Tearsheet
Investment Highlights Market Valuation Price Chart Return vs. Risk About HP Interactive Breakdown Better Bets vs. HP Latest Trefis Analyses Trade Ideas Recent Active Movers More From Trefis Peer Financials Peer Growth & Margins Peer Valuation Peer Returns Peer Analyses FDIC Bank Data Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Insider Activity Industry Resource Links External Quote Links

Helmerich & Payne (HP)

Market Price (10/22/2025): $23.32 | Market Cap: $2.3 Bil
Sector: Energy | Industry: Oil & Gas Drilling

Helmerich & Payne (HP)

Market Price (10/22/2025): $23.32
Market Cap: $2.3 Bil
Sector: Energy
Industry: Oil & Gas Drilling

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%		 Weak multi-year price returns
2Y Excs Rtn is -96%, 3Y Excs Rtn is -122%		 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 86%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%		  Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.0%
2 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -62%		  
0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 26%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%
2 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -62%
3 Weak multi-year price returns
2Y Excs Rtn is -96%, 3Y Excs Rtn is -122%
4 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 86%
5 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.0%

Market Valuation & Key Metrics

HPS&P 500
REVENUE GROWTHVERY GOOD
Rev LTM ($ Bil)3.4
Rev Chg Q49.2%6.1%
Rev Chg LTM25.9%5.2%
Rev Chg 3Y Avg27.4%5.4%
PROFITABILITYVERY POOR
Op Inc LTM ($ Bil)0.3
Op Mgn LTM9.1%18.6%
CFO LTM ($ Bil)0.5
CFO/Rev LTM14.7%20.4%
Net Inc LTM ($ Bil)-0.0
Net Inc Mgn-0.9%12.7%
VALUATIONHIGH
P/S0.73.2
P/CFO4.615.9
P/FCF63.421.0
P/E-75.124.2
STABILITYPOOR
Debt/Equity0.950.21
Cash/Assets0.030.07

HP Stock

Return vs. Risk

Price Returns Compared

 202020212022202320242025Total [1]
Returns
HP Return-44%6%115%-23%-8%-24%-33%
Peers Return-35%24%79%-2%-32%-12%-15%
S&P 500 Return16%27%-19%24%23%15%106%

Monthly Win Rates [3]
HP Win Rate42%58%67%25%42%33% 
Peers Win Rate25%51%58%35%42%58% 
S&P 500 Win Rate58%75%42%67%75%67% 

Max Drawdowns [4]
HP Max Drawdown-71%-5%0%-37%-15%-52% 
Peers Max Drawdown-53%-0%-3%-25%-38%-42% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 

[1] Cumulative total returns since the beginning of 2020
[2] Peers: PTEN, NBR, NE, VAL, RIG. See HP Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/21/2025 (YTD)

How Low Can It Go

Unique KeyEventHPS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-42.6%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven74.2%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-72.9%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven268.4%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven755 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-55.2%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven123.1%24.7%
2018 CorrectionTime to BreakevenTime to BreakevenNot Fully Recovered days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-76.5%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven325.4%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1789 days1480 days

Compare to PTEN, NBR, NE, VAL, RIG


In The Past

Helmerich & Payne's stock fell -42.6% during the 2022 Inflation Shock from a high on 11/22/2022. A -42.6% loss requires a 74.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Helmerich & Payne (HP)

Better Bets than Helmerich & Payne (HP)

