| BKR |
Report |
IET Orders (Q2 2026) |
BEAT |
actual $7,088M vs. cons $3,643M |
HIGH |
| BKR |
Report |
Adj EBITDA (Q2 2026) |
BEAT |
actual $1,231M vs. cons $1,136M |
HIGH |
| BKR |
Report |
OFSE EBITDA Margin (Q2 2026) |
BEAT |
actual 17.5% vs. cons 16.9% |
HIGH |
| BKR |
Guide |
FY 2026 Adj EBITDA (FY 2026) |
UNCHANGED |
guide ~$4,825M (midpoint) vs. cons $4,832M |
HIGH |
| BKR |
Guide |
FY 2026 IET Orders (FY 2026) |
BETTER |
guide raised well above prior $14.5B midpoint vs. cons $14,669M |
HIGH |
| BKR |
Guide |
Q3 2026 Adj EBITDA (Q3 2026) |
BETTER |
guide ~$1.25-1.30B vs. cons UNVERIFIED |
LOW |
| BKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| BKR |
Return |
5-day cumulative residual |
+8.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side estimate revisions move FY EBITDA and IET order targets up; Chart consolidation adds H2 visibility; RPO at record $37.1B sustains multiple |
MEDIUM |