{"filings":[{"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); 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