Every 8-K that Kosmos Energy Ltd. (KOS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow KOS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KOS filings page.
Kosmos Energy Ltd. (KOS) announced that on September 8, 2026 it will issue a notice of partial redemption for $25,000,000 aggregate principal amount of its 7.750% senior notes due 2027.
The redemption of these notes is expected to occur on September 18, 2026, and Kosmos states it may elect to undertake additional optional redemptions before the notes’ final maturity date. The current disclosure itself does not constitute a formal notice of redemption to noteholders.
Kosmos Energy Ltd. reported second-quarter 2026 results with net income of $185 million, or $0.31 per diluted share, on oil and gas revenue of $607 million. Adjusted net income was $68 million, or $0.11 per diluted share. Total net production averaged approximately 71,400 boepd, up around 12% versus second quarter 2025.
Production expense was $179 million, or $25.61 per boe, and capital expenditures were $105 million. The company generated about $175 million of net cash from operating activities and $89 million of free cash flow, ending the quarter with net debt of about $2.56 billion and over $500 million of liquidity. Kosmos completed the $127 million sale of its Equatorial Guinea assets, supporting net debt reduction of more than $400 million in the first half of 2026. Operationally, new Jubilee wells, ramp-up at GTA, and a farm down in the Tiberius project underpinned performance, while full-year 2026 guidance includes production of 69,000–74,000 boe per day and capital expenditure of about $350 million.
Kosmos Energy Ltd. has completed the sale of its interests in the Ceiba Field and Okume Complex in Equatorial Guinea and is providing unaudited pro forma financials to show the impact. The company received approximately $127 million in upfront cash based on a $180 million purchase price with about $53 million of price adjustments, and could earn up to an additional $39.5 million in contingent payments tied to future production and oil prices.
On a pro forma basis as of March 31, 2026, total assets decrease from $4,783.4 million to $4,355.8 million and long-term debt falls from $2,866.0 million to $2,739.0 million. Pro forma net loss for 2025 improves from $699.8 million to $675.8 million, and for the three months ended March 31, 2026 from $225.6 million to $159.5 million. The sale also reduces proved reserves and slightly increases the standardized measure of discounted future net cash flows from $1,890 million to $1,896 million.
Kosmos Energy Ltd. held its 2026 annual meeting of stockholders, where 433,931,277 of 593,149,886 shares entitled to vote were represented, about 73.15% of the shares. Stockholders elected Class I directors Andrew G. Inglis and Maria Moraeus Hanssen to three-year terms ending at the 2029 meeting.
They also ratified Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. In advisory votes, stockholders approved named executive officer compensation and an amendment and restatement of the Kosmos Energy Ltd. Long Term Incentive Plan.
Kosmos Energy Ltd. reported first quarter 2026 results, showing strong operational growth but a larger accounting loss. Net loss was $225.6 million, or $0.45 per diluted share, driven largely by a $252.0 million derivatives loss. Adjusted net loss was much smaller at $35.6 million, or $0.07 per diluted share.
Revenue rose to $370.9 million as net production reached a record ~74,800 boepd, up about 25% year-on-year, while production costs per barrel fell to $19.66 per boe. The company generated $14.2 million of free cash flow, completed a $350 million secured bond offering and a ~$200 million equity raise, and reduced net debt to $2.78 billion.
Kosmos reaffirmed its $350 million full-year 2026 capital expenditure guidance and expects average production of 70,000–78,000 boepd, while targeting higher full‑year debt reduction of about 20%.
Kosmos Energy Ltd. completed a large equity offering, issuing and selling 97,500,000 shares of common stock in a registered public offering under an effective shelf registration statement on Form S-3. The company granted underwriters an option for an additional 14,625,000 shares, which was exercised in full. The offering, led by Barclays Capital Inc. and Stifel, Nicolaus & Company, Incorporated as representatives of the underwriters, closed on March 12, 2026.
Kosmos Energy Ltd. reported weak fourth quarter and full-year 2025 results, driven by large non-cash charges and higher costs. For Q4 2025, the company posted a net loss of $377 million, or $0.79 per diluted share, and an adjusted net loss of $78 million, or $0.16 per share. Full-year 2025 net loss was $699.8 million, or $1.47 per share, compared with net income of $189.9 million in 2024, as revenues fell to $1.29 billion from $1.68 billion and impairments and exploration costs rose sharply. Q4 net production averaged about 67,900 boepd, with strong contributions from the Greater Tortue Ahmeyim LNG project and Ghana’s Jubilee field, and year-end 1P and 2P reserves were roughly 250 mmboe and 500 mmboe, implying reserve lives of around 10 and 20 years. Kosmos exited 2025 with approximately $3.0 billion of net debt and liquidity of about $342 million, but it has refinanced near-term notes, added oil price hedges, agreed to sell its Equatorial Guinea interests for up to $220 million, and guided to 2026 production growth of around 15%, operating cost reductions of about 20%, and at least 10% debt reduction by year-end.
