Helmerich & Payne 宣布将以 19.725 亿美元现金收购 KCA Deutag。该交易预计将在 2024 年年底前完成，但须满足惯例成交条件并获得监管部门批准。

这使得 H&P 在中东的钻井数量从 12 个增加到 88 个，其中 71 个位于沙特阿拉伯、阿曼和科威特。

KCA Deutag 在中东拥有陆地钻探业务，在南美、欧洲和非洲拥有其他业务，并在北海、安哥拉、阿塞拜疆和加拿大拥有轻资产海上管理合同业务。

有了 KCA Deutag 额外约 55 亿美元的合同积压，H&P 的盈利可见性将提高。按合并后的公司计算，过去 12 个月 (LTM) 的营业 EBITDA 约为 12 亿美元。

H&P 总裁兼首席执行官约翰·林赛 (John Lindsay) 表示：“收购 KCA Deutag 使 H&P 能够立即在中东核心市场扩大规模，而这种规模很难通过有机方式复制。此外，由于地理重叠很小，我们认为这笔交易不仅仅是收购资产，而是收购拥有优秀人才的业务。”

KCA Deutag 首席执行官 Joseph Elkhoury 也表示，“作为一家合并后的公司，我们将保持以客户为中心的理念和安全重点。我们期待 KCA Deutag 加入 H&P 大家庭，并在更大范围内开展合作。”

Helmerich & Payne has announced that it will acquire KCA Deutag for $1.9725 billion in cash. The transaction is expected to close prior to calendar 2024 year end, subject to customary closing conditions and regulatory approvals.

This increases H&P’s Middle East rig count from 12 rigs to 88 rigs, 71 of which are in Saudi Arabia, Oman and Kuwait.

KCA Deutag has a land drilling presence in the Middle East, additional operations in South America, Europe and Africa, and asset-light offshore management contract operations in the North Sea, Angola, Azerbaijan and Canada.

With an additional ~$5.5 billion contract backlog from KCA Deutag, H&P will have increased earnings visibility. On a combined company basis, the last-twelve months (LTM) Operating EBITDA is ~ $1.2 billion.

“Acquiring KCA Deutag gives H&P immediate scale in core Middle East markets in a way that would be challenging to replicate organically,” said President and CEO of H&P John Lindsay. “Furthermore, as there is very little geographic overlap, we view this transaction more than just acquiring assets, but rather acquiring operations with quality people.”

CEO of KCA Deutag, Joseph Elkhoury, also commented, “As a combined company, we will maintain our shared customer-centric approach and safety focus. We look forward to welcoming KCA Deutag to the H&P family and working together on a much larger scale.”