KOS Kosmos Energy Ltd.
FY2025 10-K
Kosmos Energy Ltd. (KOS) filed its fiscal year 2025 10-K annual report with the SEC on Mar 2, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
Business Overview
- • Core business model: Exploration, development, and production of oil, natural gas, and LNG
- • No new products or business segments introduced or emphasized in 2026 filing
Management Discussion & Analysis
- • Revenue $1.29B in 2025, down $387M YoY from $1.68B in 2024, due to lower prices, offset by LNG ramp-up in Mauritania/Senegal
- • Net loss of $700M in 2025 vs. net income $190M in 2024; oil and gas production costs increased to $709M in 2025 from $531M; depletion & amortization $557M vs. $457M
Risk Factors
- • Regulatory risk from Ghana license extension: Government share to increase by 10% starting July 2036, reducing partners’ shares pro rata
- • Geopolitical risk in Equatorial Guinea: Ceiba and Okume asset sale for $180M upfront pending CEMAC approval delays
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