Baker Hughes CEO: no slowdown in energy projects despite higher rates

cnbc.com · 2026-09-14

Baker Hughes has yet to see higher borrowing costs slow investment in major energy projects.

TickrTrends take: Baker Hughes' CEO commentary on continued project momentum despite rising interest rates suggests the company is navigating a resilient demand environment in the Energy sector. For valuation-focused investors, this resilience is relevant to monitor given TickrTrends' current assessment of BKR as fairly valued, as sustained project activity could influence whether the company's cash generation justifies its current valuation multiples. The key metric to watch would be whether this project strength translates into guidance updates or margin performance in upcoming periods, which could validate or challenge the fairly valued designation.

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