Helmerich & Payne

HP

Market cap $3.92B

Energy remains a top investment focus due to global demand, constrained supply growth, and attractive sector valuations versus the S&P 500. I highlight my preferred picks across the energy supply chain: LandBridge, Viper Energy, Helmerich & Payne, Diamondback Energy, Western Midstream, and Marathon Petroleum. VNOM offers high cash returns to shareholders, while WES and MPC provide strong yields and capital return strategies, each excelling in their respective niches.

Following a careful analysis of the Zacks Oil and Gas - Drilling industry, we advise focusing on companies like PTEN, HP and NBR.

HP heads into Q2 earnings results with AI PC demand and gaming products expected to support revenue growth.

Helmerich & Payne and BKR are partnering to accelerate geothermal development in the U.S. with dedicated drilling capabilities and advanced energy technologies.

For fiscal 2026, HP expects North America rig activity of 138-144, international activity of 58-68 rigs, cash taxes of $125-$150 million and interest expense of about $100 million.

Although the revenue and EPS for Helmerich & Payne (HP) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Helmerich & Payne NYSE: HP said fiscal second-quarter results were supported by steady execution in North America and offshore operations, while conflict-related disruptions and supply chain constraints in the Middle East weighed on its international margins.

Helmerich & Payne, Inc. (HP) Q2 2026 Earnings Call Transcript

Helmerich and Payne Inc (NYSE:HP) reported worse-than-expected second-quarter financial results, after the closing bell on Wednesday.

The headline numbers for Helmerich & Payne (HP) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.