Telos

TLS

Market cap $322M

NEWARK, N.J.--(BUSINESS WIRE)--Felicia Alexander Joins Telos Advisers as a Senior Director.

ASHBURN, Va., March 02, 2026 (GLOBE NEWSWIRE) -- Telos Corporation (NASDAQ: TLS), a leading provider of cyber, cloud and enterprise security solutions for the world's most security-conscious organizations, today announced that it will report fourth quarter and full year 2025 financial results on Monday, March 16, 2026. Management will host a webcast to discuss the Company's financial results and business outlook at 9:30 a.m. ET.

NEWARK, N.J.--(BUSINESS WIRE)--Telos Advisers Welcomes Stephen Gardner as a Strategic Advisory Board Member.

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 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.

Contract expansion reflects nearly four-year relationship supporting large-scale cloud security and compliance operations Contract expansion reflects nearly four-year relationship supporting large-scale cloud security and compliance operations

ASHBURN, Va., Dec. 19, 2025 (GLOBE NEWSWIRE) -- Telos Corporation (NASDAQ: TLS), a leading provider of cyber, cloud and enterprise security solutions for the world's most security-conscious organizations, today announced it was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefinite-quantity (IDIQ) contract with a ceiling of $151 billion. This contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility.

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 ) Q3 2025 Earnings Call November 10, 2025 9:30 AM EST Company Participants Allison Phillipp Mark Bendza - Executive VP & CFO John Wood - Chairman & CEO Mark Griffin - Executive Vice President of Security Solutions Conference Call Participants Zach Cummins - B. Riley Securities, Inc., Research Division Bradley Clark - BMO Capital Markets Equity Research Rudy Kessinger - D.A.

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.