Talos Energy Inc. functions as an autonomous entity engaged in the discovery and extraction of hydrocarbon resources. The company primarily targets oil ...
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Est. EPS $0.21 · Revenue $505.33M · 5 analysts
Est. EPS $0.38 · Revenue $573.86M · 5 analysts
Est. EPS $1.12 · Revenue $2.18B · 4 analysts
Est. EPS $0.14 · Revenue $546.36M · 3 analysts
EPS $-0.05 · Revenue $513.06M
| 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). | $1.8B | -9.8% | +40.8% |
| 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. | $-496.4M | -549.7% | +158.4% |
| 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. | +2.9% | -85.1% | +364.2% |
| 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). | -5.9% | -167.8% | +450.3% |
| 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. | -27.9% | -620.4% | +141.5% |
| 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. | $453.9M | +0.1% | +822.3% |
| 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. | +25.5% | +10.9% | +555.2% |
| 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. | 57.3% | +27.4% | -7.7% |
| 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. | 1.30x | +43.1% | +34.5% |
| 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. | $5.6B | -10.3% | +3.0% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
