{"filings":[{"id":1612237,"accession_number":"0001193125-26-302134","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2026-07-13T21:15:07+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Talos Energy issues $800M 8.000% senior secured notes due 2034 to fund Gulf acquisition and refinance","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $800M aggregate principal of 8.000% Second-Priority Senior Secured Notes due 2034.","Net proceeds to fund Gulf of America Acquisition (Na Kika and Coulomb assets), redeem all outstanding 9.000% notes, and pay fees.","Special mandatory redemption of $175M notes if acquisition not closed by Dec 31, 2026 or if BP exercises preferential right.","Redeemed all outstanding 9.000% notes at 104.5% of principal plus accrued interest on July 13, 2026.","Notes mature July 15, 2034; interest payable semi-annually at 8.000% per annum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1396521,"accession_number":"0001193125-26-292989","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2026-07-01T23:38:44+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Talos Energy prices $800M 8.000% notes due 2034 to fund acquisition and refinance","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$800M aggregate principal of 8.000% second-priority senior secured notes due 2034 priced.","Proceeds to fund part of Gulf of America acquisition, redeem all 9.000% 2029 notes, and pay fees.","Conditional redemption of 2029 notes at 104.5% of principal on July 13, 2026, subject to offering close.","Special mandatory redemption of $175M notes if acquisition not consummated by Dec 31, 2026.","Notes guaranteed by Talos and certain subsidiaries, secured on second-priority basis."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1370077,"accession_number":"0001193125-26-291547","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2026-07-01T11:46:17+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Talos Energy subsidiary launches $800M notes offering to fund Gulf of America acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Talos Production Inc. commenced offering of $800M second-priority senior secured notes due 2034.","Net proceeds to fund portion of pending acquisition of Shell's Na Kika and Coulomb deepwater assets in Gulf of America.","Proceeds also to redeem all outstanding 9.000% senior secured notes due 2029.","Special mandatory redemption of $175M notes if acquisition not closed by Dec 31, 2026 or if BP exercises preferential right.","Acquisition involves 50% working interest in Na Kika and 100% working interest in Coulomb fields from Shell Offshore Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1361038,"accession_number":"0001193125-26-290589","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2026-06-30T20:22:09+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Talos Energy acquires Gulf of America deepwater assets from Shell for $850M net; borrowing base raised to $850M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquires 50% WI and operatorship in Coulomb field and 25% WI in BP-operated Na Kika platform for $850M net to Talos.","Expected final net cash consideration of $450-500M after interim cash flow from July 1, 2025 effective date.","Adds 23 MMBoe proved reserves and 10 MMBoe probable; Q1 2026 production of 16 MBoe/d (~77% oil).","Borrowing base increased from $700M to $850M upon closing; $150M incremental commitments from existing lenders.","BP has 30-day preferential right on Na Kika interests; acquisition expected to close by end of 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":947641,"accession_number":"0001193125-26-263995","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2026-06-09T21:04:00+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Talos Energy stockholders approve 4.5M share increase in LTIP; Board reduced to six","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders approved A&R LTIP, increasing shares available from 12.44M to 16.94M.","Plan term extended to tenth anniversary of June 4, 2026 (through 2036).","Board reduced from seven to six directors; Paula R. Glover's term expired.","Say-on-pay approved with 134.9M votes for, 6.4M against, 3.0M abstain.","Ernst & Young ratified as auditor for fiscal 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95011,"accession_number":"0001193125-26-207025","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos Energy Q1 2026: Net loss $256M on $145M impairment; adjusted EBITDA $293M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Produced 63.8 MBo/d oil (88.8 MBoe/d total); oil at high-end of guidance, total exceeding guidance.","Net loss $256.2M ($1.52/sh) includes $145M non-cash ceiling test impairment; adjusted net loss $11.3M ($0.07/sh).","Adjusted EBITDA $293.4M; cash from ops $174M; adjusted FCF $113.2M.","Repurchased 2.7M shares for $38.2M; board increased buyback authorization to $200M.","Reiterated full-year production and CAPEX guidance midpoints; Cardona ahead of schedule, CPN on track for Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":472310000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107780,"accession_number":"0001193125-26-067747","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos Energy posts FY2025 net loss $494.3M on $454.5M impairment; adj. FCF $417.