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Kosmos Energy (KOS) investor relations material
Kosmos Energy Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary4 Aug, 2025
Executive summary
GTA FLNG project achieved Commercial Operations Date in Q2 2025, with 6.5 gross LNG cargoes lifted year-to-date and nameplate capacity targeted for Q4 2025.
Net production reached ~63,500 boepd in Q2 2025, with further growth expected from GTA ramp-up and new wells at Jubilee and Winterfell.
Jubilee field drilling resumed, with the first new producer well online and performing as expected; further wells planned to restore and grow production.
CapEx guidance for 2025 reduced to $350M, reflecting disciplined investment and project timing.
Balance sheet resilience prioritized through debt refinancing, new term loan agreement, and increased hedging for 2026 production.
Financial highlights
Q2 2025 revenues were $393 million, down from $451 million in Q2 2024, mainly due to lower realized prices.
Net loss of $88 million in Q2 2025 compared to net income of $60 million in Q2 2024.
CapEx for 1H 2025 was $170M, with Q2 CapEx at $86M; full-year guidance set at $350M.
OpEx per BOE (excluding GTA) was $28.22 in Q2 2025, up from $25.0 in Q1 2025; overhead savings of $25M targeted by year-end.
Free cash flow was $45 million in Q2 2025, compared to negative $15 million in Q2 2024.
Outlook and guidance
Full-year 2025 production guidance revised to 65,000–70,000 boepd, reflecting slower GTA ramp-up and lower Jubilee output.
FY25 opex expected at $22–$24/boe, excluding GTA costs; GTA opex expected at $225–$245M net.
Targeting 20 gross LNG cargoes from GTA in 2025, with production to reach nameplate capacity in Q4.
Aiming to hedge 50% of 2026 oil production by year-end; 5M barrels hedged for 2025, 7M for 2026.
Facility borrowing base reaffirmed at $1.35B in March 2025; $1.0B drawn and $350M undrawn as of June 30, 2025.
What is targeted completion date for FPSO re-financing?
What is expected impact of license extension in Ghana?
What are plans for Gettysburg development with Shell?
Assess Jubilee's decline; is 40% typical?
GTA: Detail operating model cost reductions.
Can $350M CapEx sustain growth in '26?
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Next Kosmos Energy earnings date
Q3 20253 Nov, 2025
Next Kosmos Energy earnings date
Q3 20253 Nov, 2025
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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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