| BKR |
Report |
IET orders |
BEAT |
pred ~$3.85B vs. cons $3.643B |
MEDIUM |
| BKR |
Report |
Adjusted EBITDA |
BEAT |
pred ~$1.15B vs. cons $1.136B |
MEDIUM |
| BKR |
Report |
OFSE EBITDA margin |
MISS |
pred ~16.5% vs. cons 16.87% |
MEDIUM |
| BKR |
Guide |
IET orders (FY26) |
LOWER |
guide ~$14.5B vs. cons $14.669B |
MEDIUM |
| BKR |
Guide |
IET EBITDA (FY26) |
LOWER |
guide ~$2.70B vs. cons $2.754B |
MEDIUM |
| BKR |
Guide |
OFSE EBITDA (FY26) |
LOWER |
guide ~$2.325B vs. cons $2.370B |
MEDIUM |
| BKR |
Guide |
Middle East recovery (2H26) |
LOWER |
guide gradual/uneven recovery vs. UNVERIFIED quantitative consensus |
LOW |
| BKR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| BKR |
Return |
5-day cumulative residual |
-5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — forward estimate risk from low-end FY framing |
LOW |