Helmerich & Payne (HP) reported $1.02 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 50.2%. EPS of -$0.15 for the same period compares to $0.71 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $986.41 million, representing a surprise of +3.1%. The company delivered an EPS surprise of -226.26%, with the consensus EPS estimate being $0.12.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Helmerich & Payne performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Average active rigs - North America Solutions: 143 versus 140 estimated by four analysts on average.
- Average active rigs - Offshore Solutions: 3 versus 3 estimated by four analysts on average.
- Number of available rigs at the end of period - Offshore Solutions: 4 versus 7 estimated by four analysts on average.
- Number of available rigs at the end of period - International Solutions: 131 versus the four-analyst average estimate of 137.
- Number of available rigs at the end of period - North America Solutions: 203 versus 217 estimated by four analysts on average.
- Average active rigs - International Solutions: 59 compared to the 61 average estimate based on four analysts.
- Operating Revenues- North America Solutions: $563.94 million versus $555.45 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -5.7% change.
- Operating Revenues- Offshore Solutions: $188.28 million versus $180.33 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +544.6% change.
- Operating Revenues- International Solutions: $234.29 million versus $230.53 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +393.5% change.
- Operating Revenues- Drilling services: $981.13 million compared to the $940.61 million average estimate based on two analysts. The reported number represents a change of +45.4% year over year.
- Operating Revenues- Other: $35.9 million versus $25.47 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +1235.1% change.
- Segment operating income (loss)- North America Solutions: $36.21 million versus $122.82 million estimated by four analysts on average.
View all Key Company Metrics for Helmerich & Payne here>>>
Shares of Helmerich & Payne have returned +9.9% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Helmerich & Payne, Inc. (HP): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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