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Talos Energy (TALO) investor relations material
Talos Energy Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved Q3 2025 production of 95.2 MBoe/d (70% oil, 76% liquids), exceeding expectations due to strong asset performance and facility uptime.
Generated $301.2M Adjusted EBITDA and $103.4M Adjusted Free Cash Flow; repurchased 5M shares for $48.1M, returning over $100M to shareholders in 2025.
Announced Daenerys exploration discovery, drilled ahead of schedule and under budget; appraisal well planned for Q2 2026.
Surpassed $25M Optimal Performance Plan target, realizing over $40M in free cash flow enhancements YTD, with momentum toward a $100M target by 2026.
Maintained a strong balance sheet with $333M cash, $1.0B liquidity, and no credit facility drawn.
Financial highlights
Q3 2025 total revenue: $450.1M; Adjusted EBITDA: $301.2M; Adjusted Free Cash Flow: $103.4M; CAPEX: $104.6M.
Operating expenses reduced to $15.13/BOE YTD 2025, a 9% reduction from 2024, with unit costs 40% lower than peers.
Share repurchases totaled 5M shares for $48.1M in Q3; YTD capital returns to shareholders exceed $100M, reducing share count by 6%.
Net loss of $95.9M in Q3 2025, including a $60.2M non-cash impairment; Adjusted Net Loss was $33.0M.
Cash at quarter end: $332.7M; total liquidity: $989.4M; Net Debt: $917.3M; Net Debt/LTM Adjusted EBITDA: 0.7x.
Outlook and guidance
Raised full-year 2025 production guidance to 94.0–97.0 MBoe/d (69% oil, 78% liquids); Q4 2025 oil production expected at 72% of total.
Lowered full-year cash operating expenses and capital expenditures guidance; FY 2025 upstream capital expenditures now $480–$520M.
Multi-year surety arrangements limit collateral requirements and set minimum annual abandonment spend through 2031.
2026 program expected to deliver flat year-over-year oil volumes, with new projects coming online in the second half.
Targeting $100M in annualized free cash flow improvements by 2026, with $40M already realized in 2025.
Optimal Performance Plan drivers for 2026
Surety bond framework's impact on future liquidity
Monument's additional resource potential
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Next Talos Energy earnings date
Q4 202527 Feb, 2026
Next Talos Energy earnings date
Q4 202527 Feb, 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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