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Compared to Estimates, Helmerich & Payne (HP) Q4 Earnings: A Look at Key Metrics

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Helmerich & Payne (HP - Free Report) reported $1.01 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 45.8%. EPS of -$0.01 for the same period compares to $0.76 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $975.66 million, representing a surprise of +3.7%. The company delivered an EPS surprise of -103.85%, with the consensus EPS estimate being $0.26.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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: 141 versus the four-analyst average estimate of 141.
  • 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: 7 compared to the 7 average estimate based on four analysts.
  • Number of available rigs at the end of period - International Solutions: 137 versus the four-analyst average estimate of 137.
  • Number of available rigs at the end of period - North America Solutions: 223 versus 223 estimated by four analysts on average.
  • Average active rigs - International Solutions: 62 compared to the 64 average estimate based on four analysts.
  • Operating Revenues- North America Solutions: $572.27 million compared to the $554.59 million average estimate based on five analysts. The reported number represents a change of -7.4% year over year.
  • Operating revenues - Offshore Solutions: $180.33 million versus the five-analyst average estimate of $161.29 million. The reported number represents a year-over-year change of +554.7%.
  • Operating Revenues- International Solutions: $241.23 million versus $237.54 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +430.6% change.
  • Operating Revenues- Drilling services: $990.21 million versus the two-analyst average estimate of $959.21 million. The reported number represents a year-over-year change of +43.2%.
  • Operating Revenues- Other: $21.54 million versus the two-analyst average estimate of $3.21 million. The reported number represents a year-over-year change of +761.5%.
  • Segment operating income (loss)- North America Solutions: $118.16 million compared to the $133.56 million average estimate based on five analysts.

View all Key Company Metrics for Helmerich & Payne here>>>

Shares of Helmerich & Payne have returned +20.4% 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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