NYSE$KOS

Kosmos Energy Ltd · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Kosmos Energy reported a strong financial performance in Q2 2024, driven by increased production and higher realized prices.

Kosmos Energy announced its Q2 2024 results, showcasing a robust financial performance with significant revenue and earnings growth compared to the previous year. The company benefited from increased production volumes and favorable market conditions, particularly in oil and gas prices. Kosmos Energy also provided forward guidance, outlining its strategic priorities and expectations for the remainder of the year.

  • Generated revenue of $242.9 million and net income of $46.5 million in Q2 2024.
  • Increased production to 63,500 barrels of oil equivalent per day (boepd).
  • Realized higher average realized prices for oil and gas.
  • Maintained a strong balance sheet with ample liquidity.

Headline financials

Total Revenue

$451M

Previous: $273M+65.0%
EPS (adj)

$0.17

Previous: $0.06+183.3%
Capital Expenditures

-$553M

Previous: -$417M-32.7%
Free Cash Flow

-$493M

Previous: -$394M-25.3%
Net Income

$59.8M

Previous: $23.3M+156.0%
Operating Income

$275M

Previous: $184M+49.8%
Gross Profit

$300M

Previous: $210M+43.2%
Cash & Equivalents

$174M

Previous: $85.7M+102.7%
Total Assets

$5.39B

Previous: $4.81B+12.1%
Stock-Based Comp

$10.5M

Previous: $11.1M-5.6%

Revenue & EPS history

Kosmos Energy · Revenue · Quarterly

$451M

Q2 2024+65%vs Q2 2023
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Kosmos Energy · $295M total across 3 segments · Q4 2025

  • Oil Sales
    $220M-42.2%
  • Gas Sales
    $63.1M+320.0%
  • NGL Sales
    $11.6M+443.0%

Forward guidance

Kosmos Energy expects continued growth in production and revenue in the second half of 2024, driven by ongoing development projects and favorable market conditions. The company is focused on maintaining financial discipline and maximizing shareholder value.

Tailwinds

  • Increased production from key assets
  • Higher realized oil and gas prices
  • Advancement of development projects
  • Strong cash flow generation
  • Commitment to shareholder returns

Headwinds

  • Potential for commodity price volatility
  • Geopolitical risks in operating regions
  • Uncertainty in global economic conditions
  • Challenges in supply chain management
  • Risk of operational disruptions

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.3%

Avg return

Earnings day

+1.4%

Avg return

5 days after

+2.4%

Avg return

30 days after

48%

29 / 60 earnings

Positive

+22.2%

Q3 2020

Best reaction

-24.7%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.6%-15.9%-7.3%
Q4 2025+3.0%+10.3%+15.5%
Q3 2025-4.6%-7.0%-30.6%
Q2 2025-2.6%-10.3%-13.8%
Q1 2025-3.9%+12.6%+10.7%
Q4 2024-9.4%-11.6%-26.4%
Q3 2024-4.7%+1.3%-8.9%
Q2 2024-3.3%-14.5%-10.8%
Q1 2024+3.1%+4.8%-1.4%
Q4 2023+0.0%+4.9%-1.2%
Q3 2023-11.4%-7.5%-19.4%
Q2 2023-0.8%+2.2%+2.6%
Q1 2023-1.6%-4.4%+7.4%
Q4 2022+4.1%+6.2%-3.6%
Q3 2022+6.6%+4.0%-13.9%
Q2 2022+3.5%+9.2%+4.2%
Q1 2022-13.8%-7.7%+11.4%
Q4 2021+14.4%+25.1%+53.3%
Q3 2021+0.0%-3.7%+4.0%
Q2 2021-2.6%-4.8%+1.3%
Q1 2021-8.3%-6.7%+4.1%
Q4 2020+9.1%+12.4%+5.8%
Q3 2020+22.2%+29.3%+99.0%
Q2 2020-8.1%+0.0%-14.9%
Q1 2020+1.3%+5.4%+61.1%
Q4 2019-24.7%-38.6%-80.3%
Q3 2019+8.5%+16.0%-2.8%
Q2 2019+8.3%+10.1%+10.6%
Q1 2019-0.8%+0.0%-15.5%
Q4 2018+12.2%+10.7%+1.9%
Q3 2018-8.8%-7.1%-19.4%
Q2 2018+5.2%+10.7%+13.7%
Q1 2018+2.9%+1.5%+13.9%
Q4 2017+1.2%-2.3%+6.5%
Q3 2017+5.3%+3.3%-7.4%
Q2 2017+8.1%+4.3%+11.0%
Q1 2017+7.1%+14.5%+1.8%
Q4 2016+2.5%+0.0%+6.7%
Q3 2016-4.0%-3.7%+12.3%
Q2 2016-3.6%+1.2%+13.4%
Q1 2016-9.2%
Q4 2015+13.1%
Q3 2015+14.5%
Q2 2015-4.0%
Q1 2015-3.3%
Q4 2014-2.2%
Q3 2014-2.0%
Q2 2014+1.1%
Q1 2014-4.5%
Q4 2013+2.9%
Q3 2013-0.9%
Q2 2013-4.3%
Q1 2013+2.4%
Q4 2012+4.1%
Q3 2012-0.6%
Q2 2012+3.2%
Q1 2012+1.7%
Q4 2011-0.2%
Q3 2011+0.1%
Q2 2011+0.7%
Q3 2010
Q2 2010

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