Earnings summaries and quarterly performance for Kosmos Energy.
Executive leadership at Kosmos Energy.
Board of directors at Kosmos Energy.
Research analysts who have asked questions during Kosmos Energy earnings calls.
Mark Wilson
Jefferies
4 questions for KOS
Also covers: BP, FTI, SHEL
Matthew Smith
Analyst
4 questions for KOS
Also covers: BRBR, E, GIS +14 more
Bob Brackett
Bernstein Research
3 questions for KOS
Also covers: APA, CCJ, COP +8 more
CM
Charles Meade
Johnson Rice & Company L.L.C.
3 questions for KOS
Also covers: APA, BRY, COP +17 more
SC
Stella Cridge
Barclays
3 questions for KOS
Also covers: IHS, SSL
David Round
Stifel Financial Corp
2 questions for KOS
Also covers: DEC
Neil Mehta
Goldman Sachs
2 questions for KOS
Also covers: AESI, APA, AR +36 more
Alexa Petrick
Goldman Sachs
1 question for KOS
Also covers: CLMT, CNQ, DK +2 more
LG
Lydia Gould
Goldman Sachs Group, Inc.
1 question for KOS
Nikhil Bhat
JPMorgan Chase & Co.
1 question for KOS
Recent press releases and 8-K filings for KOS.
Kosmos Energy Ltd. announces new bond offering and cash tender offer for senior notes
KOS
Debt Issuance
- Kosmos Energy Ltd. announced a new offering of $350 million aggregate principal amount of senior secured bonds in the Nordic bond market, due in 2031, through its subsidiary Kosmos Energy GTA Holdings.
- The net proceeds from the new bond offering will primarily fund a cash tender offer for $250 million aggregate principal amount of its 7.750% Senior Notes due 2027, with remaining funds for repaying borrowings and general corporate purposes.
- The tender offer, which commenced on January 12, 2026, will expire on February 9, 2026, and is conditioned on the successful completion of the new bond offering.
- Holders who tender their notes by the early tender time of January 26, 2026, will receive a Total Consideration of $990.00 per $1,000 principal amount, which includes an Early Tender Payment of $50.00.
4 days ago
Kosmos Energy Announces Nordic Bond Issue and Tender Offer
KOS
Debt Issuance
- Kosmos Energy's wholly-owned subsidiary, Kosmos Energy GTA Holdings, intends to offer $350 million aggregate principal amount of senior secured bonds in the Nordic bond market, due in 2031.
- The new senior bonds will be fully and unconditionally guaranteed by Kosmos Energy Ltd. and certain of its wholly-owned subsidiaries.
- The net proceeds from this offering are intended to fund a tender offer for $250 million of its 7.750% Senior Notes due 2027, repay certain borrowings, and for general corporate purposes.
4 days ago
Kosmos Energy Provides Operational and Financial Update
KOS
New Projects/Investments
Debt Issuance
Guidance Update
- Kosmos Energy announced that the J-74 producer well in the Jubilee field is expected online shortly, projected to add over 10,000 barrels of oil per day (bopd) and enable Jubilee to start 2026 at nearly 70,000 bopd gross.
- In Ghana, license extensions for the West Cape Three Points and Deep Water Tano Petroleum Agreements, covering the Jubilee and TEN fields, received government approval and are submitted for ratification, extending them to 2040 and including up to 20 additional wells in the Jubilee field.
- The GTA liquefied natural gas (LNG) project in Mauritania and Senegal reached nameplate capacity of 2.7 million tonnes per annum equivalent in December 2025, with cargo liftings expected to nearly double in 2026.
- Financially, Kosmos submitted a borrowing notice on January 2, 2026, for a $100 million draw on its Gulf of America Term Facility and issued a notice of redemption for its remaining 2026 unsecured notes, expected on January 13, 2026.
