Telos Corporation is a government-focused cybersecurity provider, recently winning contracts worth nearly 16% of its market cap. TLS is deliberately exiting $33M of low-margin revenue, boosting cash gross margin by 600+ bps and focusing on higher-quality earnings. Despite revenue guidance cuts, TLS raised adjusted EBITDA guidance and maintained strong free cash flow margins above 12% for six straight quarters.
Telos Corporation (TLS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Telos NASDAQ: TLS reported second-quarter 2026 revenue and adjusted EBITDA above its guidance range, citing stronger-than-expected performance in its Telos ID business, including TSA PreCheck and work with the Defense Manpower Data Center.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 623 | $2,706.23 | $2,875.14 | $168.91 | 6.24% |
| BG Bart Gancher Intech Investment Management LLC | 15,073 | $41,339.5 | $68,808.24 | $27,468.74 | 66.45% |
| AEK A. Eric Kauders, Jr. Old Point Trust & Financial Services N A | 100 | $460 | $461.5 | $1.5 | 0.33% |
| MM Mike Masters Masters Capital Management LLC | 2.1M | $6.51M | $10.23M | $3.71M | 57.05% |
| KJD Kathryn J. Daniels Canada Pension Plan Investment Board | 85,700 | $430,518 | $411,360 | -$19,158 | -4.45% |
| Professional Services Industry | Industrials Sector | John Wood CEO | NASDAQ (NMS) Exchange | 87969B101 CUSIP |
| US Country | 517 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.