Kosmos Energy Ltd. has agreed to sell its 40.375% non-operating working interest in the Ceiba Field and Okume Complex offshore Equatorial Guinea to Panoro Energy for up to $219.5 million. The consideration includes an upfront $180 million cash payment, subject to adjustments, plus contingent payments of up to $39.5 million tied to production and oil price thresholds through 2029.
The deal monetizes later-life, non-core production assets and is intended to strengthen the balance sheet. Kosmos plans to use the proceeds to reduce borrowings under its reserves-based lending credit facility and expects about $100 million in capital and administrative cost savings over the two years following completion. The transaction has Government of Equatorial Guinea approval and is expected to close around mid-2026, pending CEMAC customary approval.
Kosmos Energy Ltd. announced early results for its cash tender offer for up to $250,000,000 of its 7.750% Senior Notes due 2027. As of the early tender deadline on January 28, 2026, holders had validly tendered and not withdrawn $182,457,000 principal amount of these notes, and the same amount was accepted for purchase at total consideration of $990.00 per note as shown.
Kosmos has elected to make payment for all notes tendered by the early deadline and expects to complete this early settlement on or about February 3, 2026, subject to satisfaction of the specified Escrow Release Conditions.
Kosmos Energy Ltd. has extended the early participation window for its ongoing debt tender offer. The company is conducting a cash tender offer for up to $250.0 million aggregate principal amount of its outstanding 7.750% Senior Notes due 2027.
The Early Tender Time and Withdrawal Deadline, originally set for 5:00 p.m. New York City time on January 26, 2026, are now extended to 5:00 p.m. New York City time on January 28, 2026. This change gives noteholders more time to tender their notes and still be eligible to receive the Total Consideration described in the Offer to Purchase dated January 12, 2026. The filing clarifies that this notice itself is not an offer to purchase or a solicitation to sell the notes.
Kosmos Energy Ltd. has launched a cash tender offer for up to $250,000,000 aggregate principal amount of its outstanding 7.750% Senior Notes due 2027, out of a total of $350,000,000 outstanding. The offer runs until 5:00 p.m. New York City time on February 9, 2026, with an early tender deadline at 5:00 p.m. on January 26, 2026.
Investors who tender by the early deadline and are accepted will receive total consideration of $990.00 per $1,000 principal amount, including a $50.00 early tender payment. Those tendering after the early deadline but before expiration receive $940.00 per $1,000. Accrued interest will also be paid, and tenders may be subject to proration if demand exceeds the cap.
The tender is conditioned on a new $350,000,000 senior secured bond offering due 2031, whose net proceeds, once released from escrow, are intended to fund the tender, repay certain reserve-based lending borrowings, and support general corporate purposes. Kosmos states it is using this combination to manage the maturity profile of its debt and may further redeem or repurchase notes so that no more than $100,000,000 of the 2027 notes remain outstanding.
Kosmos Energy Ltd. plans to redeem all of its outstanding 7.125% senior notes due 2026. The company will issue a conditional notice of redemption, with redemption expected to occur on January 13, 2026. The redemption is expected to be funded by a draw under Kosmos Energy’s Senior Secured Term Loan Credit Agreement dated September 24, 2025. The company also clarifies that this report does not itself constitute a notice of redemption for the notes.
Kosmos Energy Ltd. furnished a Form 8-K to announce that it issued a news release with results for the fiscal quarter ended September 30, 2025.
The news release is provided as Exhibit 99.1 and is incorporated by reference. The company states the information is being furnished and is not deemed “filed” for purposes of Section 18 of the Exchange Act.
Kosmos Energy Ltd. filed a Form 8-K reporting a conditional notice of partial redemption for $150,000,000 principal amount of its 7.125% senior notes due 2026. The notice was issued on September 25, 2025 and the company states that redemption of the specified notes will occur on October 6, 2025. The filing references Item 1.01 in relation to Item 2.03 but does not include additional details about funding source, remaining outstanding principal, or the specific terms of the redemption beyond the principal amount, coupon and redemption date.
Kosmos Energy Ltd. reports that Chief Commercial Officer Christopher J. Ball has decided to retire, effective September 30, 2025. His commercial responsibilities will transition to Chief Financial Officer Neal D. Shah, who will assume oversight of the company’s commercial matters.
After retirement, Mr. Ball will provide advisory services under an Advisory Agreement, earning $3,000 per day when he works, plus expense reimbursement. In connection with the advisory and transition arrangements, he will also receive a portion of his 2025 target annual bonus, prorated through his retirement date. The advisory arrangement continues until terminated by either party, and the full agreements will be filed as exhibits to the Form 10-Q for the quarter ending September 30, 2025.