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

Total Revenue

$382M

Previous: $315M+21.6%
EPS (adj)

-$0.04

Previous: -$0.25+84.0%
Gross Margin

64.5%

Previous: 62.0%+4.0%
Adjusted EBITDA

$8.04M

Previous: -$5.58M+244.2%
Net Income

$5.64M

Previous: -$42.8M+113.2%
Operating Income

-$75.9M

Previous: -$61.8M-22.9%
Gross Profit

$246M

Previous: -$3.95M+6342.0%
Cash & Equivalents

$821M

Previous: $186M+340.5%

Revenue & EPS history

Tempus AI Inc · Revenue · Quarterly

$382M

Q2 2026+21.6%vs Q2 2025
Beat estimate in 7 of 9 quarters(78%)
ActualEstimate

Revenue by segment

Tempus AI Inc · $383M total across 2 segments · Q2 2026

  • Diagnostics
    $289M
  • Data and Applications
    $93.2M

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

Historical avg

-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

Earnings price reactions
QuarterReport dateReaction (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

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro