Baker Hughes partners with Vallourec on Delphy hydrogen storage; stock up 13.1%
Baker Hughes signed a memorandum of understanding with Vallourec to co-develop underground hydrogen storage using the Delphy platform. This follows a fourth-quarter beat where adjusted earnings rose to $0.78 per share, revenues reached $7.386 billion and the stock jumped 13.1% post-report.
1. Joint MoU for Underground Hydrogen Storage
Baker Hughes and Vallourec signed a memorandum of understanding to jointly develop underground hydrogen storage solutions leveraging Baker Hughes’ Delphy platform. The agreement targets evaluation and deployment of subsurface storage systems to support large-scale hydrogen retention and distribution.
2. Q4 Financial Outperformance and Share Rally
In Q4 2025, Baker Hughes delivered adjusted EPS of $0.78, topping estimates by $0.11, while revenue reached $7.386 billion versus $7.056 billion expected. Industrial & Energy Technology revenue climbed 9% to $3.814 billion and EBITDA rose 19%, driving a 13.1% stock gain post-earnings.