Zacks Investment Research·Sep 15, 2026
4 Value Stocks to Buy as Oil Surge Fuels Fed Rate Hike FearsUnlock your portfolio value by investing in high earnings yield stocks like Ternium, Halozyme, POSCO and Talos Energy.
Talos Energy's 2026Q2 results mark a sharp inflection, with revenue surging 56.5% year-over-year to $664.8M and gross margin expanding to 76.6% from -7.9% in 2025Q4, reflecting extreme sensitivity to oil and gas prices. The company has strengthened its balance...
Price trend, volume and key moving averages
Trailing total returns as of 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 5, 2025 | -$0.19+45.7% vs -$0.35 | $450M+2.5% vs $439M |
Unlock your portfolio value by investing in high earnings yield stocks like Ternium, Halozyme, POSCO and Talos Energy.
Spath liquidated one-third of his direct holdings at prices ranging from $16.79 to $16.96, retaining ~179,000 shares after the transaction.
Talos Energy leverages offshore infrastructure to generate cash flow while selectively investing in projects to extend portfolio life and resilience. Standalone production guidance was raised without increasing capex, highlighting improved operational execution and disciplined capital allocation. The pending Shell acquisition and Mexico farm-in diversify TALO's asset base, but require careful management of decommissioning risks and staged development commitments.
Talos Energy (TALO) is evolving from an organic cash-flow story to a larger offshore consolidator with pending acquisitions. Q2 results demonstrated strong asset performance, beating production guidance and supporting increased outlook despite divestment of weaker assets. Pending Coulumb and Na Kika acquisitions will increase leverage, but should drive near-term cash flow and scale benefits.
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 |
|---|---|---|---|---|---|---|---|
| $16.56 | $2.76B | -5.87 | -9.8% | -27.88% | -20.15% | — | |
| $27.38 | $2.34B | 3.24 | 49.76% | 13.56% | 9.55% | — | |
| $13.18 | $4.35B | 24.41 | 22.14% | 1.27% | 1.12% | — | |
| $1.10 | $24.22M | -0.49 | -14.92% | -24.51% | -29.92% | — | |
| $3.74 | $556.43M | -3.70 | -4.53% | -19.32% | — | — | |
| $4.92 | $199.75M | 4.03 | 55.25% | 45.97% | 10.97% | — |
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)
Aug 4, 2026·SEC
Jul 27, 2026·SEC
Jul 13, 2026·SEC
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Talos Energy Inc. (TALO) stock FAQ — growth, dividends, profitability & financials explained
Talos Energy Inc. (TALO) reported $1.98B in revenue for fiscal year 2025. This represents a 539% increase from $309.7M in 2015.
Talos Energy Inc. (TALO) saw revenue decline by 9.8% over the past year.
Talos Energy Inc. (TALO) reported a net loss of $407.0M for fiscal year 2025.
Talos Energy Inc. (TALO) has a return on equity (ROE) of -20.1%. Negative ROE indicates the company is unprofitable.
Talos Energy Inc. (TALO) generated $330.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
