Kosmos Energy LTD

Market Movers (8-K)

NYSE
Kosmos Energy announced robust second quarter 2026 results, highlighted by a 12% increase in net production, significant cost reductions, and over $400 million in net debt reduction in the first half of the year.
NYSE
Kosmos Energy shareholders approved all management proposals at the 2026 Annual Meeting, including director elections and executive compensation.
NYSE
Kosmos Energy announced record first quarter 2026 production of approximately 74,800 boepd, up 25% year-over-year, alongside a reported net loss of $226 million.
Capital raise
NYSE
Kosmos Energy Ltd. successfully closed its registered public offering, issuing 112.125 million common shares, including the full exercise of the underwriters' option.
Capital raise
NYSE
Kosmos Energy announced a net loss of $377 million for Q4 2025, but highlighted strong production growth, cost reductions, and strategic debt management for 2026.
Capital raise
Worse than expected
NYSE
Kosmos Energy announced the sale of its 40.375% interest in the Ceiba Field and Okume Complex offshore Equatorial Guinea to Panoro Energy for up to $219.5 million.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Kosmos Energy Ltd. announced a significant increase in oil and gas revenue for Q2 2026, driven by higher production volumes and prices, alongside a strategic asset sale and robust cash flow generation.
Better than expected
Capital raise
Delay expected
NYSE
Kosmos Energy reports Q1 2026 financial results, highlighting a net loss of $225.6 million, debt restructuring, and asset divestitures.
Worse than expected
Capital raise
NYSE
Kosmos Energy reports a net loss of $124.3 million in Q3 2025, driven by lower oil prices, production issues, and increased operating costs, while actively managing debt covenants and advancing key projects.
Delay expected
Worse than expected
Capital raise
NYSE
Kosmos Energy Ltd. reported a significant net loss in the second quarter of 2025, driven by lower oil prices and increased production costs, despite achieving key operational milestones.
Delay expected
Worse than expected
NYSE
Kosmos Energy's Q1 2025 results were affected by lower production volumes, scheduled maintenance, and fluctuating commodity prices, resulting in a net loss of $110.6 million.
Worse than expected
NYSE
Kosmos Energy's Q3 2024 results show a net income of $44.97 million, impacted by lower oil prices and timing of liftings, but also include strategic debt management and progress in key projects.
Worse than expected
Delay expected

Annual Reports (10-K)

NYSE
Kosmos Energy reported a significant net loss of $699.8 million in 2025, driven by lower commodity prices, decreased production in key fields, and substantial asset impairments, despite progress in the Greater Tortue Ahmeyim LNG project.
Delay expected
Worse than expected
Capital raise
NYSE
Kosmos Energy's 2024 results highlight the start of LNG production at GTA and continued focus on maximizing value from producing assets.
Delay expected
NYSE
Kosmos Energy and partners have amended their Block G production sharing contract in Equatorial Guinea, extending the term for the Ceiba and Okume fields to December 31, 2040, and formalizing GEPetrol's participation.

Insider Trading (Form 4)

NYSE
Kosmos Energy's Chairman and CEO, Andrew G. Inglis, reported a transaction involving the sale of company shares to cover tax obligations.
NYSE
Kosmos Energy's SVP and CFO, Nealesh D. Shah, sold 45,980 shares to cover tax withholding obligations from vested restricted share units.
NYSE
Kosmos Energy Ltd. reports a transaction where SVP and General Counsel Josh R. Marion sold shares to cover tax obligations upon vesting of restricted stock units.
NYSE
Kosmos Energy VP Ronald W. Glass reported a sale of 12,128 shares to cover tax withholding obligations following the vesting of restricted share units.
NYSE
Director John Douglas Kelso reported the vesting of restricted share units and subsequent sale of shares for tax obligations.
NYSE
Director Steven Sterin reported the sale of 38,636 shares to cover tax obligations and the acquisition of 62,044 restricted share units.

Proxy Statements (Def-14A)

NYSE
Kosmos Energy's 2026 proxy statement outlines strategic priorities for production growth, debt reduction, and executive compensation adjustments.
Worse than expected
NYSE
Kosmos Energy Ltd. has filed a definitive proxy statement with the Securities and Exchange Commission.
NYSE
Kosmos Energy's 2025 proxy statement highlights a strategic shift towards free cash flow generation through reduced capital expenditure and overhead, while continuing to supply energy and develop cleaner energy sources.
Delay expected
NYSE
Kosmos Energy Ltd. has filed a definitive proxy statement with the Securities and Exchange Commission.
NYSE
Kosmos Energy's proxy statement details the company's strategic objectives, corporate governance practices, executive compensation, and proposals for the upcoming annual stockholders meeting.
Worse than expected
Delay expected

Schedule 13G - Passive Investments

NYSE
Investment firm Grantham, Mayo, Van Otterloo & Co. LLC disclosed a 3.16% beneficial ownership stake in Kosmos Energy Ltd.
NYSE
American Century Investment Management and its affiliates have reported a 2.4% beneficial ownership stake in Kosmos Energy Ltd. common stock as of December 31, 2025.
NYSE
BlackRock Portfolio Management LLC has filed an amended Schedule 13G, reporting a 1.7% beneficial ownership stake in Kosmos Energy Ltd. as of December 31, 2025.
NYSE
Grantham, Mayo, Van Otterloo & Co. LLC reports a 7.27% beneficial ownership stake in Kosmos Energy Ltd. common stock.
NYSE
American Century Investment Management, Inc. and affiliates report a 7.0% beneficial ownership stake in Kosmos Energy Ltd.'s common stock.
NYSE
Hotchkis and Wiley Capital Management, LLC has reduced its beneficial ownership in Kosmos Energy Ltd. to 4.44% of common stock.
Worse than expected