Helmerich & Payne, Inc.

NYSE:HP 株式レポート

時価総額：US$3.8b

Helmerich & Payne 将来の成長

Future 基準チェック /36

Helmerich & Payne利益と収益がそれぞれ年間121.9%と1.8%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% 117.4%なると予測されています。

主要情報

121.9%

収益成長率

117.41%

EPS成長率

Energy Services 収益成長21.2%
収益成長率1.8%
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03 Jun 2026

今後の成長に関する最新情報

分析記事 • 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...

Recent updates

ナラティブの更新 • Jun 05

HP: Geothermal Collaboration And Leadership Transition Will Support Future Upside

Analysts have raised their price target for Helmerich & Payne from $44.00 to $47.00. They cite updated assumptions about revenue growth, profit margins, discount rate, and future P/E that they believe now better reflect current expectations.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

NYSE:HP - 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
9/30/20284,3311834537545
9/30/20274,22710143070711
9/30/20263,970-15436756511
3/31/20264,002-377256548N/A
12/31/20254,086-316180567N/A
9/30/20253,746-165117543N/A
6/30/20253,428-3337505N/A
3/31/20253,08521875581N/A
12/31/20242,757300203668N/A
9/30/20242,757339190685N/A
6/30/20242,722342228731N/A
3/31/20242,749348357826N/A
12/31/20232,830426387823N/A
9/30/20232,872428438834N/A
6/30/20232,844397375736N/A
3/31/20232,670320202541N/A
12/31/20222,369153102423N/A
9/30/20222,0595-39234N/A
6/30/20221,771-119-63163N/A
3/31/20221,553-194-7097N/A
12/31/20211,382-31236152N/A
9/30/20211,219-32754136N/A
6/30/20211,083-320113182N/A
3/31/20211,068-309288365N/A
12/31/20201,406-607299407N/A
9/30/20201,774-499398539N/A
6/30/20202,215-397467643N/A
3/31/20202,585-506457679N/A
12/31/20192,673-13N/A758N/A
9/30/20192,798-36N/A856N/A
6/30/20192,846-75N/A846N/A
3/31/20192,80772N/A759N/A
12/31/20182,664-1N/A688N/A
9/30/20182,487489N/A558N/A
6/30/20182,323464N/A493N/A
3/31/20182,173449N/A419N/A
12/31/20172,001402N/A367N/A
9/30/20171,805-130N/A371N/A
6/30/20171,604-181N/A378N/A
3/31/20171,472-179N/A411N/A
12/31/20161,505-105N/A520N/A
9/30/20161,624-55N/A755N/A
6/30/20161,846-8N/A892N/A
3/31/20162,141104N/A1,105N/A
12/31/20152,589232N/A1,343N/A
9/30/20153,162418N/A1,429N/A
6/30/20153,593613N/A1,472N/A

アナリストによる今後の成長予測

収入対貯蓄率: HP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 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: HP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: HP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: HPの収益 ( 1.8% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: HPの収益 ( 1.8% ) 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: HP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

7D

1Y

7D

1Y

7D

1Y

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2026/06/10 23:15
終値2026/06/10 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 Company
James WestBarclays
Sungeun KimBarclays