TELOS CORP — Form 8-K
Filed August 10, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 58/100
What the filing says
Telos Corporation reported Q2 2026 revenue of $47.7M (up 33% YoY), driven by 44% growth in Security Solutions, primarily Telos ID expansion. GAAP net income reached $0.7M vs. loss of $9.5M prior year; Adjusted EBITDA was $6.9M (14.4% margin). The company raised full-year profit guidance: Adjusted EBITDA now $20.6M–$28.0M (prior $23.6M–$28.6M on slightly lower revenue guidance of $187M–$200M). Management repurchased 1.0M shares at $4.50/share ($4.7M deployed) in Q2; operating expenses fell 25% YoY. Free cash flow increased 43% to $6.6M.
Why this rating
Strong revenue growth and margin expansion are material for a $165M market-cap company; raised profit guidance offsets modest revenue reduction. Sustainable but not transformational.
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