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $202.6M ($1.19 diluted EPS) includes $170.4M non-cash ceiling test impairment; adjusted net loss $76.5M ($0.44).","FY2025 net loss $494.3M ($2.82 diluted) includes $454.5M impairment; adjusted net loss $146.3M ($0.84).","Adjusted EBITDA $240.1M Q4, $1,198.6M FY; generated $417.7M adjusted free cash flow in FY.","FY production 94.6 MBoe/d; year-end proved reserves 174.7 MMBoe with PV-10 $3.2B.","Repurchased 12.6M shares for $119.1M in FY; cash $362.8M, net leverage 0.7x."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":1780070000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107779,"accession_number":"0001193125-26-019703","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Talos Energy reaffirms $700M borrowing base, extends credit facility maturity to Jan 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amends and restates existing credit agreement; borrowing base unchanged at $700M; maturity extended to January 20, 2030.","Facility includes $250M letter-of-credit sublimit; interest at ABR or SOFR plus margin; commitment fees on unused portion.","Covenants: max consolidated total debt/EBITDAX of 3.00x; current ratio >=1.00x (unused commitments count as current assets).","CEO Paul Goodfellow states extension reflects strong lender confidence in Talos' assets and disciplined capital allocation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124166,"accession_number":"0001193125-25-316041","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Talos Energy extends cooperation agreement with Carlos Slim's entity to Dec 2026","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amendment extends Standstill Period under Cooperation Agreement dated Dec 16, 2024.","Cooperation Agreement with Control Empresarial de Capitales extended to December 16, 2026.","No other changes to existing terms; relationship described as constructive.","Control Empresarial beneficially owns more than 5% of Talos voting securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124165,"accession_number":"0001193125-25-267483","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos Q3 2025 net loss $95.9M; production beat, $103.4M adj. free cash flow, Daenerys discovery","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Production averaged 95.2 MBoe/d (70% oil, 76% liquids). Net loss $95.9M ($0.55/diluted) including $60.2M non-cash ceiling test impairment.","Adjusted net loss $33.0M ($0.19/diluted). Adjusted EBITDA $301.2M. Capital expenditures $104.6M.","Generated adjusted free cash flow of $103.4M. Repurchased 5.0M shares for $48.1M; over $100M returned to shareholders year-to-date.","Announced discovery at Daenerys exploration prospect; appraisal well planned for Q2 2026.","Improved FY2025 guidance: higher production, lower opex and capex. Optimal Performance Plan achieved $40M (exceeded $25M target)."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":1387833000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140832,"accession_number":"0001193125-25-180818","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-08-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Talos names Zachary Dailey as CFO, adds Langin as EVP Exploration and Dick as CHRO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Zachary Dailey appointed EVP & CFO effective Aug 18, 2025; base salary $450,000, target incentive 80% of base, LTIP awards ~$558,906.","Dailey previously Marathon Oil VP, Controller & CAO; 17 years oil & gas experience.","Gregory Babcock steps down as interim CFO, continues as VP & Chief Accounting Officer.","William Langin appointed EVP-Exploration & Development effective Sept 29, 2025; most recently at Hess Corp.","Megan Dick promoted to EVP & Chief Human Resources Officer effective Aug 1, 2025; 23 years HR experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140831,"accession_number":"0001193125-25-174587","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos Energy Q2 2025 net loss $185.9M, adj. EBITDA $294.2M; guidance upgraded","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $185.9M ($1.05/diluted) includes $223.9M impairment; adjusted net loss $48.3M ($0.27/share).","Production 93.3 MBoe/d (69% oil); generated $294.2M adj. EBITDA and $98.5M adj. free cash flow.","Repurchased 3.8M shares for $32.6M; cash $357.3M, net debt/EBITDA 0.7x.","Full-year 2025 guidance raised: higher production, lower opex & capex; Daenerys results Q3; Sunspear shut-in until Oct.","Capex $126.1M; hedges cover >38% H2 oil at avg floor ~$71.50/bbl."