Talos Energy Inc.는 탄화수소 자원의 발견 및 추출에 종사하는 독립적인 기업으로 운영됩니다. 이 회사는 주로 미국 멕시코만과 멕시코 연안 영토에 위치한 석유 ...
예상 EPS $0.21 · 매출 $505.33M · 5 명의 애널리스트
예상 EPS $0.38 · 매출 $573.86M · 5 명의 애널리스트
예상 EPS $1.12 · 매출 $2.18B · 4 명의 애널리스트
예상 EPS $0.14 · 매출 $546.36M · 3 명의 애널리스트
EPS $-0.05 · 매출 $513.06M
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $1.8B | -9.8% | +40.8% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $-496.4M | -549.7% | +158.4% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +2.9% | -85.1% | +364.2% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | -5.9% | -167.8% | +450.3% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | -27.9% | -620.4% | +141.5% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $453.9M | +0.1% | +822.3% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +25.5% | +10.9% | +555.2% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 57.3% | +27.4% | -7.7% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 1.30x | +43.1% | +34.5% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $5.6B | -10.3% | +3.0% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | -2.82 vs -0.91 | -210.6% | 0.88 vs 0.21 | +315.1% |
| 매출 서프라이즈 | $1.8B vs $1.8B | -1.8% | $664.8M vs $505.3M | +31.6% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| 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 …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
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.
