Talos Energy filings document regulatory disclosures for an NYSE-listed offshore oil and gas exploration and production company with operations in the United States Gulf of America and offshore Mexico. Current reports on Form 8-K furnish quarterly and annual operating results, Regulation FD investor presentations, production updates and material events tied to the company’s asset base.
The filing record also covers capital structure and governance matters, including an amended and restated credit agreement for Talos Production, borrowing-base and commitment disclosures, senior secured note maturity provisions, and letter-of-credit capacity. Proxy materials address board and shareholder governance, while other 8-K filings document cooperation-agreement matters with a significant holder, executive appointments, and the company’s NYSE-listed common stock.
Talos Energy Inc. reported fourth-quarter and full-year 2025 results showing strong cash generation but a GAAP loss driven by non-cash impairments. For 2025, revenue was $1.78 billion with a net loss of $494.3 million, including $454.5 million of non-cash ceiling-test charges. Adjusted EBITDA reached $1.20 billion and Adjusted Free Cash Flow was $417.7 million.
The company produced an average of 94.6 MBoe/d in 2025, 70% oil, and ended the year with proved reserves of 174.7 MMBoe and a proved PV‑10 of $3.19 billion. Talos strengthened its balance sheet with $362.8 million of cash, $965.4 million of total liquidity, and Net Debt to LTM Adjusted EBITDA of 0.7x.
Talos repurchased 12.6 million shares for $119.1 million, about 29% of annual free cash flow, and has $81 million remaining under authorization. For 2026, it guides capital spending of $500–$550 million, P&A of $100–$130 million, and production of 85–90 MBoe/d with 62–66 MBo/d of oil, while focusing on high‑margin offshore growth projects and the Daenerys and Monument developments.
Talos Energy Inc. entered into an amended and restated credit agreement that provides a borrowing base and total commitments of $700.0 million, including a $250 million letter of credit sublimit. The facility, with JPMorgan Chase Bank as administrative agent, matures on the earlier of January 20, 2030 or November 2, 2028 if certain 9.000% second‑priority senior secured notes due February 2029 are not fully refinanced or repaid by then.
Borrowings can be made at rates tied to an alternate base rate, term SOFR or daily simple SOFR, plus an applicable margin, and Talos must also pay a commitment fee on unused commitments based on utilization levels. The agreement includes customary covenants and limits on additional debt, liens, dividends, investments, asset sales and mergers, and requires Talos Production to maintain a maximum Consolidated Total Debt to EBITDAX ratio of 3.00 to 1.00 and a minimum current ratio of 1.00 to 1.00 each quarter.
The facility is secured by mortgages on at least 85% of Talos’s proved oil and natural gas assets and is fully guaranteed by the company and certain subsidiaries. It also imposes minimum hedging requirements over up to six forward fiscal quarters, with specified percentages of projected production from proved developed producing reserves that must be hedged depending on the quarter and leverage level.
Dimensional Fund Advisors LP has reported a significant passive ownership position in Talos Energy Inc. common stock. As of the reporting date, Dimensional is deemed to beneficially own 8,967,001 shares of Talos Energy, representing 5.3% of the outstanding common stock. It has sole power to vote 8,803,069 shares and sole power to dispose of 8,967,001 shares, with no shared voting or dispositive power.
The shares are owned by various funds and accounts advised or sub-advised by Dimensional, and Dimensional disclaims beneficial ownership except for Section 13(d) reporting purposes. The position is certified as being held in the ordinary course of business and not with the purpose or effect of changing or influencing control of Talos Energy.
Talos Energy Inc. disclosed that on December 8, 2025 it entered into an amendment to its existing Cooperation Agreement with Control Empresarial de Capitales, S.A. de C.V., an entity controlled by the family of Carlos Slim. Control Empresarial beneficially owns more than 5% of a class of Talos Energy’s voting securities.
The amendment extends the term of the Cooperation Agreement by one year, moving its expiration date to December 16, 2026. The full text of the amendment is available as an exhibit, providing more detail on how this large shareholder and the company will continue to work together.
Talos Energy Inc. executive reports routine share withholding for taxes. An officer of Talos Energy Inc. (ticker TALO), identified as Executive Vice President and Head of Operations, reported a transaction dated 12/01/2025 involving company common stock. The filing shows 126 shares of common stock were disposed of at a price of $11.37 per share, reflecting shares withheld to cover tax obligations when previously granted restricted stock units vested under the Amended and Restated Talos Energy Inc. 2021 Long Term Incentive Plan. After this tax withholding, the reporting person beneficially owns 234,104 shares of Talos Energy Inc. common stock in direct ownership.
Talos Energy Inc. furnished a press release announcing its financial and operational results for the quarter ended September 30, 2025, via an Item 2.02 current report. The release is included as Exhibit 99.1.
The company also posted a new investor presentation on November 5, 2025, referenced under Item 7.01. Both the press release and the presentation are deemed “furnished,” not “filed,” under the Exchange Act.
Talos Energy (TALO) reported a Q3 2025 net loss of $95.9 million as lower revenue and non-cash charges weighed on results. Total revenue was $450.1 million, down from $509.3 million a year ago, while depreciation and a $60.2 million ceiling-test impairment drove an operating loss. For the nine months, Talos recorded a $291.7 million net loss, including $284.1 million of impairments.
Liquidity improved with cash and cash equivalents at $332.7 million and strong operating cash flow of $734.0 million year-to-date. Total debt remained at $1.25 billion (9.000% 2029 and 9.375% 2031 notes). The borrowing base and commitments under the bank facility were set to $700.0 million on August 4, 2025. Asset retirement obligations totaled $1.23 billion.
Talos advanced portfolio moves: additional Monument and Mississippi Canyon interests closed in 2025, and it recognized expense after derecognizing a $12.5 million TLCS deferred payment. Shares outstanding were 169,988,772 as of October 29, 2025.
TALOS ENERGY INC. (TALO) reporting person William R. Langin, Executive Vice President - Exploration and Development, was granted 16,358 restricted stock units (RSUs) on 10/01/2025 under the company’s Amended and Restated 2021 Long Term Incentive Plan. Each RSU represents a contingent right to one share of common stock and was reported at a grant price of $0.00, with 16,358 shares beneficially owned following the grant. The RSUs vest ratably on 10/01/2026, 10/01/2027, and 10/01/2028. The Form 4 was filed as a single reporting person filing and signed via attorney-in-fact on 10/03/2025.
William R. Langin, identified as Executive Vice President - Exploration and Development and an officer of Talos Energy Inc. (TALO), filed an initial Form 3 reporting the event date 09/29/2025. The filing states clearly that no securities are beneficially owned by the reporting person. The form is signed by an attorney-in-fact on 10/03/2025.
Gregory Babcock, Vice President and Chief Accounting Officer of Talos Energy Inc. (TALO), was granted 5,198 restricted stock units (RSUs) on 09/18/2025 under the Amended and Restated Talos Energy Inc. 2021 Long Term Incentive Plan. Each RSU represents a contingent right to receive one share of common stock and the RSUs carry a transaction price of $0.00. The RSUs vest ratably on September 18, 2026, September 18, 2027 and September 18, 2028. Following the reported grant, the reporting person beneficially owns 137,270 shares.