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":937780000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":140830,"accession_number":"0001193125-25-174507","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Talos Energy borrowing base reduced by $225M to $700M in credit agreement amendment","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowing base and total commitments decreased from $925M to $700M as part of spring 2025 scheduled redetermination.","$50M cap on deducting unrestricted cash from consolidated total debt removed when each lender's total exposure is $0.","Amendment executed on August 4, 2025; all representations and warranties reaffirmed, no defaults exist.","Lenders include JPMorgan, Capital One, DNB, KeyBank, Barclays, Citibank, Mizuho, and others."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158581,"accession_number":"0001193125-25-152859","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-06-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Talos Energy approves $8,750/month supplemental pay for Interim CFO Babcock","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board approved $8,750/month supplemental payment to Gregory Babcock, Interim CFO, retroactive to May 1, 2025 through July 31, 2025 and monthly thereafter.","Babcock remains VP and Chief Accounting Officer during interim CFO tenure.","Appointment of Babcock as Interim CFO was previously disclosed on May 19, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158580,"accession_number":"0001193125-25-142137","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Talos Energy announces enhanced corporate strategy targeting ~$100M increased cash flow by 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Company targets ~$100M in increased annualized cash flow from operational improvements by 2026.","Strategy pillars: improve operations daily, grow production via organic and bolt-on M&A, build long-lived scaled portfolio.","Capital allocation: up to 50% of annual free cash flow to shareholders, long-term leverage target of 1.0x or lower.","CEO Paul Goodfellow says anticipated shift to offshore basins presents opportunity for scale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158579,"accession_number":"0001193125-25-133342","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Talos Energy shareholders elect all director nominees; say-on-pay passes","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven nominees elected; Neal P. Goldman received 133.1M for and 15.8M against. Board reduced to seven after Kendall term expired.","Say-on-pay approved with 135.9M for (91.2% of votes cast, excluding broker non-votes).","Shareholders voted for annual say-on-pay frequency (140.9M for 1 year); company adopts annual advisory vote.","Ernst & Young LLP ratified as auditor for FY2025 with 158.3M for (98.8% of votes cast)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158578,"accession_number":"0001193125-25-125077","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["2.02","9.01","8.01","7.01"],"status":"ready","headline":"Talos provides pro forma combined 2024 statement of operations reflecting QuarterNorth acquisition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Pro forma total revenues $2.10B, net loss $84.8M, diluted EPS ($0.47) for year ended Dec 31, 2024.","Adjustments include $4.7M depletion increase, $3.0M interest on bank borrowings, and $1.6M income tax benefit.","Merger closed March 2024 for $1,247M cash and 24.3M shares; funded by $1,250M notes and $387.7M equity offering.","Historical Talos net loss was $76.4M ($0.44/share); pro forma net loss increased $8.4M due to acquisition accounting.","Talos G&A includes $13.7M nonrecurring acquisition costs; QuarterNorth G&A includes $40.1M deal-related costs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158577,"accession_number":"0001193125-25-122506","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Talos Energy CFO Sergio Maiworm resigns; Gregory Babcock named Interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sergio L. Maiworm Jr. resigns as EVP and CFO effective June 27, 2025 to pursue a new opportunity; no dispute with the company.","Gregory M. Babcock, current VP and CAO, appointed Interim CFO effective June 28, 2025; no compensation change announced.","Maiworm forfeits all unvested restricted stock units and performance share units upon departure.","Company reaffirms Q2 2025 production guidance and full-year 2025 operational and financial guidance.","Comprehensive search for a permanent CFO has been initiated; Babcock has over 11 years at Talos and is a CPA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158576,"accession_number":"0001193125-25-113064","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos Q1 2025: record production 100.9 MBoe/d, net loss $9.9M, adjusted net income $10.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $9.9M ($0.05 loss per diluted share); adjusted net income of $10.5M ($0.06 per share).","Record production of 100.9 MBoe/d (68% oil, 78% liquids), fifth consecutive quarterly record.","Adjusted EBITDA of $363M, capital expenditures $117.6M, adjusted free cash flow $194.5M.","Repurchased ~2.3M shares for $22M; board authorized $200M stock repurchase program; guiding to allocate up to 50% of annual FCF to buybacks.","Hedges cover ~42% of expected 2025 oil production with average floor price >$72/bbl."