View ValuationHelmerich & Payne 将来の成長Future 基準チェック /36Helmerich & Payne利益と収益がそれぞれ年間121.9%と1.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.4% 117.2%なると予測されています。主要情報121.9%収益成長率117.19%EPS成長率Energy Services 収益成長7.9%収益成長率1.7%将来の株主資本利益率6.40%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報Breakeven Date Change • Nov 24Forecast to breakeven in 2024The 14 analysts covering Helmerich & Payne expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 94% per year to 2023. The company is expected to make a profit of US$139.0m in 2024. Average annual earnings growth of 74% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesRecent Insider Transactions • May 20Insider recently sold €1.0m worth of stockOn the 18th of May, Cara Hair sold around 28k shares on-market at roughly €35.61 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.9m. Insiders have been net sellers, collectively disposing of €5.0m more than they bought in the last 12 months.お知らせ • Apr 15Helmerich & Payne, Inc. to Report Q2, 2026 Results on May 07, 2026Helmerich & Payne, Inc. announced that they will report Q2, 2026 results on May 07, 2026お知らせ • Mar 16+ 2 more updatesHelmerich & Payne, Inc. Announces Chief Financial Officer ChangesHelmerich & Payne, Inc. announced that Kevin Vann, Senior Vice President and Chief Financial Officer, will retire from his role effective June 30, 2026. Todd Scruggs, currently Vice President, Corporate Finance and Treasury, has been appointed Senior Vice President and Chief Financial Officer effective July 1, 2026. Vann will remain in his role through June 30 and will continue serving as a senior advisor through December 31, 2026, to support a smooth transition. Scruggs has held financial roles of increasing responsibility across several large energy organizations. Earlier in his career, he worked in energy trading roles across multiple commodities before joining WPX Energy, where he led treasury and business development efforts that included more than $10 billion in transactions through the company’s merger with Devon Energy. Prior to joining H&P in 2024, Scruggs worked with Veriten as a Partner, leading the firm’s investment activities. Since joining H&P, Scruggs has enhanced the organization’s treasury and FP&A practices, strengthened capital allocation processes and lead portfolio optimization initiatives supporting H&P’s long-term strategy.お知らせ • Jan 24Helmerich & Payne, Inc., Annual General Meeting, Mar 04, 2026Helmerich & Payne, Inc., Annual General Meeting, Mar 04, 2026.お知らせ • Dec 12+ 1 more updateHelmerich & Payne, Inc. Announces Chief Executive Officer Changes, Effective March 4, 2026Helmerich & Payne, Inc. announced that Chief Executive Officer (CEO) John Lindsay will retire as CEO following the Annual Meeting of Stockholders on March 4, 2026. The Board has appointed Raymond John “Trey” Adams, President, to succeed Lindsay as CEO, effective following the Annual Meeting and has nominated Adams to stand for election to the Board at the Annual Meeting. Lindsay will continue serving as a senior advisor through December 2026 to support a smooth transition. During his 12 years as CEO Lindsay led H&P through significant periods in its history. He guided the company through multiple industry cycles and a global pandemic while strengthening its culture and financial discipline. He also played a defining role in transforming U.S. shale development through strategic investments in rigs and technology, including advancing the impact of the FlexRig — a breakthrough design that set a new standard for performance and reshaped the future of land drilling. Under his leadership H&P became recognized as the world’s leading land driller and expanded its global footprint. Lindsay made technology central to how H&P operates and spearheaded the acquisition of five technology companies that modernized the company’s capabilities and improved customer performance. He championed The H&P Way and fostered a culture rooted in integrity, teamwork, service and innovation. Adams has worked across many parts of the business and led programs that combine drilling know-how with integrated technology to deliver value for customers. As President and CEO, Adams will continue to focus on performance, safety, customer partnerships, disciplined growth and strong financial execution that delivers long-term shareholder value. His leadership approach reflects a continued commitment to practical capital allocation and strategic investments that advances H&P’s competitive position.お知らせ • Oct 10Helmerich & Payne, Inc. to Report Q4, 2025 Results on Nov 18, 2025Helmerich & Payne, Inc. announced that they will report Q4, 2025 results During-Market on Nov 18, 2025お知らせ • Sep 30Helmerich & Payne, Inc. Announces Executive Appointments, Effective October 1, 2025Helmerich & Payne, Inc. announced an enhanced leadership structure with three important promotions. Effective Oct. 1, 2025, Raymond John Adams III has been promoted to President, leading all the company’s revenue-generating business units. Senior executives reporting to Adams will be: Mike Lennox, who has been promoted to Executive Vice President (EVP) of Western Hemisphere Land operations; John Bell, who has been promoted to EVP of Eastern Hemisphere Land operations; Ole Maier, Senior Vice President (SVP) for Worldwide Offshore operations; Rebecca Clarke, SVP and President of BENTEC. Adams will become only the 5President in the Company’s 105-year history. After joining in 2008, he has worked across nearly every part of the business, leading efforts to blend drilling know-how with technology solutions that deliver win-win results. As President of a global company, Adams will divide his time between North America, the U.K. and the Middle East, with an early focus on embedding H&P’s capabilities into Middle East markets. Lennox, now EVP of Western Hemisphere land operations, joined H&P in 2008 and brings unmatched operational expertise and proven leadership. He has guided H&P’s largest business segment while setting high standards for safety, performance, and culture. He has also built strong, long-standing customer relationships and advanced strategic initiatives that strengthened H&P’s competitive position. Most recently, he has overseen the integration of H&P and KCAD operations in South America while ensuring ongoing strength and consistency across North America Solutions. Bell, now EVP of Eastern Hemisphere land operations, joined H&P in 1998 and brings a proven track record of global growth and innovation. He pioneered H&P’s FlexRig® operations in the Middle East, played a central role in the KCAD acquisition, and led successful entries into Saudi Arabia and Australia by creating new partnership models tailored to customer needs. Recognized for both his commercial creativity and operational expertise, Bell is well-positioned to accelerate H&P’s international expansion and deliver long-term value. Together, these promotions demonstrate a depth of leadership experience that will guide H&P into its next phase of growth.お知らせ • Aug 07Helmerich & Payne, Inc. Announces Impairment Charges for the Third Quarter Ended June 30, 2025Helmerich & Payne, Inc. announced impairment charges for the third quarter ended June 30, 2025. For the quarter, the company announced goodwill impairment of $173,258,000.お知らせ • Jul 18Helmerich & Payne, Inc. to Report Q3, 2025 Results on Aug 07, 2025Helmerich & Payne, Inc. announced that they will report Q3, 2025 results on Aug 07, 2025お知らせ • Jun 30+ 1 more updateHelmerich & Payne, Inc.