Q2 25 EPS
$-0.25
BEAT +1.15%
Est. $-0.25
Q2 25 Revenue
$314.6M
BEAT +5.67%
Est. $297.8M
vs S&P Since Q2 25
-19.5%
TRAILING MARKET
TEM -5.1% vs S&P +14.4%
Market Reaction
Did TEM Beat Earnings? Q2 2025 Results
Tempus AI posted a strong second quarter, with revenue surging 89.6% year-over-year to $314.63 million against a consensus estimate of $297.76 million, a 5.67% beat, while its loss per share of $-0.25 edged past the $-0.25 estimate by 1.15%. The head… Read more Tempus AI posted a strong second quarter, with revenue surging 89.6% year-over-year to $314.63 million against a consensus estimate of $297.76 million, a 5.67% beat, while its loss per share of $-0.25 edged past the $-0.25 estimate by 1.15%. The headline driver was an extraordinary performance in the Genomics segment, where revenue jumped 115.3% year-over-year to $241.84 million, fueled by accelerating oncology and hereditary testing volumes. Gross margins told an equally compelling story, with GAAP gross margin expanding to 62.0% from 45.5% a year ago as operating leverage took hold. Adjusted EBITDA improved by $25.60 million year-over-year to negative $5.58 million, reflecting a company moving steadily toward profitability, a trajectory that has investors watching closely. Management raised full-year 2025 guidance to approximately $1.26 billion in revenue, representing roughly 82% annual growth, and now expects positive Adjusted EBITDA of $5.00 million, a $110.00 million improvement over 2024.
Key Takeaways
- • Re-acceleration of clinical testing volumes with 30% growth in the quarter and over 212,000 NGS tests delivered
- • Oncology testing volume growth of approximately 26%, up from 20% last quarter
- • Hereditary testing volume growth of approximately 32%
- • Insights (data licensing) revenue grew 40.7% year-over-year
- • Gross margin expansion to 62.0% from 45.5% year-over-year
TEM YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
TEM Revenue by Segment
With YoY comparisons, source: SEC Filings
“The business is performing well with revenues and margins growing faster than expected, contributing to our continued improvement in adjusted EBITDA on a year-over-year basis.”
— Eric Lefkofsky, Q2 2025 Earnings Press Release
TEM Earnings Trends
TEM vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TEM EPS Trend
Earnings per share: estimate vs actual
TEM Revenue Trend
Quarterly revenue: estimate vs actual
TEM Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $-0.20 | $-0.13 | +35.36% | $348.1M | +0.78% |
| Q4 25 BEAT FY | $-0.05 | $-0.04 | +22.03% | $367.2M | +1.05% |
| FY Full Year | — | $-0.61 | — | $1.27B | — |
| Q3 25 BEAT | $-0.18 | $-0.11 | +37.25% | $334.2M | +1.68% |
| Q2 25 BEAT | $-0.25 | $-0.25 | +1.15% | $314.6M | +5.67% |
| Q1 25 BEAT | $-0.27 | $-0.24 | +10.21% | $255.7M | +3.07% |