Jan 5, 2026, 7:00 AM
Kosmos Energy Reports Q3 2025 Results with Increased Production and Lower Costs
KOS
Earnings
Guidance Update
Debt Issuance
- Kosmos Energy reported net production of ~65,500 boepd for Q3 2025, an increase from the previous quarter, with ~7 gross LNG cargos lifted from GTA during the period.
- The company significantly reduced its operating costs, with Q3 2025 opex at ~$19.5/boe, representing a 39% quarter-over-quarter reduction, and general and administrative expenses falling to $13 million.
- Capital expenditures for Q3 2025 were $67 million, keeping the company on track to achieve its full-year 2025 capex target of less than $350 million, which is a year-on-year reduction of approximately $500 million.
- Kosmos Energy strengthened its balance sheet by completing a $250 million Gulf of America term loan and repaying $150 million of 2026 notes.
- The company has 8.5 million barrels of oil production hedged for 2026 with a floor of ~$66/barrel.
Nov 3, 2025, 4:00 PM
Kosmos Energy Reports Strong Q3 2025 Production Growth and Balance Sheet Strengthening
KOS
Earnings
Guidance Update
Debt Issuance
- Production reached near record highs in Q3 2025, with Jubilee gross oil production up 13% quarter-on-quarter to 62,500 barrels of oil per day and GTA net production increasing 60% from the previous quarter to 11,400 barrels of oil equivalent per day. The company targets increasing GTA production to its nameplate capacity of 2.7 million tons per annum by year-end.
- Capital expenditures are expected to be below the $350 million forecast for the year, with Q3 CapEx at $67 million and year-to-date CapEx just under $240 million. Operating costs decreased almost 40% quarter-on-quarter, with GTA unit costs projected to fall by over 50% next year.
- Kosmos enhanced its balance sheet resilience by securing a $250 million term loan from Shell, using $150 million to repay 2026 bond maturities in Q4 2025, with the remaining $100 million to be used in Q1 2026.
- To mitigate commodity price volatility, the company has hedged 2.5 million barrels of oil for the remainder of 2025 with a $62 per barrel floor and $77 per barrel ceiling, and 8.5 million barrels for 2026 with a $66 per barrel floor and $73 per barrel ceiling.
Nov 3, 2025, 4:00 PM
Kosmos Energy Announces Third Quarter 2025 Results
KOS
Earnings
Guidance Update
Debt Issuance
- Kosmos Energy reported a net loss of $124 million ($0.26 per diluted share) and an adjusted net loss of $72 million ($0.15 per diluted share) for the third quarter of 2025, on revenues of $311 million.
- Net production averaged approximately 65,500 barrels of oil equivalent per day (boepd), up 3% versus the second quarter of 2025, with production expenses decreasing 39% to $148 million.
- Capital expenditures for Q3 2025 were $67 million, and the company now expects full-year 2025 capital expenditures to be below $350 million.
- The company secured a senior secured term loan with Shell for up to $250 million, with $150 million used to partially redeem 2026 unsecured notes, and exited Q3 2025 with approximately $2.9 billion of net debt and $540 million in liquidity.
Nov 3, 2025, 11:42 AM
Kosmos Energy Ltd. Secures New Term Loan and Announces Senior Note Redemption
KOS
Debt Issuance
- On September 24, 2025, Kosmos Energy Ltd.'s subsidiary, Kosmos Energy Gulf of Mexico Operations, LLC, entered into a Senior Secured Term Loan Credit Agreement.
- The Term Loan Facility includes a $150,000,000 4-year term loan to be funded on October 1, 2025, and an additional $100,000,000 available until April 1, 2026.
- The proceeds are intended to fund the redemption or repayment of the Company's outstanding 7.125% senior notes due 2026.
- A conditional notice of partial redemption for $150,000,000 principal amount of these senior notes was issued on September 25, 2025, with redemption scheduled for October 6, 2025.
Sep 30, 2025, 9:14 PM
Quarterly earnings call transcripts for Kosmos Energy.
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