(NYSE:HP) dropped from Russell 2000 Defensive IndexHelmerich & Payne, Inc.(NYSE:HP) dropped from Russell 2000 Defensive Indexお知らせ • Jun 04Helmerich & Payne, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on August 29, 2025The Directors of Helmerich & Payne, Inc. at a Board of Directors meeting held on June 3, 2025, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on August 29, 2025, to stockholders of record at the close of business August 15, 2025.お知らせ • Apr 04Helmerich & Payne, Inc. to Report Q2, 2025 Results on May 08, 2025Helmerich & Payne, Inc. announced that they will report Q2, 2025 results on May 08, 2025お知らせ • Jan 24Helmerich & Payne, Inc., Annual General Meeting, Mar 05, 2025Helmerich & Payne, Inc., Annual General Meeting, Mar 05, 2025.お知らせ • Jan 10Helmerich & Payne, Inc. to Report Q1, 2025 Results on Feb 06, 2025Helmerich & Payne, Inc. announced that they will report Q1, 2025 results on Feb 06, 2025Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Elizabeth Killinger was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 14Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on February 28, 2025The Directors of Helmerich & Payne, Inc. at a Board of Directors meeting held on December 11, 2024, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on February 28, 2025, to stockholders of record at the close of business February 14, 2025.Reported Earnings • Nov 15Full year 2024 earnings released: EPS: US$3.48 (vs US$4.18 in FY 2023)Full year 2024 results: EPS: US$3.48 (down from US$4.18 in FY 2023). Revenue: US$2.76b (down 4.0% from FY 2023). Net income: US$344.2m (down 20% from FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Nov 12Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.0%).New Risk • Oct 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €30.18, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 32% over the past three years.Declared Dividend • Sep 15Dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 18th November 2024 Payment date: 2nd December 2024 Dividend yield will be 5.2%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (29% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 12Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on December 2, 2024The Directors of Helmerich & Payne, Inc., at a Board of Directors meeting held on September 11, 2024, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on December 2, 2024, to stockholders of record at the close of business November 18, 2024.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Elizabeth Killinger was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 09Upcoming dividend of US$0.42 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 29% and the cash payout ratio is 77%. Trailing yield: 4.8%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.1%).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €31.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 54% over the past three years.お知らせ • Aug 05Helmerich & Payne, Inc. Announces J. Kevin Vann as New Chief Financial OfficerHelmerich & Payne, Inc. announced the hiring of J. Kevin Vann as the Chief Financial Officer Designate, effective August 5, 2024. Vann will be appointed to succeed Mark W. Smith as Chief Financial Officer (CFO) upon Smith’s retirement from that position, which as previously announced, will occur on August 15, 2024. Vann brings extensive public company financial and accounting experience in the oil and gas industry, which will be instrumental as H&P continues to grow and expand its market presence. Before joining H&P, he served as Chief Financial Officer at WPX Energy, Inc. from 2014 to 2021. Prior to becoming Chief Financial Officer for WPX, he served as the company’s Chief Accounting Officer and Controller from 2012 to 2014. From 2007 to 2011, Vann served as Controller of the exploration and production business of The Williams Companies, Inc. and in various other financial and accounting roles for Williams from 1998 to 2006.Reported Earnings • Jul 25Third quarter 2024 earnings released: EPS: US$0.90 (vs US$0.93 in 3Q 2023)Third quarter 2024 results: EPS: US$0.90 (down from US$0.93 in 3Q 2023). Revenue: US$697.7m (down 3.6% from 3Q 2023). Net income: US$88.7m (down 5.7% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 04Helmerich & Payne, Inc. to Report Q3, 2024 Results on Jul 25, 2024Helmerich & Payne, Inc. announced that they will report Q3, 2024 results on Jul 25, 2024Declared Dividend • Jun 10Dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 08+ 1 more updateHelmerich & Payne, Inc. Declares a Quarterly Supplemental Cash Dividend,Payable August 30, 2024On June 5, 2024, the Board of Directors of the Helmerich & Payne, Inc. declared a quarterly supplemental cash dividend of $0.17 per share on the Company's common stock. Dividends are payable August 30, 2024, to stockholders of record at the close of business August 16, 2024.Upcoming Dividend • May 10Upcoming dividend of US$0.42 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.7%).Recent Insider Transactions • May 01Senior VP & CFO recently sold €605k worth of stockOn the 29th of April, Mark Smith sold around 16k shares on-market at roughly €37.79 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.Reported Earnings • Apr 25Second quarter 2024 earnings released: EPS: US$0.86 (vs US$1.56 in 2Q 2023)Second quarter 2024 results: EPS: US$0.86 (down from US$1.56 in 2Q 2023). Revenue: US$687.9m (down 11% from 2Q 2023). Net income: US$84.8m (down 48% from 2Q 2023). Profit margin: 12% (down from 21% in 2Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 03Helmerich & Payne, Inc. to Report Q2, 2024 Results on Apr 25, 2024Helmerich & Payne, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 25, 2024Recent Insider Transactions • Mar 07Insider recently sold €445k worth of stockOn the 1st of March, Michael Lennox sold around 13k shares on-market at roughly €35.62 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.Declared Dividend • Mar 03Dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 16th May 2024 Payment date: 31st May 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 29+ 1 more updateHelmerich & Payne, Inc. Declares Quarterly Supplemental Cash Dividend, Payable on May 31, 2024On February 28, 2024, the Board of Directors of Helmerich & Payne, Inc. declared a quarterly supplemental cash dividend of $0.17 per share on the company's common stock. The dividend is payable on May 31, 2024, to stockholders of record at the close of business May 17, 2024.お知らせ • Feb 23+ 1 more updateHelmerich & Payne, Inc. Announces Retirement of Mark W. Smith as CFOHelmerich & Payne, Inc. announced that Mark W. Smith, Senior Vice President and Chief Financial Officer, has informed the Company of his intention to retire in August of 2024. The Company has commenced a search process to identify CFO candidates. Mr. Smith will continue to serve in his current role until a successor is identified and has an opportunity to effectively transition into that position. Accordingly, Mr. Smith will remain as a senior advisor to the Company until December 2024 after his retirement date.Upcoming Dividend • Feb 05Upcoming dividend of US$0.42 per share at 4.8% yieldEligible shareholders must have bought the stock before 12 February 2024. Payment date: 27 February 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (4.4%).Reported Earnings • Jan 30First quarter 2024 earnings released: EPS: US$0.96 (vs US$0.91 in 1Q 2023)First quarter 2024 results: EPS: US$0.96. Revenue: US$677.1m (down 5.9% from 1Q 2023). Net income: US$95.2m (flat on 1Q 2023). Profit margin: 14% (in line with 1Q 2023). