Helmerich & Payne Inc (FRA:HPC)
€ 13.45 +0.47 (+3.66%) Market Cap: 1.44 Bil Enterprise Value: 3.29 Bil PE Ratio: 7.83 PB Ratio: 0.58 GF Score: 59/100
Back to the Transcripts List

Q2 2025 Helmerich and Payne Inc Earnings Call Transcript

May 8, 2025 / 03:00 PM GMT
Release Date Price: €22.66

Key Points

Positve
  • The acquisition of KCAD has positioned Helmerich & Payne Inc (HP) as a global leader with the largest active rig count in the industry.
  • The integration of KCAD is progressing well, with significant value being delivered to customers.
  • Helmerich & Payne Inc (HP) remains the most efficient driller in the US and aims to replicate this success in international markets.
  • The company's offshore solutions segment continues to produce strong and steady cash flows, with significant scale and geographic expansion.
  • Helmerich & Payne Inc (HP) is focused on providing customer-centric solutions, with over 50% of customers preferring performance-based contracts and technology solutions.
Negative
  • There are headwinds in the industry due to OPEC plus production increases and US tariff initiatives, creating global economic uncertainty.
  • Softer oil prices are expected to lower the industry rig count, impacting potential incremental demand.
  • Challenges were faced in Saudi operations with startup delays and rig suspensions, impacting quarterly results.
  • The international solutions segment's direct margins are expected to fall short in the third fiscal quarter.
  • There is uncertainty regarding the duration and impact of rig suspensions in Saudi Arabia, affecting future operations.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HP.N - Helmerich and Payne Inc
Q2 2025 Helmerich and Payne Inc Earnings Call
May 08, 2025 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Mm.

To all locations on hold. We do appreciate your patience and please continue to stand by. We will begin shortly.

Please stand by. Your program is about to begin.

Good day everyone and welcome to the H&B fiscal 2nd quarter earnings call.

At this time, all participants are in a listen-only mode.

Later you will have the opportunity to ask questions during the question and answer session.

You may register to ask questions by pressing the star and one on your telephone keypad.

You may withdraw your question by pressing 2.

Please note this call is being recorded and I will be standing by should you need any assistance.

It is now my pleasure
Already have an account? Log in
Get the full story
Start 7-Day Free Trial
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.