Baker Hughes Co BKR

Revenue Intelligence Report • 11 quarters of SEC filing data • Updated 2026-03-06

Baker Hughes Co's revenue generation is significantly driven by its strategic investments in R&D and SG&A, with each dollar spent yielding long-run revenues of $32.21 and $14.83, respectively. Despite a recent quarterly revenue of $7.386 billion, the company's full-year forecast of $26 billion reflects a 7.8% decline year-over-year. The model's accuracy, with a 2.8% MAPE and a holdout test showing an 11.2% error, suggests room for improvement in revenue predictions. Investors should consider the company's effective spending strategies and the potential for recovery as it navigates current market challenges.

Next FY Revenue

$25.57B

-7.8% YoY

R&D Multiplier

$32.21 per $1

SG&A Multiplier

$14.83 per $1

Model Accuracy

2.8% MAPE

Holdout validation: The model predicted $7B vs the actual $7B — an error of 11.2%.

Revenue Forecast

Quarterly Detail

Quarter	Model Forecast	Actual	95% Range	YoY Growth	Status
Q4 2025	$7B	$7B	$6B – $7B	-10.9%	✗ Outside range
Q2 2026	$7B		$6B – $7B	+1.7%
Q3 2026	$6B		$6B – $7B	-6.7%
Q4 2026	$6B		$5B – $7B	-9.5%
Q1 2027	$6B		$5B – $7B	-15.5%

How Spending Drives Revenue

Reading this chart: Each line shows the cumulative revenue generated per $1 spent over subsequent quarters. The effect builds over 4-5 quarters as investments mature.

Want this analysis for your portfolio?

I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.

Get in Touch