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HLX
NYSE Energy & Transportation

Hornbeck Offshore Files Pro Forma Financials for Helix Merger: $3.72B Combined Balance Sheet

Arie Shkolnikov · Analysis by Wiseek AI
More coverage: Oil & Gas Stocks · Energy
Sentiment info
Neutral
Importance info
7
Price
$10.75
Mkt Cap
$1.562B
52W Low
$6.025
52W High
$11.13
52W Position info
78% above low
Off High info
3.4% below high
Rel. Volume info
2.5× avg
Market data snapshot near publication time

HLX sits 78% above its 52-week low of $6.025 on elevated volume (2.5× avg).

Summary

Hornbeck Offshore filed the required pro forma financial statements for its completed merger with Helix Energy, showing a combined balance sheet of $3.72 billion in assets and pro forma net income of $56.2 million for the first half of 2026.


Key Events · M&A and Partnerships · HLX

  • Pro Forma Financials Filed

    Amendment No. 1 to the September 1, 2026 8-K provides the required unaudited pro forma condensed combined financial statements for the Helix-Hornbeck merger.

  • Combined Balance Sheet

    Pro forma balance sheet as of June 30, 2026 shows total assets of $3.72 billion, total liabilities of $1.62 billion, and stockholders' equity of $2.10 billion.

  • Pro Forma Earnings

    Pro forma net income of $56.2 million on revenues of $926.2 million for six months ended June 30, 2026, and net income of $164.4 million on revenues of $1.81 billion for full-year 2025.

  • Purchase Price Allocation

    Preliminary purchase price consideration of $1.573 billion based on Legacy Helix's closing stock price of $10.60, with $195.4 million allocated to goodwill.


Analysis · HLX · Energy & Transportation

This amendment delivers the pro forma financial statements required for the completed Helix-Hornbeck merger, giving investors their first consolidated view of the combined company. The pro forma balance sheet shows $3.72 billion in total assets and $2.10 billion in stockholders' equity, while the income statements reveal pro forma net income of $56.2 million for the first half of 2026 and $164.4 million for full-year 2025. The preliminary purchase price allocation values the deal at $1.573 billion, with $195.4 million allocated to goodwill. These figures establish the baseline for evaluating the merged entity's financial position and future earnings power.

How filings like this one have moved

In the 30 days to Sep 9, 2026, 30% of the 1972 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.02%. These are measured outcomes after filings of this importance, not a forecast for this one.

Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset

At the time of this filing, HLX was trading at $10.75 on NYSE in the Energy & Transportation sector, with a market capitalization of approximately $1.6B. The 52-week trading range was $6.03 to $11.13. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.

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HLX - Latest Insights

HLX
Sep 09, 2026, 5:30 PM EDT
Filing Type: SCHEDULE 13D
Importance Score:
7
Price at Filing: $10.75
Real-time Price: $10.75 info
Change: $0 (0%) info
Market Cap: $1.562B info
HLX
Sep 04, 2026, 4:21 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $10.75
Real-time Price: $10.75 info
Change: $0 (0%) info
Market Cap: $1.562B info
HLX
Sep 03, 2026, 6:15 AM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $10.75
Real-time Price: $10.75 info
Change: $0 (0%) info
Market Cap: $1.562B info
HLX
Sep 02, 2026, 4:43 PM EDT
Filing Type: 8-K
Importance Score:
7
Price at Filing: $10.75
Real-time Price: $10.75 info
Change: $0 (0%) info
Market Cap: $1.562B info
HLX
Sep 02, 2026, 4:12 PM EDT
Filing Type: 144
Importance Score:
7
Price at Filing: $10.75
Real-time Price: $10.75 info
Change: $0 (0%) info
Market Cap: $1.562B info