| BKR |
Report |
Q2 2026 Adjusted EPS |
BEAT |
pred ~$0.52 vs. cons $0.51 |
LOW |
| BKR |
Report |
Q2 2026 Total Revenue |
MISS |
pred ~$6.35B vs. cons $6.50B |
MEDIUM |
| BKR |
Report |
Q2 2026 OFSE Segment Adjusted EBITDA |
MISS |
pred ~$480M vs. cons/guide $540M |
HIGH |
| BKR |
Guide |
FY2026 OFSE Segment Adjusted EBITDA guide |
LOWER |
guide ~$2.15B vs. cons $2.325B (FY2026) |
HIGH |
| BKR |
Guide |
FY2026 IET Segment Adjusted EBITDA guide |
UNCHANGED |
guide ~$2.70B vs. cons $2.70B (FY2026) |
MEDIUM |
| BKR |
Guide |
Q3 2026 Company Adjusted EBITDA guide (first Chart-inclusive quarter) |
BETTER |
guide ~$1.35B vs. cons $1.25B (Q3 2026) |
MEDIUM |
| BKR |
Guide |
Net leverage target/glide path post-Chart close |
UNCHANGED |
guide 1.0x-1.5x vs. cons 1.0x-1.5x (within 24 months of July 2026 close) |
HIGH |
| BKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| BKR |
Return |
5-day cumulative residual |
-1.0% (FADE) |
Initial relief from the first Chart-inclusive guide and a headline EPS beat (positive Earnings ESP) likely drives a modest pop, but as sell-side analysts rebuild models over the following days they will absorb the FY2026 OFSE EBITDA cut (Middle East disruption persisted past the June-resolution assumption), higher pro-forma interest expense/share count from the $8.5B+ of new Chart-related debt, and integration costs — pulling blended FY2026/FY2027 EPS estimates down even after the in-line-to-beat quarter, causing the initial pop to fade over the week. |
MEDIUM |