Helmerich & Payne(US:HP) ZACKSยท2025-11-18 00:01Core Insights - Helmerich & Payne reported a revenue of $1.01 billion for the quarter ended September 2025, marking a year-over-year increase of 45.8% [1] - The company's EPS for the same period was -$0.01, a decline from $0.76 a year ago, indicating a significant drop in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $975.66 million by 3.7%, while the EPS fell short of the consensus estimate of $0.26 by 103.85% [1] Financial Performance - The stock of Helmerich & Payne has returned +20.4% over the past month, outperforming the Zacks S&P 500 composite's +1.5% change [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Operational Metrics - Average active rigs in North America Solutions were reported at 141, matching the four-analyst average estimate [4] - Operating revenues for North America Solutions were $572.27 million, slightly above the average estimate of $554.59 million, but reflecting a year-over-year decline of 7.4% [4] - Offshore Solutions saw operating revenues of $180.33 million, significantly exceeding the average estimate of $161.29 million, with a year-over-year increase of 554.7% [4] - International Solutions reported operating revenues of $241.23 million, surpassing the estimated $237.54 million, and showing a year-over-year increase of 430.6% [4] - Drilling services generated operating revenues of $990.21 million, above the average estimate of $959.21 million, with a year-over-year increase of 43.2% [4] - The segment operating income for North America Solutions was $118.16 million, below the average estimate of $133.56 million [4]