Kosmos Energy Ltd.

Report azionario NYSE:KOS

Capitalizzazione di mercato: US$1.8b

Kosmos Energy Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Kosmos Energy sono diminuiti a un tasso medio annuo di -25.8%, mentre il settore Oil and Gas ha visto gli utili crescere a un tasso medio annuo di 8.4%. I ricavi sono cresciuti crescere a un tasso medio annuo di 1.5%.

Informazioni chiave

-25.85%

Tasso di crescita degli utili

-22.68%

Tasso di crescita dell'EPS

Oil and Gas Crescita del settore33.67%
Tasso di crescita dei ricavi1.49%
Rendimento del capitale proprio-158.17%
Margine netto-59.47%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Seeking Alpha May 12

Kosmos 1Q26 Review: Why The 16% Post-Earnings Drop Is A Gift

Summary Kosmos Energy Ltd. (KOS) reported Q1 2026 EPS of -$0.07, missing consensus of $0.08 and triggering a 6% pre-market decline. My BUY rating remain, and increased the price target from $4.97 to $7.26 on the back of higher oil prices. Management demonstrated Turnaround progress with annualized oil production increasing more than 20% YoY. The 16% drawdown after earnings is more related to market rotation than to Kosmos idiosyncratic risk. Read the full article on Seeking Alpha
Nuova narrazione May 10

A Leveraged Bet on Offshore Cash Flow and Balance-Sheet Repair

Rating: Speculative Buy / High-risk value Style: Leveraged offshore E&P recovery Core debate: Is Kosmos just another debt-heavy small-cap oil and gas producer, or is it an underappreciated offshore cash-flow story with improving production, falling costs, and meaningful equity upside if management keeps deleveraging? Executive view Kosmos is not a “quality compounder” in the way Prysmian or Quanta are.
Articolo di analisi May 08

Results: Kosmos Energy Ltd. Delivered A Surprise Loss And Now Analysts Have New Forecasts

Kosmos Energy Ltd. ( NYSE:KOS ) shareholders are probably feeling a little disappointed, since its shares fell 6.2% to...
Aggiornamento della narrazione Apr 30

KOS: Future Equity Issuance And Asset Impairment Will Pressure Share Price

Analysts have raised their fair value estimate for Kosmos Energy, citing updated assumptions that include a fair value of $2.0 versus $1.1 previously; a discount rate of 12.32% versus 8.36%; revenue growth of a 2.34% decline versus 3.11% growth; a profit margin of 14.88% versus 19.66%; and a future P/E of 6.83x versus 2.47x. What's in the News Kosmos Energy filed a follow-on equity offering of common stock totaling US$175 million, indicating plans to raise additional capital through the equity market.
Aggiornamento della narrazione Apr 16

KOS: Future Production Gains And Equity Raise Will Support A More Optimistic Outlook

Analysts have nudged their price target for Kosmos Energy slightly higher to $4.30, reflecting updated views on discount rate assumptions, revenue growth expectations, profit margins, and future P/E levels. What's in the News Kosmos Energy filed a follow-on equity offering of US$175 million in common stock, expanding the available share float through a new capital raise.
Aggiornamento della narrazione Apr 02

KOS: Future Production And Equity Raise Will Support A More Optimistic Outlook

Analysts have raised their price target for Kosmos Energy to $4.30 from $3.50, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E, which they say lead to a higher assessed fair value. What's in the News Kosmos Energy filed a follow-on equity offering of US$175 million in common stock.
Aggiornamento della narrazione Mar 18

KOS: Future Output And Equity Raises Will Coexist With Ongoing Impairment Risk

Analysts have raised their price target for Kosmos Energy to $2.51 from $2.24, citing updated assumptions around discount rates, revenue growth, margins, and a much higher future P/E multiple. What's in the News Kosmos Energy filed a follow-on equity offering of $175 million in common stock, adding to its available capital base.
Aggiornamento della narrazione Mar 04

KOS: Future Production And LNG Ramp Will Still Face Asset Impairment Risk

Analysts have raised their price target for Kosmos Energy to $2.24 from $2.10, reflecting updated assumptions on fair value, a lower discount rate, and revised expectations for revenue growth, profit margins, and future P/E levels. What's in the News Kosmos issued production guidance for 2026, with expected volumes of 72,000 to 76,000 boe per day for the first quarter and 70,000 to 78,000 boe per day for the full year, providing clearer visibility on planned output levels.
Aggiornamento della narrazione Feb 18

