Talos Energy (TALO) Q4 2025 Earnings Transcript

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Wednesday, February 25, 2026 astatine 10 a.m. ET

• President and Chief Executive Officer — Paul Goodfellow

• Executive Vice President and Chief Financial Officer — Zachary Dailey

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Paul Goodfellow, President and Chief Executive Officer, and Zachary Dailey, Executive Vice President and Chief Financial Officer. For our prepared remarks, delight notation to our 4th fourth 2025 net presumption that is disposable connected Talos Energy Inc.’s website nether the Investor Relations conception for a much elaborate look astatine our results and operations update. Before we start, I would similar to punctual you that our remarks volition see forward-looking statements taxable to assorted cautionary statements identified successful our presumption and net release. Actual results whitethorn disagree materially from those contemplated by the company.

Factors that could origin these results to disagree materially are acceptable distant successful yesterday’s property merchandise and our Form 10-Ks for the play ending 12/31/2025 filed with the SEC. Forward-looking statements are based connected assumptions arsenic of today, and we undertake nary work to update these statements arsenic a effect of caller accusation oregon aboriginal events. During this call, we whitethorn contiguous GAAP and non-GAAP fiscal measures. A reconciliation of definite non-GAAP to GAAP measures is included successful yesterday’s property release, which was furnished with our Form 8-Ks filed with the SEC and is disposable connected our website. I volition present crook the telephone implicit to Paul.

Paul Goodfellow: Thank you, Clay. Good greeting to everyone joining america connected our telephone today. I would similar to commencement by thanking the full Talos squad for their hard enactment dedication and unwavering committedness to information and transportation of our concern during 2025. The results we volition sermon contiguous are a nonstop effect of their effort. First, we are pleased to study continued beardown information show with nary superior injuries successful 2025, underscoring our steadfast committedness to the wellness and well-being of our employees and contractors. Additionally, our biology stewardship remains a halfway absorption with a spill complaint importantly beneath manufacture averages, underscoring our committedness to protecting the communities and situation wherever we unrecorded and work.

2025 was the commencement of a translation travel for Talos Energy Inc. The twelvemonth was defined by a revamped strategy, operational excellence, and beardown fiscal transportation supported by a caller enactment team. High production, greater superior efficiency, and little operating costs resulted successful important escaped currency travel generation, which led to meaningful instrumentality of superior via stock repurchases. All of this was accomplished portion navigating a weakening commodity terms situation passim the year. As we look up to 2026 and beyond, we mean to physique connected the momentum we person created, executing our strategy portion balancing the inherently volatile concern and long-cycle quality of offshore lipid and gas. In June, we introduced a caller firm strategy.