Helmerich & Payne 향후 성장
Future 기준 점검 3/6
Helmerich & Payne (는) 각각 연간 121.9% 및 1.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 117.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.4% 로 예상됩니다.
핵심 정보
121.9%
이익 성장률
117.19%
EPS 성장률
| Energy Services 이익 성장 | 21.3% |
| 매출 성장률 | 1.7% |
| 향후 자기자본이익률 | 6.40% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 18 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.분석 기사 • 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...
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 9/30/2028 | 4,319 | 183 | 453 | 754 | 5 |
| 9/30/2027 | 4,205 | 101 | 429 | 707 | 11 |
| 9/30/2026 | 3,965 | -154 | 370 | 565 | 10 |
| 3/31/2026 | 4,002 | -377 | 256 | 548 | N/A |
| 12/31/2025 | 4,086 | -316 | 180 | 567 | N/A |
| 9/30/2025 | 3,746 | -165 | 117 | 543 | N/A |
| 6/30/2025 | 3,428 | -33 | 37 | 505 | N/A |
| 3/31/2025 | 3,085 | 218 | 75 | 581 | N/A |
| 12/31/2024 | 2,757 | 300 | 203 | 668 | N/A |
| 9/30/2024 | 2,757 | 339 | 190 | 685 | N/A |
| 6/30/2024 | 2,722 | 342 | 228 | 731 | N/A |
| 3/31/2024 | 2,749 | 348 | 357 | 826 | N/A |
| 12/31/2023 | 2,830 | 426 | 387 | 823 | N/A |
| 9/30/2023 | 2,872 | 428 | 438 | 834 | N/A |
| 6/30/2023 | 2,844 | 397 | 375 | 736 | N/A |
| 3/31/2023 | 2,670 | 320 | 202 | 541 | N/A |
| 12/31/2022 | 2,369 | 153 | 102 | 423 | N/A |
| 9/30/2022 | 2,059 | 5 | -39 | 234 | N/A |
| 6/30/2022 | 1,771 | -119 | -63 | 163 | N/A |
| 3/31/2022 | 1,553 | -194 | -70 | 97 | N/A |
| 12/31/2021 | 1,382 | -312 | 36 | 152 | N/A |
| 9/30/2021 | 1,219 | -327 | 54 | 136 | N/A |
| 6/30/2021 | 1,083 | -320 | 113 | 182 | N/A |
| 3/31/2021 | 1,068 | -309 | 288 | 365 | N/A |
| 12/31/2020 | 1,406 | -607 | 299 | 407 | N/A |
| 9/30/2020 | 1,774 | -499 | 398 | 539 | N/A |
| 6/30/2020 | 2,215 | -397 | 467 | 643 | N/A |
| 3/31/2020 | 2,585 | -506 | 457 | 679 | N/A |
| 12/31/2019 | 2,673 | -13 | N/A | 758 | N/A |
| 9/30/2019 | 2,798 | -36 | N/A | 856 | N/A |
| 6/30/2019 | 2,846 | -75 | N/A | 846 | N/A |
| 3/31/2019 | 2,807 | 72 | N/A | 759 | N/A |
| 12/31/2018 | 2,664 | -1 | N/A | 688 | N/A |
| 9/30/2018 | 2,487 | 489 | N/A | 558 | N/A |
| 6/30/2018 | 2,323 | 464 | N/A | 493 | N/A |
| 3/31/2018 | 2,173 | 449 | N/A | 419 | N/A |
| 12/31/2017 | 2,001 | 402 | N/A | 367 | N/A |
| 9/30/2017 | 1,805 | -130 | N/A | 371 | N/A |
| 6/30/2017 | 1,604 | -181 | N/A | 378 | N/A |
| 3/31/2017 | 1,472 | -179 | N/A | 411 | N/A |
| 12/31/2016 | 1,505 | -105 | N/A | 520 | N/A |
| 9/30/2016 | 1,624 | -55 | N/A | 755 | N/A |
| 6/30/2016 | 1,846 | -8 | N/A | 892 | N/A |
| 3/31/2016 | 2,141 | 104 | N/A | 1,105 | N/A |
| 12/31/2015 | 2,589 | 232 | N/A | 1,343 | N/A |
| 9/30/2015 | 3,162 | 418 | N/A | 1,429 | N/A |
| 6/30/2015 | 3,593 | 613 | N/A | 1,472 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: HP 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.5%)보다 빠른 성장으로 간주됩니다.
수익 vs 시장: HP (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.
고성장 수익: HP 향후 3년 내에 수익을 낼 것으로 예상됩니다.
수익 대 시장: HP 의 수익(연간 1.7%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: HP 의 수익(연간 1.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: HP의 자본 수익률은 3년 후 6.4%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 06:14 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/09/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Helmerich & Payne, Inc.는 42명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Selesky | Argus Research Company |
| James West | Barclays |
| Sungeun Kim | Barclays |