(HLX) Helix Energy Solutions - Overview

Sector: Energy | Industry: Oil & Gas Equipment & Services | Exchange: NYSE (USA) | Market Cap: 1.485m USD | Total Return: 49.1% in 12m

Well Intervention, Robotics, Decommissioning, Production Facilities
Total Rating 48
Safety 63
Buy Signal -0.55
Oil & Gas Equipment & Services
Industry Rotation: -13.2
Market Cap: 1.48B
Avg Turnover: 17.0M
Risk 3d forecast
Volatility43.8%
VaR 5th Pctl7.39%
VaR vs Median2.37%
Reward TTM
Sharpe Ratio0.99
Rel. Str. IBD75.7
Rel. Str. Peer Group31.3
Character TTM
Beta0.965
Beta Downside1.569
Hurst Exponent0.483
Drawdowns 3y
Max DD55.54%
CAGR/Max DD0.22
CAGR/Mean DD0.48
EPS (Earnings per Share) EPS (Earnings per Share) of HLX over the last years for every Quarter: "2021-03": -0.02, "2021-06": -0.09, "2021-09": -0.13, "2021-12": -0.17, "2022-03": -0.28, "2022-06": -0.2, "2022-09": -0.1, "2022-12": 0.02, "2023-03": -0.02, "2023-06": 0.1, "2023-09": 0.17, "2023-12": 0.06, "2024-03": -0.04, "2024-06": 0.21, "2024-09": 0.19, "2024-12": 0.1568, "2025-03": 0.02, "2025-06": -0.02, "2025-09": 0.15, "2025-12": 0.0534, "2026-03": -0.09,
Last SUE: -0.20
Qual. Beats: 0
Revenue Revenue of HLX over the last years for every Quarter: 2021-03: 163.415, 2021-06: 161.941, 2021-09: 180.716, 2021-12: 168.656, 2022-03: 150.125, 2022-06: 162.612, 2022-09: 272.547, 2022-12: 287.816, 2023-03: 250.084, 2023-06: 308.817, 2023-09: 395.67, 2023-12: 335.157, 2024-03: 296.211, 2024-06: 364.797, 2024-09: 342.419, 2024-12: 355.133, 2025-03: 278.064, 2025-06: 302.288, 2025-09: 376.96, 2025-12: 334.162, 2026-03: 287.946,
Rev. CAGR: 2.56%
Rev. Trend: 41.0%
Last SUE: 1.00
Qual. Beats: 2

Warnings

P/E ratio 100.8

Below Avwap Earnings

Tailwinds

No distinct edge detected

Description: HLX Helix Energy Solutions

Helix Energy Solutions Group (HLX) is a Houston-based offshore energy services provider specializing in subsea well intervention, robotics, and decommissioning. The company operates across major offshore basins including the Gulf of Mexico, the North Sea, and Brazil. Its service portfolio encompasses the entire lifecycle of an offshore field, from subsea construction and flowline installation to production enhancement and final well plug and abandonment (P&A).

The company operates in the Oil & Gas Equipment & Services sector, where business cycles are heavily influenced by offshore capital expenditure and rig utilization rates. Helix utilizes a specialized fleet of vessels rather than traditional rigs, a model designed to offer more cost-effective solutions for subsea maintenance compared to heavy-duty drilling units. As offshore infrastructure ages, the decommissioning segment represents a growing regulatory-driven market for the firm.

Investors can further evaluate the companys financial health and valuation metrics by visiting ValueRay. Helix serves a diverse client base of independent producers and renewable energy firms, positioning it to capture demand in both traditional hydrocarbons and the expanding offshore wind sector.

Headlines to Watch Out For
  • Offshore well intervention vessel utilization rates drive core segment revenue growth
  • Global subsea decommissioning demand increases as offshore oil fields reach maturity
  • Robotics and trenching contract wins in the offshore wind sector diversify revenue
  • Crude oil price volatility dictates capital expenditure budgets of major energy producers
  • Operational downtime and maintenance schedules impact quarterly margin performance and cash flow
Piotroski VR-10 (Strict) 5.0
Net Income: 14.3m TTM > 0 and > 6% of Revenue
FCF/TA: 0.07 > 0.02 and ΔFCF/TA 2.22 > 1.0
NWC/Revenue: 41.36% < 20% (prev 30.80%; Δ 10.56% < -1%)
CFO/TA 0.07 > 3% & CFO 182.1m > Net Income 14.3m
Net Debt (446.5m) to EBITDA (178.6m): 2.50 < 3
Current Ratio: 2.92 > 1.5 & < 3
Outstanding Shares: last quarter (147.2m) vs 12m ago -3.29% < -2%
Gross Margin: 10.79% > 18% (prev 0.17%; Δ 1.06k% > 0.5%)
Asset Turnover: 50.02% > 50% (prev 50.87%; Δ -0.85% > 0%)
Interest Coverage Ratio: 1.77 > 6 (EBITDA TTM 178.6m / Interest Expense TTM 24.7m)
Altman Z'' 3.59
A: 0.21 (Total Current Assets 819.3m - Total Current Liabilities 281.1m) / Total Assets 2.57b
B: 0.15 (Retained Earnings 385.5m / Total Assets 2.57b)
C: 0.02 (EBIT TTM 43.6m / Avg Total Assets 2.60b)
D: 1.54 (Book Value of Equity 1.56b / Total Liabilities 1.01b)
Altman-Z'' = 3.59 = A
Beneish M -2.79
DSRI: 0.81 (Receivables 230.1m/293.9m, Revenue 1.30b/1.34b)
GMI: 1.57 (GM 10.79% / 16.98%)
AQI: 0.94 (AQ_t 0.05 / AQ_t-1 0.05)
SGI: 0.97 (Revenue 1.30b / 1.34b)
TATA: -0.07 (NI 14.3m - CFO 182.1m) / TA 2.57b)
Beneish M = -2.79 (Cap -4..+1) = A
What is the price of HLX shares?

