The earnings call highlighted significant progress in production increases and cost reductions, coupled with proactive balance sheet management. However, operational challenges in Winterfell and subsea pump issues in Equatorial Guinea presented notable setbacks. The overall sentiment is positive due to the strong financial and operational improvements overshadowing the operational issues.

Company Guidance

During the Kosmos Energy's Third Quarter 2025 Conference Call, the company outlined significant progress and future expectations across several metrics. Key highlights include the Jubilee oil field's first new well in the 2025/26 drilling campaign, producing around 10,000 barrels of oil per day, with production at Jubilee increasing by 13% quarter-on-quarter to 62,500 barrels per day. In the Gulf of America, net production was 16,600 barrels of oil equivalent per day, aligning with guidance. The GTA project in Senegal and Mauritania showed a 60% production increase, with 6.8 gross LNG cargos lifted in the quarter. The company announced a reduction in CapEx expectations for the year, now predicted to be below $350 million, a decrease from the previous forecast of $500 million, and highlighted significant cost reductions in operating expenses and overhead. Kosmos has also taken steps to strengthen its balance sheet, including a $250 million term loan from Shell, aimed at addressing upcoming debt maturities. The company has improved its leverage position by hedging 8.5 million barrels of oil for 2026, with a floor of $66 and a ceiling of $73 per barrel.

Increased Production in Jubilee and GTA

Jubilee's first well of the 2025/26 campaign delivered around 10,000 barrels per day of gross oil production. GTA production ramped up, lifting 13.5 gross LNG cargos by the end of October, with the first condensate cargo lifted as well.

Cost Reductions

CapEx continues to fall, expected to be below $350 million, a reduction of around $500 million year-on-year. Operating costs are down almost 40% quarter-on-quarter, with targeted savings of $25 million in overhead by year-end.

Balance Sheet Enhancements

A $250 million term loan from Shell was secured to address upcoming debt maturities. A semi-annual re-determination of the RBL was successfully completed, maintaining a borrowing base above $1.35 billion.

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

Daily Earnings Calendar >

KOS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 02, 2026	2025 (Q4)	-0.09 / -	-0.03	―	―	―
Nov 03, 2025	2025 (Q3)	-0.12 / -0.15	0.08	-287.50% (-0.23)
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)

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
Nov 03, 2025	$1.57	$1.48	-5.73%
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%

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 Mar 02, 2026, Before Open (Confirmed).

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

Kosmos Energy Ltd. (KOS) earnings time is at Mar 02, 2026, 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 (Q4) is -0.09.

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