Kosmos Energy Ltd.

KOS

$2.82

-3.75%

2026-09-03 16:00:03 EDT-$0.11

Energy

Oil & Gas Exploration & Production

NYSE

Active Trading

Kosmos Energy Ltd. operates as an independent company primarily engaged in deep-water oil and gas exploration and production, strategically concentrating its operations ...

Price Action of KOS

$2.82

-3.75%-$0.11

High—

Low—

52W High-15.6%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Kosmos Energy Ltd. is a publicly traded independent upstream energy company focused on discovering, developing, and producing oil and natural gas, with an emphasis on deepwater assets along the Atlantic Margins. Founded in 2003 and headquartered at 8176 Park Lane in Dallas, Texas, the company has built its business around ...Kosmos Energy Ltd. is a publicly traded independent upstream energy company focused on discovering, developing, and producing oil and natural gas, with an emphasis on deepwater assets along the Atlantic Margins. Founded in 2003 and headquartered at 8176 Park Lane in Dallas, Texas, the company has built its business around technically complex offshore exploration and production rather than downstream refining, fuel retailing, or petrochemical manufacturing. Its shares trade on the New York Stock Exchange under the ticker KOS. The company’s operating portfolio spans several regions. Kosmos has productive oil interests offshore Ghana, including assets associated with the Jubilee and TEN fields, and offshore Equatorial Guinea. It also maintains production and development interests in the U.S. Gulf of Mexico. In northwest Africa, Kosmos is involved in the development of major natural gas resources offshore Mauritania and Senegal, including the Greater Tortue Ahmeyim gas project and related regional gas opportunities. These projects are strategically important because they can supply domestic and international energy markets while broadening Kosmos beyond its historical oil-weighted production base. Kosmos’ products are primarily crude oil, condensate, natural gas, and liquefied natural gas-related production or entitlements, depending on the project and ownership structure. As an exploration and production company, its principal costs include seismic surveys, drilling, subsea infrastructure, floating production facilities, development wells, transportation, production operations, maintenance, personnel, insurance, and decommissioning obligations. The business is capital intensive, and its financial results are sensitive to commodity prices, production volumes, project timing, reserve estimates, foreign exchange rates, government terms, and offshore operating conditions. The supplied trailing data indicates approximately 216 full-time employees, placing Kosmos in the 201-500 employee category. Andrew G. Inglis serves as chairman and chief executive officer, while Neal D. Shah is identified as chief financial officer. Kosmos’ strategy is to maximize value from existing production, progress major gas developments, manage leverage and capital spending, and selectively pursue exploration in proven hydrocarbon basins. The company’s key opportunities include production growth, successful execution of its Mauritania-Senegal gas projects, reserve replacement, and improved cash generation. Important risks include high debt, substantial development spending, commodity-price volatility, geopolitical and regulatory exposure, offshore safety and environmental risks, project delays, and the potential for weaker-than-expected production or cash flow.ExpandCollapse

Founded

2003

Employees

216

CEO

Andrew G. Inglis

Full Name

Kosmos Energy Ltd.

Sector

Energy

Industry

Oil & Gas Exploration & Production

ROE

-81.93%

Market Cap

$1.37B

Current Ratio

0.59

WACC

4.81%

ROIC

-8.69%

Contact Information

https://www.kosmosenergy.com

214 445 9600

8176 Park Lane, Dallas, TX 75231

Key Metrics of KOS

Snapshot

Latest / TTM · 6 periods

Market Cap

$1.37B

ROCE

8.8%

EV / EBITDA

19.37x

+15.4% YoY

FCF Yield

-1.2%

+40.4% YoY

Cash Conversion Cycle

17.5d

Current Ratio

0.59

Quick take

TTM —

Current ratio below 1.0

Negative working capital

Financial Highlights of KOS

Profitability trend

Latest / TTM · 6 periods

Gross Margin

36.1%

Net Margin

-33.1%

P/E Ratio

-2.37x

n/a

Debt / Equity

3.91

n/a

Current Ratio

0.59

Dividend Yield

0.0%

Understanding

TTM —

Current ratio below 1.0

High debt to equity

Calendar of KOS

Upcoming

Sep 30, 2026In 26 days
Q3 FY2026 · Estimated results
Est. EPS $0.08 · Revenue $402.84M · 4 analysts
Dec 30, 2026
Q4 FY2026 · Estimated results
Est. EPS $0.11 · Revenue $410.05M · 4 analysts
Dec 31, 2026
FY2026 · Estimated annual results
Est. EPS $0.30 · Revenue $1.72B · 3 analysts
Mar 30, 2027
Q1 FY2027 · Estimated results
Est. EPS $0.09 · Revenue $390.69M · 1 analysts

