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The Zacks Consensus Estimate for TLS’s third-quarter 2026 earnings is pegged at 4 cents per share, implying a decline of 55.6% from the year-ago quarter. Estimates have remained unchanged for the past 60 days.
TLS’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 202.50%.
For the third quarter of 2026, TLS expects total revenues in the range of $49.2 million to $50.6 million. The Zacks Consensus Estimate for third-quarter revenues is pegged at 50 million, implying a 2.8% decline from the year-ago quarter.
Telos Corporation’s third-quarter 2026 performance is likely to have benefited from continued demand for cybersecurity, identity management, biometric solutions and secure communications across government and commercial markets. The company’s focus on security-conscious organizations, coupled with increasing emphasis on national security, regulatory compliance and evolving cyber threats, is expected to have supported business opportunities in the to-be-reported quarter.
Telos’ Security Solutions segment is likely to have remained a key growth driver, supported by continued demand for identity verification, biometric technologies and cybersecurity solutions. The expansion of large programs within the Telos ID portfolio is expected to have supported the segment’s growth trajectory. Increasing requirements for secure identity management and digital enrollment services are also likely to have contributed to business momentum.
Meanwhile, the Xacta cyber governance, risk and compliance platform is expected to have benefited from organizations’ ongoing efforts to strengthen cybersecurity frameworks and streamline regulatory compliance. The company’s introduction of Xacta.ai is likely to have enhanced its product capabilities by supporting more efficient compliance processes and proactive risk management. Continued demand for cybersecurity solutions across federal agencies and regulated industries is expected to have provided growth opportunities.
The Secure Networks segment is likely to have remained affected by the ongoing completion and ramp-down of certain programs. The company’s ability to secure new business and replenish its program pipeline is expected to have remained important for stabilizing the segment’s performance. Demand for secure communications and network solutions across government customers could provide opportunities for future growth.
Telos’ ongoing cost management initiatives, restructuring efforts and focus on operational efficiency are expected to have supported profitability. Continued revenue growth in Security Solutions, coupled with disciplined operating expenses, is likely to have aided operating leverage. However, fluctuations in program mix, infrastructure-related costs and the timing of government contract awards could have influenced margins.
The company’s performance is also likely to have been influenced by U.S. federal government spending priorities and contracting activity. Cybersecurity, national security and artificial intelligence remain important areas of opportunity, although budgetary uncertainty, changes in government priorities and lengthening sales cycles could affect the timing of contract awards. Telos’ ability to convert its pipeline of submitted and pending proposals into new business is expected to have remained an important factor in its growth outlook.
What Our Model Says for TLS Stock?
Our proven model predicts an earnings beat for Telos this time. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat.
TLS has an Earnings ESP of +5.26% and sports a Zacks Rank #1 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks With Favorable Combination
Here are a few companies worth considering in the broader Zacks Computer and Technology sector, as our model indicates that these, too, possess the right combination of factors to exceed earnings expectations in their upcoming releases.
Hewlett Packard Enterprise Company (HPE - Free Report) is slated to report fourth-quarter fiscal 2026 results on Nov. 23. Hewlett Packard Enterprise has an Earnings ESP of +2.64% and a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Hewlett Packard Enterprise’s fourth-quarter earnings is pegged at $1.28 per share, revised upward by a penny over the past 30 days. The consensus mark for earnings suggests a year-over-year surge of 106.5.% from the year-ago quarter’s reported figure.
NVIDIA Corporation (NVDA - Free Report) has an Earnings ESP of +3.46% and a Zacks Rank #2 at present. NVIDIA is slated to report third-quarter fiscal 2027 results on Nov. 17.
The Zacks Consensus Estimate for NVIDIA’s third-quarter earnings is pegged at $2.49 per share, up by a penny over the past 30 days. The consensus mark for earnings calls for a year-over-year jump of 91.5%.
Intuit, Inc. (INTU - Free Report) has an Earnings ESP of +0.20% and currently carries a Zacks Rank #3. Intuit is set to report first-quarter fiscal 2027 results on Nov. 19.
The Zacks Consensus Estimate for Intuit’s first-quarter earnings is pegged at $2.47 per share, up by a penny over the past 30 days. The consensus mark for earnings indicates a year-over-year decline of 26.1%.
View the Zacks #1 Rank List
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TLS to Report Q3 Earnings: What's in the Cards for the Stock?
Key Takeaways
Telos Corporation (TLS - Free Report) is scheduled to report third-quarter 2026 results on Nov. 9, 2026, before market open.