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Energy Services industry in Europe.New Risk • Jan 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.お知らせ • Jan 18Helmerich & Payne, Inc., Annual General Meeting, Feb 27, 2024Helmerich & Payne, Inc., Annual General Meeting, Feb 27, 2024, at 12:00 Central Standard Time. Agenda: To elect as Directors the 11 nominees named in the attached proxy statement to serve until the Annual Meeting of Stockholders in 2025; to ratify the appointment of Ernst & Young LLP as independent auditors for fiscal year ending September 30, 2024; to cast an advisory vote to approve the compensation of named executive officers disclosed in the attached proxy statement; and to consider and vote to approve the Helmerich & Payne, Inc. 2024 Omnibus Incentive Plan.お知らせ • Jan 10Helmerich & Payne, Inc. to Report Q1, 2024 Results on Jan 30, 2024Helmerich & Payne, Inc. announced that they will report Q1, 2024 results on Jan 30, 2024Buying Opportunity • Jan 06Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €40.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings is also forecast to grow by 1.9% per annum over the same time period.お知らせ • Dec 07+ 1 more updateHelmerich & Payne, Inc. Declares Quarterly Supplemental Cash Dividend, Payable on February 27, 2024On December 6, 2023, the Board of Directors of Helmerich & Payne, Inc. declared a quarterly supplemental cash dividend of $0.17 per share on the company's common stock. The dividend is payable on February 27, 2024, to stockholders of record at the close of business February 13, 2024.Buying Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €41.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings is also forecast to grow by 2.0% per annum over the same time period.Upcoming Dividend • Nov 10Upcoming dividend of US$0.42 per share at 5.0% yieldEligible shareholders must have bought the stock before 17 November 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (4.1%).Buying Opportunity • Oct 20Now 21% undervaluedOver the last 90 days, the stock is up 8.0%. The fair value is estimated to be €49.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 2.4% per annum over the same time period.お知らせ • Oct 19+ 1 more updateHelmerich & Payne, Inc. to Report Q4, 2023 Results on Nov 09, 2023Helmerich & Payne, Inc. announced that they will report Q4, 2023 results on Nov 09, 2023Recent Insider Transactions • Oct 01Chairman of the Board recently sold €4.1m worth of stockOn the 27th of September, Hans Helmerich sold around 100k shares on-market at roughly €41.20 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Hans has been a net seller over the last 12 months, reducing personal holdings by €4.6m.Buying Opportunity • Sep 19Now 20% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be €52.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 2.2% per annum over the same time period.お知らせ • Sep 08Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on December 4, 2023The Directors of Helmerich & Payne, Inc., at a Board of Directors meeting held on September 6, 2023, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on December 4, 2023, to stockholders of record at the close of business November 20, 2023.Upcoming Dividend • Aug 09Upcoming dividend of US$0.48 per share at 3.9% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.0%).Reported Earnings • Jul 28Third quarter 2023 earnings released: EPS: US$0.94 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.94 (up from US$0.16 in 3Q 2022). Revenue: US$724.0m (up 32% from 3Q 2022). Net income: US$95.3m (up 457% from 3Q 2022). Profit margin: 13% (up from 3.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 27+ 1 more updateHelmerich & Payne, Inc. Declares Supplemental Cash Dividend, Payable on August 31, 2023On June 7, 2023, the Board of Directors of Helmerich & Payne, Inc. declared a supplemental cash dividend of $0.235 per share. The dividend is payable on August 31, 2023 to stockholders of record at the close of business on August 17, 2023.お知らせ • Jun 30Helmerich & Payne, Inc. to Report Q3, 2023 Results on Jul 27, 2023Helmerich & Payne, Inc. announced that they will report Q3, 2023 results on Jul 27, 2023Upcoming Dividend • May 10Upcoming dividend of US$0.48 per share at 4.6% yieldEligible shareholders must have bought the stock before 17 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 33% and the cash payout ratio is 77%. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.5%).Reported Earnings • Apr 29Second quarter 2023 earnings released: EPS: US$1.58 (vs US$0.048 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.58 (up from US$0.048 loss in 2Q 2022). Revenue: US$769.2m (up 65% from 2Q 2022). Net income: US$163.9m (up US$168.9m from 2Q 2022). Profit margin: 21% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €33.62, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Energy Services industry in Europe. Total returns to shareholders of 189% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.80 per share.Upcoming Dividend • Feb 06Upcoming dividend of US$0.48 per share at 2.2% yieldEligible shareholders must have bought the stock before 13 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.6%).Reported Earnings • Feb 01First quarter 2023 earnings released: EPS: US$0.91 (vs US$0.48 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.91 (up from US$0.48 loss in 1Q 2022). Revenue: US$719.6m (up 76% from 1Q 2022). Net income: US$95.4m (up US$147.1m from 1Q 2022). Profit margin: 13% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 31+ 1 more updateHelmerich & Payne, Inc. Declares Supplemental Cash Dividend, Payable on February 28, 2023On December 9, 2022, the Board of Directors of Helmerich & Payne, Inc. declared supplemental cash dividend of $0.235 per share. The dividendis are payable on February 28, 2023 to stockholders of record at the close of business on February 14, 2023.お知らせ • Jan 19Helmerich & Payne, Inc., Annual General Meeting, Feb 28, 2023Helmerich & Payne, Inc., Annual General Meeting, Feb 28, 2023, at 12:00 Central Standard Time. Agenda: To elect as Directors the 10 nominees named in the attached proxy statement to serve until the Annual Meeting of Stockholders in 2024; To ratify the appointment of Ernst & Young LLP as independent auditors for fiscal year ending September 30, 2023; and to discuss other matters.お知らせ • Jan 10Helmerich & Payne, Inc. to Report Q1, 2023 Results on Jan 31, 2023Helmerich & Payne, Inc. announced that they will report Q1, 2023 results on Jan 31, 2023Buying Opportunity • Jan 06Now 26% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €57.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.Recent Insider Transactions • Dec 07Chairman of the Board recently sold €500k worth of stockOn the 1st of December, Hans Helmerich sold around 11k shares on-market at roughly €47.66 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Hans has been a net seller over the last 12 months, reducing personal holdings by €6.3m.