Helmerich & Payne continues to demonstrate strong performance, particularly in North America and international growth prospects. There are some challenges, such as rig suspensions in Saudi Arabia and a goodwill impairment, but the overall outlook remains positive with ongoing successes in revenue generation, cost reduction, and international expansion.

Company Guidance

During the fiscal third quarter 2025 earnings call for Helmerich & Payne, several key metrics were highlighted regarding the company's performance and guidance. The North American Solutions segment reported impressive daily margins of $19,860 per day, with significant adoption of digital applications on rigs, growing by 20% year-over-year. The company generated quarterly revenues of just over $1 billion for the second consecutive quarter and achieved $268 million in EBITDA, up from $242 million in the previous quarter. Helmerich & Payne continues to focus on cost reductions, having identified $50 million of cost savings, with plans to achieve up to $75 million by 2026. The company expects capital expenditures for the full year to be slightly adjusted to $380 million to $395 million, with future spending anticipated to decrease. Additionally, Helmerich & Payne plans to pay down $200 million of a $400 million term loan by the end of the calendar year, showcasing their commitment to debt reduction. Segment guidance for the fiscal fourth quarter includes expected direct margins of $230 million to $250 million for North America Solutions and $22 million to $32 million for International Solutions.

Record Quarterly Revenues

Helmerich & Payne reported quarterly revenues of just over $1 billion for the second straight quarter.

North American Solutions Success

The North American Solutions segment produced daily margins of $19,860 per day, with a focus on performance-based agreements and technology advancements. The segment also saw a 20% year-over-year growth in digital application adoption.

International Growth Opportunities

The company is expanding its international footprint, with active operations in major basins outside of Russia and China, and growth highlighted in South America and other key markets.

Strong EBITDA Performance

The company generated $268 million in EBITDA, up from $242 million in the previous quarter.

Debt and Cost Reduction Progress

Significant progress was made on debt and cost reduction goals, with $200 million expected to be paid on the $400 million term loan by the end of the calendar year.

Helmerich & Payne (HP) Earnings, Revenues Date & History

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HP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q4)	0.21 / -	0.76	―	―	―
Aug 06, 2025	2025 (Q3)	0.19 / 0.22	0.92	-76.09% (-0.70)
May 07, 2025	2025 (Q2)	0.66 / 0.02	0.84	-97.62% (-0.82)
Feb 05, 2025	2025 (Q1)	0.68 / 0.71	0.97	-26.80% (-0.26)
Nov 13, 2024	2024 (Q4)	0.80 / 0.76	0.69	10.14% (+0.07)	―
Jul 24, 2024	2024 (Q3)	0.77 / 0.92	1.09	-15.60% (-0.17)	―
Apr 24, 2024	2024 (Q2)	0.85 / 0.84	1.55	-45.81% (-0.71)	―
Jan 29, 2024	2024 (Q1)	0.73 / 0.97	1.11	-12.61% (-0.14)	―
Nov 08, 2023	2023 (Q4)	0.72 / 0.69	0.45	53.33% (+0.24)	―
Jul 26, 2023	2023 (Q3)	0.90 / 1.09	0.27	303.70% (+0.82)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$15.28	$15.76	+3.14%
May 07, 2025	$18.49	$17.85	-3.46%
Feb 05, 2025	$32.00	$26.73	-16.47%
Nov 13, 2024	$34.65	$32.49	-6.23%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.