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":513059000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176974,"accession_number":"0001193125-25-039392","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos Energy Q4: Net loss $64.5M, adj. net income $15.2M; production 98.7 MBoe/d; new CEO incoming","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 Net Loss $64.5M ($0.36/diluted share); Adjusted Net Income $15.2M ($0.08/diluted share).","Q4 production 98.7 MBoe/d (70% oil); Adjusted EBITDA $361.8M; Adjusted Free Cash Flow $164.0M.","Full-year 2024 Net Loss $76.4M ($0.44/diluted); Adjusted EBITDA $1,297.7M ex-CCS; proved reserves 194.2 MMBoe (PV-10 $4.2B).","Paid off credit facility; leverage 0.8x Net Debt/EBITDA; Katmai West #2 well drilled under budget and ahead of schedule.","Paul Goodfellow to join as President, CEO and Board member in coming days; William Moss serving as interim CEO."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":1973568000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176973,"accession_number":"0001193125-25-019260","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Talos Energy appoints Paul Goodfellow as President & CEO, effective March 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Goodfellow joins from Shell, where he spent 34 years; most recently EVP & Group Chief Internal Auditor.","Base salary $975,000; target annual bonus 125% of base; equity awards valued at ~$6.9M total (2025 LTIP + sign-on).","PSU sign-on awards vest based on TALO stock closing at $14 and $16 for 60 consecutive trading days.","Current Office of the Interim CEO (Moss, Maiworm, Spath) will terminate; Moss steps down as interim CEO but remains EVP & GC.","Goodfellow plans to announce a new strategic plan after his first 100 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":176972,"accession_number":"0001193125-25-004041","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Talos CEO Joseph Mills resigns; Office of Interim CEO formed, finalist candidate for permanent CEO identified","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joseph Mills resigned as Interim CEO, President, and Board member effective immediately; departure not due to any disagreement.","Board created Office of the Interim CEO; William Moss III named Interim CEO and Principal Executive Officer.","Talos identified a finalist candidate for permanent CEO; expects start by end of Q1 2025.","Reaffirmed 2024 full-year production guidance of 91-94 thousand boe/d, consistent with prior outlook.","Mills forfeited all unvested restricted stock units; no additional compensation due."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193761,"accession_number":"0001193125-24-280482","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-12-17T23:59:59+00:00","items":["1.01","1.02","3.03","5.03","7.01","9.01"],"status":"ready","headline":"Talos sells additional 30.1% Zama stake to Carso for $82.7M; coop agreement, rights termination","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sells 30.1% stake in Talos Mexico (holds 17.4% of Zama) for $49.7M cash at close plus $33M upon first production, total $82.7M.","After closing, Talos Mexico owned 20% by Talos, 80% by Zamajal (90% Grupo Carso, 10% Control Empresarial).","Total contingent cash considerations from Zama now $82.9M, including $49.9M from prior transaction.","Cooperation agreement caps Control Empresarial beneficial ownership at 25% through Dec 16, 2025.","Terminates stockholder rights plan effective Dec 17, 2024; eliminates Series A Preferred Stock."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193760,"accession_number":"0001193125-24-271535","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Talos Energy reduces borrowing base to $925M, adds $800M availability cap","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowing base cut from $1.075B to $925M; total commitments reduced from $965M to $925M.","New $800M availability cap requires approval of two-thirds of lenders for additional loans/LCs.","Amendment reflects fall 2024 scheduled redetermination; no other redetermination triggered.","All existing credit documents and security interests reaffirmed; lender group unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193759,"accession_number":"0001193125-24-255074","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos Q3 2024 record production 96.5 MBoe/d, reduces debt $100M, narrows guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Production of 96.5 MBoe/d (70% oil) at high-end of guidance; revenue $509.3M.","Net income $88.2M ($0.49 diluted EPS); Adjusted Net Loss $25.6M (-$0.14 adjusted EPS).","Reduced debt $100M in Q3; leverage 0.9x, below 1.0x target; $425M repaid since March 2024.","Revised 2024 production guidance up to 91.0-94.0 MBoe/d; capex lowered to $510-530M.","Drilled Katmai