Helmerich & Payne

HP

Market cap $2.75B

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While the top- and bottom-line numbers for Helmerich & Payne (HP) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Helmerich & Payne, Inc. ( HP ) Q4 2025 Earnings Call November 18, 2025 11:00 AM EST Company Participants J. Vann - Senior VP & CFO Kris Nicol John Lindsay - CEO & Director Raymond Adams - President Michael Lennox - Executive Vice President of Western Hemisphere Land Operations Conference Call Participants Saurabh Pant - BofA Securities, Research Division Doug Becker - Capital One Securities, Inc., Research Division Scott Gruber - Citigroup Inc., Research Division Edward Kim - Barclays Bank PLC, Research Division Daniel Kutz - Morgan Stanley, Research Division Donald Crist - Johnson Rice & Company, L.L.C.

HP posts a mixed Q4 as earnings miss but revenues beat estimates, with strong offshore growth offset by international losses and one-time charges.

Helmerich & Payne, Inc. remains a Buy after a 60% rally, supported by strong Q4 2025 results and prudent acquisition of KCA Deutag. HP's expanding operating capacity, improved liquidity, and exposure to natural gas and geothermal energy markets position it for long-term growth. HP stock's valuation remains attractive, with P/B and P/S ratios indicating further upside potential despite recent price appreciation and market volatility.

U.S. stock futures were lower this morning, with the Dow futures falling around 200 points on Tuesday.

While the top- and bottom-line numbers for Helmerich & Payne (HP) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Helmerich & Payne (HP) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.26. This compares to earnings of $0.76 per share a year ago.

TULSA, Okla.--(BUSINESS WIRE)--Helmerich & Payne, Inc. (NYSE: HP) Operating and Financial Highlights for the Quarter Ended September 30, 2025 The Company realized a consolidated net loss of $(57) million, or $(0.58) per share, which includes the impact of non-recurring charges of $56 million. Adjusted for this and other non-recurring one-time items, adjusted net loss(1) was $(1) million, or $(0.01) per share. The Company has received notifications for seven rigs to resume operations in Saud.

TULSA, Okla.--(BUSINESS WIRE)--Helmerich & Payne, Inc. (NYSE: HP) today announced that notice has been received to recommence operations on seven land rigs in Saudi Arabia that are currently under suspension. The reactivations will occur in stages throughout the first half of calendar year 2026. In accordance with the terms of the drilling contracts, all days accrued during each rig's suspension period will be added to its remaining contract. “These reactivations demonstrate the strong, lon.