NASDAQ$TLS

Telos Corporation · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Telos reported Q1 2026 revenue of $47.7M (+56% YoY) with net income of $2.0M.

Telos grew total revenue 56% to $47.7 million on services and products for cyber and secure networks; net income was $2.0 million versus $8.6 million prior year (which included unusual items).

  • Revenue $47.7M (+56% YoY) across cyber and secure network solutions.
  • Net income $2.0M vs $8.6M prior year (prior included unusual items).
  • Federal and enterprise security demand driving services growth.
  • Product mix shifting toward higher-margin software and services.
  • Pipeline of government contracts discussed in MD&A.

Headline financials

Total Revenue

$47.7M

Previous: $30.6M+55.9%
EPS (adj)

$0.04

Previous: $0.00
Capital Expenditures

-$145K

Previous: -$123K-17.9%
Net Income

$2.02M

Previous: -$8.6M+123.5%
Operating Income

$1.46M

Previous: $0.00
Gross Profit

$17.4M

No prior period

Revenue & EPS history

Telos · Revenue · Quarterly

$47.7M

Q1 2026+55.9%vs Q1 2025
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

Telos · $36M total across 2 segments · Q2 2025

  • Security Solutions
    $32.5M—
  • Secure Networks
    $3.49M—

Forward guidance

Telos provides qualitative outlook on federal budget cycles and contract awards; limited numeric quarterly guidance in 10-Q.

Tailwinds

  • Revenue acceleration and profitable quarter.
  • Cybersecurity and zero-trust tailwinds.

Headwinds

  • Government contract timing and budget uncertainty.
  • Competitive bidding pressure on margins.
  • Prior-year net income not directly comparable.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-4.3%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+1.5%

Avg return

30 days after

36%

8 / 22 earnings

Positive

+24.8%

Q3 2023

Best reaction

-68.4%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025———
Q1 2026-5.4%-6.7%+1.8%
Q4 2025-3.7%+1.2%+3.7%
Q3 2025+21.5%-8.3%-5.0%
Q1 2025-19.6%+6.9%+12.2%
Q4 2024-9.1%-7.0%-15.7%
Q3 2024-12.7%-22.3%-17.1%
Q2 2024-30.2%-41.8%-15.6%
Q1 2024-11.2%+16.6%+18.6%
Q4 2023+24.8%+38.7%+14.3%
Q3 2023+24.8%+38.9%+45.1%
Q2 2023+12.2%-3.5%-7.4%
Q1 2023+22.7%+55.2%+43.1%
Q4 2022-24.4%-22.2%-20.9%
Q3 2022-68.4%-55.8%-60.4%
Q2 2022+3.9%+9.9%+17.1%
Q1 2022-0.7%+7.7%+30.3%
Q4 2021-2.2%-2.1%-6.8%
Q3 2021-27.9%-22.8%-36.5%
Q2 2021-0.5%+12.7%+27.0%
Q1 2021-16.5%-14.2%+0.3%
Q2 2020+14.0%+7.3%+2.4%
Q4 2020+14.0%+7.3%+2.4%
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