KOS 最新10-Q变化
将 KOS 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-05-05 与上一份 10-Q · 2025-11-04
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +66 | −65 | ~13 | 39 |
| 控制与程序 | 文字有新增/删除 | +2 | −1 | 0 | 2 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | +1 | −2 | ~1 | 1 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
未列出(无法可靠提取或缺失):市场风险(第3项)
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-05-05
On January 12, 2026, we received net proceeds of $98.5 million from the funding of the second tranche of the GoA Term Loan after deducting fees and expenses. On January 13, 2026, the net proceeds were used, together with cash on hand, to complete the redemption of the remaining outstanding balance o…
On January 16, 2026, the Company announced the pricing of $350.0 million aggregate principal amount of 11.250% senior secured bonds due 2031 in the Nordic market (the “GTA Nordic bonds”). In the first quarter of 2026, the Company used the net proceeds from the Nordic bond offering to fund the repurc…
On March 10, 2026, the Company launched and priced a registered underwritten public offering of 112.1 million shares of common stock, resulting in net proceeds to Kosmos of approximately $206.4 million. The offering closed on March 12, 2026.
In April 2026, during the Spring 2026 redetermination, the Company’s lending syndicate approved a borrowing base at approximately $1.25 billion for the Facility, and a further reduction to approximately $1.2 billion upon the close of the sale of all our participating interest in the Ceiba Field and …
During the first quarter of 2026, Ghana production averaged approximately 103,300 Boepd gross (35,400 Boepd net).
相对上期删除的文字 · 来源:10-Q · 2025-11-04
During the third quarter of 2025, Ghana production averaged approximately 93,600 Boepd gross (31,300 Boepd net).
Jubilee development drilling progressed in the third quarter of 2025 bringing one producer well successfully online in July 2025. After undergoing scheduled maintenance, the rig is back in the field and currently drilling an additional producer well in the Jubilee Field in the fourth quarter of 2025…
In June 2025, the Jubilee and TEN partnerships entered into a Memorandum of Understanding with the Government of Ghana to extend to 2040 the WCTP and the DT licenses, which cover the Jubilee and TEN fields offshore Ghana. The partnership has prepared amendments to the respective Petroleum Agreements…
Production from the Gulf of America averaged approximately 16,600 Boepd net (~84% oil) for the third quarter of 2025.
On Tiberius, Kosmos (operator, 50% working interest) continues to progress the development plan with our partner Occidental Petroleum Corporation (“Oxy”) (50% working interest). A production handling agreement for the Oxy-operated Lucius platform was signed in the third quarter of 2025. Final invest…
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-05-05
As of the end of the period covered by this report, an evaluation of the effectiveness of the design and operation of the Company’s disclosure controls and procedures (as defined in Rule 13a-15(e) under the Securities Exchange Act of 1934, as amended (the “Exchange Act”)) was performed under the sup…
disclosed in the SEC reports we file or submit under the Exchange Act is accurate, complete and timely. However, a control system, no matter how well conceived and operated, can provide only reasonable, not absolute, assurance that the objectives of the control system are met. The design of a contro…
相对上期删除的文字 · 来源:10-Q · 2025-11-04
As of the end of the period covered by this report, an evaluation of the effectiveness of the design and operation of the Company’s disclosure controls and procedures (as defined in Rule 13a-15(e) under the Securities Exchange Act of 1934, as amended (the “Exchange Act”)) was performed under the sup…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-05-05
During the three months ended March 31, 2026, certain of our officers or directors adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K, as follows.
相对上期删除的文字 · 来源:10-Q · 2025-11-04
During the nine months ended September 30, 2025, certain of our officers and directors adopted or terminated Rule 10b5-1 trading arrangements as follows.
During the nine months ended September 30, 2025, none of our officers or directors adopted or terminated any non-Rule 10b5-1 trading arrangement.
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议