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Talos Energy Inc (TALO)
NYSE:TALO
Earnings Data
Report Date
Mar 04, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.38Last Year’s EPS
0.08Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call detailed strong operational and financial performance, with notable achievements in production, free cash flow generation, and cost efficiency. Despite some challenges, such as a noncash impairment and market volatility, the positive aspects significantly outweighed the negatives.Company Guidance
Strong Operational Performance
Production exceeded guidance with over 95,000 barrels of oil equivalent per day, with approximately 70% comprised of oil. The absence of storm activity and high facility uptime contributed to this success.
Significant Free Cash Flow Generation
Generated $103 million in free cash flow during the quarter, surpassing consensus estimates, and $400 million year-to-date. This enabled the repurchase of approximately 5 million shares for $48 million.
Cost Reduction and Efficiency
Operating expenses lowered by almost 10% from $17 per barrel in 2024 to $15.27 per barrel in Q3 2025, with over 60 initiatives implemented to reduce costs and enhance efficiency.
Successful Exploration Discovery
Promising exploration discovery at Daenerys, with the well drilled ahead of schedule and under budget. An appraisal well is planned for Q2 2026.
Advantaged Cost Structure
Talos' operating costs are 40% lower than the peer group, leading to top decile EBITDA margins in the E&P sector for the year.
Innovative Surety Bond Agreement
Proactively developed a solution with surety providers to avoid collateral calls, ensuring stability in a tightening surety market.
TALO Earnings History
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
TALO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 05, 2025 | $9.56 | $9.78 | +2.30% |
Aug 06, 2025 | $7.79 | $7.85 | +0.77% |
May 05, 2025 | $7.07 | $7.38 | +4.38% |
Feb 26, 2025 | $8.68 | $9.14 | +5.30% |
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 Talos Energy Inc (TALO) report earnings?
Talos Energy Inc (TALO) is schdueled to report earning on Mar 04, 2026, After Close (Confirmed).
What is Talos Energy Inc (TALO) earnings time?
Talos Energy Inc (TALO) earnings time is at Mar 04, 2026, After Close (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 TALO EPS forecast?
TALO EPS forecast for the fiscal quarter 2025 (Q4) is -0.38.