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- Asset Impairment (worsened) — A new $145.0 million impairment was recorded in 2026, though smaller than the $223.9 million impairment in 2025.
Talos swings to $149.7M profit on 56.5% revenue jump; $850M Shell deal and debt refinancing reshape outlook
Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 7, 2025 · ~1 min read
Key Changes
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high
Net income swung to $149.7M ($0.88 diluted EPS) from a $185.9M loss a year ago, driven by higher oil prices and no Q2 impairment.
MD&A: Operating Results verify on EDGAR → -
high
Revenue rose 56.5% to $664.8M, with adjusted EBITDA up 37% to $402.2M.
MD&A: Revenue & Adjusted EBITDA verify on EDGAR → -
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Announced $850M acquisition of Na Kika and Coulomb deepwater assets from Shell, expected to close by end of 2026.
MD&A: Pending Acquisition verify on EDGAR →
2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.
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Figures/quotes linked to EDGAR · Narrative written by AI · Sep 1, 2026 · How we verify