お知らせ • Dec 04Helmerich & Payne, Inc. Announces Mary M. Vandeweghe, Chairman of the Board of Directors Will Not Stand for Re-Election as Director At the 2023 Annual Meeting of StockholdersOn November 28, 2022, Mary M. VanDeWeghe provided notice to the Chairman of the Board of Directors (the “Board”) of Helmerich & Payne, Inc. (the “Company”) that she will not stand for reelection as a director of the Company at the 2023 Annual Meeting of Stockholders (the “2023 Annual Meeting”). Ms. VanDeWeghe will complete her current term as a director, which expires at the 2023 Annual Meeting. The Company appreciates Ms. VanDeWeghe’s distinguished service on the Board and wishes her well in her future endeavors. Ms. VanDeWeghe’s decision to retire is not the result of any disagreement with the Company on any matter regarding the Company’s operations, policies or practices.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Belgacem Chariag was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Nov 07Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 01 December 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.6%).お知らせ • Sep 08Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on December 1, 2022The Directors of Helmerich & Payne, Inc. at a Board of Directors meeting held on September 7, 2022, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on December 1, 2022, to stockholders of record at the close of business November 15, 2022.Upcoming Dividend • Aug 09Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 16 August 2022. Payment date: 01 September 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (4.2%).Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Belgacem Chariag was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Jul 30Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be €53.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Earnings per share has declined by 11%.Reported Earnings • Jul 28Third quarter 2022 earnings released: EPS: US$0.17 (vs US$0.53 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.17 (up from US$0.53 loss in 3Q 2021). Revenue: US$550.2m (up 66% from 3Q 2021). Net income: US$17.5m (up US$74.5m from 3Q 2021). Profit margin: 3.2% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jul 28Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on September 1, 2022On May 31, 2022, the Board of Directors of Helmerich & Payne, Inc. declared a quarterly cash dividend of $0.25 per share, payable on September 1, 2022 to stockholders of record at the close of business on August 17, 2022.Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Belgacem Chariag was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 01Helmerich & Payne, Inc. Declares Quarterly Dividend, Payable on September 1, 2022The Directors of Helmerich & Payne, Inc. at a Board of Directors meeting held on May 31, 2022, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on September 1, 2022, to stockholders of record at the close of business August 17, 2022.Recent Insider Transactions • May 05Senior VP & CFO recently sold €200k worth of stockOn the 3rd of May, Mark Smith sold around 4k shares on-market at roughly €44.96 per share. In the last 3 months, there was an even bigger sale from another insider worth €5.8m. This was Mark's only on-market trade for the last 12 months.Reported Earnings • Apr 28Second quarter 2022 earnings released: US$0.044 loss per share (vs US$1.15 loss in 2Q 2021)Second quarter 2022 results: US$0.044 loss per share (up from US$1.15 loss in 2Q 2021). Revenue: US$467.6m (up 58% from 2Q 2021). Net loss: US$4.62m (loss narrowed 96% from 2Q 2021). Over the next year, revenue is forecast to grow 36%, compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Apr 06Helmerich & Payne, Inc. to Report Q2, 2022 Results on Apr 28, 2022Helmerich & Payne, Inc. announced that they will report Q2, 2022 results on Apr 28, 2022Recent Insider Transactions • Mar 13Chairman of the Board recently sold €5.8m worth of stockOn the 10th of March, Hans Helmerich sold around 150k shares on-market at roughly €38.66 per share. This was the largest sale by an insider in the last 3 months. This was Hans' only on-market trade for the last 12 months.お知らせ • Mar 04Helmerich & Payne, Inc. Declares A Quarterly Cash Dividend, Payable on May 27, 2022The Directors of Helmerich & Payne, Inc., at a Board of Directors meeting held on March 2, 2022, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on May 27, 2022, to stockholders of record at the close of business May 13, 2022.Upcoming Dividend • Feb 03Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 10 February 2022. Payment date: 28 February 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.9%).Reported Earnings • Feb 01First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: US$0.48 loss per share (up from US$0.73 loss in 1Q 2021). Revenue: US$409.8m (up 66% from 1Q 2021). Net loss: US$51.3m (loss narrowed 34% from 1Q 2021). Revenue exceeded analyst estimates by 4.9%. Over the next year, revenue is forecast to grow 33%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.Breakeven Date Change • Nov 24Forecast to breakeven in 2024The 14 analysts covering Helmerich & Payne expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 94% per year to 2023. The company is expected to make a profit of US$139.0m in 2024. Average annual earnings growth of 74% is required to achieve expected profit on schedule.業績と収益の成長予測DB:HPC - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数9/30/20284,31918345375459/30/20274,205101429707119/30/20263,965-154370565103/31/20264,002-377256548N/A12/31/20254,086-316180567N/A9/30/20253,746-165117543N/A6/30/20253,428-3337505N/A3/31/20253,08521875581N/A12/31/20242,757300203668N/A9/30/20242,757339190685N/A6/30/20242,722342228731N/A3/31/20242,749348357826N/A12/31/20232,830426387823N/A9/30/20232,872428438834N/A6/30/20232,844397375736N/A3/31/20232,670320202541N/A12/31/20222,369153102423N/A9/30/20222,0595-39234N/A6/30/20221,771-119-63163N/A3/31/20221,553-194-7097N/A12/31/20211,382-31236152N/A9/30/20211,219-32754136N/A6/30/20211,083-320113182N/A3/31/20211,068-309288365N/A12/31/20201,406-607299407N/A9/30/20201,774-499398539N/A6/30/20202,215-397467643N/A3/31/20202,585-506457679N/A12/31/20192,673-13N/A758N/A9/30/20192,798-36N/A856N/A6/30/20192,846-75N/A846N/A3/31/20192,80772N/A759N/A12/31/20182,664-1N/A688N/A9/30/20182,487489N/A558N/A6/30/20182,323464N/A493N/A3/31/20182,173449N/A419N/A12/31/20172,001402N/A367N/A9/30/20171,805-130N/A371N/A6/30/20171,604-181N/A378N/A3/31/20171,472-179N/A411N/A12/31/20161,505-105N/A520N/A9/30/20161,624-55N/A755N/A6/30/20161,846-8N/A892N/A3/31/20162,141104N/A1,105N/A12/31/20152,589232N/A1,343N/A9/30/20153,162418N/A1,429N/A6/30/20153,593613N/A1,472N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HPCは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: HPC今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: HPC今後 3 年以内に収益を上げることが予想されます。収益対市場: HPCの収益 ( 1.7% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: HPCの収益 ( 1.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HPCの 自己資本利益率 は、3年後には低くなると予測されています ( 6.4 %)。成長企業の発掘7D1Y7D1Y7D1YEnergy 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 12:10終値2026/05/22 00:00収益2026/03/31年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Helmerich & Payne, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42 アナリスト機関William SeleskyArgus Research CompanyJames WestBarclaysSungeun KimBarclays39 その他のアナリストを表示
Breakeven Date Change • Nov 24Forecast to breakeven in 2024The 14 analysts covering Helmerich & Payne expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 94% per year to 2023. The company is expected to make a profit of US$139.0m in 2024. Average annual earnings growth of 74% is required to achieve expected profit on schedule.
