Latest Earnings Results: Q2 '26
Estimated EPS
$0.37
Reported EPS
$0.57
Surprise
+53.43%
Estimated Rev
$577.92M
Reported Rev
$664.81M
Surprise
+15.03%
• Reported GAAP EPS of $0.90 up 185.71% YoY • Reported revenue of $664.81M up 56.53% YoY • Talos Energy Inc. expects third quarter 2026 production to be 61 to 65 MBo/d and 81 to 85 MBoe/d, and raised its full-year 2026 production guidance to 64 to 68 MBo/d.
Bullish Takeaway
Talos Energy Inc. outperformed production guidance through operational excellence, maintained a strong balance sheet with significant liquidity, and expanded its deepwater portfolio through strategic acquisitions and development farm-in agreements.
Bearish Takeaway
Talos Energy Inc. faced share repurchase restrictions due to an acquisition blackout, ongoing operational risks from third-party reliance and environmental factors, and exposure to inherent volatility in global commodity prices.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | -$0.01 | -- | -- | N/A |
Q2 '26 | $0.37 | $0.57 | 53.43% | BEAT |
Q1 '26 | -$0.14 | -$0.07 | 49.68% | BEAT |
Q4 '25 | -$0.32 | -$0.44 | -36.70% | MISSED |
Q3 '25 | -$0.37 | -$0.19 | 48.50% | BEAT |