secwatch.observer — SEC 8-K summary
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Issuer:     Kosmos Energy Ltd. (KOS)
CIK:        0001509991
Form:       8-K
Filed at:   2026-08-03T10:40:02+00:00
Accession:  0001509991-26-000046
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Kosmos Energy Q2 net income $185M, production up 12% YoY; completes EG sale, Tiberius farm-down
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- Net income $185M ($0.31 diluted EPS); adjusted net income $68M ($0.11 diluted EPS).
- Net production 71,400 boepd (+12% YoY); revenues $607M; production expense down 25% YoY to $179M.
- Completed sale of Equatorial Guinea assets for ~$127M cash plus up to ~$40M contingent; proceeds used to repay RBL.
- Post-quarter: farmed down 33.33% of Tiberius to Navitas; consideration includes upfront cash, carry, milestones.
- Net debt reduced >$400M in H1 to ~$2.56B; full-year capex guidance unchanged at $350M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1509991/000150999126000046/0001509991-26-000046-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1509991/000150999126000046/kos-20260803.htm
  HTML page:      https://secwatch.observer/filing/0001509991-26-000046

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