Recent Insider Transactions • May 20Insider recently sold €1.0m worth of stockOn the 18th of May, Cara Hair sold around 28k shares on-market at roughly €35.61 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.9m. Insiders have been net sellers, collectively disposing of €5.0m more than they bought in the last 12 months.
お知らせ • Apr 15Helmerich & Payne, Inc. to Report Q2, 2026 Results on May 07, 2026Helmerich & Payne, Inc. announced that they will report Q2, 2026 results on May 07, 2026
お知らせ • Mar 16+ 2 more updatesHelmerich & Payne, Inc. Announces Chief Financial Officer ChangesHelmerich & Payne, Inc. announced that Kevin Vann, Senior Vice President and Chief Financial Officer, will retire from his role effective June 30, 2026. Todd Scruggs, currently Vice President, Corporate Finance and Treasury, has been appointed Senior Vice President and Chief Financial Officer effective July 1, 2026. Vann will remain in his role through June 30 and will continue serving as a senior advisor through December 31, 2026, to support a smooth transition. Scruggs has held financial roles of increasing responsibility across several large energy organizations. Earlier in his career, he worked in energy trading roles across multiple commodities before joining WPX Energy, where he led treasury and business development efforts that included more than $10 billion in transactions through the company’s merger with Devon Energy. Prior to joining H&P in 2024, Scruggs worked with Veriten as a Partner, leading the firm’s investment activities. Since joining H&P, Scruggs has enhanced the organization’s treasury and FP&A practices, strengthened capital allocation processes and lead portfolio optimization initiatives supporting H&P’s long-term strategy.
お知らせ • Jan 24Helmerich & Payne, Inc., Annual General Meeting, Mar 04, 2026Helmerich & Payne, Inc., Annual General Meeting, Mar 04, 2026.
お知らせ • Dec 12+ 1 more updateHelmerich & Payne, Inc. Announces Chief Executive Officer Changes, Effective March 4, 2026Helmerich & Payne, Inc. announced that Chief Executive Officer (CEO) John Lindsay will retire as CEO following the Annual Meeting of Stockholders on March 4, 2026. The Board has appointed Raymond John “Trey” Adams, President, to succeed Lindsay as CEO, effective following the Annual Meeting and has nominated Adams to stand for election to the Board at the Annual Meeting. Lindsay will continue serving as a senior advisor through December 2026 to support a smooth transition. During his 12 years as CEO Lindsay led H&P through significant periods in its history. He guided the company through multiple industry cycles and a global pandemic while strengthening its culture and financial discipline. He also played a defining role in transforming U.S. shale development through strategic investments in rigs and technology, including advancing the impact of the FlexRig — a breakthrough design that set a new standard for performance and reshaped the future of land drilling. Under his leadership H&P became recognized as the world’s leading land driller and expanded its global footprint. Lindsay made technology central to how H&P operates and spearheaded the acquisition of five technology companies that modernized the company’s capabilities and improved customer performance. He championed The H&P Way and fostered a culture rooted in integrity, teamwork, service and innovation. Adams has worked across many parts of the business and led programs that combine drilling know-how with integrated technology to deliver value for customers. As President and CEO, Adams will continue to focus on performance, safety, customer partnerships, disciplined growth and strong financial execution that delivers long-term shareholder value. His leadership approach reflects a continued commitment to practical capital allocation and strategic investments that advances H&P’s competitive position.
お知らせ • Oct 10Helmerich & Payne, Inc. to Report Q4, 2025 Results on Nov 18, 2025Helmerich & Payne, Inc. announced that they will report Q4, 2025 results During-Market on Nov 18, 2025
お知らせ • Sep 30Helmerich & Payne, Inc. Announces Executive Appointments, Effective October 1, 2025Helmerich & Payne, Inc. announced an enhanced leadership structure with three important promotions. Effective Oct. 1, 2025, Raymond John Adams III has been promoted to President, leading all the company’s revenue-generating business units. Senior executives reporting to Adams will be: Mike Lennox, who has been promoted to Executive Vice President (EVP) of Western Hemisphere Land operations; John Bell, who has been promoted to EVP of Eastern Hemisphere Land operations; Ole Maier, Senior Vice President (SVP) for Worldwide Offshore operations; Rebecca Clarke, SVP and President of BENTEC. Adams will become only the 5President in the Company’s 105-year history. After joining in 2008, he has worked across nearly every part of the business, leading efforts to blend drilling know-how with technology solutions that deliver win-win results. As President of a global company, Adams will divide his time between North America, the U.K. and the Middle East, with an early focus on embedding H&P’s capabilities into Middle East markets. Lennox, now EVP of Western Hemisphere land operations, joined H&P in 2008 and brings unmatched operational expertise and proven leadership. He has guided H&P’s largest business segment while setting high standards for safety, performance, and culture. He has also built strong, long-standing customer relationships and advanced strategic initiatives that strengthened H&P’s competitive position. Most recently, he has overseen the integration of H&P and KCAD operations in South America while ensuring ongoing strength and consistency across North America Solutions. Bell, now EVP of Eastern Hemisphere land operations, joined H&P in 1998 and brings a proven track record of global growth and innovation. He pioneered H&P’s FlexRig® operations in the Middle East, played a central role in the KCAD acquisition, and led successful entries into Saudi Arabia and Australia by creating new partnership models tailored to customer needs. Recognized for both his commercial creativity and operational expertise, Bell is well-positioned to accelerate H&P’s international expansion and deliver long-term value. Together, these promotions demonstrate a depth of leadership experience that will guide H&P into its next phase of growth.
お知らせ • Aug 07Helmerich & Payne, Inc. Announces Impairment Charges for the Third Quarter Ended June 30, 2025Helmerich & Payne, Inc. announced impairment charges for the third quarter ended June 30, 2025. For the quarter, the company announced goodwill impairment of $173,258,000.
