Geopolitics Alpha

Telos (TLS): government contracts, filings & geopolitical news

Telos (TLS) and its matched subsidiaries received $24.4M in federal contract obligations in the last 12 months and $227.5M over the last five years, according to USAspending.gov. The Department of Defense accounted for 84% of the five-year total, followed by the Department of Justice (6%). Annual obligations rose from $17.4M in fiscal 2025 to $24.4M in fiscal 2026 (+41%). Its largest contract with activity in that period is FA489017F0025 from the Department of the Air Force for defensive cyber operations, with $76.8M obligated over the life of the award. The Department of Defense announced 1 contract action naming Telos in the past year (face value $37.8M); the latest, on Aug 28, 2026, was $37.8M via the Air Force.

Telos government contracts

$24.4Mobligated, last 12 months
$227.5Mobligated, last 5 years
12awarding agencies
1DoD announcements, past year
FY2022: $95.0M (partial)$95.0MFY22*FY2023: $59.0M$59.0MFY23FY2024: $31.7M$31.7MFY24FY2025: $17.4M$17.4MFY25FY2026: $24.4M$24.4MFY26FY2027: $0 (partial)$0FY27*
Telos federal contract obligations by fiscal year. Federal fiscal years (October to September); * = partial year.

Obligations by agency

AgencyLast 12 monthsLast 5 yearsShare of 5 years
Department of Defense$8.8M$191.6M84%
Department of Justice$2.9M$12.8M6%
Department of the Interior$11.8M$11.8M5%
Social Security Administration$0$4.1M2%
General Services Administration$159K$2.7M1%
Department of State$654K$2.5M1%
Environmental Protection Agency-$32K$663K0%
Department of Commerce$229K$369K0%
National Archives and Records Administration-$12K$298K0%
Department of the Treasury$0$215K0%

Top contracting offices (5 years): Department of the Air Force $99.5M; Department of the Army $62.0M; Defense Information Systems Agency $16.7M; Federal Bureau of Investigation $12.8M; Departmental Offices $11.8M; U.S. Special Operations Command $7.9M.

Largest contracts

Largest TLS prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
FA489017F0025Defensive cyber operations TELOS CORPORATIONDepartment of Defense Department of the Air Force$76.8MAug 25, 2017Jan 1, 2023
BA02A requirement exists to engineer, furnish, install, secure, test (efis&t) a turn-key solution for a voip solution for us army base, camp, post, stations and port/piers (b/c/p/s/p/p) located in the us army pacific theater of operations. upda TELOS CORPORATIONDepartment of Defense Department of the Army$75.7MJan 16, 2018Jun 1, 2024
FA872620F0027Theater deployable communications (tdc) black core architecture redesign TELOS CORPORATIONDepartment of Defense Department of the Air Force$66.4MDec 6, 2019Nov 16, 2022
W91RUS20F0233Microwave line of sight (mlos) field service representative (fsr) service TELOS CORPORATIONDepartment of Defense Department of the Army$30.2MAug 6, 2020Apr 1, 2025
FA701419FA169Full spectrum of information technology support services for the joint personnel recovery agency. TELOS CORPORATIONDepartment of Defense Department of the Air Force$26.1MSep 13, 2019Mar 15, 2025
FA489023F0015Defensive cyber operations (dco) whitespace bridge TELOS CORPORATIONDepartment of Defense Department of the Air Force$23.7MDec 30, 2022Jul 1, 2024
W911S022F0303Conus - lease of mfds TELOS CORPORATIONDepartment of Defense Department of the Army$21.1MSep 30, 2022Mar 29, 2026
FA703721F0049Xacta support services TELOS CORPORATIONDepartment of Defense Department of the Air Force$20.1MJul 23, 2021Sep 20, 2026
W52P1J20F0704Yongsan relocation program/land partnership plan (yrp/lpp) increment 4,. engineer, furnish, install, secure and test a turnkey solution for the yrp/lpp inc 4 located in the republic of korea. TELOS CORPORATIONDepartment of Defense Department of the Army$17.1MOct 1, 2020Sep 30, 2025