Recent history

Aug 3, 2026
Q2 FY2026 · Results reported
EPS $0.31 · Revenue $607.25M
View filing
May 5, 2026
Q1 FY2026 · Results reported
EPS $-0.45 · Revenue $421.71M
View filing
Mar 2, 2026
FY2025 · Annual results
EPS $-1.47 · Revenue $1.30B
View filing
Nov 4, 2025
Q3 FY2025 · Results reported
EPS $-0.26 · Revenue $311.23M
View filing
Aug 4, 2025
Q2 FY2025 · Results reported
EPS $-0.18 · Revenue $392.63M
View filing
May 6, 2025
Q1 FY2025 · Results reported
EPS $-0.23 · Revenue $290.13M
View filing

Financial Statements of KOS

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$1.3B	-22.5%	+44.0%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-699.8M	-468.6%	+181.9%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	-14.8%	-135.9%	+96.1%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	-20.9%	-174.2%	+53.0%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-53.9%	-575.8%	+156.9%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$-180.4M	+29.4%	+405.3%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	-13.9%	+8.8%	+250.9%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	579.8%	+152.2%	-32.6%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	0.75x	-0.3%	-1.1%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$4.7B	-11.5%	-9.9%

Actual vs Estimate

A Dec 31Q Sep 30

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	-1.47 vs -0.70	-111.4%	0.31 vs 0.08	+275.6%
Revenue Surprise	$1.3B vs $1.3B	-3.2%	$607.3M vs $402.8M	+50.7%

Insider Transactions of KOS

Acquisitions (A)

Since May 28, 2026

Disposals (D)

Since May 28, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Jul 2, 2026	INGLIS ANDREW G	director, officer: Chairman and CEO	Common Stock	D	85,935	$2.05
Jul 2, 2026	Shah Nealesh D.	officer: SVP and CFO	Common Stock	D	45,980	$2.05
Jul 2, 2026	Marion Josh R.	officer: SVP and General Counsel	Common Stock	D	24,969	$2.05
Jul 2, 2026	Glass Ronald W.	officer: VP & Chief Accounting Officer	Common Stock	D	12,128	$2.05
Jul 1, 2026	INGLIS ANDREW G	director, officer: Chairman and CEO	Common Stock	A	221,171	—

Earnings Call Transcript of KOS

1 transcript segments

Q2 2026

Unknown Speaker

Operator: Good day, everyone. Welcome to Kosmos Energy's Second Quarter 2026 Conference Call. As a reminder, today's call is being recorded. At this time, let me turn the call over to Jamie Buckland, Vice President of Investor Relations at Kosmos Energy. Jamie Buckland: Thank you, operator, and thanks to everyone for joining us today. This morning, we issued our second quarter 2026 earnings release. This release and the slide presentation to accompany today's call are available on the Investors page of our website. Joining me on the call today to go through the materials are Andy Inglis, Chairman and CEO; and Neal Shah, CFO. During today's presentation, we will make forward-looking statements that refer to our estimates, plans and expectations. Actual results and outcomes could differ materially due to factors that we note in this presentation and in our U.K. and SEC filings. Please refer to our annual report, stock exchange announcement and SEC filings for more details. These documents are available on our website. At this time, I'll turn the call over to Andy. Andrew Inglis: Thanks, Jamie, and good morning and afternoon to everyone. Thank you for joining us today for our second quarter 2026 results call. I'll begin today's call by reviewing the progress we've made against the 4 2026 goals that we laid out at the start of the year before giving an update on each of our business units. I'll then hand over to Neal to talk about the financials before I wrap up with closing remarks. We'll then open up the call for Q&A. Starting on Slide 3. When we released our full year 2025 results in March, we laid out 4 key objectives for Kosmos in 2026, which is shown on the slide. I'm pleased to say in the first half of the year, we made excellent progress across all 4. We've grown production from our core assets, namely Jubilee and GTA. We've delivered significant absolute and per BOE cost reductions year-on-year with a specific focus on operating costs. We've delivered a meaningful reduction in net debt already this year and are making good progress towards hitting a 20% reduction in net debt, a target we increased with our first quarter results in May. And we've continued to advance our high-quality growth portfolio, particularly in the Gulf of America with minimal capital input. Through these actions, we're delivering a stronger and more valuable Kosmos, a company with high production, lower costs and lower debt that is more resilient to future price volatility with significant upside from our deep hopper of future growth opportunities. I'll now go into more detail as we move through the slides. Starting with Ghana on Slide 4. We've seen a lot of positive progress in Ghana this year with an active drilling campaign that is delivering towards the upper end of our expectations, demonstrating Jubilee's potential. We've used a chart on this slide for the last few quarters to highlight the ramp-up in Jubilee production since the start of the current drilling …

