BKR at a glance
Baker Hughes (BKR, SEC CIK 1701605) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 27, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as September 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Baker Hughes (BKR) reported revenue of $27.7 billion (down 0.3% from FY2024) and net income of $2.6 billion.
- As of June 30, 2026, 40 institutional investment managers tracked by SignalX reported holding Baker Hughes (BKR) shares worth $26.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by BORRAS MARIA C on July 1, 2026 of 72,000 shares at $55.05 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $27.7B
- −0.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 40 funds
- $26.9B · −1 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Current report
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model not described in this section; focus on governance and compliance policies instead
- New emphasis on Insider Trading Policy governing securities transactions by directors, officers, employees
- Adoption of Rule 10b5-1 compliant stock trading plans by officers and potential stock repurchases under these rules
- Independent auditor confirmed as KPMG LLP, Houston, Texas, with firm ID 185
- Noteworthy focus on corporate governance and executive trading compliance, no operational or product updates provided
Risk Factors
- Regulatory risk from cybersecurity compliance under Audit Committee oversight with quarterly CISO reporting and legal function involvement
- Operational vulnerability from cybersecurity threats managed by a dedicated Incident Response Team with cross-functional stakeholders and severity escalation matrix
- Key-person dependency on CISO with 25+ years experience and CISSP certification leading cybersecurity strategy and risk mitigation
- Competitive risk from digital technology reliance necessitating ongoing cybersecurity program maturity assessments against industry threats
- Financial risk tied to potential material cybersecurity incidents requiring coordinated legal, finance, and executive evaluation of materiality and response
AI summary of the BKR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to risk factors from the 2025 Annual Report
- Strategic transaction risk carried forward from Chart Industries merger agreement dated July 28, 2025
- Financing risk heightened by new term loan facility agreements dated July 15, 2026
- Capital-allocation risk with $1,348,978,828 remaining under share-repurchase authorization
- Regulatory risk limited this quarter, with no reportable mine-safety violations under Dodd-Frank Section 1503(a)
AI summary of the BKR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- Chart acquisition closed July 16, 2026 for initial consideration of $210 per share and preliminary total consideration of $14.806B
- Pro forma 2025 revenue reaches $31.647B, while net income attributable to Baker Hughes falls to $2.075B after $702M transaction adjustments
Item 7.01: Regulation FD Disclosure
- Investor presentation includes non-GAAP financial measures alongside GAAP results
- Non-GAAP measures require reconciliation and should not replace GAAP performance metrics
Item EX-99.1: Item EX-99.1
- FY’26 guidance raised to $28.5B–$30.3B revenue and $4.875B–$5.475B adjusted EBITDA, including Chart from July 16
- Chart contributes FY’26 revenue of $1.85B–$2.25B and EBITDA of $300M–$400M, weighted toward fourth quarter
Item 7.01: Regulation FD Disclosure
- News release issued July 26, 2026 under Regulation FD
- Exhibit 99.1 contains the substantive disclosure for investor review
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results cover the quarter ended June 30, 2026
- Earnings release furnished as Exhibit 99.1, containing the financial results
Item EX-99.1: Item EX-99.1
- Q2 revenue $6.742B, down 2% YoY, while adjusted EBITDA $1.231B rose 2%, showing resilient profitability despite dispositions and Middle East disruption
- Orders $10.501B, up 49% YoY, with IET orders $7.088B up 101%; book-to-bill reached 1.6, supporting stronger future revenue visibility