West #2 appraisal; Ewing Bank 953 discovery expects first production mid-2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1488383000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193758,"accession_number":"0001193125-24-250069","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-11-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Talos finalizes CEO Duncan severance; interim CEO Mills gets $800k salary, 43k RSUs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Former CEO Timothy Duncan signed Separation Agreement Nov 1; receives 2x base salary plus target bonus, pro-rated 2024 bonus, and 24-month health coverage.","Duncan also gets accelerated vesting of existing RSUs and pro-rata PSUs, plus new grants of 28,519 shares and 38,844 PSUs.","Interim CEO Joseph Mills has base salary of $800,000 effective Aug 29, 2024, and received 43,630 RSUs vesting by Dec 31, 2024 or when new CEO appointed.","Mills forfeited 4,273 RSUs previously granted for board service; Duncan resigned from the Board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193757,"accession_number":"0001193125-24-229593","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-10-01T23:59:59+00:00","items":["1.01","3.03","5.03","7.01","9.01"],"status":"ready","headline":"Talos adopts limited-duration rights plan after Control Empresarial accumulates ~24% stake","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Rights plan triggered if any person or group acquires 25% or more of TALO common stock without board approval.","Plan expires Oct 1, 2025 unless ratified by stockholders at next Annual Meeting; board may terminate earlier.","Control Empresarial holds ~24% as of Sept 27, 2024; company says it will continue constructive dialogue.","If rights become exercisable, holders (excluding acquiring person) can buy shares worth 2x exercise price."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210084,"accession_number":"0001193125-24-220160","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-09-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Talos Energy publishes 5th sustainability report with 13% GHG reduction and lowest SIF rate","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Absolute GHG emissions fell ~13% vs 2022; Scope 2 intensity down ~56% vs 2018 baseline.","Serious Injury and Fatality (SIF) rate hit all-time low; TRIR 48% below Gulf of Mexico average.","Achieved zero hydrocarbon releases >1 barrel for fifth consecutive year.","Board declassified starting 2025, with all directors elected annually.","MSCI ESG rating of 'A'; received Hart Energy ESG Award; named Top Workplace 11th year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210083,"accession_number":"0001193125-24-216699","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-09-10T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Talos Energy posts new investor presentation with no specific data","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation posted on September 10, 2024, on Talos Energy's website.","No financial results, guidance, or operational updates included in the filing.","Investors can access the presentation under the 'Presentations & Filings' tab."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210082,"accession_number":"0001193125-24-211079","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-08-30T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Talos Energy CEO Tim Duncan departs; Joseph Mills interim CEO; guidance reaffirmed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tim Duncan stepped down as President and CEO effective Aug 29, 2024; departure is without cause under severance plan.","Joseph A. Mills, Board member since March 2024, named interim CEO; Board engaged executive search firm for permanent CEO.","Company reaffirms Q3 2024 production guidance of 92-97 MBoe/d and full-year 2024 operational and financial guidance.","Mills has 42+ years of oil and gas experience, currently CEO of Samson Resources II; holds BBA from UT and MBA from UH."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210081,"accession_number":"0001193125-24-196168","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-08-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos Energy Q2 production 95.5 MBoe/d; net income $12.4M, adj. EBITDA $344M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Production of 95.5 MBoe/d (73% oil) at high end of Q2 guidance; revenue $549.2M.","Net income $12.4M ($0.07 diluted EPS); adjusted net income $5.2M ($0.03 adjusted diluted EPS).","Repurchased 3.8M shares for $43M; Board authorized additional $150M buyback.","Reduced debt by $100M; leverage 1.0x; liquidity $738.7M.","Purchased 21.4% W.I. in Monument discovery; increased QuarterNorth synergies to $35M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":979097000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228311,"accession_number":"0001193125-24-162053","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-06-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Talos