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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Tempus AI, Inc. (TEM) is 9/10.
Tempus opened 2026 with revenue of $348.1 million, up a little over 36% year-over-year, led by Diagnostic revenue of $261.1 million (almost 35% growth) on roughly 28% Oncology unit growth. The data and applications business grew 40.5% to $87 million with Insights data licensing up over 44%, and the company signed a very large strategic collaboration with Merck and expanded its Gilead relationship, marking a third straight quarter of bookings above $100 million. Management raised full year 2026 guidance to a range of $1.59 billion to $1.6 billion with about $65 million of adjusted EBITDA. Hereditary slowed as it laps extreme prior-year growth but is expected to return to mid-teens in the second half, and management sees roughly $500 of ASP upside over the next year or two as its assays gain FDA approval.
Scored from Tempus AI, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $201M | +35.8% | $-0.08 | +81.8% | -25.3% | -6.5% | $-47M |
| FY2025 Q1 | $256M | +75.4% | $-0.40 | +27.3% | -26.9% | -26.6% | $-109M |
| FY2025 Q2 | $315M | +89.6% | $-0.25 | +93.2% | -19.6% | -13.6% | $35M |
| FY2025 Q3 | $334M | +84.7% | $-0.46 | 0.0% | -18.3% | -23.9% | $-128M |
| FY2025 Q4 | $367M | +83.0% | $-0.30 | -273.6% | -16.7% | -14.8% | $-43M |
| FY2026 Q1 | $348M | +36.1% | $-0.71 | -77.5% | -24.3% | -36.2% | $-83M |
| FY2026 Q2 | $382M | +21.6% | $0.03 | +112.0% | -19.8% | 1.5% | $-19M |