Jun 2026 (Q2 FY26) — Aug 5, 2026
Talos Energy Q2 FY26 — Record FCF, Production Beat, and Strategic Portfolio Expansion
Read the full callTalos Energy (TALO) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Talos Energy earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 665 | +56.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 29.8 | +94.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 150 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$18.05 +1.58% · +$0.28
Performance +97.7% 1Y
1Y: $9.13 on 17 Oct 2025 → $18.05. High $18.33 (15 Sept 2026), low $9.05 (21 Oct 2025).
- Previous close
- $17.77
- 52-week range
- $9.05 – $18.33
- One year
- +98.13%
Overview
- Symbol
- TALO
- Sector
- Energy
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Talos Energy earnings calls (TALO)
Financials
What the filings say
Net profit, year on year: +180% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 509 | 485 | 513 | 425 | 450 | 392 | 472 | 665 |
| Expenses | 486 | 458 | 470 | 698 | 536 | 636 | 592 | 467 |
| Operating profit | 24 | 27 | 43 | -274 | -86 | -244 | -119 | 198 |
| Operating margin | 4.6% | 5.6% | 8.5% | −64.4% | −19.1% | −62.2% | −25.3% | 29.8% |
| Interest | 46 | 42 | 41 | 41 | 41 | 41 | 39 | 39 |
| Profit before tax | 106 | -55 | -10 | -222 | -120 | -252 | -321 | 195 |
| Tax rate | 17.0% | −17.2% | 0.9% | 16.4% | 20.1% | 19.2% | 20.3% | 23.0% |
| Net profit | 88 | -65 | -10 | -186 | -96 | -203 | -256 | 150 |
| EPS ($ per share) | 0.49 | — | -0.05 | -1.05 | -0.55 | — | -1.52 | 0.90 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 2 |
| Reserves | -327 | -268 | -734 | -917 | -535 | -348 | -424 | -918 |
| Total liabilities | 1,472 | 1,511 | 1,908 | 2,006 | 1,893 | 2,661 | 3,432 | 3,384 |
| Fixed assets | 2,051 | 2,226 | 2,536 | 2,389 | 2,643 | 4,040 | 5,215 | 4,438 |
| Total assets | 2,480 | 2,589 | 2,835 | 2,767 | 3,059 | 4,816 | 6,192 | 5,552 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 263 | 394 | 302 | 411 | 710 | 519 | 963 | 936 |
| Cash from investing | 37 | -496 | -679 | -294 | -312 | -513 | -1,320 | -547 |
| Cash from financing | -193 | 48 | 324 | -82 | -423 | 85 | 436 | -165 |
| Net cash flow | 108 | -54 | -53 | 36 | -26 | 92 | 78 | 225 |
| Capital expenditure | -241 | -463 | -363 | -293 | -323 | -561 | -509 | -482 |
| Free cash flow | 23 | -70 | -61 | 118 | 387 | -42 | 454 | 454 |
Insider filings
43 filings between Dec 1, 2025 and Oct 14, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$248.41M
16 sales by 4 insiders
Compensation
not trading decisions- 6
- Award — granted as compensation
- 5
- Option exercise — converted options into shares
- 12
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 dispositions to the issuer.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Control Empresarial de Capitales S.A. de C.V. | — | $243.78M | Oct 14, 2026 |
| Moss William S. III | — | $2.08M | Sep 2, 2026 |
| Spath John B. | — | $1.52M | Aug 27, 2026 |
| Babcock Gregory | — | $1.03M | Aug 27, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 14, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 265,446 | $4.59M |
| Oct 13, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 2,700,000 | $47.28M |
| Oct 12, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 2,200,000 | $37.95M |
| Oct 9, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 1,730,000 | $29.55M |
| Oct 8, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 2,310,000 | $39.34M |
| Oct 6, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 480,000 | $8.14M |
