Telos Corp (TLS) Q3 2026 Earnings Call Transcript

Telos Corp’s (TLS) Q3 2026 results showed a clear beat on both revenue and profitability, with total revenue of $55.2 million—up 7% and above the guided $49.2 million to $50.6 million range—driven by performance in its Telos ID business. Adjusted EBITDA rose to $10.6 million, the highest quarterly level since the 2020 IPO, and came in above guidance of $6 million to $6.8 million. The company raised full-year revenue guidance to $198.2 million to $200.7 million and increased adjusted EBITDA guidance to $32.3 million to $34.1 million. Telos also expects a $32 million 2027 headwind from exiting low-margin third-party software resale.