Talos Energy, Inc.
TALO
Jodie read · what matters now
Revenue decreased 7.9% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to TALO, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-05-06 against the comparable filing from 2025-05-06.
What improved
No thresholded improvement was identified.
What weakened
- Revenue decreased 7.9% versus the comparable filing period.
- Operating income moved from a profit to a loss in the comparable period.
- Net margin fell 52.3 percentage points.
Filing receipts
“For the three months ended March 31, 2025, neither transaction expenses nor other income (expense) were material. (2) Estimated decommissioning obligations were a result of working interest partners or counterparties of divestiture transactions that were unable to perform the required abandonment obligations due to bankruptcy or insolvency.”
“The information below provides the financial results and an analysis of significant variances in these results (in thousands, except per Boe data): Three Months Ended March 31, 2026 2025 General and administrative expense $ 40,970 $ 34,615 General and administrative expense per Boe $ 5.13 $ 3.81 Three Months Ended March 31, 2026 and 2025 — General and administrative expense for the three months ended March 31, 2026 increased by approximately $6.4 million, or 18%, primarily driven by higher employee related costs compared to the same period in 2025.”
“Boe $ 5.13 $ 3.81 Three Months Ended March 31, 2026 and 2025 — General and administrative expense for the three months ended March 31, 2026 increased by approximately $6.4 million, or 18%, primarily driven by higher employee related costs compared to the same period in 2025.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind TALO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 9 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
TALO is currently a Early Follower in the organic co-movement group Independent Oil Producers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.