Telos (NASDAQ: TLS) has posted its first quarter 2026 financial results on its investor relations website. The company will host a live webcast to discuss results on May 11, 2026, at 9:30 a.m. ET, with related materials and an archived replay available online.
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AI-generated analysis. Not financial advice.
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News Market Reaction – TLS
-5.13%
9 alerts
-5.13%News Effect
+5.6%Peak Tracked
-10.9%Trough Tracked
-$19MValuation Impact
$351.12MMarket Cap
0.4xRel. Volume
On the day this news was published, TLS declined 5.13%, reflecting a notable negative market reaction.
Argus tracked a peak move of +5.6% during that session.
Argus tracked a trough of -10.9% from its starting point during tracking.
Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility.
This price movement removed approximately $19M from the company's valuation, bringing the market cap to $351.12M at that time.
Share repurchases$2.2M / 0.5M sharesQ1 2026 buyback at average price of $4.25 per share
Market Reality Check
Price:$4.79Vol:Volume 1,075,050 is about...
high vol
$4.79Last Close
VolumeVolume 1,075,050 is about 2.18x the 20-day average of 492,147, indicating heavier-than-normal trading ahead of the earnings webcast.high
TechnicalShares at $4.48 are trading below the 200-day MA of $5.32, remaining well under the 52-week high of $8.36 but above the $1.83 low.
Peers on Argus
TLS is up 1.36% with strong volume while peers show mixed moves: CCSI up 16.12%,...
1 Up
TLS is up 1.36% with strong volume while peers show mixed moves: CCSI up 16.12%, BAND up 3.21%, ALLT and OSPN modestly positive, and ARQQ down 3.21%, suggesting a more company-specific setup than a uniform sector rally.
Posted Q4 and full-year 2024 results and hosted detailed earnings webcast.
Pattern Detected
Earnings releases for TLS have produced mixed single- to double-digit moves in both directions, indicating that reactions to results and guidance have been volatile and not consistently positive or negative.
Recent Company History
Recent history shows recurring earnings announcements where Telos posts results on its investor site and hosts 9:30 a.m. ET webcasts. Prior earnings events on Mar 16, 2026, Nov 10, 2025, Aug 11, 2025, May 9, 2025, and Mar 10, 2025 triggered varied price reactions, from a +62.61% move after Q2 2025 to a -20% decline after Q1 2025. Today’s Q1 2026 earnings continue this pattern of regular quarterly communication and detailed webcasts.
Historical Comparison
+10.9% avg move · In the past five earnings releases, TLS moved an average of 10.86% on the day after results, with bo...
earnings
+10.9%
Average Historical Moveearnings
In the past five earnings releases, TLS moved an average of 10.86% on the day after results, with both sharp rallies and steep declines seen around these announcements.
Earnings communication has followed a consistent pattern from FY 2024 through FY 2025 quarters, with results posted to the investor site and 9:30 a.m. ET webcasts. The current Q1 2026 release extends this cadence of quarterly and annual updates, maintaining continuity in how Telos reports financial performance.
Market Pulse Summary
The stock moved -5.1% in the session following this news. A negative reaction despite strong Q1 2026...
Analysis
The stock moved -5.1% in the session following this news. A negative reaction despite strong Q1 2026 metrics—such as 56% revenue growth to $47.7M, a turn to $2.0M GAAP net income, and $7.9M Adjusted EBITDA—would fit the pattern of mixed responses to prior earnings. Historically, some quarters saw sharp downside even with detailed updates. Concerns over guidance details, incentive share overhang, or execution risk could have outweighed headline improvements in margins and cash flow.
"Adjusted EBITDA increased to $7.9 million with a 16.5% margin..."
Adjusted EBITDA is a company’s reported profit from its core operations before subtracting interest, taxes, and accounting for long-term costs like depreciation, further cleaned up by removing one-time, unusual, or non-cash items. Think of it as the operating cash-flow picture after erasing temporary blips so different periods and companies can be compared more easily; investors use it to judge underlying business performance, but it is not a standardized accounting measure and can be shaped by management choices.
free cash flowfinancial
"Free Cash Flow of $6.4 million, a 69% increase year-over-year..."
Free cash flow is the amount of money a company has left over after paying all its expenses and investing in its business, like buying equipment or updating facilities. It shows how much cash is available to reward shareholders, pay down debt, or save for future growth. This helps investors understand if a company is financially healthy and able to grow.
gaap gross marginfinancial
"GAAP gross margin was 36.4% and cash gross margin was 42.3%..."