| Oct 1, 2026 | Langin William R. See Remarks | Tax withheld | 2,146 | $35.7K |
| Sep 18, 2026 | Babcock Gregory See Remarks | Tax withheld | 682 | $11.6K |
| Sep 18, 2026 | Dailey Zachary B. See Remarks | Tax withheld | 3,811 | $64.8K |
| Sep 15, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 1,311,000 | $24.28M |
| Sep 15, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 70,000 | $1.30M |
| Sep 9, 2026 | Spath John B. See Remarks | Tax withheld | 5,552 | $97.2K |
| Sep 9, 2026 | Moss William S. III See Remarks | Tax withheld | 5,208 | $91.2K |
| Sep 9, 2026 | Babcock Gregory See Remarks | Tax withheld | 4,293 | $75.2K |
| Sep 2, 2026 | Moss William S. III See Remarks | Sale | 120,000 | $2.08M |
| Aug 27, 2026 | Babcock Gregory See Remarks | Sale | 61,307 | $1.03M |
| Aug 27, 2026 | Spath John B. See Remarks | Sale | 90,000 | $1.52M |
| Jul 1, 2026 | Babcock Gregory See Remarks | Tax withheld | 438 | $5.9K |
| May 20, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 339,568 | $5.70M |
| May 19, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 150,000 | $2.46M |
| May 18, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 284,000 | $4.65M |
| Mar 27, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 1,352,000 | $22.55M |
| Mar 26, 2026 | Control Empresarial de Capitales S.A. de C.V. 10% owner | Sale | 960,000 | $15.99M |
| Mar 10, 2026 | Szabo Shandell Director | Option exercise | 17,759 | — |
| Mar 10, 2026 | SLEDGE CHARLES M Director | Option exercise | 17,759 | — |
| Mar 10, 2026 | SLEDGE CHARLES M Director | Disposition to issuer | 7,104 | $91.9K |
| Mar 10, 2026 | GOLDMAN NEAL P Director | Option exercise | 25,528 | — |
| Mar 10, 2026 | GOLDMAN NEAL P Director | Disposition to issuer | 10,211 | $132.1K |
| Mar 10, 2026 | Goodfellow Paul R A See Remarks | Tax withheld | 44,403 | $574.6K |
| Mar 10, 2026 | Szabo Shandell Director | Disposition to issuer | 7,104 | $91.9K |
| Mar 10, 2026 | Sherrill Richard Director | Option exercise | 17,759 | — |
| Mar 10, 2026 | Sherrill Richard Director | Disposition to issuer | 7,104 | $91.9K |
| Mar 10, 2026 | JUNEAU JOHN B Director | Option exercise | 17,759 | — |
| Mar 10, 2026 | Spath John B. See Remarks | Tax withheld | 13,102 | $169.5K |
| Mar 10, 2026 | Babcock Gregory See Remarks | Tax withheld | 4,368 | $56.5K |
| Mar 10, 2026 | Moss William S. III See Remarks | Tax withheld | 13,103 | $169.6K |
| Mar 5, 2026 | Babcock Gregory See Remarks | Award | 18,691 | $0 |
| Mar 5, 2026 | Spath John B. See Remarks | Award | 56,074 | $0 |
| Mar 5, 2026 | Langin William R. See Remarks | Award | 56,074 | $0 |
| Mar 5, 2026 | Moss William S. III See Remarks | Award | 56,074 | $0 |
| Mar 5, 2026 | Dailey Zachary B. See Remarks | Award | 56,074 | $0 |
| Mar 5, 2026 | Goodfellow Paul R A See Remarks | Award | 171,339 | $0 |
| Dec 1, 2025 | Spath John B. See Remarks | Tax withheld | 126 | $1.4K |
| Oct 1, 2025 | Langin William R. See Remarks | Award | 16,358 | $0 |
| Sep 18, 2025 | Dailey Zachary B. See Remarks | Award | 29,050 | $0 |
| Sep 18, 2025 | Babcock Gregory See Remarks | Award | 5,198 | $0 |
| Sep 9, 2025 | Babcock Gregory See Remarks | Tax withheld | 4,292 | $40.9K |
| Sep 9, 2025 | Moss William S. III See Remarks | Tax withheld | 5,208 | $49.6K |
| Sep 9, 2025 | Spath John B. See Remarks | Tax withheld | 5,269 | $50.2K |
| Sep 3, 2025 | Glover Paula R Director | Sale | 6,159 | $59.7K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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