Telos: Rapid Growth Surge And Still Under-Recognized In The Market
Telos is initiated at a "Buy" rating, benefiting from rapid growth, government contracts, and a strong balance sheet with no debt. TLS's Security Solutions segment, led by Telos ID for TSA PreCheck, drove 154% y/y growth, with Q3 revenue up 116% y/y to $51.4 million. TLS expects 67%-76% y/y revenue growth in Q4 and projects at least $180 million in 2025 revenue from existing programs, excluding new wins.
Telos: Security Solutions And Telos ID Drive The Path To Profitability
Telos Corporation is showing a strong financial recovery, with Q3 2025 marking its best operating quarter in five years. TLS's growth is powered by Security Solutions, especially Telos ID and Xacta, benefiting from federal compliance and identity program tailwinds. Despite a 74% stock rally, TLS trades at a reasonable 2.3x EV/Sales, with potential for further re-rating if execution remains consistent.
Telos Corporation: Buy Blended Growth & Value
Telos Corporation (TLS) is deeply undervalued, trading at a 38% EV/Sales discount despite 116% YoY Q3 revenue growth and a $5B federal contract pipeline. TLS's Xacta platform achieved FedRAMP High authorization, positioning it for significant federal cybersecurity contracts amid surging AI-driven threats. TLS reported a Q3 adjusted EBITDA margin of 19.6%, guiding FY2025 revenue of $162–$164M, and maintains a nearly debt-free balance sheet.
Telos Corporation (TLS) Beats Q3 Earnings and Revenue Estimates
Telos Corporation (TLS) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to a loss of $0.1 per share a year ago.
Telos (TLS) Upgraded to Buy: Here's What You Should Know
Telos (TLS) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
All You Need to Know About Telos (TLS) Rating Upgrade to Buy
Telos (TLS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Telos Corporation (TLS) Reports Q2 Loss, Tops Revenue Estimates
Telos Corporation (TLS) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.09 per share a year ago.
Telos Corporation (TLS) Q2 2025 Earnings Call Transcript
Telos Corporation (NASDAQ:TLS ) Q2 2025 Earnings Conference Call August 11, 2025 9:30 AM ET Company Participants Allison Phillipp - Corporate Participant G. Mark Bendza - Executive VP & CFO John B.
Telos Corporation (TLS) Q1 2025 Earnings Call Transcript
Telos Corporation (NASDAQ:TLS ) Q1 2025 Earnings Conference Call May 9, 2025 9:30 AM ET Company Participants Allison Phillipp - Director Corporate Communications John Wood - Chairman and Chief Executive Officer Mark Bendza - Executive Vice President and Chief Financial Officer Mark Griffin - Executive Vice President of Security Solutions Conference Call Participants Zach Cummins - B. Riley Securities Rudy Kessinger - D.A.
Telos Corporation (TLS) Reports Q1 Loss, Tops Revenue Estimates
Telos Corporation (TLS) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.08 per share a year ago.
Telos: Bottom-Fishing Opportunity
Telos has struggled with revenue decline and weak fundamentals, but involvement in TSA PreCheck and DMDC projects could drive growth in FY 2025. Despite a significant drop in stock value, I rate TLS a buy with a $3.5 target price, projecting a 24% return. Financials are weak with declining revenue and profitability, but visibly solid business opportunities in Security Solutions offer moderate to strong near-term catalysts.
Telos Corporation (TLS) Q4 2024 Earnings Call Transcript
Telos Corporation (NASDAQ:TLS ) Q4 2024 Earnings Conference Call March 10, 2025 9:00 AM ET Company Participants Allison Phillipp - Director Coporate Communications John Wood - Chairman and CEO Mark Benza - Executive Vice President and CFO Mark Griffin - Executive Vice President of Security Solutions Conference Call Participants Zach Cummins - B. Riley Securities Rudy Kessinger - D.A.