Energy posts new investor presentation on website for J.P. Morgan conference","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation posted June 17, 2024 for upcoming J.P. Morgan Energy, Power & Renewables Conference.","No specific financial or operational updates disclosed in the filing text.","Presentation available on company website under Investors > Events & Presentations.","Filing is a Regulation FD disclosure with no material new information provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228310,"accession_number":"0001193125-24-153704","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Talos Energy posts updated investor presentation on website; no specific metrics disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["New investor presentation posted on June 4, 2024 at www.talosenergy.com.","Presentation available under Investors > Events & Presentations tab.","No financial or operational details from the presentation are included in the 8-K filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228309,"accession_number":"0001193125-24-146019","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["3.03","5.03","5.02","5.07","9.01"],"status":"ready","headline":"Talos stockholders approve officer exculpation and amended LTIP adding 3.8M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders elected three Class III directors: Neal Goldman, Paula Glover, Joseph Mills.","Amended LTIP increased shares available from 8.64M to 12.44M, approved at annual meeting.","Certificate of Amendment filed adopting officer exculpation under Delaware law, effective May 23.","Advisory say-on-pay and ratification of Ernst & Young as auditor both approved.","LTIP extended term to tenth anniversary of May 23, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228308,"accession_number":"0001193125-24-132064","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos Energy Q1 2024 net loss $112.4M, production 79.6 MBoe/d near high end","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $112.4M ($0.71 diluted EPS); adjusted net loss $20.9M ($0.13 diluted) excluding CCS.","Revenue $429.9M; production 79.6 MBoe/d (71% oil) at high end of Q1 guidance.","Reduced debt by $225M since QuarterNorth close; leverage ratio 1.0x; refinanced $865M notes.","Sold TLCS to TotalEnergies for $148M; achieved 2x multiple on invested capital.","FY 2024 guidance maintained; Q2 production guidance provided; capex plan unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":429932000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228306,"accession_number":"0001193125-24-129969","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K/A","filed_at":"2024-05-03T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Talos files QuarterNorth acquisition financial statements: 2023 net income $198.7M, revenue $785.8M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["QuarterNorth 2023 net income $198.7M (down 27% YoY); revenue $785.8M (down 14% YoY).","QuarterNorth assets $1.66B, debt $83.4M, equity $1.18B at Dec 31, 2023.","Netherland, Sewell & Associates reserve report for QuarterNorth as of Dec 31, 2023 filed as Exhibit 99.3.","QuarterNorth paid $201.1M in dividends in 2023, up from $79.3M in 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228307,"accession_number":"0001193125-24-114231","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Talos Energy promotes CFO Maiworm to EVP; EVP New Ventures Parker departs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sergio Maiworm promoted from SVP/CFO to EVP/CFO effective April 24, 2024.","John Parker, EVP New Ventures, departed April 24; eligible for severance benefits.","Former QuarterNorth employees Jim Brysch (VP Marketing) and Truitt Smith (VP Geosciences) appointed.","Francisco Noyola promoted to VP Mexico; Clay Jeansonne hired as VP Investor Relations.","Changes align with integration of recently closed QuarterNorth acquisition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247039,"accession_number":"0001193125-24-069945","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-03-18T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Talos sells CCS subsidiary to TotalEnergies for ~$148M; to repay credit facility","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["TotalEnergies acquires TLCS for $125M plus adjustments totaling ~$148M; effective date Jan 1, 2024.","Sale includes entire Gulf Coast CCS business: Bayou Bend, Harvest Bend, and Coastal Bend projects.","Proceeds will immediately repay borrowings under Talos credit facility and for general corporate purposes.","EVP Robin Fielder to transition and then leave Talos for other opportunities.","Talos may receive additional milestone payments on Harvest Bend or Coastal Bend projects."