Telos Corporation

NasdaqGM:TLS Voorraadrapport

Marktkapitalisatie: US$341.7m

Telos Beheer

Beheer criteriumcontroles 4/4

De CEO Telos is John Wood, benoemd in Jan2003, heeft een ambtstermijn van 23.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 2.85M, bestaande uit 21.1% salaris en 78.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 8.7% van de aandelen van het bedrijf, ter waarde $ 29.71M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.2 jaar en 5.8 jaar.

Belangrijke informatie

John Wood

Algemeen directeur

US$2.8m

Totale compensatie

Percentage CEO-salaris21.07%
Dienstverband CEO23.3yrs
Eigendom CEO8.7%
Management gemiddelde ambtstermijn5.2yrs
Gemiddelde ambtstermijn bestuur5.8yrs

Recente managementupdates

Recent updates

TLS: Federal Cybersecurity Authorizations Will Drive Future Upside Potential

Analysts have lifted their price target on Telos to $21.11 from $19.47, reflecting updated assumptions around the discount rate, profit margin, and a higher future P/E multiple. What's in the News Telos expanded TSA PreCheck enrollment to the University of Central Florida, adding an on-campus site that serves students, faculty, staff, and local residents as part of its network of more than 500 enrollment locations nationwide (Key Developments).

Telos: New FedRAMP Certification And Strong Growth Plan For 2026

Apr 13

TLS: Expanded Buybacks And Renewed Cloud Partnership Will Support Repricing Potential

Analysts have adjusted their price target on Telos to $9.00 from $10.00, reflecting updated views on fair value, discount rate assumptions, revenue growth expectations, profit margin outlook, and future price-to-earnings (P/E) estimates. What's in the News From October 1, 2025 to December 31, 2025, Telos repurchased 1,036,057 shares, representing 1.43% of shares, for US$5.99 million as part of its ongoing buyback program, bringing total repurchases under the May 24, 2022 authorization to 4,658,659 shares, or 6.57%, for US$24.91 million (Key Developments).

TLS: Federal Cyber And Defense Contracts Will Drive Future Upside Potential

Analysts have trimmed their price target on Telos to reflect a fair value of $7.00, down from $8.70, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. What's in the News On March 16, 2026, Telos increased its equity buyback authorization by $25 million, bringing the total approved amount to $75 million (company announcement).

TLS: Future Defense Contract Pipeline Will Drive Repricing Potential

Analysts have raised their Telos price target from $7.00 to $10.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that they believe better reflect the company’s current risk and return profile. What's in the News Renewal of Telos Corporation's partnership with a Fortune 100 global technology company to provide cyber governance, risk and compliance and security operations support for large commercial cloud environments under a US$5.4 million agreement, continuing a relationship that began in July 2022 (Key Developments).

TLS: Federal Cyber And Defense Contracts Will Support Future Upside Potential

Analysts have maintained their Telos price target at $8.70. A slightly lower profit margin outlook and a modestly higher future P/E assumption offset each other in their updated model.

Market Cool On Telos Corporation's (NASDAQ:TLS) Revenues Pushing Shares 25% Lower

Feb 13
Market Cool On Telos Corporation's (NASDAQ:TLS) Revenues Pushing Shares 25% Lower

TLS: Defense Contract Win Will Drive Future Upside

Analysts have lifted their price target on Telos to reflect a slightly lower discount rate, a small adjustment to expected revenue growth and profit margins, and a modestly higher future P/E assumption. Together, these changes point to a refined view of the stock's risk and earnings potential.

TLS: Share Repurchases And New Defense Contract Will Drive Upside

Analysts have trimmed their price target on Telos to reflect a lower assumed future P/E multiple, along with slightly different views on revenue growth, profit margins, and discount rate, while keeping their fair value estimate steady at $7.50. What's in the News Renewal of a partnership with a Fortune 100 global technology company to provide cyber governance, risk, and compliance and security operations support for large commercial cloud environments, under an agreement valued at US$5.4 million that extends a relationship that began in July 2022 (Key Developments).

