Talos Energy Inc 2026年季度报告

(Mark One)☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirementsfor the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 ofRegulation S-T (§ 232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit 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 anemerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” inRule 12b-2 of the Exchange Act. Accelerated filerSmaller reporting company 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 Rule 12b-2 of the Exchange Act).Yes☐No☒ As of April 28, 2026, the registrant had 166,925,818 shares of common stock, $0.01 par value per share, outstanding. TABLE OF CONTENTS CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTSPART I — FINANCIAL INFORMATION Item 1.Financial Statements7Condensed Consolidated Balance Sheets7Condensed Consolidated Statements of Operations8Condensed Consolidated Statements of Changes in Stockholders’ Equity9Condensed Consolidated Statements of Cash Flows10Notes to Condensed Consolidated Financial Statements11Note 1 — Organization, Nature of Business and Basis of Presentation11Note 2 — Acquisitions and Divestitures12Note 3 — Property, Plant and Equipment12Note 4 — Leases12Note 5 — Financial Instruments13Note 6 — Equity Method Investments15Note 7 — Debt15Note 8 — Asset Retirement Obligations16Note 9 — Employee Benefits Plans and Share-Based Compensation17Note 10 — Income Taxes17Note 11 — Income (Loss) Per Share18Note 12 — Related Party Transactions18Note 13 — Commitments and Contingencies19Note 14 — Segment Information20Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations22Item 3.Quantitative and Qualitative Disclosures About Market Risk31Item 4.Controls and Procedures31PART II — OTHER INFORMATION Item 1.Legal Proceedings32Item 1A.Risk Factors32Item 2.Unregistered Sales of Equity Securities and Use of Proceeds32Item 3.Defaults Upon Senior Securities32Item 4.Mine Safety Disclosures32Item 5.Other Information32Item 6.Exhibits33Signatures35 GLOSSARY The following are abbreviations and definitions of certain terms commonly used in the oil and natural gas industry andfrequently used in our periodic reports filed with the U.S. Securities and Exchange Commission: Barrel or Bbl —One stock tank barrel, or 42 United States gallons liquid volume. Boe —One barrel of oil equivalent determined using the ratio of six Mcf of natural gas to one barrel of crude oil orcondensate. BOEM— Bureau of Ocean Energy Management. BSEE— Bureau of Safety and Environmental Enforcement. Boepd —Barrels of oil equivalent per day. Btu —British thermal unit, which is the heat required to raise the temperature of a one-pound mass of water one degreeFahrenheit. Completion —The installation of permanent equipment for the production of oil or natural gas. Deepwater —Water depths of more than 600 feet. Developed acres —Acreage that is allocated or assignable to producing wells or wells capable of production. Dry well —An exploratory or development well that is not a productive well. DOI— U.S. Department of Interior. Field —An area consisting of a single reservoir or multiple reservoirs all grouped on or related to the same individualgeological structural feature or stratigraphic condition. GAAP —Accounting principles generally accepted in the United States of America. Gross acres or gross wells —The total acres or wells in which the Company owns a working interest. MBbls —One thousand barrels of crude oil or other liquid hydrocarbons. MBblpd —One thousand barrels of crude oil or other liquid hydrocarbons per day. MBoe —One thousand barrels of oil equivalent. MBoepd —One thousand barrels of oil equivalent per day. MBopd —One thousand barrels of oil per day. Mcf —One thousand cubic feet of na