NYSE$HP

Helmerich & Payne Inc · Q2 2025 earnings

Q2 2025 earnings · · After market close · Investor relations

Briefing

Helmerich & Payne reported Q2 fiscal 2025 operating revenues of $1.1B with net income of $89M and diluted EPS of $0.89.

Operating revenues were $1.1 billion as North America rig activity stabilized. Net income was $89 million, or $0.89 per diluted share, with international and offshore segments contributing.

  • Q2 operating revenues $1.1B.
  • Net income $89M; diluted EPS $0.89.
  • U.S. land rig count and dayrates.
  • International and offshore growth.

Headline financials

Total Revenue

$1.02B

Previous: $688M+47.7%
EPS (adj)

$0.89

Previous: $0.84+6.0%
NA revenue days

13.4K

No prior period
NA avg active rigs

149

No prior period
Intl revenue days

6.2K

No prior period
Intl avg active rigs

69

No prior period
Offshore revenue days

270

No prior period
Offshore avg active rigs

3

No prior period
Capital Expenditures

-$265M

Previous: -$255M-4.1%
Net Income

$1.65M

Previous: $84.8M-98.1%
Operating Income

$42.2M

Previous: $111M-61.9%
Gross Profit

$153M

Previous: $285M-46.2%
R&D Expense

$9.42M

Previous: $12.9M-27.2%

Revenue & EPS history

Helmerich & Payne · Revenue · Quarterly

$1.02B

Q2 2025+47.7%vs Q2 2024
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Helmerich & Payne · $628M total across 2 segments · Q4 2023

  • North America Solutions
    $575M+4.1%
  • International Solutions
    $53.2M+25.5%

Forward guidance

Energy producers focus on volumes, hedging, dividends, and project execution rather than long-range EPS targets in the quarterly filing.

Tailwinds

  • Production growth and cost discipline.
  • Commodity price upside on volumes.
  • Shareholder returns when cash flow allows.

Headwinds

  • Oil and gas price volatility.
  • Service cost inflation and rig/dayrate pressure.
  • Regulatory and permitting timelines.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2025

Historical avgQ2 2025

-1.2%

Avg return

Earnings day

-1.7%

Avg return

5 days after

-3.4%

Avg return

30 days after

43%

31 / 72 earnings

Positive

+12.8%

Q1 2024

Best reaction

-20.8%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-7.2%-1.7%-6.0%
Q1 2026-5.2%-6.0%-6.4%
Q4 2025-3.7%-3.2%+0.3%
Q2 2025-3.5%+0.6%-11.8%
Q1 2025-16.5%-17.9%-23.0%
Q4 2024-6.0%-6.8%-6.9%
Q3 2024+8.8%+3.8%-11.4%
Q2 2024-4.4%-3.5%-12.2%
Q1 2024+12.8%+5.0%+6.9%
Q4 2023-3.0%-0.7%-6.2%
Q3 2023+5.1%+5.4%-5.0%
Q2 2023-4.0%-5.0%-5.8%
Q1 2023-1.5%-7.8%-12.8%
Q4 2022-1.6%-3.2%-11.5%
Q3 2022+5.2%+7.4%+7.4%
Q2 2022+12.1%+6.6%+22.5%
Q1 2022+6.8%+14.2%+33.7%
Q4 2021-19.7%-23.8%-28.1%
Q3 2021-0.9%-4.7%-5.4%
Q2 2021-5.2%-0.5%+4.5%
Q1 2021+4.8%+3.5%+21.5%
Q4 2020+2.0%+22.5%+26.1%
Q3 2020-9.9%-12.9%-18.9%
Q2 2020-20.8%-19.9%-5.1%
Q1 2020+2.8%+5.2%-13.9%
Q4 2019+3.4%-2.1%+7.3%
Q3 2019-2.5%-5.1%-26.3%
Q2 2019-2.5%-7.3%-19.9%
Q1 2019+8.4%+7.9%+3.4%
Q4 2018+7.4%+4.3%+0.3%
Q3 2018+1.0%+6.4%+11.2%
Q2 2018-2.4%-4.5%-7.7%
Q1 2018+3.8%+1.9%-6.3%
Q4 2017+3.6%+3.9%+7.5%
Q3 2017-5.9%-10.7%-18.7%
Q2 2017-7.0%-10.0%-17.7%
Q1 2017-10.4%-12.3%-16.7%
Q4 2016+3.5%+5.4%+19.4%
Q3 2016-1.6%-2.0%-0.9%
Q2 2016-6.7%
Q1 2016+10.3%
Q4 2015-2.2%
Q3 2015-3.4%
Q2 2015+1.2%
Q1 2015-0.2%
Q4 2014-7.7%
Q3 2014-7.9%
Q2 2014-6.0%
Q1 2014+3.4%
Q4 2013+3.0%
Q3 2013-4.7%
Q2 2013-4.5%
Q1 2013+2.2%
Q4 2012+8.4%
Q3 2012+5.0%
Q2 2012-6.6%
Q1 2012+1.9%
Q4 2011-5.5%
Q3 2011-2.9%
Q2 2011+1.7%
Q1 2011+0.3%
Q4 2010+1.2%
Q3 2010-1.9%
Q2 2010-6.0%
Q1 2009-6.8%
Q1 2010+3.1%
Q4 2007-1.2%
Q2 2009-1.2%
Q4 2009-1.2%
Q3 2008+0.5%
Q4 2008+0.5%
Q3 2009+0.5%

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