earnings
confidence high
sentiment negative
materiality 0.85
Kosmos Energy Q4 2025 net loss $377M; production up 4% QoQ; sells EG assets for up to $220M
Kosmos Energy Ltd.
- Net loss $377M ($0.79 diluted); adjusted net loss $78M ($0.16 diluted) for Q4 2025.
- Q4 production ~67,900 boepd (+4% QoQ); revenue $295M ($50.88/boe) excluding derivative settlements.
- Wrote off $144M suspended well costs in Senegal; impaired $178M in Gulf of America (Winterfell).
- Sold 40.375% interest in Ceiba/Okume (Equatorial Guinea) to Panoro for up to $220M; expected close mid-2026.
- Expects 2026 production growth ~15% YoY, capex ~$350M, and target 10% debt reduction by year-end.