 HPBetter Performance than HP
MetricValueIndustry (Oil & Gas Drilling)
Rev Chg LTM25.9%NE (29.2%)
Rev Chg 3Y Avg27.4%PTEN (42.2%), BORR (47.9%)
Op Mgn LTM9.1%NE (20.7%), VAL (21.9%), RIG (13.5%), PDS (10.9%), BORR (34.5%)
CFO/Rev LTM14.7%NE (26.3%), VAL (24.1%), PTEN (19.1%), PDS (24.5%), BORR (19.1%)
FCF/Rev LTM1.1%NE (11.9%), VAL (9.4%), RIG (10.1%), PTEN (6.6%), PDS (11.8%)
Total Yield0.5%NE (10.6%), VAL (8.0%), SDRL (4.2%), PDS (14.3%), BORR (13.7%)
 HPBetter Performance than HP
MetricValueAll Other Sectors
Rev Chg LTM25.9%NVDA (71.6%), AVGO (28.0%), LLY (36.8%), PLTR (38.8%), AMD (27.2%)
Rev Chg 3Y Avg27.4%NVDA (92.0%), ANET (32.1%), CRWD (33.5%), HOOD (30.0%), DASH (28.4%)
Op Mgn LTM9.1%NVDA (58.1%), AAPL (31.9%), MSFT (45.6%), GOOGL (32.7%), AMZN (11.4%)
CFO/Rev LTM14.7%NVDA (46.6%), AAPL (26.6%), MSFT (48.3%), GOOGL (36.0%), AMZN (18.1%)
FCF/Rev LTM1.1%NVDA (43.6%), AAPL (23.5%), MSFT (25.4%), GOOGL (18.0%), AMZN (2.0%)
Total Yield0.5%NVDA (2.0%), AAPL (2.9%), MSFT (3.3%), GOOGL (4.1%), AMZN (3.0%)
 Best Bets In Energy Sector
 HPTPL AM MGY INSW CTRA DTM EOG WHD CHRD EQT
What You Pay           
P/E-75.146.218.911.29.311.329.310.014.319.429.2
P/EBIT11.637.910.68.28.08.416.17.69.58.715.0
What You Get           
Rev Chg Q49.2%8.8%12.4%9.7%-24.0%54.6%26.6%-11.2%-5.8%-6.4%106.2%
Rev Chg LTM25.9%10.7%7.1%8.8%-22.0%17.1%15.3%-5.4%-0.7%19.5%59.1%
Rev Chg 3Y Avg27.4%7.8%8.5%5.1%37.6%0.7%8.3%-5.1%28.4%34.0%-1.5%
FCF/Rev 3Y Avg7.5%47.2%45.4%38.2%33.0%27.6%25.0%24.3%23.1%22.8%22.6%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 5.4%, alpha of -0.1%, and sharpe of 0.25

Latest Trefis Analyses

Trade Ideas

Select past ideas related to HP. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
TDW_9302025_Dip_Buyer_FCFYield09302025TDWTidewaterDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-10.4%-10.4%-10.4%
OKE_9302025_Dip_Buyer_ValueBuy09302025OKEONEOKDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-6.1%-6.1%-7.9%
LEU_8312025_Quality_Momentum_RoomToRun_10%08312025LEUCentrus EnergyQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run		98.2%98.2%-1.3%
KNTK_5312025_Dip_Buyer_ValueBuy05312025KNTKKinetikDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-16.2%-16.2%-18.1%
WHD_4302025_Dip_Buyer_FCFYield04302025WHDCactusDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-1.2%-1.2%-11.4%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
TDW_9302025_Dip_Buyer_FCFYield09302025TDWTidewaterDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-10.4%-10.4%-10.4%
OKE_9302025_Dip_Buyer_ValueBuy09302025OKEONEOKDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-6.1%-6.1%-7.9%
LEU_8312025_Quality_Momentum_RoomToRun_10%08312025LEUCentrus EnergyQualityQ | Momentum | UpsideQuality Stocks with Momentum and Upside
Buying quality stocks with strong momentum but still having room to run		98.2%98.2%-1.3%
KNTK_5312025_Dip_Buyer_ValueBuy05312025KNTKKinetikDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		-16.2%-16.2%-18.1%
WHD_4302025_Dip_Buyer_FCFYield04302025WHDCactusDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		-1.2%-1.2%-11.4%

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1PRAXPraxis Precision Medicines261.8%146.9%
2KODKodiak Sciences52.2%91.0%
3BETRBetter Home & Finance50.0%739.6%
4SIONSionna Therapeutics42.0% 
5CELCCelcuity41.8%400.4%
6CCOClear Channel Outdoor37.0%35.0%
7RAPTRAPT Therapeutics34.1%165.3%
8LBRTLiberty Energy29.8%-18.4%
9PMIPicard Medical29.5%19947.6%
10SANASana Biotechnology28.3%250.3%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1ASPIASP Isotopes-31.5%112.4%
2LACLithium Americas-30.9%133.7%
3ONDSOndas-30.9%180.9%
4SOCSable Offshore-29.9%-45.9%
5UAMYUnited States Antimony-29.1%600.0%
6USARUSA Rare Earth-28.8%89598.0%
7RGTIRigetti Computing-28.7%162.1%
8AIVApartment Investment & Management-28.7%-7.1%
9RCATRed Cat-28.4%-14.9%
10TMCTMC The Metals-26.9%597.3%

