Helmerich & Payne Zukünftiges Wachstum
Future Kriterienprüfungen 3/6
Helmerich & Payne wird ein jährliches Gewinn- und Umsatzwachstum von 121.9% bzw. 1.7% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 117.2% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 6.4% betragen.
Wichtige Informationen
121.9%
Wachstumsrate der Gewinne
117.19%
EPS-Wachstumsrate
| Energy Services Gewinnwachstum | 21.2% |
| Wachstumsrate der Einnahmen | 1.7% |
| Zukünftige Eigenkapitalrendite | 6.40% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 18 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • May 20
HP: CEO And CFO Transitions Will Limit Long Term Upside
Analysts now see Helmerich & Payne's fair value at about $31.83, up from $30.00. This reflects slightly adjusted assumptions on discount rate, revenue trends, profit margins and future P/E expectations.Analyseartikel • May 11
Earnings Update: Helmerich & Payne, Inc. (NYSE:HP) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
Last week, you might have seen that Helmerich & Payne, Inc. ( NYSE:HP ) released its quarterly result to the market...
Narrativ-Update • May 01
HP: New Leadership And Dividend Plans Will Support Fairly Valued Shares
Analysts have nudged their price target for Helmerich & Payne slightly higher to about $38.40, reflecting updated views on discount rates, revenue growth, profit margins, and the future P/E assumption. What's in the News Trey Adams was appointed President and Chief Executive Officer on March 4, 2026.Narrativ-Update • Apr 15
HP: Leadership Transition And Capital Returns Will Support Fairly Valued Shares
Analysts have raised their price target on Helmerich & Payne to roughly align with a fair value estimate of about $38.33, up from about $30.27. They cite an updated view that combines slightly lower assumed revenue growth with a higher profit margin and a modestly higher future P/E multiple.
Narrativ-Update • Apr 01
HP: Leadership Changes And Capital Returns Will Support Future Upside
Analysts now see fair value for Helmerich & Payne at about $44.00 per share. This modest adjustment reflects slightly higher assumed profit margins, along with a small tweak to the discount rate and future P/E expectations.Narrativ-Update • Mar 18
HP: Leadership Transition And Capital Returns Will Support Future Upside
Analysts have adjusted their price target on Helmerich & Payne from roughly $36 to about $44 as they factor in updated assumptions for fair value, discount rate, revenue growth, profit margins, and a higher future P/E, which together suggest a different balance of risk and reward for shareholders. What's in the News Helmerich & Payne announced that Senior Vice President and Chief Financial Officer Kevin Vann will retire from his role effective June 30, 2026, and will continue as a senior advisor through December 31, 2026, to support the transition.Narrativ-Update • Mar 04
HP: CEO Transition And Higher Assumed P/E Will Restrain Future Upside
Analysts have lifted their price target on Helmerich & Payne from about $25.59 to $30.00, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E that modestly adjust their outlook for the shares. What's in the News CEO John Lindsay plans to retire following the Annual Meeting of Stockholders on March 4, 2026, with President Raymond John “Trey” Adams set to become CEO and stand for election to the Board at that meeting.Seeking Alpha • Feb 19
Helmerich & Payne: Not Time To Dive In Quite Yet
Summary Helmerich & Payne has rallied sharply, but current levels appear fully valued, with a Hold consensus and a $36 median price target. HP's investment thesis centers on global reach, advanced FlexRig and FlexRobotics technology, and enterprise optimization, but near-term growth is likely priced in. Q1 revenue exceeded $1B with $230M EBITDA, but YoY declines and margin pressure in North America and international segments temper near-term optimism. I recommend waiting for a substantial price pullback—mid-$20s entry—given valuation, sector cyclicality, and oil price risks impacting rig reactivations. Read the full article on Seeking AlphaNarrativ-Update • Feb 18
HP: CEO Transition And Weaker Long Term Revenue Outlook Will Limit Upside
Analysts have lifted their fair value estimate for Helmerich & Payne from about $23.33 to roughly $25.59, citing expectations for stronger profit margins and a lower future P/E, which they note would offset softer assumed revenue growth. What's in the News CEO John Lindsay plans to retire after the March 4, 2026 Annual Meeting, with current President Raymond John “Trey” Adams set to become CEO and stand for election to the Board at that meeting, while Lindsay stays on as senior advisor through December 2026 (Key Developments).Narrativ-Update • Feb 03
HP: Future Saudi Rig Restart And CEO Transition Will Restrain Upside
Analysts have lifted their fair value estimate for Helmerich & Payne from about US$17.00 to roughly US$23.33, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News CEO John Lindsay plans to retire after the March 4, 2026 Annual Meeting, with current President Raymond John "Trey" Adams set to take over as CEO and stand for election to the Board.Narrativ-Update • Jan 20
HP: Saudi Rig Reactivations And Leadership Transition Will Support Future Upside
Narrative Update Analysts kept their fair value estimate for Helmerich & Payne steady at US$36.00. They cited updated assumptions around a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a reduced future P/E outlook that collectively support this unchanged target.Narrativ-Update • Jan 06
HP: Saudi Rig Reactivations And Leadership Transition Will Support Fairly Valued Shares
Analysts have lifted their price target for Helmerich & Payne from about US$27.20 to roughly US$30.27, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News CEO John Lindsay plans to retire after the March 4, 2026 Annual Meeting.Narrativ-Update • Dec 17
HP: Middle East Rig Ramp And Leadership Transition Will Support Upside
Analysts have raised their fair value estimate for Helmerich & Payne from approximately 27 dollars per share to about 36 dollars per share, citing a lower perceived risk profile from a reduced discount rate and expectations for stronger profitability despite slightly tempered revenue growth assumptions. What's in the News CEO John Lindsay will retire following the March 4, 2026 Annual Meeting, with current President Raymond John Trey Adams slated to assume the CEO role and join the Board.Analyseartikel • Dec 14
Helmerich & Payne (NYSE:HP) Is Due To Pay A Dividend Of $0.25
Helmerich & Payne, Inc. ( NYSE:HP ) will pay a dividend of $0.25 on the 27th of February. This makes the dividend yield...Narrativ-Update • Dec 03
HP: Saudi Rig Reactivations Will Offset Margin Pressure And Support Shares
Analysts have raised their price target on Helmerich & Payne from approximately $24.00 to about $27.20, citing expectations for stronger top line growth and a higher future earnings multiple, even though projected profit margins are slightly lower. What's in the News Notice received to recommence operations on seven suspended land rigs in Saudi Arabia, with staged reactivations planned through the first half of 2026 (Key Developments) Suspension days for each Saudi rig will be added to its remaining contract term, extending contracted backlog in the region (Key Developments) H&P expects to operate 24 rigs in Saudi Arabia by mid 2026, including eight proprietary FlexRigs and 16 rigs from the KCA Deutag acquisition, highlighting its growing Eastern Hemisphere footprint (Key Developments) Board meeting scheduled for September 9, 2025, to consider declaring a quarterly cash dividend of $0.25 per share, payable December 2, 2025, to shareholders of record on November 18, 2025 (Key Developments) Valuation Changes The Fair Value estimate has risen moderately from approximately $24.00 to about $27.20, reflecting a higher intrinsic valuation per share.Narrativ-Update • Nov 19