お知らせ • Jul 18Helmerich & Payne, Inc. to Report Q3, 2025 Results on Aug 07, 2025Helmerich & Payne, Inc. announced that they will report Q3, 2025 results on Aug 07, 2025
お知らせ • Jun 30+ 1 more updateHelmerich & Payne, Inc.(NYSE:HP) dropped from Russell 2000 Defensive IndexHelmerich & Payne, Inc.(NYSE:HP) dropped from Russell 2000 Defensive Index
お知らせ • Jun 04Helmerich & Payne, Inc. Declares Quarterly Cash Dividend on Common Stock, Payable on August 29, 2025The Directors of Helmerich & Payne, Inc. at a Board of Directors meeting held on June 3, 2025, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on August 29, 2025, to stockholders of record at the close of business August 15, 2025.
お知らせ • Apr 04Helmerich & Payne, Inc. to Report Q2, 2025 Results on May 08, 2025Helmerich & Payne, Inc. announced that they will report Q2, 2025 results on May 08, 2025
お知らせ • Jan 24Helmerich & Payne, Inc., Annual General Meeting, Mar 05, 2025Helmerich & Payne, Inc., Annual General Meeting, Mar 05, 2025.
お知らせ • Jan 10Helmerich & Payne, Inc. to Report Q1, 2025 Results on Feb 06, 2025Helmerich & Payne, Inc. announced that they will report Q1, 2025 results on Feb 06, 2025
Board Change • Dec 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Elizabeth Killinger was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 14Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on February 28, 2025The Directors of Helmerich & Payne, Inc. at a Board of Directors meeting held on December 11, 2024, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on February 28, 2025, to stockholders of record at the close of business February 14, 2025.
Reported Earnings • Nov 15Full year 2024 earnings released: EPS: US$3.48 (vs US$4.18 in FY 2023)Full year 2024 results: EPS: US$3.48 (down from US$4.18 in FY 2023). Revenue: US$2.76b (down 4.0% from FY 2023). Net income: US$344.2m (down 20% from FY 2023). Profit margin: 13% (down from 15% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 94% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Nov 12Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 18 November 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (4.0%).
New Risk • Oct 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.4% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Valuation Update With 7 Day Price Move • Oct 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €30.18, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 7x in the Energy Services industry in Europe. Total returns to shareholders of 32% over the past three years.
Declared Dividend • Sep 15Dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 18th November 2024 Payment date: 2nd December 2024 Dividend yield will be 5.2%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (29% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 12Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on December 2, 2024The Directors of Helmerich & Payne, Inc., at a Board of Directors meeting held on September 11, 2024, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on December 2, 2024, to stockholders of record at the close of business November 18, 2024.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Elizabeth Killinger was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 09Upcoming dividend of US$0.42 per shareEligible shareholders must have bought the stock before 16 August 2024. Payment date: 30 August 2024. Payout ratio is a comfortable 29% and the cash payout ratio is 77%. Trailing yield: 4.8%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (4.1%).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €31.00, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 8x in the Energy Services industry in Europe. Total returns to shareholders of 54% over the past three years.
お知らせ • Aug 05Helmerich & Payne, Inc. Announces J. Kevin Vann as New Chief Financial OfficerHelmerich & Payne, Inc. announced the hiring of J. Kevin Vann as the Chief Financial Officer Designate, effective August 5, 2024. Vann will be appointed to succeed Mark W. Smith as Chief Financial Officer (CFO) upon Smith’s retirement from that position, which as previously announced, will occur on August 15, 2024. Vann brings extensive public company financial and accounting experience in the oil and gas industry, which will be instrumental as H&P continues to grow and expand its market presence. Before joining H&P, he served as Chief Financial Officer at WPX Energy, Inc. from 2014 to 2021. Prior to becoming Chief Financial Officer for WPX, he served as the company’s Chief Accounting Officer and Controller from 2012 to 2014. From 2007 to 2011, Vann served as Controller of the exploration and production business of The Williams Companies, Inc. and in various other financial and accounting roles for Williams from 1998 to 2006.
Reported Earnings • Jul 25Third quarter 2024 earnings released: EPS: US$0.90 (vs US$0.93 in 3Q 2023)Third quarter 2024 results: EPS: US$0.90 (down from US$0.93 in 3Q 2023). Revenue: US$697.7m (down 3.6% from 3Q 2023). Net income: US$88.7m (down 5.7% from 3Q 2023). Profit margin: 13% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 04Helmerich & Payne, Inc. to Report Q3, 2024 Results on Jul 25, 2024Helmerich & Payne, Inc. announced that they will report Q3, 2024 results on Jul 25, 2024
Declared Dividend • Jun 10Dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 16th August 2024 Payment date: 30th August 2024 Dividend yield will be 4.9%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has decreased over the past 10 years, but has still been somewhat stable with no excessively large reductions to payments. EPS is expected to grow by 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 08+ 1 more updateHelmerich & Payne, Inc. Declares a Quarterly Supplemental Cash Dividend,Payable August 30, 2024On June 5, 2024, the Board of Directors of the Helmerich & Payne, Inc. declared a quarterly supplemental cash dividend of $0.17 per share on the Company's common stock. Dividends are payable August 30, 2024, to stockholders of record at the close of business August 16, 2024.
Upcoming Dividend • May 10Upcoming dividend of US$0.42 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.7%).
Recent Insider Transactions • May 01Senior VP & CFO recently sold €605k worth of stockOn the 29th of April, Mark Smith sold around 16k shares on-market at roughly €37.79 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.
Reported Earnings • Apr 25Second quarter 2024 earnings released: EPS: US$0.86 (vs US$1.56 in 2Q 2023)Second quarter 2024 results: EPS: US$0.86 (down from US$1.56 in 2Q 2023). Revenue: US$687.9m (down 11% from 2Q 2023). Net income: US$84.8m (down 48% from 2Q 2023). Profit margin: 12% (down from 21% in 2Q 2023). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 03Helmerich & Payne, Inc. to Report Q2, 2024 Results on Apr 25, 2024Helmerich & Payne, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Apr 25, 2024
Recent Insider Transactions • Mar 07Insider recently sold €445k worth of stockOn the 1st of March, Michael Lennox sold around 13k shares on-market at roughly €35.62 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.6m more than they bought in the last 12 months.
Declared Dividend • Mar 03Dividend of US$0.42 announcedShareholders will receive a dividend of US$0.42. Ex-date: 16th May 2024 Payment date: 31st May 2024 Dividend yield will be 4.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 29+ 1 more updateHelmerich & Payne, Inc. Declares Quarterly Supplemental Cash Dividend, Payable on May 31, 2024On February 28, 2024, the Board of Directors of Helmerich & Payne, Inc. declared a quarterly supplemental cash dividend of $0.17 per share on the company's common stock. The dividend is payable on May 31, 2024, to stockholders of record at the close of business May 17, 2024.
