Jun 2026 (Q3 FY26) — Aug 6, 2026
Helmerich & Payne Q3 FY26 — Strong Performance Driven by North America and International Growth
Read the full callHelmerich & Payne earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,035 | −0.6% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 18.2 | +30.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 75.7 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $23.11 on 17 Oct 2025 → $38.2. High $47.64 (2 Sept 2026), low $23.11 (17 Oct 2025).
Overview
Call summaries
Helmerich & Payne Q3 FY26 — Strong Performance Driven by North America and International Growth
Read the full callEvery analysed call
Financials
Net profit, year on year: +146% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 694 | 677 | 1,016 | 1,041 | 1,012 | 1,017 | 932 | 1,035 |
| Expenses | 587 | 586 | 974 | 1,169 | 1,012 | 1,077 | 969 | 847 |
| Operating profit | 107 | 91 | 42 | -128 | -1 | -60 | -37 | 188 |
| Operating margin | 15.4% | 13.4% | 4.2% | −12.3% | −0.1% | −5.9% | −4.0% | 18.2% |
| Other income | 10 | -14 | 2 | -5 | -61 | -24 | -10 | -38 |
| Interest | 16 | 22 | 28 | 29 | 28 | 26 | 26 | 24 |
| Profit before tax | 116 | 76 | 44 | -133 | -62 | -84 | -47 | 151 |
| Tax rate | 35.1% | 28.3% | 93.3% | −21.8% | 10.1% | −13.4% | −20.0% | 48.1% |
| Net profit | 75 | 55 | 2 | -163 | -57 | -97 | -59 | 76 |
| EPS ($ per share) | — | 0.55 | 0.01 | -1.64 | — | -0.98 | -0.59 | 0.74 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 11 | 11 | 11 | 11 | 11 | 11 | 11 | 11 |
| Reserves | 4,028 | 3,714 | 3,010 | 2,573 | 2,474 | 2,708 | 2,884 | 2,619 |
| Total liabilities | 1,832 | 1,827 | 1,511 | 2,122 | 1,590 | 1,610 | 2,865 | 3,876 |
| Fixed assets | 4,857 | 4,502 | 3,646 | 3,127 | 2,961 | 2,922 | 3,016 | 4,313 |
| Investments | 41 | 53 | 89 | 199 | 117 | 94 | 293 | 21 |
| Total assets | 6,215 | 5,840 | 4,830 | 5,034 | 4,356 | 4,382 | 5,782 | 6,706 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 558 | 856 | 539 | 136 | 234 | 834 | 685 | 543 |
| Cash from investing | -472 | -423 | -88 | -162 | -167 | -323 | -459 | -1,925 |
| Cash from financing | -320 | -376 | -297 | 426 | -734 | -464 | 987 | 67 |
| Net cash flow | -234 | 57 | 154 | 400 | -668 | 47 | 1,212 | -1,303 |
| Capital expenditure | -467 | -458 | -141 | -82 | -251 | -395 | -495 | -426 |
| Free cash flow | 91 | 397 | 398 | 54 | -17 | 438 | 190 | 117 |
North America Solutions shrank from 89% to 57% of revenue over the last two years.
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| North America Solutions | 89% | 88% | 59% | 57% | 61% | 57% | 57% | 57% | -4.9% |
| International Solutions | 4% | 7% | 24% | — | — | 24% | 24% | 25% | — |
| Offshore Solutions | — | — | — | 16% | — | 19% | 19% | 18% | +7.8% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Q3 FY2026 · share of revenue
As HP cuts its regions in its filings; they can nest, so they need not add to 100%.
62 filings between Dec 3, 2025 and Sep 25, 2026.
Purchases
None
No insider bought shares.