The Zacks Consensus Estimate for TLS’s third-quarter 2026 earnings is pegged at 4 cents per share, implying a decline of 55.6% from the year-ago quarter. Estimates have remained unchanged for the past 60 days.
TLS’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 202.50%.
For the third quarter of 2026, TLS expects total revenues in the range of $49.2 million to $50.6 million. The Zacks Consensus Estimate for third-quarter revenues is pegged at 50 million, implying a 2.8% decline from the year-ago quarter.
Telos Corporation Price and EPS Surprise
Telos Corporation price-eps-surprise | Telos Corporation Quote
Factors Likely to Influence Telos’ Q3 Results
Telos Corporation’s third-quarter 2026 performance is likely to have benefited from continued demand for cybersecurity, identity management, biometric solutions and secure communications across government and commercial markets. The company’s focus on security-conscious organizations, coupled with increasing emphasis on national security, regulatory compliance and evolving cyber threats, is expected to have supported business opportunities in the to-be-reported quarter.
Telos’ Security Solutions segment is likely to have remained a key growth driver, supported by continued demand for identity verification, biometric technologies and cybersecurity solutions. The expansion of large programs within the Telos ID portfolio is expected to have supported the segment’s growth trajectory. Increasing requirements for secure identity management and digital enrollment services are also likely to have contributed to business momentum.
Meanwhile, the Xacta cyber governance, risk and compliance platform is expected to have benefited from organizations’ ongoing efforts to strengthen cybersecurity frameworks and streamline regulatory compliance. The company’s introduction of Xacta.ai is likely to have enhanced its product capabilities by supporting more efficient compliance processes and proactive risk management. Continued demand for cybersecurity solutions across federal agencies and regulated industries is expected to have provided growth opportunities.
The Secure Networks segment is likely to have remained affected by the ongoing completion and ramp-down of certain programs. The company’s ability to secure new business and replenish its program pipeline is expected to have remained important for stabilizing the segment’s performance. Demand for secure communications and network solutions across government customers could provide opportunities for future growth.
Telos’ ongoing cost management initiatives, restructuring efforts and focus on operational efficiency are expected to have supported profitability. Continued revenue growth in Security Solutions, coupled with disciplined operating expenses, is likely to have aided operating leverage. However, fluctuations in program mix, infrastructure-related costs and the timing of government contract awards could have influenced margins.
The company’s performance is also likely to have been influenced by U.S. federal government spending priorities and contracting activity. Cybersecurity, national security and artificial intelligence remain important areas of opportunity, although budgetary uncertainty, changes in government priorities and lengthening sales cycles could affect the timing of contract awards. Telos’ ability to convert its pipeline of submitted and pending proposals into new business is expected to have remained an important factor in its growth outlook.
What Our Model Says for TLS Stock?
Our proven model predicts an earnings beat for Telos this time. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat.
TLS has an Earnings ESP of +5.26% and sports a Zacks Rank #1 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks With Favorable Combination
Here are a few companies worth considering in the broader Zacks Computer and Technology sector, as our model indicates that these, too, possess the right combination of factors to exceed earnings expectations in their upcoming releases.
Hewlett Packard Enterprise Company (HPE - Free Report) is slated to report fourth-quarter fiscal 2026 results on Nov. 23. Hewlett Packard Enterprise has an Earnings ESP of +2.64% and a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Hewlett Packard Enterprise’s fourth-quarter earnings is pegged at $1.28 per share, revised upward by a penny over the past 30 days. The consensus mark for earnings suggests a year-over-year surge of 106.5.% from the year-ago quarter’s reported figure.
NVIDIA Corporation (NVDA - Free Report) has an Earnings ESP of +3.46% and a Zacks Rank #2 at present. NVIDIA is slated to report third-quarter fiscal 2027 results on Nov. 17.
The Zacks Consensus Estimate for NVIDIA’s third-quarter earnings is pegged at $2.49 per share, up by a penny over the past 30 days. The consensus mark for earnings calls for a year-over-year jump of 91.5%.
Intuit, Inc. (INTU - Free Report) has an Earnings ESP of +0.20% and currently carries a Zacks Rank #3. Intuit is set to report first-quarter fiscal 2027 results on Nov. 19.
The Zacks Consensus Estimate for Intuit’s first-quarter earnings is pegged at $2.47 per share, up by a penny over the past 30 days. The consensus mark for earnings indicates a year-over-year decline of 26.1%.