お知らせ • Feb 23+ 1 more updateHelmerich & Payne, Inc. Announces Retirement of Mark W. Smith as CFOHelmerich & Payne, Inc. announced that Mark W. Smith, Senior Vice President and Chief Financial Officer, has informed the Company of his intention to retire in August of 2024. The Company has commenced a search process to identify CFO candidates. Mr. Smith will continue to serve in his current role until a successor is identified and has an opportunity to effectively transition into that position. Accordingly, Mr. Smith will remain as a senior advisor to the Company until December 2024 after his retirement date.
Upcoming Dividend • Feb 05Upcoming dividend of US$0.42 per share at 4.8% yieldEligible shareholders must have bought the stock before 12 February 2024. Payment date: 27 February 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 4.8%. Lower than top quartile of German dividend payers (5.0%). In line with average of industry peers (4.4%).
Reported Earnings • Jan 30First quarter 2024 earnings released: EPS: US$0.96 (vs US$0.91 in 1Q 2023)First quarter 2024 results: EPS: US$0.96. Revenue: US$677.1m (down 5.9% from 1Q 2023). Net income: US$95.2m (flat on 1Q 2023). Profit margin: 14% (in line with 1Q 2023). Revenue is forecast to grow 1.0% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Energy Services industry in Europe.
New Risk • Jan 29New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
お知らせ • Jan 18Helmerich & Payne, Inc., Annual General Meeting, Feb 27, 2024Helmerich & Payne, Inc., Annual General Meeting, Feb 27, 2024, at 12:00 Central Standard Time. Agenda: To elect as Directors the 11 nominees named in the attached proxy statement to serve until the Annual Meeting of Stockholders in 2025; to ratify the appointment of Ernst & Young LLP as independent auditors for fiscal year ending September 30, 2024; to cast an advisory vote to approve the compensation of named executive officers disclosed in the attached proxy statement; and to consider and vote to approve the Helmerich & Payne, Inc. 2024 Omnibus Incentive Plan.
お知らせ • Jan 10Helmerich & Payne, Inc. to Report Q1, 2024 Results on Jan 30, 2024Helmerich & Payne, Inc. announced that they will report Q1, 2024 results on Jan 30, 2024
Buying Opportunity • Jan 06Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €40.70, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings is also forecast to grow by 1.9% per annum over the same time period.
お知らせ • Dec 07+ 1 more updateHelmerich & Payne, Inc. Declares Quarterly Supplemental Cash Dividend, Payable on February 27, 2024On December 6, 2023, the Board of Directors of Helmerich & Payne, Inc. declared a quarterly supplemental cash dividend of $0.17 per share on the company's common stock. The dividend is payable on February 27, 2024, to stockholders of record at the close of business February 13, 2024.
Buying Opportunity • Nov 18Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €41.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 31% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings is also forecast to grow by 2.0% per annum over the same time period.
Upcoming Dividend • Nov 10Upcoming dividend of US$0.42 per share at 5.0% yieldEligible shareholders must have bought the stock before 17 November 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (4.1%).
Buying Opportunity • Oct 20Now 21% undervaluedOver the last 90 days, the stock is up 8.0%. The fair value is estimated to be €49.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 2.4% per annum over the same time period.
お知らせ • Oct 19+ 1 more updateHelmerich & Payne, Inc. to Report Q4, 2023 Results on Nov 09, 2023Helmerich & Payne, Inc. announced that they will report Q4, 2023 results on Nov 09, 2023
Recent Insider Transactions • Oct 01Chairman of the Board recently sold €4.1m worth of stockOn the 27th of September, Hans Helmerich sold around 100k shares on-market at roughly €41.20 per share. This transaction amounted to 4.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Hans has been a net seller over the last 12 months, reducing personal holdings by €4.6m.
Buying Opportunity • Sep 19Now 20% undervaluedOver the last 90 days, the stock is up 37%. The fair value is estimated to be €52.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 2.2% per annum over the same time period.
お知らせ • Sep 08Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on December 4, 2023The Directors of Helmerich & Payne, Inc., at a Board of Directors meeting held on September 6, 2023, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on December 4, 2023, to stockholders of record at the close of business November 20, 2023.
Upcoming Dividend • Aug 09Upcoming dividend of US$0.48 per share at 3.9% yieldEligible shareholders must have bought the stock before 16 August 2023. Payment date: 31 August 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.9%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.0%).
Reported Earnings • Jul 28Third quarter 2023 earnings released: EPS: US$0.94 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.94 (up from US$0.16 in 3Q 2022). Revenue: US$724.0m (up 32% from 3Q 2022). Net income: US$95.3m (up 457% from 3Q 2022). Profit margin: 13% (up from 3.1% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 27+ 1 more updateHelmerich & Payne, Inc. Declares Supplemental Cash Dividend, Payable on August 31, 2023On June 7, 2023, the Board of Directors of Helmerich & Payne, Inc. declared a supplemental cash dividend of $0.235 per share. The dividend is payable on August 31, 2023 to stockholders of record at the close of business on August 17, 2023.
お知らせ • Jun 30Helmerich & Payne, Inc. to Report Q3, 2023 Results on Jul 27, 2023Helmerich & Payne, Inc. announced that they will report Q3, 2023 results on Jul 27, 2023
Upcoming Dividend • May 10Upcoming dividend of US$0.48 per share at 4.6% yieldEligible shareholders must have bought the stock before 17 May 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 33% and the cash payout ratio is 77%. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (4.5%).
Reported Earnings • Apr 29Second quarter 2023 earnings released: EPS: US$1.58 (vs US$0.048 loss in 2Q 2022)Second quarter 2023 results: EPS: US$1.58 (up from US$0.048 loss in 2Q 2022). Revenue: US$769.2m (up 65% from 2Q 2022). Net income: US$163.9m (up US$168.9m from 2Q 2022). Profit margin: 21% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €33.62, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Energy Services industry in Europe. Total returns to shareholders of 189% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €56.80 per share.
Upcoming Dividend • Feb 06Upcoming dividend of US$0.48 per share at 2.2% yieldEligible shareholders must have bought the stock before 13 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.6%).
