The strong EPS beat and raised EBITDA guidance confirm improving profitability, but the narrowed revenue range suggests caution on top-line momentum. Traders should monitor upcoming contract wins in cyber/cloud and any further margin expansion in subsequent quarters.
Price Chart
Executive Summary
Telos Corporation reported Q2 2026 revenue of $47.7M (+33% YoY), beating consensus of $45.2M, and GAAP net income of $0.7M vs a -$9.5M loss a year ago. EPS of $0.04 exceeded the $0.02 consensus by 100%. The company raised its full-year Adjusted EBITDA guidance to $23.6M-$28.6M while narrowing the revenue range to $187M-$195M, signaling strong operational improvement but cautious top-line outlook.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $47.7M (+33% YoY) vs consensus $45.2M
- GAAP net income $0.7M vs -$9.5M loss in Q2 2025
- EPS $0.04 vs consensus $0.02 (100% beat)
- Raised full-year Adjusted EBITDA guidance to $23.6M-$28.6M (from $20.6M-$28.0M)
- Narrowed full-year revenue guidance to $187M-$195M
Financial Impact
Revenue beat by $2.5M (5.5%), EPS beat by $0.02 (100%), EBITDA guidance raised by up to $0.6M at midpoint
Risk Factors
- Revenue guidance narrowing may indicate slowing growth or lumpy government contracts
- Dependence on federal and defense spending cycles
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3341880 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 5, 2026 22d ago | Press Release | $4.43 $4.38 | ▼ −1.13% | ▼ −1.55% | $5.58 (+25.96%) |
Oct 1, 2026 26d ago | Press Release | $4.23 $4.37 | ▲ +3.31% | ▲ +2.01% | $5.58 (+31.91%) |
Sep 28, 2026 29d ago | Press Release | $4.06 $4.43 | ▲ +9.11% | ▲ +7.91% | $5.58 (+37.44%) |
Sep 21, 2026 5w ago | Insider Cluster | $4.10 $4.04 | ▲ +1.46% | ▲ +0.28% | $5.58 (−36.10%) |
Sep 10, 2026 6w ago | Insider Cluster | $4.68 $4.18 | ▲ +10.68% | ▲ +10.19% | $5.58 (−19.23%) |
Aug 10, 2026 11w ago | Press Release | $4.03 $4.39 | ▲ +8.93% | ▲ +8.98% | $5.58 (+38.46%) |
Aug 10, 2026 11w ago | 8-K | $4.03 $4.39 | ▲ +8.93% | ▲ +8.98% | $5.58 (+38.46%) |
Jul 14, 2026 15w ago | Press Release | $4.91 $4.57 | ▼ −6.92% | ▼ −5.63% | $5.58 (+13.65%) |
Jun 26, 2026 17w ago | Insider Cluster | $4.51 $4.94 | ▲ +9.53% | ▲ +8.15% | $5.58 (+23.73%) |
Jun 12, 2026 19w ago | Institutional Cluster | $4.57 $4.52 | ▲ +1.09% | ▲ +1.77% | $5.58 (−22.10%) |
US Market Status
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