1 Month Top Gainers

#TickerCompany1M RtnYTD Rtn
1WOLFWolfspeed1242.9%351.7%
2QUREuniQure356.0%257.1%
3PRAXPraxis Precision Medicines293.2%146.9%
4LACLithium Americas110.3%133.7%
5NVTSNavitas Semiconductor109.9%321.0%
6CLPTClearPoint Neuro107.6%62.4%
7UAMYUnited States Antimony92.1%600.0%
8GRALGRAIL88.2%369.0%
9TSHATaysha Gene Therapies79.4%197.7%
10SANASana Biotechnology75.7%250.3%

1 Month Top Losers

#TickerCompany1M RtnYTD Rtn
1SOCSable Offshore-47.4%-45.9%
2FLYFirefly Aerospace-43.1% 
3UPWheels Up Experience-40.8%-8.5%
4NFENew Fortress Energy-35.1%-87.5%
5ALABAstera Labs-33.6%18.9%
6VGVenture Global-32.4% 
7GOSSGossamer Bio-31.0%141.0%
8PSIXPower Solutions International-29.3%173.4%
9PGYPagaya Technologies-29.2%214.5%
10USNAUsana Health Sciences-29.2%-41.4%

Recent Active Movers

1 Week Top Gainers

#TickerCompany1W RtnYTD Rtn
1PRAXPraxis Precision Medicines261.8%146.9%
2KODKodiak Sciences52.2%91.0%
3BETRBetter Home & Finance50.0%739.6%
4SIONSionna Therapeutics42.0% 
5CELCCelcuity41.8%400.4%
6CCOClear Channel Outdoor37.0%35.0%
7RAPTRAPT Therapeutics34.1%165.3%
8LBRTLiberty Energy29.8%-18.4%
9PMIPicard Medical29.5%19947.6%
10SANASana Biotechnology28.3%250.3%

1 Week Top Losers

#TickerCompany1W RtnYTD Rtn
1ASPIASP Isotopes-31.5%112.4%
2LACLithium Americas-30.9%133.7%
3ONDSOndas-30.9%180.9%
4SOCSable Offshore-29.9%-45.9%
5UAMYUnited States Antimony-29.1%600.0%
6USARUSA Rare Earth-28.8%89598.0%
7RGTIRigetti Computing-28.7%162.1%
8AIVApartment Investment & Management-28.7%-7.1%
9RCATRed Cat-28.4%-14.9%
10TMCTMC The Metals-26.9%597.3%

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for Helmerich & Payne

Financials

HPPTENNBRNEVALRIGMedian
NameHelmeric.Patterso.Nabors I.Noble Valaris Transoce. 
Mkt Price23.326.0340.9527.9548.383.3125.63
Mkt Cap2.32.30.64.43.42.92.6
Rev LTM3,4285,0193,0313,4512,4633,7943,440
Op Inc LTM312-138252714541512412
FCF LTM37333-148410232383283
FCF 3Y Avg21338844217-95-29129
CFO LTM505960532907594554574
CFO 3Y Avg6571,004599654380391627

Growth & Margins

HPPTENNBRNEVALRIGMedian
NameHelmeric.Patterso.Nabors I.Noble Valaris Transoce. 
Rev Chg LTM25.9%-8.0%3.5%29.2%18.8%23.3%21.0%
Rev Chg 3Y Avg27.4%42.2%11.1%--14.8%21.1%
Rev Chg Q49.2%-9.6%13.3%22.5%0.8%14.8%14.0%
QoQ Delta Rev Chg LTM11.1%-2.5%3.3%4.7%0.2%3.5%3.4%
Op Mgn LTM9.1%-2.8%8.3%20.7%21.9%13.5%11.3%
Op Mgn 3Y Avg14.2%6.0%8.1%22.3%11.9%4.5%10.0%
QoQ Delta Op Mgn LTM-3.0%-1.7%0.3%-3.0%2.2%1.7%-0.7%
CFO/Rev LTM14.7%19.1%17.6%26.3%24.1%14.6%18.3%
CFO/Rev 3Y Avg22.5%23.1%20.1%23.0%18.0%12.4%21.3%
FCF/Rev LTM1.1%6.6%-4.9%11.9%9.4%10.1%8.0%
FCF/Rev 3Y Avg7.5%9.1%1.5%7.3%-4.8%-2.0%4.4%

