Talos Energy Inc. funciona como una entidad autónoma dedicada al descubrimiento y extracción de recursos de hidrocarburos. La empresa se centra principalmente ...
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BPA est. $0.21 · Ingresos $505.33M · 5 analistas
BPA est. $0.38 · Ingresos $573.86M · 5 analistas
BPA est. $1.12 · Ingresos $2.18B · 4 analistas
BPA est. $0.14 · Ingresos $546.36M · 3 analistas
BPA $-0.05 · Ingresos $513.06M
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $1.8B | -9.8% | +40.8% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-496.4M | -549.7% | +158.4% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +2.9% | -85.1% | +364.2% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | -5.9% | -167.8% | +450.3% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -27.9% | -620.4% | +141.5% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $453.9M | +0.1% | +822.3% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +25.5% | +10.9% | +555.2% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 57.3% | +27.4% | -7.7% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 1.30x | +43.1% | +34.5% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $5.6B | -10.3% | +3.0% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -2.82 vs -0.91 | -210.6% | 0.88 vs 0.21 | +315.1% |
| Revenue Surprise | $1.8B vs $1.8B | -1.8% | $664.8M vs $505.3M | +31.6% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Babcock Gregory | officer: See Remarks | Common Stock | D | 61,307 | $16.74 |
| Aug 27, 2026 | Spath John B. | officer: See Remarks | Common Stock | D | 90,000 | $16.90 |
| Jul 1, 2026 | Babcock Gregory | officer: See Remarks | Common Stock | D | 438 | $13.47 |
| May 20, 2026 | Control Empresarial de Capitales S.A. de C.V. | 10 percent owner, other: Add'l Rep. Persons-see Ex.99-1 | Common Shares (as defined in Exhibit 99.1 hereto) | D | 339,568 | $16.80 |
| May 19, 2026 | Control Empresarial de Capitales S.A. de C.V. | 10 percent owner, other: Add'l Rep. Persons-see Ex.99-1 | Common Shares (as defined in Exhibit 99.1 hereto) | D | 150,000 | $16.38 |
Operator: Good morning, ladies and gentlemen and welcome to the Talos Energy Second Quarter 2026 Earnings Conference call. [Operator Instructions] This call is being recorded on Wednesday, August 5, 2026. I would now like to turn the conference over to Kyle Sahni, Manager, Investor Relations. Please go ahead. Kyle Sahni: Thank you, Operator. Good morning, everyone, and welcome to our second quarter 2026 earnings conference call. Joining me today to discuss our results are Paul Goodfellow, President and Chief Executive Officer; Zach Dailey, Executive Vice President and Chief Financial Officer; and Bill Langin, Executive Vice President, Exploration and Development. Please refer to our second quarter 2026 earnings presentation that is available on our website under the Investor Relations section for a more detailed look at our results and operations. Before we start, I would like to remind you that our remarks will include forward-looking statements subject to various cautionary statements identified in our presentation and earnings release. Actual results may differ materially from those contemplated by the company. Factors that could cause these results to differ materially are set forth in yesterday's press release and our Form 10-K for the period ending December 31, 2025, filed with the SEC. Forward-looking statements are based on assumptions as of today, and we undertake no obligation to update these statements as a result of new information or future events. During this call, we may present GAAP and non-GAAP financial measures. A reconciliation of certain non-GAAP to GAAP measures is included in yesterday's press release, which was furnished with our Form 8-K filed with the SEC and is available on our website. And now I would like to turn the call over to Paul. Paul Goodfellow: Thanks, Kyle, and good morning to everyone joining us on the call today. We have a lot to cover this morning, but as always, I want to start by thanking our employees for their continued commitment to safety and environmental stewardship. The results that Zach and I have the privilege of discussing today are a direct reflection of their talent, drive and relentless focus on execution. I am incredibly proud of what the Talos team has accomplished during the first half of 2026. Just over a year ago, we introduced our enhanced corporate strategy built around 3 pillars designed to position Talos as a leading pureplay offshore E&P. Today, I'm pleased to highlight the significant progress we have made through a series of strategic actions that demonstrate execution across all 3 pillars of our framework and further strengthen our long-term portfolio. Before turning to those actions, I want to begin with the strength of the base business, which continues to provide the foundation for everything that we do. The second quarter was characterized by solid execution across our base business, which translated into stronger production and higher operational uptime, driven by …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Paul R. A. Goodfellow | President, Chief Executive Officer & Director | USD 3,001,057 | — | 1965 | Active |
John Spath | Executive Vice President & Head of Operations | USD 1,135,966 | Male | 1972 | Active |
William S. Moss | Executive Vice President, General Counsel & Secretary | USD 1,080,063 | Male | 1970 | Active |
William R. Langin | Executive Vice President of Exploration & Development | USD 681,004 | Male | 1978 | Active |
Zachary Dailey | Executive Vice President & Chief Financial Officer | USD 665,911 | Male | 1982 | Active |
Megan Dick | Executive Vice President & Chief Human Resources Officer | — | Female | 1981 | Active |
Algert Global LLC raised its holdings in Talos Energy Inc. (NYSE: TALO) by 52.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 699,680 shares of the company's stock after acquiring an additional 240,490 shares during the quarter. Algert Global LLC owned approximately
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Talos Energy (NYSE: TALO) reported record adjusted free cash flow in the second quarter of 2026 as production exceeded guidance, while the offshore exploration and production company raised its full-year standalone production outlook and outlined progress on acquisitions, development projects and international expansion. President and Chief Executive Officer Paul Goodfellow said oil production averaged about 69,000
Talos Energy NYSE: TALO reported record adjusted free cash flow in the second quarter of 2026 as production exceeded guidance, while the offshore exploration and production company raised its full-year standalone production outlook and outlined progress on acquisitions, development projects and international expansion.
