Telos: Enough Progress To Get My Attention
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.
Earnings Estimates Rising for Telos (TLS): Will It Gain?
Telos Corporation (TLS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Telos Q2 Earnings Call Highlights
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.
Telos Corporation (TLS) Q2 Earnings and Revenues Beat Estimates
Telos Corporation (TLS) came out with quarterly earnings of $0.04 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to a loss of $0.03 per share a year ago.
Telos Corporation (TLS) Earnings Expected to Grow: Should You Buy?
Telos (TLS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Telos: Substantial Pipeline Opportunities And Likely Guidance Raise
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 Q1 Earnings Call Highlights
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
Telos Corporation (TLS) Q1 2026 Earnings Call Transcript
Telos Corporation (TLS) Q1 Earnings and Revenues Top Estimates
Telos Corporation (TLS) came out with quarterly earnings of $0.06 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to a loss of $0.03 per share a year ago.
Telos Corporation (TLS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Telos (TLS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Why Telos (TLS) Could Beat Earnings Estimates Again
Telos (TLS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Telos: New FedRAMP Certification And Strong Growth Plan For 2026
Telos stands out as a value opportunity amid the broader software sector downturn and 'SaaSpocalypse' fears. TLS is down ~20% YTD but is positioned for significant growth as its federal programs, especially TSA Precheck, scale. I reiterate my buy rating on TLS, citing its insulation from sector-wide risks and attractive valuation.
