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Kosmos Energy Ltd. (KOS)
NYSE:KOS
Earnings Data
Report Date
May 12, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
-0.06Last Year’s EPS
0.21Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 24, 2025
|% Change Since: -21.38%
|Next Earnings Date:May 12, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted Kosmos Energy's strong cash generation potential, significant achievements in LNG production, and robust reserve replacement. However, challenges were noted in production reliability and the impact of planned maintenance on near-term outputs. Despite these issues, the company's strategic focus on reducing costs and increasing financial resilience provides a positive outlook.Company Guidance
During the Kosmos Energy Ltd. fourth quarter and full year 2024 conference call, the company provided guidance on several key metrics for 2025. They anticipate a significant reduction in capital expenditures, from over $800 million in 2023 and 2024 to $400 million, a decrease of over 50%. They also aim for a reduction in annual overhead by $25 million by the end of 2025. Kosmos Energy Ltd. plans to prioritize free cash flow generation, targeting a free cash flow yield of around 25% at the current equity price, achieved through increased production and rigorous cost management. The company has set a leverage goal of below 1.5 times at mid-cycle oil prices by the second half of 2026. Additionally, they reported a 2P reserve replacement ratio of 137% at the end of 2024, with 2P reserves standing at 513 million barrels of oil equivalent, equating to a reserves-to-production ratio of 22 years. With the ongoing ramp-up of GTA, Kosmos Energy Ltd. expects to see substantial long-term cash generation potential.Strong Cash Generation Potential
Focus on maximizing revenue and rigorous cost management expected to drive attractive free cash flow yield with projected CapEx reduction of over 50% from $800 million to $400 million in 2025.
GTA Project Milestones
First LNG production achieved in early February 2025 with first cargo lifting expected shortly. This positions Kosmos Energy Ltd. to leverage the new Atlantic basin LNG hub for steady revenue growth.
Reserve Replacement and Longevity
2P reserve replacement ratio of 137% for 2024, with year-end 2P reserves at 513 million barrels of oil equivalent, representing a reserves to production ratio of 22 years.
Safety Performance
Zero lost time injuries or total recordable injuries in 2024, maintaining high safety performance with incident rates well below industry averages.
Financial Resilience
Issued $900 million in new bonds and increased the capacity of the reserve-based lending facility, extending the average debt maturity to four years and managing future price volatility with a rolling hedging program.
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KOS 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
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KOS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 24, 2025 | $3.18 | $2.88 | -9.43% |
| Nov 04, 2024 | $3.68 | $3.62 | -1.63% |
| Aug 05, 2024 | $4.89 | $4.67 | -4.50% |
| May 07, 2024 | $5.87 | $5.99 | +2.04% |
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.
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FAQ
When does Kosmos Energy Ltd. (KOS) report earnings?
Kosmos Energy Ltd. (KOS) is schdueled to report earning on May 12, 2025, TBA Not Confirmed.
What is Kosmos Energy Ltd. (KOS) earnings time?
Kosmos Energy Ltd. (KOS) earnings time is at May 12, 2025, TBA Not 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 (Q1) is -0.06.
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