TLS: Federal Contracts And Share Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for Telos steady while slightly increasing the discount rate and future P/E. This has led to a modest adjustment in the implied price target that reflects fine tuning of assumptions around long term profitability rather than a shift in the core outlook.

TLS: Share Repurchases And AI Compliance Rollout Will Drive Upside

Analysts have raised their price target on Telos to reflect a substantially higher fair value estimate of 7.50 dollars from 4.00 dollars, despite moderating revenue growth and slightly lower margin forecasts. They now expect the market to assign a richer future earnings multiple.

TLS: Expanding Federal Deployments And Share Buybacks Will Drive Shareholder Value

Analysts have maintained their price target for Telos at $8.70, citing only minor adjustments to underlying growth and profitability estimates with no significant change to the fair value assessment. What's in the News Provided new guidance for the fourth quarter and full year 2025, expecting significant revenue growth between 50% and 76% compared to the previous year (Key Developments) Repurchased 584,213 shares during Q3 2025, completing 5.13% of the buyback program launched in May 2022 for a total of $18.92 million (Key Developments) Continued expansion of TSA PreCheck enrollment locations, reaching 494 centers in 42 U.S. states and territories as of October 2025, improving convenience for travelers (Key Developments) Announced the first enterprise-wide deployment of Xacta.ai by a U.S. federal agency, strengthening Telos' position in AI-driven governance, risk, and compliance solutions (Key Developments) Launched Xacta.ai, an artificial intelligence capability that enables organizations to accelerate compliance timelines and enhance real-time risk insights (Key Developments) Valuation Changes Fair Value Estimate: Remains unchanged at $8.70 per share.

TLS: Expanded Federal Adoption And Buyback Will Drive Stronger Upside

Analysts have raised their price target for Telos from $6.60 to $8.70, citing improved fair value assessments. This adjustment comes despite moderated revenue growth expectations and a higher projected future price-to-earnings ratio.

TLS: Nationwide Expansion And Federal Contracts Will Support Digital Security Momentum

Analysts have raised their price target for Telos from $6.00 to $6.60. They cite minor adjustments in the discount rate and future growth assumptions as the main factors behind the update.

Companies Like Telos (NASDAQ:TLS) Can Afford To Invest In Growth

Oct 24
Companies Like Telos (NASDAQ:TLS) Can Afford To Invest In Growth

TSA PreCheck And FedRAMP Will Expand Secure Digital Programs

Analysts have raised their price target for Telos from $5.35 to $6.00, citing updated valuation models that reflect modest shifts in growth and profitability expectations. What's in the News Telos continues to expand its TSA PreCheck enrollment centers, with recent openings in California, Florida, Louisiana, Michigan, North Carolina, Texas, Indiana, South Dakota, and more.

Analysts Just Shipped A Captivating Upgrade To Their Telos Corporation (NASDAQ:TLS) Estimates

Aug 16
Analysts Just Shipped A Captivating Upgrade To Their Telos Corporation (NASDAQ:TLS) Estimates

TSA PreCheck And FedRAMP Will Expand Secure Digital Programs

As both Net Profit Margin and Future P/E for Telos remained essentially flat, consensus analyst fair value was also unchanged at $5.35. What's in the News Telos completed the repurchase of 3,038,389 shares (4.33% of shares) for $15.28 million under its buyback program.

