Talos Energy (TALO) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Talos Energy reported a revenue of $424.72 million for the quarter ended June 2025, marking a year-over-year decline of 22.7% and an EPS of -$0.27 compared to $0.03 a year ago, which indicates a significant downturn in financial performance [1] - The reported revenue fell short of the Zacks Consensus Estimate of $432.71 million, resulting in a surprise of -1.85%, while the EPS aligned with the consensus estimate of -$0.27 [1] Financial Performance Metrics - Talos Energy's shares have returned -11.9% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change, and the stock currently holds a Zacks Rank 3 (Hold) [3] - Total average net daily production was 93.3 million barrels of oil equivalent per day, slightly exceeding the analyst estimate of 92.96 million barrels [4] - Average realized prices for NGL were $17.23, below the analyst estimate of $17.58, while average net daily production volumes for NGL were 7.7 million barrels, significantly lower than the estimate of 8.97 million barrels [4] - Average realized prices for natural gas were $3.34, compared to the estimate of $3.55, while average net daily production volumes for natural gas were 129.7 million cubic feet, exceeding the estimate of 122.93 million cubic feet [4] - Average realized prices for oil were $64.08, surpassing the estimate of $62.82, with average net daily production volumes for oil at 64 million barrels, slightly above the estimate of 63.95 million barrels [4] - Total production volumes reached 8,494.00 MBOE, slightly above the average estimate of 8,415.32 MBOE [4] - Revenues from oil were $373.2 million, close to the average estimate of $375.88 million, while revenues from NGL and natural gas were $12.11 million and $39.42 million, respectively, compared to estimates of $13.85 million and $38.81 million [4]