Telos is positioned for upside as market leadership rotates to small and mid caps, with strong federal revenue and product diversification. TLS delivered 56% y/y Q1 revenue growth, outperforming expectations, and achieved a 16.5% adjusted EBITDA margin, well above full-year guidance. Guidance for FY26 calls for $187–200M revenue (+22–28% y/y) and $20.6–28M adjusted EBITDA, with potential for upward revisions.
Telos NASDAQ: TLS reported a stronger-than-expected first quarter for fiscal 2026, with revenue and adjusted EBITDA exceeding the company's guidance as growth in TSA PreCheck enrollment activity and execution across large programs helped lift results.
Telos Corporation (TLS) Q1 2026 Earnings Call Transcript
| Professional Services Industry | Industrials Sector | John Wood CEO | XMIL Exchange | US87969B1017 ISIN |
| US Country | 525 Employees | - Last Dividend | - Last Split | 19 Nov 2020 IPO Date |
Telos Corporation, anchored in Ashburn, Virginia, and founded in 1968, stands as a prominent provider of cyber, cloud, and enterprise security solutions on a global scale. The company operates through two main segments: Security Solutions and Secure Networks. Serving a diverse clientele that includes the United States federal government, large commercial entities, state and local governments, as well as international customers, Telos Corporation is dedicated to addressing the intricate and evolving security challenges faced by today's organizations.