Leadership Team of KOS

12 executives

Name	Title	Compensation	Gender	Year Born	Status
Andrew G. Inglis	Chairman & Chief Executive Officer	USD 1,261,538	Male	1959	Active
Neal D. Shah	Senior Vice President, Chief Commercial Officer & Chief Financial Officer	USD 684,465	Male	1986	Active
Josh R. Marion	Senior Vice President, General Counsel & Corporate Secretary	USD 507,460	Male	1983	Active
Jon Cappon	Senior VP & Head of Equatorial Guinea Business Unit	—	Male	—	Active
Julian Austin	Senior Vice President of HSE, Facilities & Production	—	—	—	Active
John Shinol	Senior VP & Chief Geoscientist	—	—	—	Active
Jamie Buckland	Vice President of Investor Relations	—	Male	—	Active
Joseph Rexford Mensah	Senior Vice President & Head of Ghana Business Unit	—	Male	1955	Active
Ronald W. Glass	Vice President & Chief Accounting Officer	—	Male	1979	Active
Tim Nicholson	Senior Vice President of Exploration	—	Male	—	Active
Todd Niebruegge	Senior Vice President & Head of Mauritania -Senegal business unit	—	Male	—	Active
Tommy Fulford	Senior Vice President & Head of the Gulf of Mexico Business Unit	—	Male	—	Active

Recent News of KOS

Zacks Investment Research7/22/2026Neutral

3 Energy Stocks Under $5 That Stand Out for Their Value

KOS, WTI and DTI offer low-priced exposure across exploration, offshore production and drilling services as oil markets stay supported.

GlobeNewsWire7/7/2026Neutral

Kosmos Energy to Host Second Quarter 2026 Results and Webcast on August 3, 2026

DALLAS, July 07, 2026 (GLOBE NEWSWIRE) -- Kosmos Energy (NYSE/LSE: KOS) announced today the following schedule for its second quarter 2026 results:

GlobeNewsWire7/6/2026Neutral

Kosmos Energy Provides Operational Update

DALLAS, July 06, 2026 (GLOBE NEWSWIRE) -- Kosmos Energy (NYSE/LSE: KOS) (“Kosmos” or the “Company”) is pleased to provide the following update on activities across its portfolio: In Ghana, the third well of the 2026 campaign, J76, was completed and came online in mid-June, two weeks later than initially planned. Initial production rates have been very strong with the new well, which benefits from the latest seismic and Kosmos' reservoir modelling, contributing approximately 20,000 barrels of oil per day (bopd) to gross production.

Zacks Investment Research6/25/2026Neutral

Is Kosmos Energy (KOS) Stock Outpacing Its Oils-Energy Peers This Year?

Here is how Kosmos Energy (KOS) and Valvoline (VVV) have performed compared to their sector so far this year.

Zacks Investment Research6/25/2026Neutral

Here's Why Kosmos Energy (KOS) is Poised for a Turnaround After Losing 20.6% in 4 Weeks

Kosmos Energy (KOS) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Historical Employee Count of KOS

Current

216

Change

-11.11%

Minimum

216

Maximum

243

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Dec 31, 2025	216	10-K	Mar 2, 2026	View
Dec 31, 2024	243	10-K	Feb 24, 2025	View
Dec 31, 2023	243	10-K	Feb 26, 2024	View
Dec 31, 2022	236	10-K	Feb 28, 2023	View
Dec 31, 2021	229	10-K	Feb 28, 2022	View

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Kosmos Energy Ltd.

Contact Information

Upcoming

Q3 FY2026 · Estimated results

Q4 FY2026 · Estimated results

FY2026 · Estimated annual results

Q1 FY2027 · Estimated results

Recent history

Q2 FY2026 · Results reported

Q1 FY2026 · Results reported

FY2025 · Annual results

Q3 FY2025 · Results reported

Q2 FY2025 · Results reported

Q1 FY2025 · Results reported

3 Energy Stocks Under $5 That Stand Out for Their Value

Kosmos Energy to Host Second Quarter 2026 Results and Webcast on August 3, 2026

Kosmos Energy Provides Operational Update

Is Kosmos Energy (KOS) Stock Outpacing Its Oils-Energy Peers This Year?

Here's Why Kosmos Energy (KOS) is Poised for a Turnaround After Losing 20.6% in 4 Weeks

Recent Filings

Related stocksOil & Gas Exploration & Production

Upcoming

Q3 FY2026 · Estimated results

Q4 FY2026 · Estimated results

FY2026 · Estimated annual results

Q1 FY2027 · Estimated results

Recent history

Q2 FY2026 · Results reported

Q1 FY2026 · Results reported

FY2025 · Annual results

Q3 FY2025 · Results reported

Q2 FY2025 · Results reported

Q1 FY2025 · Results reported

3 Energy Stocks Under $5 That Stand Out for Their Value

Kosmos Energy to Host Second Quarter 2026 Results and Webcast on August 3, 2026

Kosmos Energy Provides Operational Update

Is Kosmos Energy (KOS) Stock Outpacing Its Oils-Energy Peers This Year?

Here's Why Kosmos Energy (KOS) is Poised for a Turnaround After Losing 20.6% in 4 Weeks

Recent Filings