Q2 FY2026 EarningsQ2 FY2026 results significantly beat consensus expectations across key financial metrics, driven by robust oil production and high realized pricing. Revenue of $664.8M exceeded the $578.5M forecast by 14.9%, while GAAP EPS of $0.88 far outpaced the $0.34 mean estimate. The company announced the major $850M Coulomb and Na Kika acquisition, alongside a successful debt refinancing that extends maturities to 2034. Full-year capital spending guidance remains firm at $500M–$550M, supported by a strong liquidity position of $1.18B.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Talos Energy(TALO) the Revenue is 664.81 M (+56.53%), Beat estimate;the EBIT is 198.22 M (+172.5%), Beat estimate;the EPS is 0.88 (+183.8%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.66B56.53%
0.59B38.30%
+0.08B18.23%
EBITExceed expectations
0.20B172.45%
0.15B154.60%
+0.05B17.85%
EPSExceed expectations
0.88183.81%
0.2966128.25%
+0.583455.56%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf