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Helmerich & Payne, Inc. (HP) Stock Fundamental Analysis & AI Rating 2026

HP NYSE Drilling Oil & Gas Wells DE CIK: 0000046765
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
70% Confidence
AGREEMENT
SELL
75% Conf
HOLD
64% Conf

📊 HP Key Takeaways

Revenue: $1.0B
Net Margin: -9.5%
Free Cash Flow: $114.9M
Current Ratio: 2.03x
Debt/Equity: 0.75x
EPS: $-0.98
AI Rating: SELL with 75% confidence
Helmerich & Payne, Inc. (HP) receives a SELL rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.0B, net profit margin of -9.5%, and return on equity (ROE) of -3.6%, Helmerich & Payne, Inc. demonstrates mixed fundamentals in the Energy sector. Below is our complete HP stock analysis for 2026.

Is Helmerich & Payne, Inc. (HP) a Good Investment?

Claude

Helmerich & Payne is currently unprofitable with negative operating margins (-5.9%) and net margins (-9.5%), generating $96.7M in net losses despite $1B in revenue. While the company maintains positive free cash flow ($114.9M) and a stable balance sheet (debt/equity 0.75x), the lack of profitability, minimal revenue growth (1.8%), and negative returns on equity (-3.6%) indicate a struggling business lacking clear turnaround momentum. Without demonstrated path to profitability or accelerating growth, the fundamental outlook remains challenged.

ChatGPT

Healthy liquidity and positive free cash flow despite GAAP losses indicate underlying cash generation remains intact. However, negative operating income and weak interest coverage highlight continued profitability pressure and limited cushion until margins improve.

Why Buy Helmerich & Payne, Inc. Stock? HP Key Strengths

Claude
  • + Positive free cash flow of $114.9M with 11.3% FCF margin despite accounting losses
  • + Strong liquidity position with current ratio 2.03x and cash of $247.2M
  • + Moderate leverage with debt/equity of 0.75x and $2.0B long-term debt manageable relative to $6.5B asset base
ChatGPT
  • + Solid liquidity (2.03x current, 1.58x quick)
  • + Positive free cash flow with 11.3% FCF margin
  • + Moderate leverage (0.75x D/E) and $247M cash

HP Stock Risks: Helmerich & Payne, Inc. Investment Risks

Claude
  • ! Persistent unprofitability with negative net margin (-9.5%) and operating losses (-$59.9M)
  • ! Negligible revenue growth (1.8% YoY) indicates weak demand in core drilling business
  • ! Cyclical oil & gas sector exposure with no clear margin expansion trajectory; negative interest coverage (-2.7x) limits financial flexibility
ChatGPT
  • ! Sustained operating and net losses with negative margins
  • ! Negative interest coverage (-2.7x) limits financial flexibility
  • ! Cyclicality in drilling demand may pressure utilization and day rates

Key Metrics to Watch

Claude
  • * Operating margin trend - return to profitability is critical
  • * Revenue growth acceleration - current 1.8% is insufficient
  • * Free cash flow sustainability - monitor if FCF deteriorates as operating losses persist
ChatGPT
  • * Operating margin
  • * Interest coverage

Helmerich & Payne, Inc. (HP) Financial Metrics & Key Ratios

Revenue
$1.0B
Net Income
$-96.7M
EPS (Diluted)
$-0.98
Free Cash Flow
$114.9M
Total Assets
$6.5B
Cash Position
$247.2M

💡 AI Analyst Insight

Strong liquidity with a 2.03x current ratio provides a solid financial cushion.

HP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -5.9%
Net Margin -9.5%
ROE -3.6%
ROA -1.5%
FCF Margin 11.3%

HP vs Energy Sector: How Helmerich & Payne, Inc. Compares

How Helmerich & Payne, Inc. compares to Energy sector averages

Net Margin
HP -9.5%
vs
Sector Avg 12.0%
HP Sector
ROE
HP -3.6%
vs
Sector Avg 14.0%
HP Sector
Current Ratio
HP 2.0x
vs
Sector Avg 1.3x
HP Sector
Debt/Equity
HP 0.8x
vs
Sector Avg 0.6x
HP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Helmerich & Payne, Inc. Stock Overvalued? HP Valuation Analysis 2026

Based on fundamental analysis, Helmerich & Payne, Inc. shows some fundamental concerns relative to the Energy sector in 2026.