HP: Extended Revenue Slowdown Will Pressure Shares Despite Market Expansion
Analysts have lowered their price target for Helmerich & Payne from $26.60 to $24.00. They cited slower expected revenue growth and a reduced fair value calculation, despite marginal improvements in both profit margin and projected price-to-earnings ratio.Analyseartikel • Nov 12
Helmerich & Payne, Inc. (NYSE:HP) Looks Just Right With A 27% Price Jump
Helmerich & Payne, Inc. ( NYSE:HP ) shares have continued their recent momentum with a 27% gain in the last month...Narrativ-Update • Nov 05
HP: Fair Value Seen Amid Buyback Completion and Dividend Outlook Update
Narrative Update on Helmerich & Payne Analysts have raised their price target for Helmerich & Payne from $23.80 to $26.60. They cite improved valuation estimates, supported by a lower discount rate and a slightly higher expected future price-to-earnings ratio.Narrativ-Update • Oct 22
Analysts Raise Helmerich and Payne Price Target as Profit Margins Improve and Buyback Program Ends
Analysts have raised their price target for Helmerich & Payne from $22.47 to $23.80 per share, citing slight improvements in projected profit margins and a marginally reduced discount rate in their valuation models. What's in the News The Board of Directors has scheduled a meeting on September 9, 2025, to declare a quarterly cash dividend of $0.25 per share.Narrativ-Update • Oct 08
Digital Operations And Global Expansion Will Forge Future Success
Analysts have raised their price target for Helmerich & Payne from $21.31 to $22.47, citing modest improvements in projected revenue growth and a lower discount rate, despite slightly lower profit margin expectations. What's in the News The board of Helmerich & Payne approved a quarterly cash dividend of $0.25 per share.Analyseartikel • Oct 07
Helmerich & Payne (NYSE:HP) Is Paying Out A Dividend Of $0.25
Helmerich & Payne, Inc.'s ( NYSE:HP ) investors are due to receive a payment of $0.25 per share on 2nd of December...Analyseartikel • Sep 13
Helmerich & Payne (NYSE:HP) Is Paying Out A Dividend Of $0.25
Helmerich & Payne, Inc. ( NYSE:HP ) has announced that it will pay a dividend of $0.25 per share on the 2nd of...Analyseartikel • Aug 06
These 4 Measures Indicate That Helmerich & Payne (NYSE:HP) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Jul 16
Helmerich & Payne, Inc. (NYSE:HP) Looks Inexpensive But Perhaps Not Attractive Enough
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Analyseartikel • Jun 25
Helmerich & Payne (NYSE:HP) Is Experiencing Growth In Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Analyseartikel • Apr 09
Helmerich & Payne, Inc. (NYSE:HP) Looks Inexpensive After Falling 26% But Perhaps Not Attractive Enough
Unfortunately for some shareholders, the Helmerich & Payne, Inc. ( NYSE:HP ) share price has dived 26% in the last...Analyseartikel • Mar 27
Is Helmerich & Payne (NYSE:HP) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Mar 13
Helmerich & Payne: Transformative Acquisition Isn't Priced In
Summary Helmerich & Payne's stock has dropped over 30%, now presenting a potential buying opportunity. The transformative acquisition of KCA Deutag enhances international growth, scale, and cash flow, yet the market hasn't priced in these benefits. Despite short-term headwinds and a credit rating downgrade, the company's efficient, high-tech rigs and resilient margins signal long-term profitability. I rate Helmerich & Payne a buy with a $35 price target, considering their cost and technological leadership and potential industry rebound. Read the full article on Seeking AlphaAnalyseartikel • Mar 03
