BKR

Baker Hughes is expected to report Q3 2026 earnings of $0.64 per share, representing a 5.9% year-over-year decline, though revenues are projected to rise 10.8% to $7.77 billion. With an Earnings ESP of 0% and a Zacks Rank #1, the stock is not considered a compelling earnings-beat candidate. However, the company has beaten consensus estimates in all four of the last quarters, most recently delivering a +25.49% surprise.

Zacks analysts published research on 12 major stocks and microcaps on October 16, 2026. Costco benefits from its membership model and omnichannel strength, Disney faces near-term headwinds despite strong IP, Marriott shows outperformance with travel demand tailwinds, Park Aerospace benefits from aerospace demand, and Flanigan's offers valuation potential despite cost pressures. Additional coverage includes JPMorgan, Lockheed Martin, Baker Hughes, and others with mixed outlooks.

Baker Hughes (BKR) has demonstrated a strong track record of beating earnings estimates, with an average surprise of 20.75% over the last two quarters. The company has a positive Earnings ESP of +1.15% combined with a Zacks Rank #1 (Strong Buy) rating, suggesting a high probability of another earnings beat in its October 27, 2026 report. Stocks with this combination historically beat consensus estimates nearly 70% of the time.