NASDAQ$TEM
Tempus AI Inc · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
Tempus AI Inc reported Q2 2026 results with revenue of $382.5 million, up 22% year-over-year, and swung to GAAP net income of $5.6 million.
Tempus AI Inc (TEM) delivered strong Q2 2026 results, with total revenue reaching $382.5 million, a 22% increase from the prior year, driven by 31% oncology volume growth and 36% growth in Data Licensing & Modeling. The company achieved GAAP net income of $5.6 million and Adjusted EBITDA of $8.0 million, compared to a net loss and negative EBITDA in Q2 2025. Cash and marketable securities stood at $820.7 million, and full-year 2026 revenue guidance was raised to $1.595–1.605 billion.
- Revenue grew 22% YoY to $382.5 million, with Diagnostics at $289.3 million (20% growth) and Data and Applications at $93.2 million (28% growth).
- GAAP net income turned positive at $5.6 million (EPS $0.03), versus a $42.8 million loss last year; Non-GAAP net loss per share improved to ($0.04).
- Adjusted EBITDA reached $8.0 million, a significant improvement from ($5.6 million) in Q2 2025; gross profit rose 26% to $246.5 million.
- Raised full-year 2026 revenue guidance to $1.595–1.605 billion (~25% growth) and expects ~$65 million Adjusted EBITDA; announced Personalis acquisition.
Headline financials
Revenue & EPS history
Tempus AI Inc · Revenue · Quarterly
$382M
Revenue by segment
Tempus AI Inc · $383M total across 2 segments · Q2 2026
- Diagnostics$289M—75.6%
- Data and Applications$93.2M—24.4%
Forward guidance
Full-year 2026 revenue guidance raised to $1.595–1.605 billion (~25% growth); expects ~$65 million Adjusted EBITDA. Guidance assumes no impact from Personalis acquisition (expected close late Q4 2026 or early 2027).
Tailwinds
- Raised annual revenue outlook reflecting strong momentum.
- Positive Adjusted EBITDA trajectory expected for the year.
- Strategic acquisition of Personalis to enhance MRD capabilities.
Headwinds
- Guidance excludes any contribution from the pending acquisition.
- Continued operating losses on GAAP basis due to investments and stock compensation.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 10 quarterly earnings reports
-0.5%
Avg return
Earnings day
+10.9%
Avg return
5 days after
+12.9%
Avg return
30 days after
50%
5 / 10 earnings
Positive
+12.6%
Q1 2025
Best reaction
-15.0%
Q4 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q1 2026 | -3.1% | -10.7% | -7.2% | |
| Q4 2025 | +3.6% | -8.0% | -26.5% | |
| Q3 2025 | -2.7% | -15.0% | -9.3% | |
| Q2 2025 | +3.4% | +18.5% | +35.5% | |
| Q1 2025 | +12.6% | +20.1% | +18.9% | |
| Q4 2024 | -15.0% | -19.2% | -25.3% | |
| Q3 2023 | -3.4% | +60.2% | +25.9% | |
| Q3 2024 | -3.4% | +60.2% | +25.9% | |
| Q2 2024 | +1.6% | +1.4% | +45.6% | |
| Q2 2023 | +1.6% | +1.4% | +45.6% | |
| Q1 2024 | — | — | — | |
| Q1 2023 | — | — | — | |
| Q4 2022 | — | — | — | |
| Q3 2021 | — | — | — | |
| Q3 2020 | — | — | — |
Discussion
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