KOS: Future Production Increases Will Support Stronger Returns Beyond 2025

Analysts have made a small trim to their $2.13 price target for Kosmos Energy, bringing it to $2.10 as they update assumptions around the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: adjusted from $2.13 to $2.10, a small downward change in the modelled estimate.
Aggiornamento della narrazione Feb 04

KOS: Future Production Increases Will Support Stronger Returns Beyond 2025

Analysts have modestly raised their price target for Kosmos Energy to US$2.13 from US$2.10, citing an updated view that slightly lower discount rate assumptions, along with marginally stronger projected profit margins and future P/E, support a small uplift in fair value. Valuation Changes Fair Value Estimate: Adjusted slightly higher from US$2.10 to about US$2.13 per share.
Aggiornamento della narrazione Jan 21

KOS: Future Production Guidance Will Support A More Optimistic Share Outlook

Analysts have revised their price target for Kosmos Energy to US$3.50 per share, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Kosmos Energy issued new production guidance for the fourth quarter of 2025, expecting output in a range of 66,000 to 72,000 barrels of oil equivalent per day, giving you a clearer view of anticipated volumes into year end (Key Developments).
Articolo di analisi Jan 15

Even With A 27% Surge, Cautious Investors Are Not Rewarding Kosmos Energy Ltd.'s (NYSE:KOS) Performance Completely

Those holding Kosmos Energy Ltd. ( NYSE:KOS ) shares would be relieved that the share price has rebounded 27% in the...
Aggiornamento della narrazione Jan 06

KOS: Future Production Increases Will Support Stronger Returns Through 2025

Analysts have trimmed their fair value estimate for Kosmos Energy from US$2.65 to US$2.10. This reflects slightly softer projected revenue growth, a modestly lower future P/E assumption, and broadly unchanged profitability expectations.
Aggiornamento della narrazione Dec 20

KOS: Future Production Gains Will Support Stronger Returns Through 2025

Analysts have slightly reduced their price target for Kosmos Energy, citing a refined fair value estimate of approximately 2.65 dollars per share and a lower future P/E assumption, partially offset by improved profit margin expectations. What's in the News Kosmos Energy reported third quarter 2025 net production of 65,500 barrels of oil equivalent per day, a 3% increase versus the second quarter of 2025 (company announcement of operating results).
Articolo di analisi Dec 13

Kosmos Energy (NYSE:KOS) Has Debt But No Earnings; Should You Worry?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento della narrazione Dec 06

KOS: Future Production Stability Will Support Stronger Returns Through 2025

Narrative Update on Kosmos Energy Analysts have modestly trimmed their price target on Kosmos Energy from approximately $3.08 to $2.78 per share, reflecting slightly softer expectations for long term revenue growth, profitability, and future valuation multiples. What's in the News Reported third quarter 2025 net production of 65,500 barrels of oil equivalent per day, a 3% increase versus the second quarter of 2025 (company announcement of operating results).
Aggiornamento della narrazione Nov 22

KOS: Rising Profit Margins Will Drive Stronger Returns Through 2025

Analysts have reduced their price target for Kosmos Energy from $3.34 to $3.08 per share. This change reflects updated expectations for slower revenue growth and a slightly higher discount rate, despite improved profit margins and a lower projected future P/E ratio.
Articolo di analisi Nov 06

Investors Give Kosmos Energy Ltd. (NYSE:KOS) Shares A 27% Hiding

Kosmos Energy Ltd. ( NYSE:KOS ) shareholders that were waiting for something to happen have been dealt a blow with a...
Aggiornamento della narrazione Nov 05

KOS: Upcoming Production Increase Will Drive Share Price Higher

Analysts have modestly reduced their price target for Kosmos Energy from $3.54 to $3.34. This change reflects updated expectations around growth and profitability in their valuation models.
Articolo di analisi Oct 08

Returns At Kosmos Energy (NYSE:KOS) Are On The Way Up

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Aggiornamento della narrazione Sep 26