As of May 29, 2026, the stock is trading at USD 9.35 with a total of 1,580,985 shares traded.
Over the past week, the price has changed by -8.60%, over one month by -7.24%, over three months by +1.74% and over the past year by +49.12%.

Is HLX a buy, sell or hold?

Helix Energy Solutions has received a consensus analysts rating of 4.17. Therefore, it is recommended to buy HLX.

  • StrongBuy: 2
  • Buy: 3
  • Hold: 1
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the HLX price?
Analysts Target Price 12.5 33.7%
Helix Energy Solutions (HLX) - Fundamental Data Overview as of 27 May 2026
Market Cap USD = 1.48b (1.48b USD * 1.0 USD.USD)
P/E Trailing = 100.8
P/E Forward = 113.6364
P/S = 1.1409
P/B = 0.9537
P/EG = 17.6667
Revenue TTM = 1.30b USD
EBIT TTM = 43.6m USD
EBITDA TTM = 178.6m USD
Long Term Debt = 294.4m USD (from longTermDebt, last quarter)
Short Term Debt = 73.5m USD (from shortTermDebt, last quarter)
Debt = 947.8m USD (from shortLongTermDebtTotal, last quarter) + Leases 322.0m
Net Debt = 446.5m USD (calculated: Debt 947.8m - CCE 501.3m)
Enterprise Value = 1.93b USD (1.48b + Debt 947.8m - CCE 501.3m)
Interest Coverage Ratio = 1.77 (Ebit TTM 43.6m / Interest Expense TTM 24.7m)
EV/FCF = 11.53x (Enterprise Value 1.93b / FCF TTM 167.4m)
FCF Yield = 8.67% (FCF TTM 167.4m / Enterprise Value 1.93b)
FCF Margin = 12.87% (FCF TTM 167.4m / Revenue TTM 1.30b)
Net Margin = 1.10% (Net Income TTM 14.3m / Revenue TTM 1.30b)
Gross Margin = 10.79% ((Revenue TTM 1.30b - Cost of Revenue TTM 1.16b) / Revenue TTM)
Gross Margin QoQ = 3.07% (prev 15.15%)
Tobins Q-Ratio = 0.75 (Enterprise Value 1.93b / Total Assets 2.57b)
Interest Expense / Debt = 2.60% (Interest Expense 24.7m / Debt 947.8m)
Taxrate = 27.43% (11.7m / 42.5m)
NOPAT = 31.7m (EBIT 43.6m * (1 - 27.43%))
Current Ratio = 2.92 (Total Current Assets 819.3m / Total Current Liabilities 281.1m)
Debt / Equity = 0.61 (Debt 947.8m / totalStockholderEquity, last quarter 1.56b)
Debt / EBITDA = 2.50 (Net Debt 446.5m / EBITDA 178.6m)
Debt / FCF = 2.67 (Net Debt 446.5m / FCF TTM 167.4m)
Total Stockholder Equity = 1.57b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.55% (Net Income 14.3m / Total Assets 2.57b)
RoE = 0.91% (Net Income TTM 14.3m / Total Stockholder Equity 1.57b)
RoCE = 2.34% (EBIT 43.6m / Capital Employed (Equity 1.57b + L.T.Debt 294.4m))
RoIC = 1.70% (NOPAT 31.7m / Invested Capital 1.86b)
WACC = 6.46% (E(1.48b)/V(2.43b) * Re(9.38%) + D(947.8m)/V(2.43b) * Rd(2.60%) * (1-Tc(0.27)))
Discount Rate = 9.38% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -60.0 | Cagr: -1.01%
[DCF] Terminal Value 77.97% ; FCFF base≈145.8m ; Y1≈167.1m ; Y5≈246.0m
[DCF] Fair Price = 22.10 (EV 3.70b - Net Debt 446.5m = Equity 3.25b / Shares 147.3m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: -0.20 | # QB: 0
Revenue Correlation: 40.99 | Revenue CAGR: 2.56% | SUE: 1.00 | # QB: 2
EPS current Quarter (2026-06-30): EPS=0.08 | Chg30d=-13.89% | Revisions=+0% | Analysts=4
EPS next Quarter (2026-09-30): EPS=0.21 | Chg30d=+6.25% | Revisions=+25% | Analysts=4
EPS current Year (2026-12-31): EPS=0.30 | Chg30d=+5.79% | Revisions=+33% | GrowthEPS=+46.5% | GrowthRev=+2.2%
EPS next Year (2027-12-31): EPS=0.56 | Chg30d=-10.08% | Revisions=+14% | GrowthEPS=+83.8% | GrowthRev=+4.5%
[Analyst] Revisions Ratio: +33%