Helmerich & Payne (NYSE:HP) Might Have The Makings Of A Multi-Bagger
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Analyseartikel • Jan 05
Investors Don't See Light At End Of Helmerich & Payne, Inc.'s (NYSE:HP) Tunnel
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Analyseartikel • Dec 18
Does Helmerich & Payne (NYSE:HP) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 9/30/2028 | 4,319 | 183 | 453 | 754 | 5 |
| 9/30/2027 | 4,205 | 101 | 429 | 707 | 11 |
| 9/30/2026 | 3,965 | -154 | 370 | 565 | 10 |
| 3/31/2026 | 4,002 | -377 | 256 | 548 | N/A |
| 12/31/2025 | 4,086 | -316 | 180 | 567 | N/A |
| 9/30/2025 | 3,746 | -165 | 117 | 543 | N/A |
| 6/30/2025 | 3,428 | -33 | 37 | 505 | N/A |
| 3/31/2025 | 3,085 | 218 | 75 | 581 | N/A |
| 12/31/2024 | 2,757 | 300 | 203 | 668 | N/A |
| 9/30/2024 | 2,757 | 339 | 190 | 685 | N/A |
| 6/30/2024 | 2,722 | 342 | 228 | 731 | N/A |
| 3/31/2024 | 2,749 | 348 | 357 | 826 | N/A |
| 12/31/2023 | 2,830 | 426 | 387 | 823 | N/A |
| 9/30/2023 | 2,872 | 428 | 438 | 834 | N/A |
| 6/30/2023 | 2,844 | 397 | 375 | 736 | N/A |
| 3/31/2023 | 2,670 | 320 | 202 | 541 | N/A |
| 12/31/2022 | 2,369 | 153 | 102 | 423 | N/A |
| 9/30/2022 | 2,059 | 5 | -39 | 234 | N/A |
| 6/30/2022 | 1,771 | -119 | -63 | 163 | N/A |
| 3/31/2022 | 1,553 | -194 | -70 | 97 | N/A |
| 12/31/2021 | 1,382 | -312 | 36 | 152 | N/A |
| 9/30/2021 | 1,219 | -327 | 54 | 136 | N/A |
| 6/30/2021 | 1,083 | -320 | 113 | 182 | N/A |
| 3/31/2021 | 1,068 | -309 | 288 | 365 | N/A |
| 12/31/2020 | 1,406 | -607 | 299 | 407 | N/A |
| 9/30/2020 | 1,774 | -499 | 398 | 539 | N/A |
| 6/30/2020 | 2,215 | -397 | 467 | 643 | N/A |
| 3/31/2020 | 2,585 | -506 | 457 | 679 | N/A |
| 12/31/2019 | 2,673 | -13 | N/A | 758 | N/A |
| 9/30/2019 | 2,798 | -36 | N/A | 856 | N/A |
| 6/30/2019 | 2,846 | -75 | N/A | 846 | N/A |
| 3/31/2019 | 2,807 | 72 | N/A | 759 | N/A |
| 12/31/2018 | 2,664 | -1 | N/A | 688 | N/A |
| 9/30/2018 | 2,487 | 489 | N/A | 558 | N/A |
| 6/30/2018 | 2,323 | 464 | N/A | 493 | N/A |
| 3/31/2018 | 2,173 | 449 | N/A | 419 | N/A |
| 12/31/2017 | 2,001 | 402 | N/A | 367 | N/A |
| 9/30/2017 | 1,805 | -130 | N/A | 371 | N/A |
| 6/30/2017 | 1,604 | -181 | N/A | 378 | N/A |
| 3/31/2017 | 1,472 | -179 | N/A | 411 | N/A |
| 12/31/2016 | 1,505 | -105 | N/A | 520 | N/A |
| 9/30/2016 | 1,624 | -55 | N/A | 755 | N/A |
| 6/30/2016 | 1,846 | -8 | N/A | 892 | N/A |
| 3/31/2016 | 2,141 | 104 | N/A | 1,105 | N/A |
| 12/31/2015 | 2,589 | 232 | N/A | 1,343 | N/A |
| 9/30/2015 | 3,162 | 418 | N/A | 1,429 | N/A |
| 6/30/2015 | 3,593 | 613 | N/A | 1,472 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: HP wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (3.5%).
Ertrag vs. Markt: HP wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.
Hohe Wachstumserträge: HP wird voraussichtlich in den nächsten 3 Jahren rentabel werden.
Einnahmen vs. Markt: HPDie Einnahmen des Unternehmens (1.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).
Hohe Wachstumseinnahmen: HPDie Einnahmen des Unternehmens (1.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: HPDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (6.4%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 03:16 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/09/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Helmerich & Payne, Inc. wird von 42 Analysten beobachtet. 11 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Selesky | Argus Research Company |
| James West | Barclays |
| Sungeun Kim | Barclays |