Kosmos Energy Ltd. (KOS) Earnings
Kosmos Energy Ltd. is expected to report next earnings on August 3, 2026 (in NaN days), with a consensus EPS estimate of $0.10. KOS has beaten EPS estimates in 5 of its last 12 reported quarters (average surprise -32.4% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 5, 2026 | $0.08 | $-0.07 | -191.3% | $371M | -8.5% |
| Feb 26, 2024 | $0.24 | $0.31 | +29.2% | $508M | +6.3% |
| Feb 27, 2023 | $0.14 | $0.23 | +64.3% | $510M | +2.2% |
| Feb 28, 2022 | $0.19 | $0.13 | -31.6% | $573M | +7.1% |
| Feb 22, 2021 | $-0.09 | $-0.12 | -33.3% | $274M | -12.5% |
| Feb 24, 2020 | $-0.11 | $-0.09 | +18.2% | $450M | -18.2% |
| Feb 25, 2019 | $0.05 | $-0.09 | -280.0% | $301M | +350.0% |
| Nov 5, 2018 | $-0.14 | $-0.23 | -64.3% | $243M | +0.0% |
| Aug 6, 2018 | $-0.04 | $-0.09 | -138.7% | $215M | +7.7% |
| May 7, 2018 | $-0.13 | $-0.06 | +53.8% | $127M | -53.8% |
| Feb 26, 2018 | $-0.11 | $-0.10 | +9.1% | $187M | -9.1% |
| Feb 27, 2017 | $-0.01 | $-0.01 | -62.9% | $156M | -66.7% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 5, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
Discussions on capital expenditure with 27 being capital tight; leverage target of getting to one and a half times in normalized oil price environment, aiming to reduce debt by around 20% this year from three billion to mid twos; Senegal's GTA phase one plus with low capital spend and low OPEX, phased process from 27 to end of decade; derivatives cash losses in Q1 and hedging exposure for 26 and 27
Guidance
Jubilee has no scheduled downtime in 2026; confident in delivering guidance with additional wells added; plan to extend RBL in mid-year, aiming to reduce debt and leverage; liquidity at 500 million and growing
Segment performance
Not explicitly detailed in the transcript regarding specific product segment financial performance and contribution %
Risks & headwinds
Not prominently discussed in the transcript
Analyst Q&A
Q: Talked about Senegal and GTA, unit economics, volume, price;
A: Expansion of GTA, capital spend low, OPEX reducing;
Q: Derivative cash losses in Q1 and 2026 exposure;
A: Large mark-to-market loss, hedges focused on first half of year;
Q: Contact with new BP management;
A: Focused on operational side, BP new CEO has Senegal experience;
Q: Jubilee guidance, scheduled downtime;
A: No scheduled downtime in 2026, confident in delivering guidance with additional wells;
Q: Debt profile, RBL extension;
A: On track to reduce debt, extend RBL in mid-year, focus on reducing drawn amount of RBL