acquired 91,262 restricted stock units of Baker Hughes on February 4, 2026, which will vest over three years.
  • Insider buying, especially by the CEO, is generally seen as a positive signal about the company's prospects.
Insider Trading Filed: 2026-02-06

Key Insights

  • Insider Ahmed Farhan Moghal, the EVP and Chief Financial Officer, acquired 27,040 restricted stock units (RSUs) of Baker Hughes Co (BKR), indicating his confidence in the company's future performance.
  • The RSUs vest in three equal annual installments, aligning Moghal's interests with long-term shareholders and suggesting a positive outlook on the company's prospects.
  • This insider transaction provides a positive signal to investors, as it demonstrates management's commitment to the company's success.
Insider Trading Filed: 2026-02-06

Key Insights

  • The reporting person, Maria Georgia Magno, acquired 13,520 restricted stock units of Baker Hughes Co (BKR) on February 4, 2026, indicating potential long-term confidence in the company's performance.
  • The restricted stock units vest in three equal annual installments, suggesting a multi-year investment horizon for the reporting person.
  • As the Chief Legal Officer, the reporting person's equity award aligns their interests with those of the company and its shareholders.
Insider Trading Filed: 2026-02-06

Key Insights

  • Amerino Gatti, an Executive Vice President at Baker Hughes, acquired 23,660 restricted stock units on February 4, 2026, indicating his confidence in the company's future performance.
  • The restricted stock units vest in three equal annual installments, aligning Gatti's interests with long-term shareholders.
  • This insider buying activity suggests management's positive outlook on Baker Hughes' business prospects and potential for future growth.
Insider Trading Filed: 2026-02-06

Key Insights

  • Rebecca L. Charlton, SVP, Controller & CAO of Baker Hughes Co, acquired 5,201 restricted stock units on 02/04/2026.
  • The restricted stock units vest in three equal annual installments beginning one year from the date of grant.
  • This insider transaction suggests that Charlton has confidence in the company's long-term prospects and is aligning her interests with shareholders.
Insider Trading Filed: 2026-02-06

Key Insights

  • The filing discloses that Maria C. Borras, the Chief Growth & Experience Officer of Baker Hughes Co., acquired 26,195 restricted stock units on February 4, 2026, which will vest over three years.
  • Insider buying, such as this acquisition of restricted stock units by a senior executive, can signal positive sentiment and confidence in the company's future prospects.
  • The timing of this insider transaction, shortly before the filing date, suggests it may be part of the company's regular executive compensation and equity incentive program.
Insider Trading Filed: 2026-02-06

Key Insights

  • James E. Apostolides, the Chief Infrastructure & Performance Officer of Baker Hughes Co, has acquired 12,675 restricted stock units on February 4, 2026, which indicates continued insider confidence in the company.
  • The restricted stock units vest in three equal annual installments, aligning the officer's incentives with long-term shareholder value creation.
  • This insider transaction suggests a positive outlook on the company's future performance, as executives often hold and accumulate stock to benefit from the company's growth.
Insider Trading Filed: 2026-02-05

Key Insights

  • William G. Beattie, a director of Baker Hughes Co, sold 18,023 shares of the company's Class A common stock on February 3, 2026 at a weighted average price of $57.29 per share.
  • The sale was conducted through Cannonbury Investments Limited, an indirect beneficial owner of the shares.
  • This sale represents a reduction in Beattie's indirect beneficial ownership of Baker Hughes Co shares.
Annual Report Filed: 2026-02-05

Key Insights

  • The filing does not contain any real financial data, it appears to be a placeholder or test filing. There are no meaningful insights that can be extracted from the provided content.
  • The document is likely not an actual SEC 10-K filing for Baker Hughes Co (BKR) but rather a placeholder or test file.
  • Without any substantive financial information or disclosures, there is insufficient data to analyze the company's performance, outlook, or risks.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.