{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-333122","form_type":"8-K","ticker":"TALO","cik":"0001724965","company_name":"TALOS ENERGY INC.","filed_at":"2026-08-04T21:18:58+00:00","discovered_at":"2026-08-04T21:20:00.632506+00:00","generated_at":"2026-08-04T21:20:05.698792+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Talos Energy Q2 net income $149.7M; raises FY2026 production guidance midpoint to 66 MBo/d","bullets":["Q2 production 68.6 MBo/d (93.7 MBoe/d), above guidance; net income $149.7M ($0.88 diluted EPS); adjusted net income $97.8M ($0.57).","Generated adjusted EBITDA $402.4M; adjusted free cash flow $231.6M; cash $577.6M, net debt/EBITDA 0.5x.","Raised FY2026 production guidance midpoint to 66 MBo/d (89 MBoe/d) excluding bolt-on acquisition and after non-core divestment.","Announced Gulf of America deepwater asset acquisition from Shell; expected close Q3 2026; also farm-in with Repsol in Mexico Block 29.","Issued $800M 8.000% notes due 2034 to redeem $625M 9.000% notes due 2029; upsized credit facility to $850M."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-333122","json":"https://secwatch.observer/filing/0001193125-26-333122.json","markdown":"https://secwatch.observer/filing/0001193125-26-333122.md","text":"https://secwatch.observer/filing/0001193125-26-333122.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1724965/000119312526333122/0001193125-26-333122-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1724965/000119312526333122/talo-20260804.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-04T21:20:05.698792+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}