Kosmos Energy Ltd 2025年季度报告

FORM10-Q QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period endedSeptember30, 2025 TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF1934 75231(Zip Code) Name of each exchange on which registered: Registrant’s telephone number, including area code:+1214445 9600 Not applicable(Former name, former address and former fiscal year, if changed since last report) Indicate by check mark whether the registrant: (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities Exchange Act of 1934 during thepreceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically and posted on its corporate Web site, if any, every Interactive Data File required to besubmitted and posted pursuant to Rule405 of RegulationS-T (§232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrantwas required to submit and post such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerginggrowth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b-2 of theExchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new orrevised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No☒ Indicate the number of shares outstanding of each of the issuer’s classes of common stock, as of the latest practicable date. TABLE OF CONTENTS Unless otherwise stated in this report, references to “Kosmos,” “we,” “us” or “the company” refer to Kosmos EnergyLtd. and itswholly owned subsidiaries. We have provided definitions for some of the industry terms used in this report in the “Glossary andSelected Abbreviations” beginning on page3. PARTI. FINANCIAL INFORMATION Glossary and Select Abbreviations Item 1. Financial StatementsConsolidated Balance SheetsConsolidated Statements of OperationsConsolidated Statements of Stockholders’ EquityConsolidated Statements of Cash FlowsNotes to Consolidated Financial StatementsItem 2. Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures about Market RiskItem 4. Controls and Procedures PARTII. OTHER INFORMATION Item 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationSignaturesItem 6. ExhibitsIndex to Exhibits KOSMOS ENERGYLTD. GLOSSARY AND SELECTED ABBREVIATIONS The following are abbreviations and definitions of certain terms that may be used in this report. Unless listed below, all definedterms under Rule4-10(a)of RegulationS-X shall have their statutorily prescribed meanings. KOSMOS ENERGYLTD. CONSOLIDATED BALANCE SHEETS (In thousands, except share data) KOSMOS ENERGYLTD. (In thousands, except per share data) (Unaudited) KOSMOS ENERGYLTD. (In thousands) (Unaudited) KOSMOS ENERGYLTD. (In thousands) (Unaudited) See accompanying notes. KOSMOS ENERGYLTD. Notes to Consolidated Financial Statements (Unaudited) 1.Organization Kosmos Energy Ltd. is incorporated in the State of Delaware as a holding company for Kosmos Energy Delaware Holdings,LLC, a Delaware limited liability company. As a holding company, Kosmos Energy Ltd.’s management operations are conductedthrough a wholly-owned subsidiary, Kosmos Energy, LLC. The terms “Kosmos,” the “Company,” “we,” “us,” “our,” “ours,” andsimilar terms refer to Kosmos Energy Ltd. and its wholly-owned subsidiaries, unless the context indicates otherwise. Kosmos Energy is a leading deepwater exploration and production company focused on meeting the world’s growing demandfor energy. We have diversified oil and gas production from assets offshore Ghana, Equatorial Guinea, Mauritania, Senegal and theGulf of America. Additionally, in the proven basins where we operate we are advancing high-quality development opportunities, whichhave come from our exploration success. Kosmos is listed on the NYSE and LSE and is traded under the ticker symbol KOS. Kosmos is engaged in a single line of business, which is the exploration, development, and production of oil and natural gas.Substantially all of our long-lived assets and all of our product sales are related to operations infourgeographic areas: Ghana,Equatorial Guinea, Mauritania/