US · Energy · Oil & Gas Drilling
EPS came in at -0.11 against a street estimate of 0.11 — a miss of 200.0%.
Analysts rate Helmerich and Payne Inc a hold (7 buy, 7 hold, 2 sell out of 16) with an average price target of $45.12.
CONFIDENT H&P beat Q3 expectations across all segments with $236M adj. EBITDA, 142 rigs running in NAS, and strong international growth in Argentina. Management raised FY26 guidance and outlined $160M asset sales plus $40M cost cuts by end-2027. Q3 FY26 Argentina driving international growth; Middle East conflict contained. Geothermal targets double-digit rig count. Australia gaining momentum with third rig awarded. Analysts pressed on NAS margin sustainability vs. Q3 lumpiness (Mike confirmed >50% on performance contracts, ~$1K/day sequential gains durable). Capital discipline questioned; Todd reframed as platform-based growth without major CapEx. Argentina exports and geothermal margins inquired—both inline with Lower 48. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.69% |
| State Farm Mutual Automobile Ins Co | 7.85% |
| Vanguard Portfolio Management, LLC | 6.18% |
| Dimensional Fund Advisors, Inc. | 5.91% |
| State Street Corp | 4.53% |
| Vanguard Capital Management, LLC | 4.17% |
| American Century Companies Inc | 3.85% |
| Amvescap Plc. | 3.75% |
| Document | Date |
|---|---|
| Results announced · Q1 FY2027 HEADLINE NUMBERS • H&P expects strong fourth-quarter fiscal 2026 operational and segment financial results. • Direct margins for North America Solut | 2026-10-07 |
| Board / officer change · Q4 FY2026 HELMERICH & PAYNE, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • CEO Raymond John "Trey" Adams III annual base salary increased to $1,000,000 effective | 2026-09-22 |
| Company announcement · Q4 FY2026 HELMERICH & PAYNE, INC. – DOCUMENT SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared at $0.25 per share • Payment date: December 2, 2026 • | 2026-09-16 |
| Quarterly report · Q3 FY2026 HELMERICH & PAYNE, INC. - Q3 FY26 10-Q SUMMARY HEADLINE NUMBERS • Q3 2026 Net Income: $75.7 million ($0.74 per share basic/diluted) vs. Q3 2025 loss | 2026-08-06 |
| Results announced · Q4 FY2026 HELMERICH & PAYNE, INC. - Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Consolidated revenue: $1.035 billion with strong sequential growth • Net inc | 2026-08-05 |
| Company announcement · Q3 FY2026 HELMERICH & PAYNE, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Quarterly cash dividend declared at $0.25 per share • Payment date: September 1, 2026 | 2026-06-03 |
| Quarterly report · Q2 FY2026 HELMERICH & PAYNE, INC. – Q2 FY26 (MARCH 31, 2026) SUMMARY HEADLINE NUMBERS • Net Loss: $155.3 million for six months ended March 31, 2026 (vs. net | 2026-05-07 |
| Results announced · Q3 FY2026 HELMERICH & PAYNE, INC. - Q2 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Consolidated revenue: $932 million • Net loss: $(59) million or $(0.59) per | 2026-05-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.25 / share ex-date Nov 18, 2026 · pay Dec 2, 2026 | 2026-11-18 |
| Dividend | $0.25 / share ex-date Aug 18, 2026 · pay Sep 1, 2026 | 2026-08-18 |
| Dividend | $0.25 / share ex-date May 18, 2026 · pay Jun 1, 2026 | 2026-05-18 |
| Dividend | $0.25 / share ex-date Feb 13, 2026 · pay Feb 27, 2026 | 2026-02-13 |
| Dividend | $0.25 / share ex-date Nov 18, 2025 · pay Dec 2, 2025 | 2025-11-18 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Helmerich and Payne Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.