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Kosmos Energy Ltd. (KOS)
NYSE:KOS
Earnings Data
Report Date
Aug 11, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.01Last Year’s EPS
0.17Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -4.40%
|Next Earnings Date:Aug 11, 2025
Earnings Call Sentiment|Positive
Kosmos Energy reported several positive milestones, including the first LNG cargo export from the GTA project and significant cost reductions. However, challenges remain with production in the Gulf of America and higher operating costs. Overall, the highlights outweigh the lowlights, as the company demonstrates financial resilience and operational progress despite the volatile market environment.Company Guidance
In the first quarter of 2025, Kosmos Energy emphasized its focus on cash generation and cost control amid market volatility. Key metrics included a significant reduction in capital expenditures, which fell by over 50% year-on-year, amounting to $86 million. The company also reduced its annual overhead by $25 million and maintained a rolling hedging program, with around 40% of 2025 oil production hedged at a floor of approximately $65 per barrel. Kosmos achieved operational milestones, such as the export of the first LNG cargo from the GTA project, with production ramping up to a contracted sales volume equivalent to 2.45 million tonnes per annum. Additionally, the company plans to drill two Jubilee wells in 2025 and four in 2026, with the goal of delivering further production growth. The financial resilience of the company was bolstered by refinancing activities in 2024, ensuring minimal near-term maturities and ample liquidity.First LNG Cargo Export from GTA Project
Kosmos Energy successfully exported the first LNG cargo from the GTA project, marking Mauritania and Senegal as new LNG exporting nations. All four trains on the FLNG vessel are operational with production ramping up towards the contracted sales volume equivalent to 2.45 million tonnes of LNG per annum.
Significant Cost Reductions
Kosmos Energy achieved a material reduction in costs, with CapEx expected to fall by over 50% year-on-year. First quarter CapEx was $86 million, which is $200 million lower than the same quarter last year. Additionally, the company is committed to reducing their annual overhead by $25 million by year-end.
Operational Progress in Ghana
Ghana operations saw the completion of a 4D seismic survey and a scheduled Jubilee FPSO shutdown, both completed safely and on budget. Drilling activities are set to increase with two Jubilee wells planned in 2025 and four more in 2026.
Improved Financial Resilience
Kosmos enhanced its financial resilience by refinancing its reserve-based lending facility in 2024, maintaining minimal near-term maturities, and ample liquidity. The company continues to hedge production with 40% of 2025 oil production hedged at a floor of $65 per barrel.
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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 |
|---|---|---|---|
| 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% |
| Aug 05, 2024 | $4.89 | $4.67 | -4.50% |
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 Aug 11, 2025, TBA Not Confirmed.
What is Kosmos Energy Ltd. (KOS) earnings time?
Kosmos Energy Ltd. (KOS) earnings time is at Aug 11, 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 (Q2) is -0.01.
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