Helmerich & Payne: A Real Recovery The Market Hasn't Confirmed Yet

Helmerich & Payne is at a critical inflection point following its $1.97B KCA Deutag acquisition and subsequent operational recovery. HP's Q3 FY2026 showed accelerating North America margins, narrowing international losses, and strong free cash flow, despite adjusted EPS remaining negative. The stock is testing $42.60, a technical ceiling since 2022; a close above this, coupled with international profitability or improved credit metrics, is key for confirmation.

Seeking Alpha • Sep 1, 2026

Is HP Attractive as Low Valuation Meets Persistent Earnings Pressure?

Helmerich & Payne's discounted sales valuation and improving cash flow offer appeal, but persistent losses cloud the path to sustained profitability.

Zacks Investment Research • Aug 17, 2026

Helmerich & Payne Q3 Earnings Miss Estimates, Revenues Beat

HP's Q3 fiscal 2026 earnings miss estimates, while $1 billion in revenues beat expectations amid mixed segment results.

Zacks Investment Research • Aug 17, 2026

3 Oil & Gas Drilling Stocks Bucking a Bearish Industry Trend

Following a careful analysis of the Zacks Oil and Gas - Drilling industry, we advise focusing on companies like PTEN, NBR and HP.

Zacks Investment Research • Aug 14, 2026

Helmerich & Payne Q3 Earnings Call Highlights

Helmerich & Payne NYSE: HP reported fiscal third-quarter 2026 results that exceeded the midpoint of its guidance across all three operating segments, supported by a rebound in U.S. drilling activity, stronger Latin American performance and performance-related bonuses in its offshore business.

MarketBeat • Aug 8, 2026

Helmerich & Payne (HP) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for Helmerich & Payne (HP) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Aug 7, 2026

Helmerich & Payne, Inc. (HP) Q3 2026 Earnings Call Transcript

Helmerich & Payne, Inc. (HP) Q3 2026 Earnings Call Transcript

Seeking Alpha • Aug 6, 2026

Formentera Partners Scales Up U.S. Shale Technology in Australia

AUSTIN, Texas--(BUSINESS WIRE)-- #Australia--Formentera Partners, its Australian operating company, Daly Waters Energy (DWE), and INPEX Pty Ltd (INPEX) today announced that, together with Helmerich & Payne (NYSE: HP), they have contracted an H&P FlexRig® for operations in Australia. This agreement is a key milestone and provides critical drilling capacity as the partners advance the Beetaloo Basin into its next phase of appraisal and development. The rig is expected to arrive during the second quart.

Business Wire • Aug 6, 2026

Helmerich & Payne, Inc. Announces Fiscal Third Quarter Results

TULSA, Okla.--(BUSINESS WIRE)--Helmerich & Payne, Inc. (NYSE:HP): Operating and Financial Highlights for the Quarter Ended June 30, 2026 H&P announced consolidated revenue of $1.035 billion, reflecting strong sequential growth and solid execution across the portfolio. Consolidated net income attributable to Helmerich & Payne Inc. of $76 million, or $0.74 per share, which includes a gain of approximately $115 million related to the sale of Utica Square. Adjusted for this and other se.

Business Wire • Aug 5, 2026

Helmerich & Payne (HP) Reports Q3 Loss, Beats Revenue Estimates

Helmerich & Payne (HP) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of $0.11. This compares to earnings of $0.22 per share a year ago.

Zacks Investment Research • Aug 5, 2026