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Talos Energy
Talos Energy (TALO) investor relations material
Talos Energy Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved strong safety performance in 2025 with no serious injuries, spill rates well below industry averages, and a focus on operational excellence and a new leadership team.
Delivered significant free cash flow and operational milestones, exceeding $72 million in enhancements, with momentum to deliver $100 million+ in 2026.
Generated $1.2 billion in adjusted EBITDA and $418 million in adjusted free cash flow for 2025, enabling $119 million in share repurchases and reducing share count by 7%.
Advanced key projects including Katmai, Daenerys, and Monument, with successful exploration and development results.
Reported a net loss of $494.3 million for 2025, including $454.5 million in non-cash impairment charges; adjusted net loss was $146.3 million.
Financial highlights
Produced an average of 94.6–95,000 barrels of oil equivalent per day in 2025, with 70% oil and 78% liquids.
Total revenues were $1.78 billion for 2025; adjusted EBITDA was $1.2 billion and adjusted free cash flow was $417.7–$418 million.
Invested ~$500 million in exploration and development capital in 2025.
Returned $119 million to shareholders, funded entirely by free cash flow, and reduced share count by 7%.
Ended 2025 with leverage of 0.7x, $363 million in cash, and ~$1 billion in liquidity; extended credit facility to 2030.
Outlook and guidance
2026 capital expenditures (excluding P&A) expected at $500–$550 million; P&A expenditures at $100–$130 million.
Production guidance for 2026: 85,000–90,000 BOE/d (62–66 MBO/d oil), oil cut rising to ~73%.
Planned downtime and weather contingencies expected to impact 2026 production by ~6,000 BOE/d.
Monument multi-well development to spud in 2026, with first oil expected by year-end.
2026 budget allocates 10% to exploration, including Daenerys appraisal well planned for Q2 2026.
Target FCF allocation for share repurchases
How will the $100M FCF enhancement be achieved?
When is the Zama FID expected?
What is the recurring FCF improvement for 2026?
Daenerys appraisal: Post-result development path?
What are key criteria for inorganic growth?
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Next Talos Energy earnings date
Q1 20265 May, 2026
Talos Energy
Next Talos Energy earnings date
Q1 20265 May, 2026
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Frequently asked questions
Talos Energy Inc is an independent oil and gas company engaged in exploration and production in the Gulf of Mexico and along the U.S. Gulf Coast. The company focuses on offshore assets, employing modern seismic technology and redevelopment strategies. The company is headquartered in Houston, Texas, and its shares are listed on the NYSE.
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