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247038,"accession_number":"0001193125-24-066003","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-03-12T23:59:59+00:00","items":["9.01","8.01"],"status":"ready","headline":"Talos completes QuarterNorth acquisition for ~$1.57B; provides pro forma financials","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["QuarterNorth acquired for $1,244.3M cash and 24.3M shares valued at $322.6M.","Pro forma combined assets $6.71B; revenues $2.20B; net income $222.3M; diluted EPS $1.20.","Funded via $1.25B debt offering (9%/9.375% notes), 34.5M equity offering, and credit facility.","Pro forma reflects both QuarterNorth and prior EnVen acquisition for combined company.","QuarterNorth's financials as of Sep 30, 2023; purchase price allocation preliminary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247037,"accession_number":"0001193125-24-064905","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Talos Energy raises 2024 production guidance after early QuarterNorth close","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Full-year avg daily production raised to 89-95 MBoe/d (prior 87-93); includes ~10 months of QuarterNorth.","Q1 2024 production expected 78-80 MBoe/d, up from prior 70-72 MBoe/d.","Cash operating expenses guided $510-$530M; G&A $100-$110M for full year.","Upstream capex $570-$600M; P&A decommissioning $90-$100M; interest $175-$185M.","Approximately $15M in expenses related to HP-I drydock and workover projects."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247036,"accession_number":"0001193125-24-058227","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-03-05T23:59:59+00:00","items":["1.01","2.03","2.01","3.02","5.02","7.01","8.01","9.01"],"status":"ready","headline":"Talos Energy completes $1.27B acquisition of QuarterNorth Energy","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired all QuarterNorth equity for ~$1.27B cash and 24.8M Talos shares, closing ahead of schedule.","Talos now has ~183.4M shares outstanding; QuarterNorth designee Joseph A. Mills appointed to board.","QuarterNorth entities added as guarantors under Talos Production's 9.000% and 9.375% senior secured notes.","Company plans to update 2024 guidance reflecting acquisition closing in coming days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247035,"accession_number":"0001193125-24-051183","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-02-29T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Talos reports Q4 net income $85.9M, guides 2024 output 87-93 MBoe/d pro forma QuarterNorth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $385M, net income $85.9M ($0.68 diluted EPS); adjusted net loss $1.0M.","2024 production guidance 87-93 MBoe/d (over 70% oil) assuming nine months of QuarterNorth; upstream capex $565-595M.","QuarterNorth $1.29B acquisition expected to close March 2024; combined Q4 2023 output ~99 MBoe/d.","Refinanced ~$865M 2026 notes with $1.25B notes due 2029/2031 at 9.0% and 9.375%, reducing interest cost ~275-300 bps.","TLCS subsidiary evaluating full range of strategic alternatives; targeting year-end 2024 leverage ≤1.0x via ~$400M debt paydown."],"consensus_eps_estimate":null,"consensus_eps_actual":1.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":1457886000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247034,"accession_number":"0001193125-24-026669","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Talos Energy issues $1.25B in new notes at 9.0% and 9.375% to fund QuarterNorth acquisition and refinance debt","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $625M 9.000% senior secured notes due 2029 and $625M 9.375% notes due 2031; proceeds partly fund QuarterNorth acquisition.","Redeemed all 12.00% notes at 103% plus accrued interest; 11.750% notes redemption at 102.938% plus interest set for Apr 15, 2024.","If QuarterNorth acquisition does not close by May 31, 2024 (extendable to Sep 30, 2024 for HSR), Talos must redeem $340M of new notes at par plus accrued interest.","New notes are second-priority senior secured, guaranteed by Talos and subsidiaries, secured by same collateral as bank credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247033,"accession_number":"0001193125-24-015414","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Talos Energy prices $1.25B upsized second-priority notes offering for QuarterNorth acquisition refinancing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Priced $625M of 9.000% notes due 2029 and $625M of 9.375% notes due 2031, totalling $1.25B.","Proceeds to fund part of QuarterNorth acquisition cash consideration and redeem existing 12.00% and 11.75% notes due 2026.","Special mandatory redemption of $340M of notes if QuarterNorth deal not closed by May 31, 2024 (extendable to Sep 30 for HSR).","Offering expected to close on or about Feb 7, 2024, subject to customary conditions.","Notes guaranteed by Talos and certain subsidiaries, secured second-priority on same collateral as credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247032,"accession_number":"0001193125-24-014774","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Talos upsizes proposed senior secured notes offering to $1.25B, tied to QuarterNorth acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Upsized