Telos Corporation (NASDAQ:TLS) Stock Rockets 43% But Many Are Still Ignoring The Company

Aug 12
Telos Corporation (NASDAQ:TLS) Stock Rockets 43% But Many Are Still Ignoring The Company

We're Not Very Worried About Telos' (NASDAQ:TLS) Cash Burn Rate

Jul 11
We're Not Very Worried About Telos' (NASDAQ:TLS) Cash Burn Rate

Telos Corporation (NASDAQ:TLS) Just Reported Earnings, And Analysts Cut Their Target Price

May 14
Telos Corporation (NASDAQ:TLS) Just Reported Earnings, And Analysts Cut Their Target Price

It's A Story Of Risk Vs Reward With Telos Corporation (NASDAQ:TLS)

May 09
It's A Story Of Risk Vs Reward With Telos Corporation (NASDAQ:TLS)
User avatar

DMDC And TSA PreCheck Expansion Will Fuel Future Success

Expansion of programs like TSA PreCheck and DHS projects is poised to drive significant revenue and cash flow growth.

Telos: Bottom-Fishing Opportunity

Mar 14

We Think Telos (NASDAQ:TLS) Can Easily Afford To Drive Business Growth

Feb 12
We Think Telos (NASDAQ:TLS) Can Easily Afford To Drive Business Growth

A Piece Of The Puzzle Missing From Telos Corporation's (NASDAQ:TLS) 31% Share Price Climb

Nov 07
A Piece Of The Puzzle Missing From Telos Corporation's (NASDAQ:TLS) 31% Share Price Climb

Little Excitement Around Telos Corporation's (NASDAQ:TLS) Revenues As Shares Take 25% Pounding

Aug 28
Little Excitement Around Telos Corporation's (NASDAQ:TLS) Revenues As Shares Take 25% Pounding

We're Hopeful That Telos (NASDAQ:TLS) Will Use Its Cash Wisely

Aug 12
We're Hopeful That Telos (NASDAQ:TLS) Will Use Its Cash Wisely

Telos Corporation's (NASDAQ:TLS) Revenues Are Not Doing Enough For Some Investors

May 14
Telos Corporation's (NASDAQ:TLS) Revenues Are Not Doing Enough For Some Investors

Here's Why We're Not Too Worried About Telos' (NASDAQ:TLS) Cash Burn Situation

Apr 15
Here's Why We're Not Too Worried About Telos' (NASDAQ:TLS) Cash Burn Situation

Telos: Rating Upgrade To Buy As Growth Outlook Turns Positive

Apr 03

Telos Corporation (NASDAQ:TLS) Analysts Just Trimmed Their Revenue Forecasts By 11%

Mar 19
Telos Corporation (NASDAQ:TLS) Analysts Just Trimmed Their Revenue Forecasts By 11%

We Think Telos (NASDAQ:TLS) Can Afford To Drive Business Growth

Dec 13
We Think Telos (NASDAQ:TLS) Can Afford To Drive Business Growth

Here's Why We're Not Too Worried About Telos' (NASDAQ:TLS) Cash Burn Situation

Aug 17
Here's Why We're Not Too Worried About Telos' (NASDAQ:TLS) Cash Burn Situation

News Flash: 6 Analysts Think Telos Corporation (NASDAQ:TLS) Earnings Are Under Threat

Mar 18
News Flash: 6 Analysts Think Telos Corporation (NASDAQ:TLS) Earnings Are Under Threat

Bearish: Analysts Just Cut Their Telos Corporation (NASDAQ:TLS) Revenue and EPS estimates

Nov 10
Bearish: Analysts Just Cut Their Telos Corporation (NASDAQ:TLS) Revenue and EPS estimates

Telos nabs U.S. Transportation Security approval to operate PreCheck system, stock +12%

Oct 20

Telos attracts bullish rating at Wedbush on fed cybersecurity momentum

Sep 12

Telos expands growth at U.S. Airports

Aug 25

Telos Q2 2022 Earnings Preview

Aug 08

Analyse CEO-vergoeding

Hoe is John Wood's beloning veranderd ten opzichte van Telos's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025US$3mUS$600k

