Company Analysis

Kosmos Energy Ltd. (KOS)

NYSE: KOS · Crude Petroleum & Natural Gas · Dallas, TX · filing with the SEC since 2011
Grade3.3
◀ Past 3.9● Present 3.6▶ Future 1.7

The grade of Kosmos Energy Ltd.

Nine metrics read from its own filings, by tense
Headline grade
3.3/10
◀ Past3.940% of the headline
● Present3.635% of the headline
▶ Future1.725% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

3.9/1040% of the headline grade · 3 of 3 filed

Surviving crises

as filed
3.7/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2020-04-23.

weight 45% of this tense · 37th percentile among 83 sector filers · read for itself

From the record

Kosmos Energy Ltd.'s filings since 2017 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2020-04-23) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
3.9/10

What has it actually done, year after year?

+17.1% a year over 10 filed years; profitable in 3 of 10.

weight 33% of this tense · 39th percentile among 74 sector filers · read for its customers

From the record

Kosmos Energy Ltd.'s 10 filed years say what it did: revenue went from $310 million in fiscal 2016 to $1.3 billion in fiscal 2025, up 17.1% a year; it rose in 5 of 9 years; the deepest fall was 46% from fiscal 2019 to fiscal 2020; net income was positive in 3 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span17.1%top 33% of its family
  • the share of years revenue rosebottom 44% of its family
  • the share of filed years with a profitbottom 11% of its family
  • the deepest fall from a revenue peak46.4%bottom 33% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.2/10

How has it treated the people who own it?

Share count grew 0.2% a year. 0% of cash flow returned. Insiders: 15 sales, 4 purchases.

weight 22% of this tense · 42nd percentile among 61 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Kosmos Energy Ltd.'s diluted share count grew about 0.2% a year, and dividends and buybacks returned about 0% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 15 sales (12 under scheduled 10b5-1 plans) and 4 purchases of their own stock on the open market in the year to 2026-09-30, buying about $7 million (their Form 4 filings).

What it rests on

  • the share count over the yearstop 41% of its family
  • cash returned against operating cash flowbottom 24% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

3.6/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
2.4/10

Is it financially healthy right now?

ROE -132%: lost 132¢ per shareholder dollar. Leverage 89%: owes 89¢ per asset dollar.

weight 45% of this tense · 24th percentile among 76 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Kosmos Energy Ltd. lost about 132 cents for every dollar of shareholders' money. Leverage: it owed about 89 cents per dollar of assets, and net share issuance: its share count grew 0.2% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 6% of its family
  • return on equitybottom 2% of its family
  • the share count against the year beforetop 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
2.4/10

How strong is its position in its industry?

bottom 24% of 76 in its family; net margin -54.3%.

weight 33% of this tense · 24th percentile among 76 sector filers · read for its customers

From the record

Kosmos Energy Ltd.'s standing among 76 graded names in its industry family: revenue of $1.3 billion in fiscal 2025 ranks in the top 48% by size; a net margin of -54.3% ranks in the bottom 9%; revenue growth of -16.9% a year over the last 3 filed years ranks in the bottom 13% (its annual reports).

What it rests on

  • revenue against the family$1.29Btop 48% of its family
  • net margin-54.3%bottom 9% of its family
  • three-year revenue growth-16.9%bottom 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
7.9/10

What are the people in charge doing?

top 21% of 51 in its family for leadership; chief executive since 2014.

weight 22% of this tense · 79th percentile among 51 sector filers · read for its shareholders

From the record

Kosmos Energy Ltd.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Inglis, Andrew G (Chairman and CEO, as filed), filing under that title since 2014-03-07, 12.7 years (top 7% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 6.5 years (top 39%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (top 16%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge2 in three years among 11 peopletop 16% of its family
  • the median years the people in charge have filed6.5 yearstop 39% of its family
  • the chief executive's years on the record12.7 yearstop 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

1.7/1025% of the headline grade · 3 of 3 filed

Room to expand

as filed
1.6/10

How much room does it have to grow?

bottom 16% of 74 in its family for room to expand.

weight 22% of this tense · 16th percentile among 74 sector filers · read for itself

From the record

Kosmos Energy Ltd.'s room to grow, from the newest filed statements (fiscal 2025): cash of $92 million against debt of $2.9 billion leaves -60.2% of its assets as net cash, bottom 2% of its family; cash from operations less capital spending is 10.4% of revenue (bottom 30%) (its annual report).

What it rests on

  • cash less debt against assets-60.2%bottom 2% of its family
  • cash from operations less capital spending against revenue10.4%bottom 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
2.5/10

What could actually drive growth from here?

bottom 25% of 72 in its family for growth drivers.

weight 33% of this tense · 25th percentile among 72 sector filers · read for its customers

From the record

Kosmos Energy Ltd.'s growth drivers, from the filed years to fiscal 2025: revenue grew -16.9% a year over the last three filed years against 17.1% over all 10, slowing (bottom 9% of its family); the newest year grew -23.1% (bottom 12%); capital spending grew 11.5% a year (top 45%) (its annual reports). Kosmos Energy Ltd. reported 4 lines of business in fiscal 2025: Ghana at $633 million, Gulf of America at $377 million, Equatorial Guinea at $165 million, and 1 more. 1 of 4 grew in the latest filed year, and the largest line is 49% of revenue (its annual report).

What it rests on

  • three-year growth against the whole span-34.0 points a yearbottom 9% of its family
  • the newest year's revenue growth-23.1%bottom 12% of its family
  • three-year growth of capital spending11.5%top 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
1.2/10

Did its newest year beat what its own record pointed to?

bottom 12% of 69 in its family for expectations against reality.

weight 45% of this tense · 12th percentile among 69 sector filers · read for its shareholders

From the record

Kosmos Energy Ltd.'s newest year against its own record: revenue of $1.3 billion in fiscal 2025 came in 11% below the $1.4 billion its prior three years' pace pointed to (bottom 24% of its family); net income of $700 million against a prior three-year average of $210 million (bottom 7%); a net margin of -54.3% against 11.3% before (bottom 7%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-11.0%bottom 24% of its family
  • net income against the prior three years' average-433%bottom 7% of its family
  • net margin against its prior average-65.6 pointsbottom 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton KOS · research, not advice