Reported Earnings • Feb 01First quarter 2023 earnings released: EPS: US$0.91 (vs US$0.48 loss in 1Q 2022)First quarter 2023 results: EPS: US$0.91 (up from US$0.48 loss in 1Q 2022). Revenue: US$719.6m (up 76% from 1Q 2022). Net income: US$95.4m (up US$147.1m from 1Q 2022). Profit margin: 13% (up from net loss in 1Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Energy Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 31+ 1 more updateHelmerich & Payne, Inc. Declares Supplemental Cash Dividend, Payable on February 28, 2023On December 9, 2022, the Board of Directors of Helmerich & Payne, Inc. declared supplemental cash dividend of $0.235 per share. The dividendis are payable on February 28, 2023 to stockholders of record at the close of business on February 14, 2023.
お知らせ • Jan 19Helmerich & Payne, Inc., Annual General Meeting, Feb 28, 2023Helmerich & Payne, Inc., Annual General Meeting, Feb 28, 2023, at 12:00 Central Standard Time. Agenda: To elect as Directors the 10 nominees named in the attached proxy statement to serve until the Annual Meeting of Stockholders in 2024; To ratify the appointment of Ernst & Young LLP as independent auditors for fiscal year ending September 30, 2023; and to discuss other matters.
お知らせ • Jan 10Helmerich & Payne, Inc. to Report Q1, 2023 Results on Jan 31, 2023Helmerich & Payne, Inc. announced that they will report Q1, 2023 results on Jan 31, 2023
Buying Opportunity • Jan 06Now 26% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €57.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 25% per annum over the same time period.
Recent Insider Transactions • Dec 07Chairman of the Board recently sold €500k worth of stockOn the 1st of December, Hans Helmerich sold around 11k shares on-market at roughly €47.66 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Hans has been a net seller over the last 12 months, reducing personal holdings by €6.3m.
お知らせ • Dec 04Helmerich & Payne, Inc. Announces Mary M. Vandeweghe, Chairman of the Board of Directors Will Not Stand for Re-Election as Director At the 2023 Annual Meeting of StockholdersOn November 28, 2022, Mary M. VanDeWeghe provided notice to the Chairman of the Board of Directors (the “Board”) of Helmerich & Payne, Inc. (the “Company”) that she will not stand for reelection as a director of the Company at the 2023 Annual Meeting of Stockholders (the “2023 Annual Meeting”). Ms. VanDeWeghe will complete her current term as a director, which expires at the 2023 Annual Meeting. The Company appreciates Ms. VanDeWeghe’s distinguished service on the Board and wishes her well in her future endeavors. Ms. VanDeWeghe’s decision to retire is not the result of any disagreement with the Company on any matter regarding the Company’s operations, policies or practices.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Belgacem Chariag was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Nov 07Upcoming dividend of US$0.48 per shareEligible shareholders must have bought the stock before 14 November 2022. Payment date: 01 December 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (3.6%).
お知らせ • Sep 08Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on December 1, 2022The Directors of Helmerich & Payne, Inc. at a Board of Directors meeting held on September 7, 2022, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on December 1, 2022, to stockholders of record at the close of business November 15, 2022.
Upcoming Dividend • Aug 09Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 16 August 2022. Payment date: 01 September 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (4.2%).
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Belgacem Chariag was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Jul 30Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 3.1%. The fair value is estimated to be €53.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 29% over the last 3 years. Earnings per share has declined by 11%.
Reported Earnings • Jul 28Third quarter 2022 earnings released: EPS: US$0.17 (vs US$0.53 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.17 (up from US$0.53 loss in 3Q 2021). Revenue: US$550.2m (up 66% from 3Q 2021). Net income: US$17.5m (up US$74.5m from 3Q 2021). Profit margin: 3.2% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 34%, compared to a 20% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 28Helmerich & Payne, Inc. Declares Quarterly Cash Dividend, Payable on September 1, 2022On May 31, 2022, the Board of Directors of Helmerich & Payne, Inc. declared a quarterly cash dividend of $0.25 per share, payable on September 1, 2022 to stockholders of record at the close of business on August 17, 2022.
Board Change • Jul 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 7 highly experienced directors. Independent Director Belgacem Chariag was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 01Helmerich & Payne, Inc. Declares Quarterly Dividend, Payable on September 1, 2022The Directors of Helmerich & Payne, Inc. at a Board of Directors meeting held on May 31, 2022, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on September 1, 2022, to stockholders of record at the close of business August 17, 2022.
Recent Insider Transactions • May 05Senior VP & CFO recently sold €200k worth of stockOn the 3rd of May, Mark Smith sold around 4k shares on-market at roughly €44.96 per share. In the last 3 months, there was an even bigger sale from another insider worth €5.8m. This was Mark's only on-market trade for the last 12 months.
Reported Earnings • Apr 28Second quarter 2022 earnings released: US$0.044 loss per share (vs US$1.15 loss in 2Q 2021)Second quarter 2022 results: US$0.044 loss per share (up from US$1.15 loss in 2Q 2021). Revenue: US$467.6m (up 58% from 2Q 2021). Net loss: US$4.62m (loss narrowed 96% from 2Q 2021). Over the next year, revenue is forecast to grow 36%, compared to a 25% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 06Helmerich & Payne, Inc. to Report Q2, 2022 Results on Apr 28, 2022Helmerich & Payne, Inc. announced that they will report Q2, 2022 results on Apr 28, 2022
Recent Insider Transactions • Mar 13Chairman of the Board recently sold €5.8m worth of stockOn the 10th of March, Hans Helmerich sold around 150k shares on-market at roughly €38.66 per share. This was the largest sale by an insider in the last 3 months. This was Hans' only on-market trade for the last 12 months.
お知らせ • Mar 04Helmerich & Payne, Inc. Declares A Quarterly Cash Dividend, Payable on May 27, 2022The Directors of Helmerich & Payne, Inc., at a Board of Directors meeting held on March 2, 2022, declared a quarterly cash dividend of $0.25 per share on the Company's common stock, payable on May 27, 2022, to stockholders of record at the close of business May 13, 2022.
Upcoming Dividend • Feb 03Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 10 February 2022. Payment date: 28 February 2022. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (3.4%). Lower than average of industry peers (3.9%).
Reported Earnings • Feb 01First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: US$0.48 loss per share (up from US$0.73 loss in 1Q 2021). Revenue: US$409.8m (up 66% from 1Q 2021). Net loss: US$51.3m (loss narrowed 34% from 1Q 2021). Revenue exceeded analyst estimates by 4.9%. Over the next year, revenue is forecast to grow 33%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 20% per year, which means it has not declined as severely as earnings.
Breakeven Date Change • Nov 24Forecast to breakeven in 2024The 14 analysts covering Helmerich & Payne expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 94% per year to 2023. The company is expected to make a profit of US$139.0m in 2024. Average annual earnings growth of 74% is required to achieve expected profit on schedule.