-US$37m

Sep 30 2025n/an/a

-US$30m

Jun 30 2025n/an/a

-US$56m

Mar 31 2025n/an/a

-US$54m

Dec 31 2024US$18mUS$600k

-US$53m

Sep 30 2024n/an/a

-US$50m

Jun 30 2024n/an/a

-US$31m

Mar 31 2024n/an/a

-US$31m

Dec 31 2023US$1mUS$600k

-US$34m

Sep 30 2023n/an/a

-US$42m

Jun 30 2023n/an/a

-US$41m

Mar 31 2023n/an/a

-US$48m

Dec 31 2022US$11mUS$600k

-US$53m

Sep 30 2022n/an/a

-US$45m

Jun 30 2022n/an/a

-US$41m

Mar 31 2022n/an/a

-US$45m

Dec 31 2021US$12mUS$604k

-US$43m

Sep 30 2021n/an/a

-US$34m

Jun 30 2021n/an/a

-US$29m

Mar 31 2021n/an/a

-US$11m

Dec 31 2020US$3mUS$621k

US$2m

Sep 30 2020n/an/a

-US$6m

Jun 30 2020n/an/a

-US$3m

Mar 31 2020n/an/a

-US$5m

Dec 31 2019US$2mUS$600k

-US$6m

Compensatie versus markt: De totale vergoeding ($USD 2.85M ) John } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 2.48M ).

Compensatie versus inkomsten: De vergoeding van John is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

John Wood (61 yo)

23.3yrs
Tenure
US$2,848,275
Compensatie

Mr. John B. Wood serves as Chief Executive Officer of Telos Corporation since January 2003 and had also been its President since January 2003. As the Chief Executive Officer of the Company. Mr. Wood provid...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
John Wood
Chairman & CEO23.3yrsUS$2.85m8.7%
$ 29.7m
Gary Bendza
Executive VP & CFO4.8yrsUS$1.34m0.96%
$ 3.3m
E. Robbins
Executive VP & General Counsel4.2yrsUS$1.17m0.81%
$ 2.8m
Mark Griffin
Executive Vice President of Security Solutions4.4yrsUS$1.34m1.63%
$ 5.6m
Malcolm Cooke
VP & Chief Information Technology Officer12.8yrsUS$664.98k0.18%
$ 625.8k
Donald Terreri
Controller & Chief Accounting Officerless than a yeargeen gegevens0.029%
$ 98.1k
Christina Mouzavires
Investor Relations Officerno datageen gegevensgeen gegevens
Allison Phillipp
Director of Communicationsno datageen gegevensgeen gegevens
Donna Hill
Vice President of Human Resources5.2yrsgeen gegevens0.13%
$ 452.4k
Alvin Whitehead
Senior Vice President and General Manager of Secure Communications18.3yrsgeen gegevensgeen gegevens
Ralph Buona
Vice President of Corporate Business Developmentno datageen gegevensgeen gegevens
Tom Dimtsios
Head of Information Security and Assurance Practice11.9yrsgeen gegevensgeen gegevens
5.2yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van TLS is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.2 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
John Wood
Chairman & CEO32.2yrsUS$2.85m8.7%
$ 29.7m
Fredrick Schaufeld
Independent Director5.4yrsUS$210.00k2.14%
$ 7.3m
David Borland
Independent Director22.1yrsUS$210.00k0.24%
$ 813.3k
John Maluda
Director16.5yrsUS$190.00k0.11%
$ 361.3k
Bonnie Carroll
Independent Director5.6yrsUS$205.00k0.059%
$ 200.4k
Keith Alexander
Member of Advisory Board5.9yrsgeen gegevensgeen gegevens
Bradley Jacobs
Independent Director4.3yrsUS$210.00k0.11%
$ 374.0k
Derrick Dockery
Independent Director4.3yrsUS$200.00k0.097%
$ 331.3k
5.8yrs
Gemiddelde duur
66.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van TLS wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.8 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/30 15:02
Aandelenkoers aan het einde van de dag2026/04/29 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Telos Corporation wordt gevolgd door 5 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Keith BachmanBMO Capital Markets Equity Research
Zachary CumminsB. Riley Securities, Inc.
Rudy KessingerD.A. Davidson & Co.