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

HP NYSE Drilling Oil & Gas Wells DE CIK: 0000046765
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
71% Confidence
AGREEMENT
SELL
78% Conf
HOLD
64% Conf

📊 HP Key Takeaways

Revenue: $1.9B
Net Margin: -8.0%
Free Cash Flow: $88.6M
Current Ratio: 1.71x
Debt/Equity: 0.76x
EPS: $-1.57
AI Rating: SELL with 78% confidence
Helmerich & Payne, Inc. (HP) receives a SELL rating with 71% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.9B, net profit margin of -8.0%, and return on equity (ROE) of -5.9%, 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 fundamentally unprofitable with negative net margins (-8.0%) and operating margins (-5.0%), combined with negative interest coverage (-4.3x) indicating inability to service debt from operations. While positive operating cash flow ($219M) and free cash flow ($88.6M) suggest non-cash losses, the combination of zero profitability, minimal revenue growth (+1.8% YoY), and significant capital intensity in a cyclical industry presents elevated financial stress with limited margin for deterioration.

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 operating cash flow of $219M despite net losses, indicating non-cash charges/writedowns rather than operational cash burn
  • + Positive free cash flow of $88.6M after capital expenditures demonstrates ability to fund operations and service debt in near term
  • + Moderate debt/equity ratio of 0.76x and reasonable current/quick ratios (1.71x/1.32x) prevent immediate liquidity crisis
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
  • ! Negative interest coverage ratio of -4.3x means operating income cannot cover debt service payments, creating refinancing risk
  • ! Structurally unprofitable with negative ROE (-5.9%), ROA (-2.5%), and net margin (-8.0%), indicating value destruction for shareholders
  • ! Minimal revenue growth of 1.8% YoY combined with capital-intensive operations ($130.4M capex) and cyclical industry downturn limits recovery potential
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 income trend - when/if company returns to profitability and positive operating margins
  • * Interest coverage ratio - critical metric given current negative coverage and debt service obligations
  • * Free cash flow sustainability - monitor if positive FCF persists or deteriorates as capital intensity continues
ChatGPT
  • * Operating margin
  • * Interest coverage

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

Revenue
$1.9B
Net Income
$-155.3M
EPS (Diluted)
$-1.57
Free Cash Flow
$88.6M
Total Assets
$6.3B
Cash Position
$177.2M

💡 AI Analyst Insight

The relatively thin 4.5% FCF margin may limit capital allocation flexibility.

HP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -5.0%
Net Margin -8.0%
ROE -5.9%
ROA -2.5%
FCF Margin 4.5%

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

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

Net Margin
HP -8.0%
vs
Sector Avg 12.0%
HP Sector
ROE
HP -5.9%
vs
Sector Avg 14.0%
HP Sector
Current Ratio
HP 1.7x
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
-5.9%
Sector avg: 14%
Net Profit Margin
-8.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.76x
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
1.71x
Quick Ratio
1.32x
Debt/Equity
0.76x
Debt/Assets
35.5%
Interest Coverage
-4.34x
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
4.5%
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
Q2 2026 $906.4M $1.7M $0.01
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

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
$219.0M
Cash generated from operations
Capital Expenditures
$130.4M
Investment in assets
Dividends Paid
$50.7M
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
May 19, 2026 4 xslF345X06/form4-05192026_080541.xml View →
May 7, 2026 10-Q hp-20260331.htm View →
May 6, 2026 8-K hp-20260506.htm View →
Mar 23, 2026 4 xslF345X06/form4-03232026_080316.xml View →
Mar 16, 2026 8-K hp-20260310.htm 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 71% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are HP's key strengths?

Claude: Positive operating cash flow of $219M despite net losses, indicating non-cash charges/writedowns rather than operational cash burn. Positive free cash flow of $88.6M after capital expenditures demonstrates ability to fund operations and service debt in near term. 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: Negative interest coverage ratio of -4.3x means operating income cannot cover debt service payments, creating refinancing risk. Structurally unprofitable with negative ROE (-5.9%), ROA (-2.5%), and net margin (-8.0%), indicating value destruction for shareholders. 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 $1.9B.

Does HP pay dividends?

Helmerich & Payne, Inc. pays dividends, with $50.7M 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 $-1.57.

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 May 2026, Helmerich & Payne, Inc. has a SELL rating with 71% 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 -5.9% (sector avg: 14%), net margin of -8.0% (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 $219.0M, with capital expenditures of $130.4M. FCF margin is 4.5%.

How does HP compare to other Energy stocks?

Vs Energy sector averages: Net margin -8.0% (avg: 12%), ROE -5.9% (avg: 14%), current ratio 1.71 (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: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI