The earnings call highlighted Kosmos Energy's achievements in reaching key production milestones and reducing costs. However, challenges remain, particularly in the form of lower-than-expected production outcomes in some fields and ongoing debt management efforts. While positive strides were made, the persistence of operational setbacks tempers the overall sentiment.

Company Guidance -

Q3 2025

During the second quarter 2025 conference call, Kosmos Energy provided updated guidance, focusing on several key metrics. The company reported that the Gimi floating LNG vessel achieved its Commercial Operations Date, reaching a production rate of 2.45 million tonnes per annum, with a target of 2.7 million tonnes by the fourth quarter. In Ghana, initial production from a new Jubilee well was around 10,000 barrels of oil per day, and a second producer well is expected by year-end. Kosmos' CapEx for the first half of 2025 was approximately $170 million, down 65% from the previous year, leading to a revised full-year CapEx forecast of $350 million from $400 million. The company also highlighted financial strategies, including a new $250 million term loan and plans to hedge 50% of 2026 oil production. Kosmos aims to lower OpEx per BOE on the GTA project and achieve $25 million in overhead savings by the end of 2025, with the full benefit seen in 2026.

GTA Floating LNG Vessel Achieves Commercial Operations Date

The Gimi floating LNG vessel reached its Commercial Operations Date (COD) as part of the GTA project, marking a key milestone with LNG production at 2.45 million tonnes per annum. The vessel is targeted to reach its nameplate capacity of 2.7 million tonnes per annum by the fourth quarter.

Jubilee Drilling Restarted

Drilling and production resumed in the Jubilee field, with the first producer well of the '25/'26 program online, yielding around 10,000 barrels of oil per day.

CapEx Reduction

CapEx was reduced to around $350 million for the full year, down from a previous forecast of $400 million, reflecting a focus on cost efficiency and cash flow generation.

Progress in Gulf of America

Net production in the Gulf of America was at the upper end of guidance, driven by strong performance from the Kodiak and Odd Job fields.

Kosmos Energy (KOS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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KOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	-0.06 / -	0.08	―	―	―
Aug 04, 2025	2025 (Q2)	-0.07 / -0.19	0.17	-211.76% (-0.36)
May 06, 2025	2025 (Q1)	-0.08 / -0.22	0.21	-204.76% (-0.43)
Feb 24, 2025	2024 (Q4)	>-0.01 / -0.03	0.31	-109.68% (-0.34)
Nov 04, 2024	2024 (Q3)	0.09 / 0.08	0.26	-69.23% (-0.18)
Aug 05, 2024	2024 (Q2)	0.14 / 0.17	0.06	183.33% (+0.11)
May 07, 2024	2024 (Q1)	0.17 / 0.21	0.16	31.25% (+0.05)
Feb 26, 2024	2023 (Q4)	0.24 / 0.31	0.23	34.78% (+0.08)
Nov 06, 2023	2023 (Q3)	0.23 / 0.26	0.19	36.84% (+0.07)
Aug 07, 2023	2023 (Q2)	0.10 / 0.06	0.28	-78.57% (-0.22)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KOS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$1.95	$1.90	-2.56%
May 06, 2025	$1.59	$1.54	-3.14%
Feb 24, 2025	$3.18	$2.88	-9.43%
Nov 04, 2024	$3.68	$3.62	-1.63%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Kosmos Energy Ltd. (KOS) report earnings?

Kosmos Energy Ltd. (KOS) is schdueled to report earning on Nov 10, 2025, Before Open (Confirmed).

What is Kosmos Energy Ltd. (KOS) earnings time?

Kosmos Energy Ltd. (KOS) earnings time is at Nov 10, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is KOS EPS forecast?

KOS EPS forecast for the fiscal quarter 2025 (Q3) is -0.06.

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