[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Equilyse [@equilyse1](/creator/twitter/equilyse1) on x XXX followers Created: 2025-07-23 11:44:38 UTC $BKR: Baker Hughes reported a mixed Q1 2025, with adjusted EBITDA up XX% to $XXXX billion, fueled by strength in Industrial & Energy Technology (IET) — orders at $3.2B and record backlog of $30.4B. However, they're taking a "pragmatic approach" to guidance amid tariff and OPEC+ uncertainties, anticipating a high single-digit decline in global upstream spending for 2025. Watch for a potential $100-200 million EBITDA hit from tariffs. IET is booming — revenue up XX% year-over-year, with EBITDA soaring XX% — driven by gas tech equipment. Baker Hughes sees big opportunities in LNG — $1.7B in orders over the last two quarters — and data centers, expecting at least $1.5B in data center equipment orders over the next three years. OFSE faces headwinds with revenue down XX% sequentially, but margins are improving. The company is bullish on natural gas and LNG, with supply agreements in place for over XXX MTPA. They're also expanding into data centers, booking multiple awards and expecting significant order growth. Baker Hughes generated $XXX million in free cash flow, remains committed to returning 60-80% to shareholders, and boasts a strong balance sheet — net debt to EBITDA ratio of 0.6x.  XX engagements  **Related Topics** [tariffs](/topic/tariffs) [$304b](/topic/$304b) [$32b](/topic/$32b) [stocks technology](/topic/stocks-technology) [coins energy](/topic/coins-energy) [$bkr](/topic/$bkr) [stocks energy](/topic/stocks-energy) [Post Link](https://x.com/equilyse1/status/1947986206282674433)
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Equilyse @equilyse1 on x XXX followers
Created: 2025-07-23 11:44:38 UTC
$BKR: Baker Hughes reported a mixed Q1 2025, with adjusted EBITDA up XX% to $XXXX billion, fueled by strength in Industrial & Energy Technology (IET) — orders at $3.2B and record backlog of $30.4B. However, they're taking a "pragmatic approach" to guidance amid tariff and OPEC+ uncertainties, anticipating a high single-digit decline in global upstream spending for 2025. Watch for a potential $100-200 million EBITDA hit from tariffs.
IET is booming — revenue up XX% year-over-year, with EBITDA soaring XX% — driven by gas tech equipment. Baker Hughes sees big opportunities in LNG — $1.7B in orders over the last two quarters — and data centers, expecting at least $1.5B in data center equipment orders over the next three years. OFSE faces headwinds with revenue down XX% sequentially, but margins are improving.
The company is bullish on natural gas and LNG, with supply agreements in place for over XXX MTPA. They're also expanding into data centers, booking multiple awards and expecting significant order growth. Baker Hughes generated $XXX million in free cash flow, remains committed to returning 60-80% to shareholders, and boasts a strong balance sheet — net debt to EBITDA ratio of 0.6x.
XX engagements
Related Topics tariffs $304b $32b stocks technology coins energy $bkr stocks energy