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Kosmos Energy
Kosmos Energy (KOS) investor relations material
Kosmos Energy Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary2 Mar, 2026
Executive summary
2025 was a transitional year, establishing a platform for a sustainable, lower-cost business with consistent production growth, enhanced financial resilience, and safe operations, including zero lost-time injuries.
Achieved strong operational and financial momentum in Q4 and early 2026, with significant production increases, cost reductions, and groundwork laid for further improvements.
Financial highlights
Q4 2025 net production rose to ~68,000 boe/day, up 4% sequentially, driven by GTA ramp-up; realized prices fell to ~$51.4/boe due to lower commodity prices.
Q4 2025 revenue was $295 million; production expense was $151 million ($22.24/boe, excluding GTA LNG costs).
2025 CapEx was $290–$292 million, a 70% year-over-year reduction and 25% below initial guidance.
FY26 CapEx targeted at $350 million, with 70% allocated to Ghana and $40 million for TEN FPSO.
Overhead reduction target of $25 million exceeded in YE25, with further savings expected in 2026.
Outlook and guidance
2026 targets: 15% production growth, 20% reduction in total operating costs, and at least 10% net debt reduction.
FY26 production guidance: 70,000–78,000 boe/day; opex expected at $18–$22/boe, with targeted >$100 million reduction year-over-year and up to ~$250 million post-EG sale.
Jubilee production forecasted at 70,000–80,000 barrels/day gross, with current performance at the upper end.
GTA targeting 32–36 LNG cargos and 3 condensate cargos in 2026, with opex/mmbtu reduction of >50% expected.
How EG sale impacts 2026 debt reduction
Update on GTA Phase 1+ domestic gas sales
TEN FPSO acquisition: expected opex savings
Tiberius farm-down rationale and timing
Key drivers for sustained opex reduction post-2026
RBL extension strategy and covenant management
Future non-core asset sales strategy?
Tiberius farm-down structure and timing?
GTA Phase 1+ domestic gas sales outlook?
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Next Kosmos Energy earnings date
Q1 20265 May, 2026
Kosmos Energy
Next Kosmos Energy earnings date
Q1 20265 May, 2026
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Frequently asked questions
Kosmos Energy Ltd., a deep-water independent oil and gas exploration and production company, operates along the Atlantic Margins. Kosmos Energy Ltd's primary assets include production offshore Ghana, Equatorial Guinea, and the U.S. Gulf of Mexico, as well as a gas development offshore Mauritania and Senegal. It also has a portfolio of exploration assets in the Atlantic Margins, Europe, West Africa, Africa Deepwater, Caribbean Basin Deepwater and Suriname Deepwater.
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