Helix Energy: Weak Near-Term Outlook But Too Cheap To Ignore - Buy

  • Helix Energy Solutions reported disappointing Q2/2025 results and lowered its full-year outlook for a second, consecutive quarter. In recent months, the near-term outlook for key markets like well intervention and shallow water abandonment has continued to deteriorate. Despite these headwinds, the company still expects to generate a very significant amount of free cash flow in the second half the year.