Newest contracts

Most recently started TLS prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
19AQMM26F1637System inventory and risk management - telos xacta TELOS CORPORATIONDepartment of State$654KOct 1, 2026Sep 30, 2027
1331L526P13040096Cloud-based governance risk and compliance (grx)/ cyber risk compliance automation platform (federal information security modernization act [fisma] high software-as-a-services [saas]) TELOS CORPORATIONDepartment of Commerce Office of the Secretary$229KSep 30, 2026Sep 29, 2027
15F06726P0000706Xacta tool TELOS CORPORATIONDepartment of Justice Federal Bureau of Investigation$2.9MSep 30, 2026Sep 29, 2027
140D0426F1183Governance, risk, and compliance (grc) - authority to operate (ato) modernization for department of health and human services (hhs), office of the chief information officer (ocio), office of information security (ois) TELOS CORPORATIONDepartment of the Interior Departmental Offices$11.8MSep 28, 2026Mar 27, 2028
47QACA26F0437Xacta 360 software renewal hud oig TELOS CORPORATIONGeneral Services Administration Federal Acquisition Service$159KSep 28, 2026Sep 27, 2027
M6785426F4803Regional nodes license maintenance to ensure functional, security, and user support of the system is maintained, sustained, and is in compliance with cybersecurity regulations, policies, and requirements TELOS CORPORATIONDepartment of Defense Department of the Navy$554KJul 26, 2026Jul 26, 2026
FA703726F0047The xacta information assurance (ia) manager (xiam) software suite, subject matter expertise (sme), and training supports the deputy chief of staff, intelligence, surveillance, reconnaissance and cyber effects operations (haf a2/6). TELOS CORPORATIONDepartment of Defense Department of the Air Force$3.4MJun 21, 2026Jun 20, 2027
140D0426P0072Xacta saas TELOS CORPORATIONDepartment of the Interior Departmental Offices$50KApr 1, 2026Mar 31, 2027

Recent Department of Defense contract announcements

DateBranch / agencyAmountContractAnnouncement (excerpt)
Aug 28, 2026Air Force$37.8MFA7037-26-D-0003Telos Corp., Ashburn, Virginia has been awarded a $37,777,500 indefinite-delivery/indefinite-quantity contract to support the Air Combat Command, intelligence community, risk management, and cybersecurity. This contract provides for modernization to the…

Matched USAspending recipients: TELOS CORPORATION (UEI JLW7WAKPEKD4, parent with subsidiaries).

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.

TLS share price, last 12 months

Close $4.23 on Sep 15, 2026, -42.9% since Oct 24, 2025 (range $3.88 to $7.76, daily closes).

Company facts

Ticker
TLS (NasdaqGM)
Sector
Technology
Industry (SEC SIC code)
Services-Computer Integrated Systems Design (7373)
Headquarters (USAspending)
Ashburn, Va

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Telos (TLS)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Latest geopolitical & market news

None on record yet.

Peers: Services-Computer Integrated Systems Design

CompanyTickerFederal contracts, 12 months
SamsaraIOT–
Leidos HoldingsLDOS$9.74B
GoDaddyGDDY–
CACI InternationalCACI$4.22B
IonQIONQ–
Jack Henry & AssociatesJKHY–
Aurora InnovationAUR–
Open TextOTEX–
Science Applications InternationalSAIC$4.15B
Waystar HoldingWAY–

Biggest government contractors in Technology: Leidos Holdings ($9.74B), CACI International ($4.22B), Science Applications International ($4.15B), GE Aerospace ($2.41B), Oracle ($2.15B), Palantir Technologies ($1.98B), International Business Machines ($1.13B), Parsons ($1.07B).

Congressional trades in TLS

Trades in TLS that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for TLS

Everything on TLS, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with Telos?

USAspending.gov shows $24.4M in federal contract obligations to Telos (TLS) and its matched subsidiaries in the last 12 months and $227.5M over the last five years (as of Oct 28, 2026).

Which agencies award contracts to Telos?

Over five years: Department of Defense $191.6M; Department of Justice $12.8M; Department of the Interior $11.8M; Social Security Administration $4.1M.

What is Telos's latest Department of Defense contract?

On Aug 28, 2026 the Department of Defense announced a $37.8M award to Telos Corp. (FA7037-26-D-0003) via the Air Force.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects TLS?

This page lists every Geopolitics Alpha note that names TLS as exposed to an event, with the reason it is exposed.

Has Congress traded TLS?

The table above lists trades in TLS that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.