Valuation

HPPTENNBRNEVALRIGMedian
NameHelmeric.Patterso.Nabors I.Noble Valaris Transoce. 
Mkt Cap2.32.30.64.43.42.92.6
P/S0.70.50.21.31.40.80.7
P/EBIT11.6-2.32.17.25.7-2.53.9
P/E-75.1-2.2-5.414.412.5-2.0-2.1
P/CFO4.62.41.14.95.85.34.7
Total Yield0.5%-46.4%-18.6%10.6%8.0%-51.2%-9.1%
Dividend Yield1.8%0.0%0.0%3.6%0.0%0.0%0.0%
FCF Yield 3Y Avg6.4%13.6%-0.4%4.6%-0.5%2.2%3.4%
D/E0.90.64.70.40.32.20.7
Net D/E0.90.54.00.40.22.10.7

Returns

HPPTENNBRNEVALRIGMedian
NameHelmeric.Patterso.Nabors I.Noble Valaris Transoce. 
1M Rtn13.5%12.7%8.9%-1.0%-3.9%-0.3%4.3%
3M Rtn48.4%4.3%26.9%4.2%-0.6%14.5%9.4%
6M Rtn20.8%5.5%44.3%45.1%54.4%54.7%44.7%
12M Rtn-30.2%-19.9%-45.1%-6.9%-5.6%-22.3%-21.1%
3Y Rtn-40.5%-55.4%-69.0%-7.6%-19.1%-7.8%-29.8%
1M Excs Rtn9.2%11.3%5.0%-1.0%-3.9%-3.0%2.0%
3M Excs Rtn32.7%-6.8%12.2%-6.3%-10.4%1.2%-2.6%
6M Excs Rtn-6.5%-21.9%17.0%17.7%27.0%27.3%17.3%
12M Excs Rtn-45.4%-35.9%-60.2%-25.4%-22.1%-37.6%-36.8%
3Y Excs Rtn-121.9%-137.8%-152.7%-87.1%-101.5%-74.2%-111.7%

Comparison Analyses

Title
0Helmerich & Payne vs. NorthWestern: With Return Forecast Of 60%, Helmerich & Payne Is A Better Bet
1With 53% Gains On The Table, HP May Outshine RIG
2Helmerich & Payne vs. Renewable Energy Group: With Return Forecast Of 138%, Helmerich & Payne Is A Better Bet
3Helmerich & Payne vs. Enphase Energy: With Return Forecast Of 169%, Helmerich & Payne Is A Better Bet
4Helmerich & Payne vs. The Trade Desk: With Return Forecast Of 169%, Helmerich & Payne Is A Better Bet
5Helmerich & Payne vs. Verisign CA: With Return Forecast Of 136%, Helmerich & Payne Is A Better Bet
6Helmerich & Payne vs. Intra: Similar Market Cap, But Helmerich & Payne Is A Better Bet
7Helmerich & Payne vs. Avnet: Similar Market Cap, But Helmerich & Payne Is A Better Bet
8Helmerich & Payne vs. CarGurus: Similar Market Cap, But Helmerich & Payne Is A Better Bet
9Helmerich & Payne  vs Evertec: Similar Market Cap; Which Stock Is A Better Bet?

