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Here's What Key Metrics Tell Us About Helmerich & Payne (HP) Q4 Earnings

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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 represents a surprise of +3.7% over the Zacks Consensus Estimate of $975.66 million. With the consensus EPS estimate being $0.26, the EPS surprise was -103.85%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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

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

Shares of Helmerich & Payne have returned +4.3% over the past month versus the Zacks S&P 500 composite's -1.8% 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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