Full LNG Production Ramp-Up Will Expand Global Supply

Kosmos Energy’s consensus price target has decreased as weaker net profit margin and slightly lower revenue growth forecasts have weighed on analyst expectations, resulting in a reduced fair value estimate from $3.83 to $3.54. What's in the News Kosmos Energy provided Q3 and full-year 2025 production guidance of 65,000–71,000 boe/d and 65,000–70,000 boe/d, respectively.
Aggiornamento della narrazione Sep 11

Full LNG Production Ramp-Up Will Expand Global Supply

Kosmos Energy's modestly lower price target reflects a slight decline in its future P/E ratio, while profitability remains steady, resulting in a marginal downward revision to a $3.83 fair value. What's in the News Kosmos Energy reported Q2 2025 production averaging 63,500 boepd, below guidance due to delayed GTA ramp-up and lower Jubilee output.
Articolo di analisi Aug 26

Is Kosmos Energy (NYSE:KOS) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Jul 24

Kosmos Energy Ltd. (NYSE:KOS) Screens Well But There Might Be A Catch

With a price-to-sales (or "P/S") ratio of 0.7x Kosmos Energy Ltd. ( NYSE:KOS ) may be sending bullish signals at the...
Articolo di analisi Jul 03

Kosmos Energy (NYSE:KOS) Is Reinvesting At Lower Rates Of Return

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Articolo di analisi May 01

Is Kosmos Energy (NYSE:KOS) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Apr 05

Earnings Working Against Kosmos Energy Ltd.'s (NYSE:KOS) Share Price Following 34% Dive

To the annoyance of some shareholders, Kosmos Energy Ltd. ( NYSE:KOS ) shares are down a considerable 34% in the last...
Seeking Alpha Mar 06

Strong Production Potential, Cash Flow Generation Should Give Kosmos Energy A Bright Future

Summary Kosmos Energy offers a compelling value play with a low P/E ratio of 5.90, despite substantial debt and some liquidity concerns. Key assets like the Jubilee Oil Field and the developing GTA field present significant long-term growth opportunities. Kosmos plans to reduce CapEx in 2025, improving cash flow and enabling debt reduction, potentially leading to dividends by late 2026. Risks include fluctuating commodity prices and natural disasters, but the current low stock price makes KOS a buy for patient investors. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Kosmos Energy guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:KOS Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 261,370-8151680
31 Dec 251,289-7001560
30 Sep 251,392-3291930
30 Jun 251,489-1601630
31 Mar 251,547-121780
31 Dec 241,6761901830
30 Sep 241,7862181470
30 Jun 241,9042581450
31 Mar 241,7272221410
31 Dec 231,7022141420
30 Sep 231,70778890
30 Jun 231,637215950
31 Mar 231,9843081740
31 Dec 222,2492272350
30 Sep 222,3084402420
30 Jun 222,0511892470
31 Mar 221,815141640
31 Dec 211,332-781570
30 Sep 211,034-1691330
30 Jun 211,060-1771190
31 Mar 21803-3201220
31 Dec 20804-4121570
30 Sep 20980-4552510
30 Jun 201,112-4022660
31 Mar 201,380-1862900
31 Dec 191,499-562910
30 Sep 191,3591663190
30 Jun 191,245233880
31 Mar 191,064-974250
31 Dec 18895-944010
30 Sep 18772-4023260
30 Jun 18681-3392660
31 Mar 18602-2442060
31 Dec 17578-2232840
30 Sep 17547-1573170
30 Jun 17443-1543480
31 Mar 17352-2543700
31 Dec 16310-2842900
30 Sep 16276-2032400
30 Jun 16326-831980
31 Mar 16400-501970
31 Dec 15447-702930
30 Sep 15503343150
30 Jun 15545-83260

Guadagni di qualità: KOS al momento non è redditizia.

Margine di profitto in crescita: KOS al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: KOS non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 25.8% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di KOS nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: KOS non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Oil and Gas ( 1.1% ).


Rendimento del capitale proprio

ROE elevato: KOS ha un Return on Equity negativo ( -158.17% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 14:35
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Kosmos Energy Ltd. è coperta da 34 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Thomas DriscollBarclays
Subhasish ChandraBenchmark Company
Ilkin KarimliBerenberg