NYSEEnergyOil & Gas Exploration & ProductionS&P SmallCap 600
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Close of Nov 06, 2026 · end-of-day data
TALO 8-K filings in 2025
Every material Form 8-K Talos Energy filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Talos Energy amended its Cooperation Agreement with Control Empresarial de Capitales, an entity tied to the Carlos Slim family that owns more than 5% of a class of the company's voting securities. The amendment extends the agreement by one year, to December 16, 2026. The filing does not disclose financial terms, and the change is administrative in nature.
Amendment dated December 8, 2025 extends the Cooperation Agreement by one year, to December 16, 2026.
Original Cooperation Agreement is dated December 16, 2024.
Counterparty Control Empresarial de Capitales beneficially owns more than 5% of a class of Talos voting securities.
Talos Energy reported a third-quarter 2025 net loss of $95.9 million, or $0.55 per diluted share, which includes a $60.2 million non-cash impairment, on total revenues of $450.1 million. The company also raised its full-year 2025 average daily production guidance to 94.0 to 97.0 MBoe/d and lowered its cash operating expense and capital expenditure ranges.
Q3 2025 net loss of $95.9 million ($0.55 per diluted share); adjusted net loss of $33.0 million ($0.19 per share)
Full-year 2025 production guidance raised to 94.0-97.0 MBoe/d from 91.0-95.0 MBoe/d
Full-year 2025 capital expenditure guidance lowered to $480-520 million from $490-530 million
Repurchased about 5.0 million shares for $48.1 million in Q3; $332.7 million cash at September 30, 2025
Talos Energy appointed Zachary B. Dailey, formerly Marathon Oil's Controller and Chief Accounting Officer, as Executive Vice President and Chief Financial Officer effective August 18, 2025. Gregory M. Babcock steps down as interim CFO and continues as Vice President and Chief Accounting Officer, and the company also named William R. Langin as Executive Vice President of Exploration and Development.
Zachary B. Dailey becomes EVP and CFO effective August 18, 2025, with an annualized base salary of $450,000 and a short-term incentive target of 80% of base salary
Gregory M. Babcock stops serving as interim CFO and principal financial officer but remains Vice President and Chief Accounting Officer
William R. Langin joins as EVP, Exploration and Development, expected to start September 29, 2025
Megan Dick was promoted to EVP and Chief Human Resources Officer effective August 1, 2025
Talos Energy reported second-quarter 2025 results on August 6, 2025, with a net loss of $185.9 million that included a $223.9 million non-cash impairment charge. The company also improved its full-year 2025 guidance, citing higher production, lower operating expenses and lower capital expenditures, and reported $357.3 million of cash at June 30, 2025.
Net loss of $185.9 million, or $1.05 per diluted share, including a $223.9 million non-cash ceiling test impairment; adjusted net loss of $48.3 million, or $0.27 per share
Total revenues of $424.7 million, Adjusted EBITDA of $294.2 million and net cash from operating activities of $351.6 million for the quarter
Full-year 2025 production guidance revised to 91.0 to 95.0 MBoe/d from 90.0 to 95.0 MBoe/d; cash operating expenses and workovers guidance lowered to $555 million to $585 million
Repurchased 3.8 million shares for $32.6 million in the quarter; net debt of $892.7 million and net debt to LTM Adjusted EBITDA of 0.7x at June 30, 2025
Talos Energy and its subsidiaries signed a Twelfth Amendment to their credit agreement with JPMorgan Chase Bank, N.A. as administrative agent, dated August 4, 2025. The amendment lowers the borrowing base and total commitments to $700.0 million each and removes a $50.0 million cap on unrestricted cash deducted in the debt-to-EBITDAX calculation when every lender's exposure is zero. The filing does not state a prior borrowing base, so the size of the reduction cannot be measured from it.
Borrowing base and total commitments both decreased to $700.0 million under the Twelfth Amendment dated August 4, 2025.
The $50.0 million cap on unrestricted cash deducted in the Consolidated Total Debt to EBITDAX ratio was removed, applying when each lender's total exposure is $0.
The full amendment is filed as Exhibit 10.1 to the 8-K; the filing says the summary is qualified by the complete text.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Talos Energy filing is on SEC EDGAR ↗. 8-K briefs of other companies →