Return on Equity
-3.6%
Sector avg: 14%
Net Profit Margin
-9.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.75x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Helmerich & Payne, Inc. Balance Sheet: HP Debt, Cash & Liquidity

Current Ratio
2.03x
Quick Ratio
1.58x
Debt/Equity
0.75x
Debt/Assets
34.9%
Interest Coverage
-2.69x
Long-term Debt
$2.0B

HP Revenue & Earnings Growth: 5-Year Financial Trend

HP 5-year financial data: Year 2021: Revenue $2.8B, Net Income -$33.7M, EPS $-0.34. Year 2022: Revenue $2.0B, Net Income -$494.5M, EPS $-4.60. Year 2023: Revenue $2.9B, Net Income -$326.2M, EPS $-3.04. Year 2024: Revenue $2.9B, Net Income $7.0M, EPS $0.05. Year 2025: Revenue $3.7B, Net Income $434.1M, EPS $4.16.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Helmerich & Payne, Inc.'s revenue has grown significantly by 32% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.16 reflects profitable operations.

HP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.3%
Free cash flow / Revenue

HP Quarterly Earnings & Performance

Quarterly financial performance data for Helmerich & Payne, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $674.6M $54.8M $0.54
Q3 2025 $695.1M $88.7M $0.88
Q2 2025 $685.1M $1.7M $0.01
Q1 2025 $674.6M $54.8M $0.54
Q3 2024 $695.1M $84.8M $0.88
Q2 2024 $685.1M $84.8M $0.84
Q1 2024 $674.6M $95.2M $0.91
Q3 2023 $547.9M -$5.0M $0.16

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Helmerich & Payne, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$182.4M
Cash generated from operations
Capital Expenditures
$67.6M
Investment in assets
Dividends Paid
$25.2M
Returned to shareholders

HP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Helmerich & Payne, Inc. (CIK: 0000046765)

📋 Recent SEC Filings

Date Form Document Action
Mar 23, 2026 4 xslF345X06/form4-03232026_080316.xml View →
Mar 16, 2026 8-K hp-20260310.htm View →
Mar 6, 2026 8-K hp-20260304.htm View →
Mar 6, 2026 4 xslF345X05/form4-03062026_090331.xml View →
Mar 6, 2026 4 xslF345X05/form4-03062026_090303.xml View →

Frequently Asked Questions about HP

What is the AI rating for HP?

Helmerich & Payne, Inc. (HP) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are HP's key strengths?

Claude: Positive free cash flow of $114.9M with 11.3% FCF margin despite accounting losses. Strong liquidity position with current ratio 2.03x and cash of $247.2M. ChatGPT: Solid liquidity (2.03x current, 1.58x quick). Positive free cash flow with 11.3% FCF margin.

What are the risks of investing in HP?

Claude: Persistent unprofitability with negative net margin (-9.5%) and operating losses (-$59.9M). Negligible revenue growth (1.8% YoY) indicates weak demand in core drilling business. ChatGPT: Sustained operating and net losses with negative margins. Negative interest coverage (-2.7x) limits financial flexibility.

What is HP's revenue and growth?

Helmerich & Payne, Inc. reported revenue of $1.0B.

Does HP pay dividends?

Helmerich & Payne, Inc. pays dividends, with $25.2M distributed to shareholders in the trailing twelve months.

Where can I find HP SEC filings?

Official SEC filings for Helmerich & Payne, Inc. (CIK: 0000046765) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HP's EPS?

Helmerich & Payne, Inc. has a diluted EPS of $-0.98.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Helmerich & Payne, Inc. has a SELL rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HP stock overvalued or undervalued?

Valuation metrics for HP: ROE of -3.6% (sector avg: 14%), net margin of -9.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy HP stock in 2026?

Our dual AI analysis gives Helmerich & Payne, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HP's free cash flow?

Helmerich & Payne, Inc.'s operating cash flow is $182.4M, with capital expenditures of $67.6M. FCF margin is 11.3%.

How does HP compare to other Energy stocks?

Vs Energy sector averages: Net margin -9.5% (avg: 12%), ROE -3.6% (avg: 14%), current ratio 2.03 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI