SMHI

• Net income for Q2 2026 was $3.3 million, or $0.13 per basic share and $0.12 per diluted share.
• Average day rates were $20,227 with 68% utilization in Q2 2026.
• The company completed the sale of five vessels for net cash proceeds of $44.7 million, recognizing gains of $31.3 million.
• The Board is evaluating strategic alternatives, including a possible sale, merger, or other transactions, with no timetable set.

2.02 Results of Operations and Financial Condition · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• The advisory vote on named executive officer compensation passed with 13,314,887.69 votes for, 339,632.85 against, and 28,216.82 abstentions.
• Stockholders ratified Grant Thornton LLP as independent auditor for fiscal year 2026 with 21,260,381.59 votes for, 94,949 against, and 100 abstentions.
• Each director election had approximately 7.67 million broker non-votes, with vote counts for each director ranging from about 13.22 million to 13.66 million.
• The report was filed under Item 5.07 to disclose the results of the stockholder votes at the annual meeting.

5.07 Submission of Matters to a Vote of Security Holders

• The agreement releases $13.7 million from a restricted escrow account and cancels $24.6 million of undrawn Tranche B commitments that were designated for PSV construction payments.
• After the release, the escrow account holds $41.0 million, which will fully fund remaining construction payments for two platform supply vessels, each with a contract price of $41.0 million.
• The two new PSVs are expected to be delivered in Q4 2026 and Q1 2027, respectively.
• As of May 20, 2026, all five vessels previously held for sale were sold for total gross proceeds of $46.5 million, leaving a fleet of 38 support vessels.

1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• Operating loss was $6.4 million, compared to a $5.3 million loss in Q1 2025 and a $5.2 million loss in Q4 2025.
• Direct vessel profit (DVP) was $6.7 million, down from $13.6 million in Q1 2025 and $9.7 million in Q4 2025.
• Net loss was $15.8 million ($0.61 per basic and diluted share), versus a $15.5 million loss ($0.56 per share) in Q1 2025.
• The company sold one PSV for $14.6 million (gain of $7.3 million) and expects to sell three more vessels in Q2 2026.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Operating loss was $5.2 million in Q4 2025, compared to operating income of $10.6 million in Q4 2024 and $18.1 million in Q3 2025.
• Direct vessel profit (DVP) was $9.7 million in Q4 2025, down from $23.1 million in Q4 2024 and $11.5 million in Q3 2025.
• Net loss for Q4 2025 was $14.6 million ($0.57 loss per share), compared to a net loss of $26.2 million ($0.94 loss per share) in Q4 2024.
• The company sold a 201' PSV for $13.4 million, recording a gain of $8.1 million, and expects annualized SG&A savings of $3.9 million from cost initiatives.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• SEACOR Marine Holdings Inc. issued a press release on November 13, 2025 announcing the publication of its 2024-2025 Sustainability Report.
• It details people-focused efforts such as high-speed satellite internet rollout across the fleet and progress toward the GOAL ZERO safety vision.
• The report highlights community engagement, including financial contributions, volunteer efforts, and partnerships with local suppliers.
• The report aligns with SASB industry standards and identifies relevant UN Sustainable Development Goals.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• Operating income was $18.1 million in Q3 2025, compared to an operating loss of $6.5 million in Q3 2024 and operating income of $6.1 million in Q2 2025.
• Net income was $9.0 million ($0.35 per basic and diluted share) in Q3 2025, versus a net loss of $16.3 million ($0.59 per share) in Q3 2024 and a net loss of $6.7 million ($0.26 per share) in Q2 2025.
• Direct vessel profit (DVP) was $11.5 million in Q3 2025, with a DVP margin of 19.4%, compared to $16.0 million (23.2% margin) in Q3 2024 and $11.3 million (18.6% margin) in Q2 2025.
• The company completed the sale of two 335' class liftboats for total proceeds of $76.0 million, recognizing a gain of $30.5 million in Q3 2025.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The sale was executed through wholly-owned subsidiaries Falcon Global Jill LLC and Falcon Global Robert LLC, with net cash proceeds of approximately $75.1 million after transaction costs.
• Concurrently, the buyer purchased certain uninstalled vessel equipment from the Company for approximately $1.0 million.
• The Company recorded a gain of $24.1 million (net of $6.4 million taxes) from the transaction as of September 29, 2025.
• Unaudited pro forma financial information reflecting the transaction is included in the filing.

2.01 Completion of Acquisition or Disposition of Assets · 9.01 Financial Statements and Exhibits