Baker Hughes Co

Scaled, diversified energy-technology major with top-quartile returns and a broad global franchise across OFSE and IET.

Strengths

• ROE 13.7% and ROA 6.3% (both ~73rd pct) with net margin in the 75th pct
• Global scale (120+ countries), strong IET/LNG/data-center order backlog, low leverage

Risks

• Revenue roughly flat and net income down ~13%; quick ratio ~1.0 (26.7th pct)
• Energy-transition uncertainty and reliance on GE Vernova/GE Aerospace supply relationships

Notable findings

• Exec changeRecent 8-K item 5.02 8-K ↗
• Revenue declineRevenue -10.8% YoY