HP
Helmerich & Payne·NYSE
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HP fundamentals
Helmerich & Payne (HP) released its earnings on Feb 4, 2026: revenue was 1.02B (YoY +50.16%), beat estimates; EPS was -0.15 (YoY -121.13%), missed estimates.
Revenue / YoY
1.02B
+50.16%
EPS / YoY
-0.15
-121.13%
Report date
Feb 4, 2026
HP Earnings Call Summary for Q1,2026
- Q1 Strong Performance: Adjusted EBITDA $230 million, driven by North America and Saudi Arabia FlexRig margins.
- Technology Leap: FlexRobotics achieves P40+ performance in Permian, with 50+ rigs targeted for retrofitting.
- Debt Reduction: $260 million paid toward $400 million term loan; full repayment by Q3 2026.
- International Expansion: 7 rig reactivations in Saudi Arabia, with $5 million annualized EBITDA per rig.
- North America Resilience: Maintaining 45-50% direct margin despite Q2 rig count decline to 132-138.
EPS
Actual | -0.01 | -0.34 | -0.74 | -0.82 | -0.6 | -0.57 | -0.62 | -0.45 | -0.17 | 0.27 | 0.45 | 1.11 | 1.55 | 1.09 | 0.69 | 0.97 | 0.84 | 0.92 | 0.76 | 0.71 | 0.02 | 0.22 | -0.01 | -0.15 | ||||||||||||||||
Forecast | 0.0324 | -0.6523 | -0.7754 | -0.7895 | -0.6364 | -0.556 | -0.5029 | -0.4996 | -0.2934 | 0.0718 | 0.4662 | 0.8214 | 1.0595 | 0.8983 | 0.7198 | 0.7322 | 0.8489 | 0.7673 | 0.8007 | 0.6812 | 0.6603 | 0.1903 | 0.2316 | 0.0897 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -130.86% | +47.88% | +4.57% | -3.86% | +5.72% | -2.52% | -23.28% | +9.93% | +42.06% | +276.04% | -3.47% | +35.14% | +46.30% | +21.34% | -4.14% | +32.48% | -1.05% | +19.90% | -5.08% | +4.23% | -96.97% | +15.61% | -104.32% | -267.22% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 633.64M | 317.36M | 208.27M | 246.38M | 296.17M | 332.21M | 343.81M | 409.78M | 467.60M | 550.23M | 631.33M | 719.64M | 769.22M | 723.96M | 659.61M | 677.15M | 687.94M | 697.72M | 693.79M | 677.30M | 1.02B | 1.04B | 1.01B | 1.02B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 574.04M | 316.78M | 201.63M | 231.51M | 292.44M | 326.48M | 350.02M | 389.89M | 444.98M | 520.53M | 599.62M | 698.87M | 749.66M | 705.71M | 662.17M | 661.81M | 682.51M | 670.78M | 695.99M | 692.65M | 938.07M | 1.01B | 972.91M | 989.27M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +10.38% | +0.19% | +3.29% | +6.42% | +1.28% | +1.76% | -1.77% | +5.10% | +5.08% | +5.71% | +5.29% | +2.97% | +2.61% | +2.59% | -0.39% | +2.32% | +0.80% | +4.02% | -0.32% | -2.22% | +8.31% | +3.19% | +3.99% | +2.81% |
Earnings Call
You can ask Aime
What is the market's earnings forecast for Helmerich & Payne next quarter?Did Helmerich & Payne beat or miss consensus estimates last quarter?What were the key takeaways from Helmerich & Payne's earnings call?What is Helmerich & Payne's latest dividend and current dividend yield?What does Helmerich & Payne do and what are its main business segments?What factors drove the changes in Helmerich & Payne's revenue and profit?What is Helmerich & Payne's gross profit margin?What is the revenue and EPS growth rate for Helmerich & Payne year over year?
