| BKR |
Report |
Adjusted EPS (Q2'26, ex-Chart) |
BEAT |
pred ~$0.66 vs. cons ~$0.63 |
MEDIUM |
| BKR |
Report |
IET orders (Q2'26) |
BEAT |
pred ~$4.6B vs. cons ~$4.1B |
MEDIUM |
| BKR |
Report |
OFSE segment EBITDA (Q2'26) |
MISS |
pred ~$520M vs. cons ~$540M |
MEDIUM |
| BKR |
Guide |
Total adj. EBITDA guide (Q3'26, first Chart-inclusive) |
BETTER |
guide ~$1.4B vs. cons ~$1.33B (Q3'26, Chart adds ~2.5 mo) |
LOW |
| BKR |
Guide |
FY'26 IET orders / Horizon-2 target |
BETTER |
guide at least ~$14.5B FY26 & Horizon-2 >$40B vs. cons ~$14.5B (FY26/2026-28) |
MEDIUM |
| BKR |
Guide |
FY'26 OFSE EBITDA anchor |
LOWER |
guide ~$2.30B (low-end) vs. cons ~$2.35B (FY26) |
MEDIUM |
| BKR |
Guide |
FY'26 IET EBITDA |
BETTER |
guide at least ~$2.7B vs. cons ~$2.70B (FY26) |
MEDIUM |
| BKR |
Guide |
Net leverage / Chart synergy path |
UNCHANGED |
reiterate 1.0-1.5x within 24mo & $325M synergies by yr-3 vs. cons ~1.3x/$325M (24mo/yr-3) |
MEDIUM |
| BKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.0% |
— |
MEDIUM |
| BKR |
Return |
5-day cumulative residual |
+0.5% (FADE) |
Beaten-down stock (-18% off April peak) plus a likely EPS/IET-orders beat and Middle East de-escalation drive a relief pop day 1. But the reaction fades as analysts digest the out-period math: a below-midpoint FY OFSE anchor, Chart-related near-term dilution/leverage and weak FCF conversion pull out-year EPS estimates down even after the beat, capping follow-through toward stabilization. |
LOW |