RIG, HP and PTEN stand out as resilient picks as the Zacks Oil and Gas - Drilling industry faces softer demand, rising costs and firmer deepwater trends.
While the top- and bottom-line numbers for Helmerich & Payne (HP) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Helmerich & Payne, Inc. ( HP ) Q4 2025 Earnings Call November 18, 2025 11:00 AM EST Company Participants J. Vann - Senior VP & CFO Kris Nicol John Lindsay - CEO & Director Raymond Adams - President Michael Lennox - Executive Vice President of Western Hemisphere Land Operations Conference Call Participants Saurabh Pant - BofA Securities, Research Division Doug Becker - Capital One Securities, Inc., Research Division Scott Gruber - Citigroup Inc., Research Division Edward Kim - Barclays Bank PLC, Research Division Daniel Kutz - Morgan Stanley, Research Division Donald Crist - Johnson Rice & Company, L.L.C.
| - Industry | - Sector | John W. Lindsay CEO | XSTU Exchange | US4234521015 ISIN |
| US Country | 7,000 Employees | 18 Nov 2025 Last Dividend | 10 Jul 2006 Last Split | 15 Oct 1980 IPO Date |
Helmerich & Payne, Inc., established in 1920, stands out as a comprehensive provider of drilling services and solutions specifically tailored for exploration and production companies. The company has a diversified operation structure segmented into North America Solutions, Offshore Gulf of Mexico, and International Solutions, highlighting its expansive geographical footprint. With its headquarters rooted in Tulsa, Oklahoma, Helmerich & Payne not only focuses on the oil and gas drilling industry but also ventures into real estate, owning and operating commercial properties, including a shopping center in Tulsa. Through its strategic operational segments and real estate investments, the company showcases a dynamic engagement in both its core and ancillary businesses.
Helmerich & Payne’s North America Solutions segment offers specialized drilling services across several key states in the USA, including Colorado, Louisiana, New Mexico, North Dakota, Ohio, Oklahoma, Pennsylvania, Utah, West Virginia, and Wyoming. This segment caters to the robust demand for drilling operations essential for the exploration and extraction of oil and natural gas in these regions.
In the Offshore Gulf of Mexico segment, the company extends its drilling expertise to Louisiana and U.S. federal waters in the Gulf of Mexico. This segment underscores Helmerich & Payne’s capability in managing complex offshore drilling operations, showcasing its versatility in addressing the unique challenges of marine environments.
The International Solutions segment represents Helmerich & Payne’s global reach, with drilling operations spanning across Argentina, Bahrain, Australia, Colombia, and the United Arab Emirates. This extensive geographical spread illustrates the company's adaptability and commitment to servicing the needs of global exploration and production companies.
Helmerich & Payne is not just limited to offering drilling services; it also focuses on developing and commercializing technology aimed at enhancing drilling operations, wellbore quality, and placement. This innovative approach underscores the company’s dedication to improving operational efficiency and effectiveness in the drilling industry.
Beyond its core drilling services, Helmerich & Payne owns and operates commercial real estate properties, including a shopping center located in Tulsa, Oklahoma. This diversification into real estate showcases the company’s strategic approach to investment and asset management, further stabilizing its revenue streams outside the volatile energy sector.