Talos Energy (TALO) reported $450.05 million in revenue for the quarter ended September 2025, representing a year-over-year decline of 11.6%. EPS of -$0.19 for the same period compares to -$0.14 a year ago.
The reported revenue represents a surprise of +5.1% over the Zacks Consensus Estimate of $428.23 million. With the consensus EPS estimate being -$0.35, the EPS surprise was +45.71%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Talos Energy performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total average net daily - Total: 95.2 millions of barrels of oil equivalent per day compared to the 91.05 millions of barrels of oil equivalent per day average estimate based on four analysts.
- Average net daily production volumes - NGL: 5.8 millions of barrels of oil per day versus 7.25 millions of barrels of oil per day estimated by three analysts on average.
- Average net daily production volumes - Oil: 66.6 millions of barrels of oil per day versus 62.76 millions of barrels of oil per day estimated by three analysts on average.
- Average net daily production volumes - Natural Gas: 137 millions of cubic feet per day versus the three-analyst average estimate of 120.8 millions of cubic feet per day.
- Average realized prices (excluding hedges) per bbl - NGL: $16.14 versus the two-analyst average estimate of $17.58.
- Average realized prices (excluding hedges) per bbl - Oil: $65.32 versus $64.21 estimated by two analysts on average.
- Average realized prices (excluding hedges) per mcf - Natural gas: $3.28 versus the two-analyst average estimate of $3.05.
- Revenues- Oil: $400.21 million compared to the $381.27 million average estimate based on two analysts. The reported number represents a change of -14.4% year over year.
- Revenues- NGL: $8.54 million compared to the $11.99 million average estimate based on two analysts. The reported number represents a change of -45.8% year over year.
- Revenues- Natural gas: $41.31 million compared to the $35.24 million average estimate based on two analysts. The reported number represents a change of +59.3% year over year.
View all Key Company Metrics for Talos Energy here>>>
Shares of Talos Energy have returned -5.2% over the past month versus the Zacks S&P 500 composite's +1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Talos Energy Inc. (TALO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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