Talos Energy (TALO) Reports Q3 Earnings: What Key Metrics Have to Say

Core Insights - Talos Energy reported $450.05 million in revenue for Q3 2025, an 11.6% year-over-year decline, with an EPS of -$0.19 compared to -$0.14 a year ago, indicating a significant drop in profitability [1] - The revenue exceeded the Zacks Consensus Estimate of $428.23 million by 5.1%, while the EPS surprise was 45.71% above the consensus estimate of -$0.35 [1] Financial Performance - Talos Energy's stock has returned -5.2% over the past month, contrasting with the Zacks S&P 500 composite's +1% change, and currently holds a Zacks Rank 3 (Hold) [3] - Total average net daily production was 95.2 million barrels of oil equivalent per day, surpassing the analyst estimate of 91.05 million barrels [4] - Average net daily production volumes for NGL, Oil, and Natural Gas were 5.8 million barrels, 66.6 million barrels, and 137 million cubic feet per day, respectively, with all figures exceeding analyst estimates [4] Revenue Breakdown - Oil revenue was reported at $400.21 million, exceeding the average estimate of $381.27 million, but reflecting a 14.4% year-over-year decline [4] - NGL revenue was $8.54 million, significantly lower than the average estimate of $11.99 million, marking a 45.8% year-over-year decline [4] - Natural gas revenue reached $41.31 million, surpassing the average estimate of $35.24 million, and showing a substantial year-over-year increase of 59.3% [4]