** Oilfield services company Baker Hughes BKR.O beat Q1 profit estimates, helped by sustained demand for its drilling equipment and technology in international markets and North America

** BKR posted Q1 adjusted profit of 51 cents per share vs est of 48 cents per share - data compiled by LSEG

STRONG IET MARGINS DESPITE TARIFF CONCERNS

** J.P. Morgan ("overweight", PT: $52) says it was critical for BKR's robust outlook for the industrial and energy technology unit to be largely intact despite headwinds from tariffs and macro uncertainty

** The IET unit includes products such as compressors, turbines, valves, and modular systems for gas processing

** Stifel ("buy", PT: $52) says BKR's reiterated forecast for IET unit highlights better visibility, supported by its robust backlog and expectations for minimal tariff impacts

** "We believe this showcases the strength and relative resiliency of the segment" - brokerage

** RBC Capital Markets ("outperform", PT: $50) says we think the relative resilience of its IET results and forecast warrant some outperformance versus its peers

** "However, we would not be surprised to see the stock return some of its recent outperformance based on lower Q2 and 2025 guidance" - brokerage

(Reporting by Katha Kalia in Bengaluru)

((katha.kalia@thomsonreuters.com;))