| BKR |
Report |
Q2 2026 revenue |
BEAT |
pred ~$6.74B vs. cons $6.52B |
HIGH |
| BKR |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$1.23B vs. cons $1.14B |
HIGH |
| BKR |
Report |
Q2 2026 IET orders |
BEAT |
pred ~$7.09B vs. cons $4.60B |
MEDIUM |
| BKR |
Guide |
IET orders |
BETTER |
guide ~$19.0B vs. cons $17.0B (FY2026) |
MEDIUM |
| BKR |
Guide |
Combined-company adjusted EBITDA including Chart |
BETTER |
guide ~$5.40B vs. cons $5.30B (FY2026) |
LOW |
| BKR |
Guide |
Combined-company revenue including Chart |
BETTER |
guide ~$29.3B vs. cons $29.0B (FY2026) |
LOW |
| BKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.0% |
— |
MEDIUM |
| BKR |
Return |
5-day cumulative residual |
+3.0% (FADE) |
The exceptional IET orders, EBITDA beat, and improved cash flow should drive the initial re-rating, but much of the backlog converts after 2026. Chart financing, purchase-accounting, integration costs, and capacity investment are likely to limit near-term EPS revisions, causing part of the day-1 gain to fade while positive out-period order revisions preserve a net five-day gain. |
MEDIUM |