GAAP gross margin is a financial measure that shows the percentage of revenue remaining after subtracting the costs directly associated with producing goods or services, calculated according to standard accounting rules. It indicates how efficiently a company is turning sales into profit before accounting for other expenses, and higher gross margins generally suggest better profitability potential. This metric helps investors assess a company's pricing power and cost management.
operating cash flowfinancial
"Telos produced $8.7 million of operating cash flow..."
Operating cash flow is the amount of money a company earns from its main business activities, like selling products or services. It shows how well the company can generate cash to pay bills, invest in growth, or return money to shareholders. This figure helps investors understand if the company’s core operations are healthy and sustainable.
fedrampregulatory
"Xacta platform — including Xacta.io and Xacta.ai — has achieved FedRAMP..."
FedRAMP (Federal Risk and Authorization Management Program) is a U.S. government initiative that sets security standards for cloud computing services used by federal agencies. It ensures that these online platforms protect sensitive information, similar to how a security system safeguards a building. For investors, FedRAMP indicates that a cloud service meets strict security requirements, which can influence its reliability and trustworthiness in handling data.
schedule 13g/aregulatory
"BlackRock, Inc. amended a Schedule 13G to report beneficial ownership..."
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
form 4regulatory
"Form 4] TELOS CORP Insider Trading Activity"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
long‑term incentive planfinancial
"Amendment No. 2 to the 2016 Omnibus Long‑Term Incentive Plan would add 5,380,000 shares..."
A long-term incentive plan is a company program that awards executives or employees payments, stock, or options tied to multi-year performance goals and continued service, much like a pension mixed with a performance bonus. Investors care because these plans shape management behavior, encourage decisions meant to boost long‑term value, and can dilute existing shares or change future cash needs, so they affect returns and corporate risk.
AI-generated analysis. Not financial advice.
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ASHBURN, Va., May 11, 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, has posted its 2026 first quarter financial results on its investor relations website at https://investors.telos.com.
Telos will host a live webcast to discuss its first quarter 2026 financial results today, May 11, 2026, at 9:30 a.m. ET. To access the webcast, visit https://edge.media-server.com/mmc/p/so4sxhaa.
Related presentation materials will be available in the Investors section of the Company’s website. In addition, an archived webcast will be posted on the website approximately two hours after the live event concludes.
About Telos Corporation Telos Corporation (NASDAQ: TLS) empowers and protects the world’s most security-conscious organizations with efficient, adaptable, and secure solutions that safeguard people, systems, and information. We deliver advanced capabilities across cyber governance, risk, and compliance (GRC) with Xacta®; identity and biometric solutions; secure networks and communications; and TSA PreCheck® enrollment services. Serving the U.S. federal government, regulated industries, and global enterprises, Telos helps customers stay ahead of evolving threats, accelerate compliance, and achieve mission success. Driven by purpose and guided by our core values, we build trusted partnerships, deliver superior solutions, and help create a more secure, interconnected world. Learn more at https://www.telos.com/.
Where can investors find Telos (NASDAQ: TLS) Q1 2026 earnings results?
Telos Q1 2026 financial results are available on the company’s investor relations website. According to Telos, investors can visit https://investors.telos.com to review the posted information and access related investor materials connected to the quarterly earnings release.
When is the Telos (NASDAQ: TLS) Q1 2026 earnings webcast scheduled?
The Telos Q1 2026 earnings webcast is scheduled for May 11, 2026, at 9:30 a.m. ET. According to Telos, investors can join the live webcast online and later access an archived replay roughly two hours after the event concludes.
How can investors access the live Telos TLS Q1 2026 earnings webcast?
Investors can access the live Telos Q1 2026 earnings webcast through the dedicated webcast link. According to Telos, the event is available at https://edge.media-server.com/mmc/p/so4sxhaa, with presentation materials posted in the Investors section of the company website.
Will a replay of the Telos (TLS) Q1 2026 earnings webcast be available?
Yes, a replay of the Telos Q1 2026 earnings webcast will be available online. According to Telos, an archived webcast will be posted on the company website approximately two hours after the live event ends, allowing investors to review the discussion later.
Where can I find Telos TLS Q1 2026 earnings presentation materials?
Telos Q1 2026 earnings presentation materials will be available in the Investors section of the company website. According to Telos, these materials accompany the live webcast and support investor understanding of the quarterly financial results and discussion.