from $1.0B to $1.25B aggregate principal amount of second-priority senior secured notes due 2029 and 2031.","Proceeds to fund portion of cash consideration for pending QuarterNorth Energy acquisition and redeem all outstanding 12.00% and 11.75% senior secured notes due 2026.","$340M of notes subject to special mandatory redemption if QuarterNorth acquisition not closed by May 31, 2024 (extendable to Sept 30, 2024).","Intends to use remaining net proceeds for general corporate purposes, including repaying borrowings under credit facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247031,"accession_number":"0001193125-24-012524","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-01-23T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Talos Energy proposes $1,000M senior secured notes offering to fund QuarterNorth acquisition and redeem 12% notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $1,000M aggregate principal of second-priority senior secured notes due 2029 and 2031 in private placement.","Proceeds to fund portion of QuarterNorth acquisition, redeem all outstanding 12.00% 2026 notes, and pay fees/expenses.","Special mandatory redemption of $340M notes if QuarterNorth acquisition not closed by May 31, 2024 (or Sep 30 under conditions).","Notes guaranteed by Talos and certain subsidiaries, secured on second-priority basis by same collateral as credit facility.","QuarterNorth acquisition announced January 13, 2024; company operates ~75% of production, 76% oil-weighted for Q3 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247030,"accession_number":"0001193125-24-011676","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-01-22T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Talos Energy prices upsized public offering of 30M shares for ~$351M gross proceeds","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offering of 30M shares at $11.70 per share; underwriters' option to purchase 4.5M additional shares exercised in full.","Total net proceeds ~$388M, to fund a portion of the cash consideration for the previously announced QuarterNorth Energy acquisition.","Closing expected January 22, 2024; if acquisition not completed, proceeds will be used for general corporate purposes.","Joint book-running managers include J.P. Morgan, Goldman Sachs, Mizuho, Citigroup, Morgan Stanley, and others."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247029,"accession_number":"0001193125-24-009281","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-01-17T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Talos launches $300M stock offering to fund QuarterNorth acquisition; Q4 preliminary production 67-68 MBoe/d","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Offers $300M common stock (30-day option for $45M more) led by J.P. Morgan, Goldman Sachs & Mizuho.","Preliminary Q4 2023 production 67-68 MBoe/d; revenue $380-395M; cash $33.6M; debt $1.0257B.","QuarterNorth acquisition expected Q1 2024: $1.274B cash + 24.8M shares; adds ~252K net acres.","QuarterNorth acquisition to deliver ~$50M annual run-rate synergies (operational & G&A).","Pro forma QuarterNorth would have produced ~97-99 MBoe/d in Q4 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247028,"accession_number":"0001193125-24-008137","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2024-01-16T23:59:59+00:00","items":["1.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"Talos acquires QuarterNorth Energy for $1.29B in cash and stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Consideration: ~$965M cash + 24.8M Talos shares; total enterprise value ~$1.29B.","Adds ~30 MBoe/d production (75% oil) and 69 MMBoe proved reserves (PV-10 $1.7B).","Expected close by end of Q1 2024; unanimous board approval from both companies.","QuarterNorth's Gulf of Mexico deepwater assets have low decline, low ARO, high free cash flow.","Talos secured a $650M bridge credit facility; borrowing base reaffirmed at $1.075B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264474,"accession_number":"0001193125-23-305978","cik":1724965,"company_name":"TALOS ENERGY INC.","ticker":"TALO","form_type":"8-K","filed_at":"2023-12-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Talos Energy finalizes separation with ex-COO Abendschein; $1.485M cash severance plus equity acceleration","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lump-sum cash payment of $1,485,000 (1.5x base salary + target bonus) to be paid by end of Feb 2024.","Pro-rata 2023 annual bonus based on actual performance, paid at same time as other executives.","86,141 RSUs vest immediately on separation; 67,784 PSUs have service condition fulfilled but remain performance-based.","COBRA continuation coverage for up to 18 months with partial subsidy.","Reaffirms restrictive covenants and releases all claims; no additional benefits beyond existing plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2457982597.510431,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-12-29T23:59:59+00:00|264474"}