Telos Earnings Calls
| Release date | May 11, 2026 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0600 |
| EPS Surprise | 200.00% |
| Revenue estimate | 44.625M |
| Revenue actual | 47.742M |
| Revenue Surprise | 6.98% |
| Release date | Mar 16, 2026 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0600 |
| EPS Surprise | 200.00% |
| Revenue estimate | 45.22M |
| Revenue actual | 46.777M |
| Revenue Surprise | 3.44% |
| Release date | Nov 10, 2025 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0900 |
| EPS Surprise | 350.00% |
| Revenue estimate | 45.22M |
| Revenue actual | 51.444M |
| Revenue Surprise | 13.76% |
| Release date | Aug 11, 2025 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0300 |
| EPS Surprise | 40.00% |
| Revenue estimate | 42.025M |
| Revenue actual | 35.968M |
| Revenue Surprise | -14.41% |
Last 4 Quarters for Telos
Below you can see how TLS performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 11, 2025 |
| Price on release | $3.87 |
| EPS estimate | -$0.0500 |
| EPS actual | -$0.0300 |
| EPS surprise | 40.00% |
| Date | Price |
|---|---|
| Aug 05, 2025 | $2.46 |
| Aug 06, 2025 | $2.43 |
| Aug 07, 2025 | $2.47 |
| Aug 08, 2025 | $2.38 |
| Aug 11, 2025 | $3.87 |
| Aug 12, 2025 | $5.24 |
| Aug 13, 2025 | $5.57 |
| Aug 14, 2025 | $5.44 |
| Aug 15, 2025 | $5.55 |
| 4 days before | 57.32% |
| 4 days after | 43.41% |
| On release day | 35.40% |
| Change in period | 125.61% |
| Release date | Nov 10, 2025 |
| Price on release | $7.76 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0900 |
| EPS surprise | 350.00% |
| Date | Price |
|---|---|
| Nov 04, 2025 | $6.52 |
| Nov 05, 2025 | $6.71 |
| Nov 06, 2025 | $6.56 |
| Nov 07, 2025 | $6.38 |
| Nov 10, 2025 | $7.76 |
| Nov 11, 2025 | $6.54 |
| Nov 12, 2025 | $6.60 |
| Nov 13, 2025 | $6.24 |
| Nov 14, 2025 | $5.85 |
| 4 days before | 19.02% |
| 4 days after | -24.61% |
| On release day | -15.72% |
| Change in period | -10.28% |
| Release date | Mar 16, 2026 |
| Price on release | $4.12 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0600 |
| EPS surprise | 200.00% |
| Date | Price |
|---|---|
| Mar 10, 2026 | $4.26 |
| Mar 11, 2026 | $4.25 |
| Mar 12, 2026 | $4.20 |
| Mar 13, 2026 | $4.28 |
| Mar 16, 2026 | $4.12 |
| Mar 17, 2026 | $3.92 |
| Mar 18, 2026 | $4.02 |
| Mar 19, 2026 | $4.27 |
| Mar 20, 2026 | $4.33 |
| 4 days before | -3.29% |
| 4 days after | 5.10% |
| On release day | -4.85% |
| Change in period | 1.64% |
| Release date | May 11, 2026 |
| Price on release | $4.25 |
| EPS estimate | $0.0200 |
| EPS actual | $0.0600 |
| EPS surprise | 200.00% |
| Date | Price |
|---|---|
| May 05, 2026 | $4.46 |
| May 06, 2026 | $4.20 |
| May 07, 2026 | $4.43 |
| May 08, 2026 | $4.48 |
| May 11, 2026 | $4.25 |
| May 12, 2026 | $4.37 |
| May 13, 2026 | $4.18 |
| May 14, 2026 | $4.23 |
| May 15, 2026 | $4.20 |
| 4 days before | -4.71% |
| 4 days after | -1.18% |
| On release day | 2.82% |
| Change in period | -5.83% |
Telos Earnings Call Transcript Summary of Q1 2026
Telos reported a strong Q1 2026, beating guidance with total revenue up 56% year-over-year to $47.7M. GAAP gross margin was 36.4% and cash gross margin 42.3%; adjusted EBITDA was $7.9M (16.5% margin) and free cash flow was $6.4M (13.4% margin). Management highlighted continued program execution (notably TSA PreCheck, DMDC/IT GEMS and confidential federal IT security work), efficiency gains from prior restructuring, and disciplined working capital. They repurchased $2.2M of stock in Q1 and plan to accelerate buybacks in Q2 while managing to a ~$50M cash balance. Q2 guidance: revenue $44M–$46M (22%–28% YoY), cash gross margin ~39%, adjusted EBITDA $5M–$6M. The company reaffirmed its full-year outlook and noted a roughly $500M pipeline of proposals (mostly Security Solutions) with expected award decisions in 2H 2026. Leadership update: CEO John Wood is on medical leave; the Chairman role and CEO responsibilities are covered by the Board Chair and three EVP officers (including the CFO and EVP of Security Solutions) with no operational disruption reported.
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