Sales
$11.33M
13 sales by 4 insiders
23% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 gift, 1 code i.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| HELMERICH HANS | — | $6.26M | Aug 20, 2026 |
| Hair Cara M. | — | $3.82M | Aug 17, 2026 |
| Lennox Michael | — | $825.0K | Sep 1, 2026 |
| Momper Sara Marie | — | $425.8K | Aug 14, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 25, 2026 | Bell John R. EVP, EASTERN HEMISPHERE LAND | Code I | 1,748 | $49.7K |
| Sep 1, 2026 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Sale 10b5-1 plan | 10,000 | $450.0K |
| Aug 20, 2026 | HELMERICH HANS Director | Sale | 25,000 | $1.10M |
| Aug 20, 2026 | HELMERICH HANS Director | Sale | 65,000 | $2.85M |
| Aug 20, 2026 | HELMERICH HANS Director | Sale | 4,470 | $196.2K |
| Aug 17, 2026 | Hair Cara M. SVP, CORP. SERVICES & CLO | Sale | 11,149 | $493.6K |
| Aug 14, 2026 | Momper Sara Marie VP, CAO | Sale | 5,054 | $223.8K |
| Aug 10, 2026 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Sale 10b5-1 plan | 5,000 | $200.0K |
| Jul 31, 2026 | Scruggs Todd N. SVP, CFO | Tax withheld | 2,150 | $74.3K |
| Jul 22, 2026 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Sale 10b5-1 plan | 5,000 | $175.0K |
| Jun 4, 2026 | Momper Sara Marie VP, CAO | Tax withheld | 440 | $17.4K |
| May 18, 2026 | Hair Cara M. SVP, CORP. SERVICES & CLO | Sale | 28,345 | $1.17M |
| Mar 19, 2026 | Hair Cara M. SVP, CORP. SERVICES & CLO | Sale | 58,771 | $2.15M |
| Mar 5, 2026 | ZEGLIS JOHN D Director | Award | 5,273 | $0 |
| Mar 5, 2026 | Foutch Randy A Director | Award | 5,273 | $0 |
| Mar 5, 2026 | Cramton Kevin G. Director | Award | 5,273 | $0 |
| Mar 5, 2026 | Killinger Elizabeth R Director | Award | 5,273 | $0 |
| Mar 5, 2026 | MAS JOSE RAMON Director | Award | 5,273 | $0 |
| Mar 5, 2026 | Chariag Belgacem Director | Award | 5,273 | $0 |
| Mar 5, 2026 | HELMERICH HANS Director | Award | 7,910 | $0 |
| Jan 12, 2026 | Momper Sara Marie VP, CAO | Tax withheld | 145 | $4.4K |
| Jan 12, 2026 | Adams Raymond John III President | Award | 2,004 | $0 |
| Jan 12, 2026 | Hair Cara M. SVP, CORP. SERVICES & CLO | Tax withheld | 1,045 | $32.0K |
| Jan 12, 2026 | Momper Sara Marie VP, CAO | Award | 426 | $0 |
| Jan 12, 2026 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Tax withheld | 831 | $25.4K |
| Jan 12, 2026 | Bell John R. EVP, EASTERN HEMISPHERE LAND | Award | 2,562 | $0 |
| Jan 12, 2026 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Award | 2,436 | $0 |
| Jan 12, 2026 | Hair Cara M. SVP, CORP. SERVICES & CLO | Award | 3,062 | $0 |
| Jan 12, 2026 | LINDSAY JOHN W Chief Executive Officer | Tax withheld | 3,410 | $104.3K |
| Jan 12, 2026 | Adams Raymond John III President | Tax withheld | 684 | $20.9K |
| Jan 12, 2026 | LINDSAY JOHN W Chief Executive Officer | Award | 11,003 | $0 |
| Jan 12, 2026 | Bell John R. EVP, EASTERN HEMISPHERE LAND | Tax withheld | 874 | $26.7K |
| Dec 19, 2025 | HELMERICH HANS Director | Sale | 25,000 | $702.5K |
| Dec 19, 2025 | LINDSAY JOHN W Chief Executive Officer | Gift | 526,123 | $0 |
| Dec 19, 2025 | HELMERICH HANS Director | Sale | 50,000 | $1.41M |
| Dec 11, 2025 | Adams Raymond John III President | Tax withheld | 2,721 | $83.9K |
| Dec 11, 2025 | Vann J Kevin SENIOR VP AND CFO | Tax withheld | 2,858 | $88.2K |
| Dec 11, 2025 | LINDSAY JOHN W Chief Executive Officer | Tax withheld | 12,268 | $378.5K |
| Dec 11, 2025 | Momper Sara Marie VP, CAO | Tax withheld | 321 | $9.9K |
| Dec 11, 2025 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Tax withheld | 2,912 | $89.8K |
| Dec 11, 2025 | Hair Cara M. SVP, CORP. SERVICES & CLO | Tax withheld | 4,033 | $124.4K |
| Dec 11, 2025 | Bell John R. EVP, EASTERN HEMISPHERE LAND | Tax withheld | 2,976 | $91.8K |
| Dec 10, 2025 | Lennox Michael EVP, WESTERN HEMISPHERE LAND | Award | 32,194 | $0 |
| Dec 10, 2025 | Hair Cara M. SVP, CORP. SERVICES & CLO | Award | 32,194 | $0 |
| Dec 10, 2025 | Vann J Kevin SENIOR VP AND CFO | Award | 34,494 | $0 |
| Dec 10, 2025 | Bell John R. EVP, EASTERN HEMISPHERE LAND | Award | 32,194 | $0 |
| Dec 10, 2025 | LINDSAY JOHN W Chief Executive Officer | Award | 77,818 | $0 |
| Dec 10, 2025 | Momper Sara Marie VP, CAO | Award | 7,790 | $0 |
| Dec 10, 2025 | Adams Raymond John III President | Award | 37,943 | $0 |
| Dec 9, 2025 | Momper Sara Marie VP, CAO | Tax withheld | 223 | $6.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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