Helmerich & Payne, Inc.

NYSE:HP 주식 리포트

시가총액: US$4.0b

Helmerich & Payne 과거 순이익 실적

과거 기준 점검 0/6

Helmerich & Payne은 연평균 17.4%의 비율로 수입이 증가해 온 반면, Energy Services 산업은 연평균 44.6%의 비율로 증가했습니다. 매출은 연평균 22.4%의 비율로 증가했습니다.

핵심 정보

17.37%

순이익 성장률

16.25%

주당순이익(EPS) 성장률

Energy Services 산업 성장률23.71%
매출 성장률22.41%
자기자본이익률-14.01%
순이익률-9.42%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 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 Alpha
내러티브 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 Alpha
분석 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...

매출 및 비용 세부 내역

Helmerich & Payne가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:HP 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 264,002-37728529
31 Dec 254,086-31629431
30 Sep 253,746-16528734
30 Jun 253,428-3327635
31 Mar 253,08521827138
31 Dec 242,75730025142
30 Sep 242,75733924541
30 Jun 242,72234223439
31 Mar 242,74934822336
31 Dec 232,83042621532
30 Sep 232,87242820730
30 Jun 232,84439719730
31 Mar 232,67032019329
31 Dec 222,36915318727
30 Sep 222,059518227
30 Jun 221,771-11918825
31 Mar 221,553-19418424
31 Dec 211,382-31217723
30 Sep 211,219-32717222
30 Jun 211,083-32015321
31 Mar 211,068-30915419
31 Dec 201,406-60715720
30 Sep 201,774-49916822
30 Jun 202,215-39718323
31 Mar 202,585-50618926
31 Dec 192,673-1319027
30 Sep 192,798-3619427
30 Jun 192,846-7519826
31 Mar 192,8077220225
31 Dec 182,664-120722
30 Sep 182,48748919918
30 Jun 182,32346418417
31 Mar 182,17344917514
31 Dec 172,00140216012
30 Sep 171,805-13014812
30 Jun 171,604-18114411
31 Mar 171,472-17914811
31 Dec 161,505-10514810
30 Sep 161,624-5514610
30 Jun 161,846-815012
31 Mar 162,14110413312
31 Dec 152,58923213415
30 Sep 153,16241813516
30 Jun 153,59361313117

양질의 수익: HP 은(는) 현재 수익성이 없습니다.

이익 마진 증가: HP는 현재 수익성이 없습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: HP는 수익성이 없지만 지난 5년 동안 연평균 17.4%의 속도로 손실을 줄였습니다.

성장 가속화: 현재 수익성이 없어 지난 1년간 HP의 수익 성장률을 5년 평균과 비교할 수 없습니다.

수익 대 산업: HP은 수익성이 없어 지난 해 수익 성장률을 Energy Services 업계(-26.2%)와 비교하기 어렵습니다.


자기자본이익률

높은 ROE: HP는 현재 수익성이 없으므로 자본 수익률이 음수(-14.01%)입니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 03:04
종가2026/05/27 00:00
수익2026/03/31
연간 수익2025/09/30

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
  • 리더십 팀
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주요 개발10년
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산업 및 섹터 지표

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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.

분석가기관
William SeleskyArgus Research Company
James WestBarclays
Sungeun KimBarclays