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Telos (TLS) investor relations material
Telos Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary11 Aug, 2025
Executive summary
Achieved $36.0M in Q2 2025 revenue, up 26% year-over-year, with Security Solutions contributing over 90% and growing 81.8%–82%, driven by DMDC and TSA PreCheck® expansion.
Expanded TSA PreCheck® enrollment centers to 415 locations, targeting 500 in 2025, and rapidly scaled DMDC program.
Adjusted EBITDA improved to $0.4M from a $2.9M loss, with strong operating leverage and cost discipline.
Net loss widened to $9.5M due to higher stock-based compensation and SG&A expenses.
Resumed share repurchases, deploying $4.0M to buy back 1.5M shares at $2.69 average price.
Financial highlights
Q2 2025 revenue: $36.0M, exceeding guidance of $32.5M–$34.5M; Security Solutions contributed 90%.
GAAP gross margin was 33.2%; cash gross margin 38.4%, both within guidance.
Adjusted EBITDA margin was 1.1% in Q2 2025, up from -10.3% in Q2 2024.
Free cash flow was $4.6M (12.9% margin) for Q2 and $8.4M (12.6% margin) for the first half.
Cash and cash equivalents at June 30, 2025: $57.0M; working capital: $64.0M.
Outlook and guidance
Q3 2025 revenue forecasted at $44M–$47M, up 85%–98% year-over-year, with Security Solutions expected to contribute ~90%.
Q3 adjusted EBITDA expected at $4M–$5.7M (9.1%–12.1% margin); cash gross margin forecasted at 40%–41%.
Management expects to recognize 95% of the $51.7M funded backlog over the next 12 months.
Liquidity remains strong with $57M in cash and a $30M undrawn credit facility.
Adjusted operating expenses projected at $14.3M, a $1.6M year-over-year reduction.
TSA PreCheck enrollment trends?
Gross margin mix shift drivers?
Elaborate on capital allocation strategy.
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Q3 202510 Nov, 2025
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Frequently asked questions
As a IT solutions provider with more than 36 years of experience, Telos delivers cyber security, secure mobility and identity management solutions to government and commercial organizations worldwide. The company's solutions help their partners safeguard their environments, ensure compliance, and implement sophisticated modern telecommunications services by leveraging Telos deep expertise, open innovation, and global presence. Telos provides their services and products to government and commersial clients.
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