AI summaries of BKR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BKR
Don't miss the next BKR filing
- Alerts as it files. A push when BKR files an 8-K or an insider trades.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Gatti Amerino | F | Sep 3, 2026 | 3,860 | $63.64 |
| Gatti Amerino | M | Sep 3, 2026 | 9,807 | - |
| Gatti Amerino | M | Sep 3, 2026 | 9,807 | - |
| BORRAS MARIA C | Sell | Jul 1, 2026 | 72,000 | $55.05 |
| Simonelli Lorenzo | Sell | Jun 22, 2026 | 181,411 | $58.43 |
| Simonelli Lorenzo | M | Jun 22, 2026 | 99,911 | - |
| Simonelli Lorenzo | M | Jun 22, 2026 | 99,911 | $35.55 |
| Moghal Ahmed Farhan | Sell | Jun 15, 2026 | 20,000 | $62.38 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $25.5B | $27.8B | $27.7B | |
| Operating Income | $2.3B | $3.1B | - | |
| Net Income | $1.9B | $3.0B | $2.6B | |
| Op. Margin | 9.1% | 11.1% | - | |
| Net Margin | 7.6% | 10.7% | 9.3% | |
| Balance Sheet | ||||
| Total Assets | $36.9B | $38.4B | $40.9B | |
| Equity | $15.4B | $16.9B | $18.8B | |
| ROE | 12.6% | 17.6% | 13.7% | |
| Per Share | ||||
| EPS | $1.91 | $2.98 | - | |
| Cash Flow | ||||
| Operating CF | $3.1B | $3.3B | $3.8B | |
Source: XBRL data in Baker Hughes (BKR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BKR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 40 | $26.86B |
| Q1 2026 | 41 | $28.30B |
| Q4 2025 | 37 | $22.34B |
| Q3 2025 | 38 | $28.65B |
| Q2 2025 | 36 | $19.14B |
| Q1 2025 | 35 | $17.36B |
| Q4 2024 | 29 | $11.10B |
| Q3 2024 | 24 | $4.64B |
- JPMorgan Chase & Co+11.74M (+20%)
- Ameriprise Financial+1.69M (+120%)
- BlackRock+1.59M (+2%)
- AQR Capital Management+1.13M (+98%)
- T. Rowe Price Group+1.00M (+8%)
- State Street Corp−374.4K (-1%)
- Citadel Advisors LLC−312.7K (-33%)
- BNY Mellon−300.3K (-4%)
- Goldman Sachs Group−290.7K (-4%)
- Morgan Stanley−194.3K (-1%)
- Blackstone Group+6.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 280 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BKR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 10-Q | Jul 27, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 8-K | May 19, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - |
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BKR SEC filings: frequently asked questions
Which institutions hold BKR stock?
As of June 30, 2026, the largest Baker Hughes (BKR) holders among the 13F filers tracked by SignalX were BlackRock ($5.5 billion), JPMorgan Chase & Co ($3.9 billion), Vanguard Capital Management LLC ($3.6 billion), State Street Corp ($3.6 billion), Vanguard Portfolio Management LLC ($2.7 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BKR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Baker Hughes (BKR) reported revenue of $27.7 billion (down 0.3% from FY2024) and net income of $2.6 billion. The figures come from the XBRL data in the 10-K.
What are the main risks in BKR's latest 10-K?
In the 10-K filed February 5, 2026, Baker Hughes (BKR) flagged: Regulatory risk from cybersecurity compliance under Audit Committee oversight with quarterly CISO reporting and legal function involvement. Operational vulnerability from cybersecurity threats managed by a dedicated Incident Response Team with cross-functional stakeholders and severity escalation matrix. (AI summary of the Risk Factors section.)
What did BKR report in its latest 8-K?
Baker Hughes (BKR) filed an 8-K on October 1, 2026. Chart acquisition closed July 16, 2026 for initial consideration of $210 per share and preliminary total consideration of $14.806B.
What are the latest BKR SEC filings?
Baker Hughes (BKR) filed its latest 10-K annual report on February 5, 2026, a 10-Q quarterly report on July 27, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on September 8, 2026.
What is BKR's SEC CIK number?
Baker Hughes (BKR)'s SEC Central Index Key (CIK) is 1701605. EDGAR lists every BKR filing under that number.
Ask anything about BKR
The research agent reads BKR's filings, financials, insider trades and 13F holders, then answers with sources.