Financials

$ Mil | FY: 9/302025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q4
Period End6/30/20253/31/202512/31/20249/30/20246/30/20243/31/202412/31/20239/30/20236/30/20233/31/202312/31/20229/30/2022
Filing Date8/11/20255/9/20252/5/202511/13/20247/25/20244/24/20241/29/202411/8/20237/26/20234/26/20231/30/202311/17/2022
Key Financials Quarterly            
Total Revenue1,0411,016677694698688677660724769720631
Ebitda76230198233225226224212235316231176
Operating Income5363931031131071149214316113866
Net Income-1632557589859578951649746
EPS-1.640.010.550.750.890.850.950.780.931.550.920.42
Key Financials TTM            
Total Revenue TTM3,4283,0852,7572,7572,7222,7492,8302,8722,8442,6702,3692,059
Ebitda TTM737886882907886896986993958847637454
Operating Income TTM31237241643742645550953450838619616
Net Income TTM-312213043443463534324344023241557
Growth Rates Quarterly            
Total Revenue Growth49.2%47.7%0.0%5.2%-3.6%-10.6%-5.9%4.5%31.6%64.5%75.6%83.6%
EBITDA Growth-66.2%2.0%-11.5%10.3%-4.5%-28.5%-3.0%20.0%89.1%199.6%383.8%1116.1%
Operating Income Growth-53.3%-41.1%-18.3%12.4%-20.7%-33.6%-17.9%38.6%586.1%642.1%431.2%178.6%
Net Income Growth-283.5%-98.1%-42.5%-2.8%-6.9%-48.3%-2.0%70.5%436.8%3396.6%289.1%157.5%
Margins Quarterly            
EBITDA Margin7.3%22.7%29.2%33.7%32.2%32.8%33.0%32.1%32.5%41.0%32.0%27.9%
Operating Income Margin5.1%6.2%13.7%14.9%16.2%15.6%16.8%13.9%19.7%20.9%19.2%10.5%
Net Income Margin-15.6%0.2%8.1%10.9%12.7%12.3%14.1%11.8%13.2%21.3%13.5%7.2%
Cash & Debt            
Total Cash187196526510290277298351293245348349
Total Debt2,1922,2401,7821,859546545545600545543543582
Net Debt / (Cash)2,0042,0451,2551,349256268247249252298195233
Cash Flows Quarterly            
FCF from Operations12256158169197144175215293141185117
Cash Flows TTM            
FCF from Operations TTM505581668685731826823834736541423234
Returns to Shareholders Quarterly            
Dividends252525424242424950515227
Share Repurchases-0-0-0-0-0447-010210639-0
Return on Invested Capital (ROIC) Quarterly            
ROIC10.6%0.8%21.2%19.9%128.2%115.6%139.7%101.6%158.8%164.9%212.3%57.0%
Return on Invested Capital (ROIC) TTM            
ROIC TTM15.6%11.2%23.3%23.2%120.7%121.9%151.2%156.7%146.5%96.2%70.8%1.2%

Price Behavior

HP Betas & Captures as of 9/30/2025

 1M2M3M6M1Y3Y
Beta0.240.991.441.731.441.20
Up Beta3.851.051.681.291.391.08
Down Beta-2.461.312.502.682.271.87
Up Capture56%219%223%116%55%50%
Bmk +ve Days13233574144420
Stock +ve Days11253458118366
Down Capture-87%-85%-34%165%106%103%
Bmk -ve Days8192952107330
Stock -ve Days10173068132383

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date9302025
Short Interest: Shares Quantity7,774,198
Short Interest: % Change Since 91520253.8%
Average Daily Volume1,881,837
Days-to-Cover Short Interest4.13
Basic Shares Quantity99,422,000
Short % of Basic Shares7.8%

Returns Analyses

Earnings Returns History

Expand for More

 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
8/6/20253.2%15.9%32.2%
5/7/2025-3.5%-1.2%-10.7%
2/5/2025-16.5%-18.8%-22.2%
11/13/2024-6.2%-6.1%-6.5%
7/24/20248.8%7.1%-13.1%
4/24/2024-4.7%-9.9%-11.6%
1/29/202412.0%2.4%7.4%
10/18/2023-3.9%-8.4%-16.4%
...
SUMMARY STATS   
# Positive91111
# Negative151313
Median Positive5.9%7.1%16.5%
Median Negative-3.9%-8.4%-12.9%
Max Positive12.0%18.3%33.5%
Max Negative-16.5%-18.8%-24.5%

SEC Filings

Expand for More

Report DateFiling DateFiling
6302025811202510-Q 6/30/2025
3312025509202510-Q 3/31/2025
12312024205202510-Q 12/31/2024
93020241113202410-K 9/30/2024
6302024725202410-Q 6/30/2024
3312024424202410-Q 3/31/2024
12312023129202410-Q 12/31/2023
93020231108202310-K 9/30/2023
6302023726202310-Q 6/30/2023
3312023426202310-Q 3/31/2023
12312022130202310-Q 12/31/2022
93020221117202210-K 9/30/2022
6302022727202210-Q 6/30/2022
3312022427202210-Q 3/31/2022
12312021131202210-Q 12/31/2021
93020211118202110-K 9/30/2021

Insider Activity

Expand for More

 OwnerTitleFiling DateActionPriceSharesTransacted
Value		Value of
Held Shares		Form
0Momper Sara MarieVP, CAO8192025Sell17.836,700119,461390,620Form
1Foutch Randy A2192025Buy26.253,80099,750803,880Form
2Chariag Belgacem2112025Buy27.0837,3561,011,6001,478,730Form
3LINDSAY JOHN WPRESIDENT AND CEO2112025Buy27.5520,000551,00019,042,946Form
4Vann J KevinSENIOR VP AND CFO10012024Buy30.193,30099,62799,627Form

Industry Resources

External Quote Links


Prefer one of these to Trefis? Tell us why.