Talos Energy's 2026 results show a sharp but fragile rebound, with gross margin climbing to 76.6% in 2026Q2 from 4.2% in 2025Q2, yet net income swung from $149.7M to an $81.2M loss within a single quarter, suggesting earnings remain highly sensitive to commodity pricing and volume.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 3, 2026 | $0.58+37.7% vs $0.42 | $596M+7.9% vs $552M |
Q3 2026 Aug 4, 2026 | $0.57+58.6% vs $0.36 | $665M+15.0% vs $578M |
Q2 2026 May 5, 2026 | -$0.07+22.2% vs -$0.09 | $472M+5.8% vs $446M |
Q1 2026 Feb 24, 2026 | -$0.44-36.6% vs -$0.32 | $392M-9.3% vs $432M |
Talos Energy raises its 2026 production outlook on strong operations and deepwater acquisitions while advancing offshore projects and maintaining financial flexibility.
Talos Energy Inc. ( TALO ) Q3 2026 Earnings Call November 4, 2026 10:00 AM EST Company Participants Kyle Sahni - Manager of Investor Relations Paul Goodfellow - President, CEO & Director Zachary Dailey - Executive VP & CFO William Langin - Executive Vice President of Exploration & Development Conference Call Participants Ajay Bakshani - BMO Capital Markets Equity Research Paul Diamond - Citigroup Inc., Research Division Nathaniel Pendleton - Texas Capital Securities, Research Division Michael Scialla - Stephens Inc., Research Division Leo Mariani - ROTH Capital Partners, LLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and welcome to the Talos Energy Third Quarter 2026 Earnings Call. [Operator Instructions] This call is being recorded on Wednesday, November 4, 2026.
Although the revenue and EPS for Talos Energy (TALO) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Talos Energy (TALO) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to a loss of $0.19 per share a year ago.
Benchmark TALO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Talos Energy Inc. (TALO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $14.84 | $2.48B | -6.30 | -9.8% | -18.46% | -19.59% | — | |
| $11.22 | $3.71B | 59.71 | 22.14% | 1.3% | 1.23% | 4.19% | |
| $0.75 | $16.51M | -0.85 | -14.92% | -24.51% | -29.92% | — | |
| $3.09 | $459.72M | -9.25 | -4.53% | -8.44% | — | 1.31% | |
| $4.37 | $177.42M | 8.17 | 55.25% | 58.87% | 6.24% | 23.45% | |
| $29.92 | $7.17B | 7.62 | 18.07% | 13.66% | 13.76% | 2.67% |
Talos Energy Inc. (TALO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Talos Energy Inc. (TALO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 3, 2026·SEC
Aug 4, 2026·SEC
Jul 27, 2026·SEC
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Talos Energy Inc. (TALO) stock FAQ — growth, dividends, profitability & financials explained
Talos Energy Inc. (TALO) reported $2.13B in revenue over the trailing twelve months. Revenue was $1.78B in fiscal year 2025. That is 475% more than the $309.7M of fiscal year 2015.
Talos Energy Inc. (TALO) grew revenue by 13.5% over the trailing twelve months, compared with the twelve months before.
No. Talos Energy Inc. (TALO) reported a net loss of $392.4M over the trailing twelve months.
Talos Energy Inc. (TALO) had a return on equity (ROE) of -19.6% over the trailing twelve months. A negative ROE means the company lost money over the period.
Talos Energy Inc. (TALO) generated $487.6M in free cash flow over the trailing twelve months.
