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HLX · Helix Energy Solutions Group Inc

$9.43 -0.15 (-1.57%) At close · Jul 20
Market Cap
$1.39B
Shares
147.30M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$9.43 Open$9.51 Day$9.39–9.61 52W$5.52–10.75 Avg vol 30d1.5M Short int7.2M · 4.9% float · 3.3d Short vol51% Last earningsApr 23, 2026 DataJan 2020–Jul 2026 Filing10-Q · Apr 24

Up next

Next earnings call
Jul 23, 2026 Est · unconfirmed · this week
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Apr 24, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating

      blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Weak Quant / Vol High
      Market backdrop VIX 18.7 · elevated Equity put/call 0.66
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +14%
      above
      Price vs 50-day avg +0%
      above
      RSI (14) 55
      neutral
      MACD trend Positive
      52-week position 75%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Very Strong
      1-month return +9%
      trailing
      6-month return +26%
      trailing
      YTD return +50%
      this year
      Relative strength +18%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $9 › 200d $8 — 50d above 200d
      Institutional flow Accumulating
      33 of 275 funds reported for Jun 30 · net +18.1K sh shares · +5 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      4.92% of float · ▼ -0.7% MoM · 3.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      275 holders — near 3-yr high, broad support
      Squeeze score 62
      elevated · 0–100
      Fundamentals
      Weak
      Revenue growth +4%
      Y/Y
      Gross margin 18%
      contracting
      EPS growth −42%
      Y/Y
      Valuation P/E 94.3
      rich
      Buyback $128.4M
      remaining
      Balance sheet $126.5M
      net cash
      Quant / Vol
      risk profile
      High
      Volatility 47%
      annualized · 1-yr
      Max drawdown −19%
      past year
      ATR 3.1%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the Earnings Call filed Mar 31, 2026
      Revenue · 2026 Initiated $1.2B – $1.4B
      prior FY $1.29B midpoint +0.7% Y/Y
      EBITDA · 2026 Initiated $230M – $290M
      CapEx · 2026 Initiated $70M – $80M
      Free cash flow · 2026 Initiated $100M – $160M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      0 · 4 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +14% Bullish
      Price vs 50-day avg
      +0% Bullish
      RSI (14)
      55 Neutral
      MACD trend
      Positive Bullish
      52-week position
      75% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $9 › 200d $8 — 50d above 200d
      Institutional flow Accumulating
      33 of 275 funds reported for Jun 30 · net +18.1K sh shares · +5 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      4.92% of float · ▼ -0.7% MoM · 3.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      275 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $6 Now $9 · 75% 52-wk high $11
      vs 200-day avg +14% vs 50-day avg +0%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      adjusted EBITDA non-GAAP $32M Q1 2026 call
      adjusted EBITDA margin non-GAAP 40% fiscal year 2025 call
      free cash flow $59M Q1 2026 call
      liquidity $612M end of Q1 2026 call
      operating cash flow $62M Q1 2026 call

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Oil & Gas Equipment & Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      HLX
      Helix Energy Solutions Group Inc
      this stock
      $1.39B +50.4% +3.6% 94.3 4.9%
      SLB
      Slb Limited/Nv
      $69.36B +21.6% -27.0% 20.4 3.6%
      BKR
      Baker Hughes Co
      $54.71B +21.6% +20.6% 2.5%
      HAL
      Halliburton Co
      $29.33B +24.8% +22.5% 3.8%
      FTI
      TechnipFMC plc
      $28.73B +61.9% +16.8% 27.6 3.6%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      278
      % held
      85.6%
      Reported
      33 of 275
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      276
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      7.2M
      Days to cover
      3.3d
      Change
      -50.5K sh
      View
      Short Volume
      Short vol %
      51%
      As of
      Jul 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      49.3K
      Value
      $429.0K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      43.7%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Christopher L. Jacobs
      Amount
      $1.0K–$15.0K
      Traded
      Dec 12, 2022
      View
      Financials
      Financials
      Revenue (FY)
      $1.3B
      Net income (FY)
      $30.8M
      EPS diluted
      $0.21
      View
      Buybacks
      Authorized
      $200.0M
      Remaining
      $128.4M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jun 12, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $270.4K
      Shares
      40.0K
      Filed
      Nov 3, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 23, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      HLX -1.0% +8.5% +25.6% +7.9% +50.4%
      SPY -1.0% -0.6% +7.1% -0.6% +8.8%
      vs SPY +0.0% +9.1% +18.4% +8.5% +41.6%

      Capital returns

      Buyback program · as of Mar 31, 2026
      Authorized
      $200.00M
      Spent (derived)
      $71.60M
      Remaining
      $128.40M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 866829 CUSIP 42330P107 13F (30d) 34 filings 33 filers Visit website Investor relations