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KOS · NYSE · Oil & Gas Exploration & Production

Kosmos Energy

Produces oil and gas from Ghana, Greater Tortue Ahmeyim and the Gulf of America.

$2.76

After-hours close+0.00 (+0.17%)

At close$2.76(−4.01%)

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Profile

Kosmos Energy Ltd.KOSEnergy

Explores, develops and produces oil and gas through Ghana's Jubilee and TEN fields, Greater Tortue Ahmeyim LNG, and deepwater Gulf of America assets. Current revenue exposure is centered on Ghana and the Gulf after the Equatorial Guinea production sale.

Explores, develops and produces offshore oil and gas through current operating pillars: Ghana's Jubilee and TEN fields, Greater Tortue Ahmeyim across Mauritania and Senegal, and deepwater Gulf of America assets. Ghana remains the largest current producing area, while the Gulf adds a U.S. deepwater platform and GTA brings LNG, condensate and gas exposure.

Built its public identity around basin-opening West African discoveries, then added Gulf production through the Deep Gulf Energy acquisition. Recent portfolio cleanup removed Equatorial Guinea production, leaving exploration licenses there and in Sao Tome and Principe outside the current revenue base.

Revenue depends on hydrocarbon sales volumes and realized oil and gas prices. Execution also depends on offshore project operations, host-country approvals, partners and debt reduction actions tied to asset sales and equity financing.

Company facts

CEOAndrew G. Inglis

ListedMay 11, 2011

ExchangeNYSE

HeadquartersDallas, TX

CountryUnited States

Employees216

CIK0001509991

ISINUS5006881065

Key statistics

Market cap$1.34B

EPS (ttm)−$1.19

P/E (ttm)−2.32

ROE-81.9%

P/B2.32

P/S0.8179

Dividend yield—

Beta−0.63vs XLE 2.11

Year to date +210% · Average volume (30d) 12.8M

Analysts

Price target, next 12 months$2.45−11.2%Median of 27 analysts · vs the Aug 28 close

ConsensusBuy17 of 27 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $2.76

High$3.00+8.7%

Median$2.45−11.2%

Low$2.40−13.0%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Jul 21, 2026	Stephens	Target				$2.40
May 27, 2026	Mizuho Securities	Target			$1.50	$3
May 27, 2026	Mizuho	Downgrade	Neutral	Underperform
May 20, 2026	Goldman Sachs	Target			$2.25	$2.50
May 11, 2026	Bernstein	Target				$2.40

Earnings

EPS

Estimate$0.08

ReportedDue Nov 9, 2026

Revenue

Estimate$402.8M

ReportedDue Nov 9, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 3, 2026Q2 FY26	$0.09	$0.11	+18.0%	$483.2M	$617.0M	+27.7%	−5.95%
May 5, 2026Q1 FY26	$0.08	−$0.07	−191.3%	$405.2M	$370.9M	−8.5%	−7.37%
Mar 2, 2026Q4 FY25	−$0.13	−$0.16	−25.0%	$330.0M	$296.5M	−10.2%	+7.08%
Nov 3, 2025Q3 FY25	−$0.14	−$0.15	−10.3%	$323.5M	$311.2M	−3.8%	0.00%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$290.1M	$392.6M	$311.2M	$297.4M	$421.7M	$607.3M
Gross profit	$2.2M	−$1.8M	$163.5M	−$151.6M	$151.5M	$427.8M
Operating income	−$33.8M	−$24.9M	$95.7M	−$169.5M	$123.8M	$272.7M
Net income	−$110.6M	−$87.7M	−$124.3M	−$377.1M	−$225.6M	$184.8M
Diluted EPS	−$0.23	−$0.18	−$0.26	−$0.79	−$0.45	$0.31
Gross margin	0.7%	-0.4%	52.5%	-51.0%	35.9%	70.5%
Operating margin	-11.6%	-6.3%	30.7%	-57.0%	29.4%	44.9%

Fiscal years (4-quarter sums)FY21 $1.33B · FY22 $2.25B · FY23 $1.71B · FY24 $1.68B · FY25 $1.29B

Revenue by product · Q2 FY26

Ghana Segment$357.0M · 58%

U.S. Gulf Of Mexico$111.5M · 18%

Mauritania And Senegal$92.1M · 15%

Equatorial Guinea Segment$56.6M · 9%

Revenue by geography · Q2 FY26

Ghana$365.9M · 100%

Balance sheet, Jun 30, 2026Cash & short-term investments $125.6M · Total debt $2.76B · Total assets $4.31B · Shareholders' equity $704.9M

Dividends

No dividends on record.

Ownership

Institutions 91.81%445.50M sharesInsiders 2.83%13.71M sharesOther 5.36%26.05M shares

Shares outstanding 485.27M · Float —

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	56.02M	11.54%	13F	Aug 7, 2026
State Street Corp	29.45M	6.07%	13F	Aug 7, 2026
Two Sigma Investments, LP	25.40M	5.23%	13F	Aug 14, 2026
cobas asset management, sgiic, s.a.	24.78M	5.20%	13G	Apr 23, 2025
D. E. Shaw & Co., Inc.	24.54M	5.06%	13F	Aug 14, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jul 2, 2026	Ronald W. Glass	officer: VP & Chief Accounting Officer	−12,128	$2.05
Jul 2, 2026	Josh R. Marion	officer: SVP and General Counsel	−24,969	$2.05
Jul 2, 2026	Nealesh D. Shah	officer: SVP and CFO	−45,980	$2.05
Jul 2, 2026	Andrew G. Inglis	director, officer: Chairman and CEO	−85,935	$2.05
May 28, 2026	Roy A. Franklin	director	−43,466	$2.73