Tempus AI

TEM Q2 2025 Earnings

Reported Aug 8, 2025 at 6:04 AM ET · SEC Source

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
24/7 Wall St

TEM YoY Financials

Q2 2025 vs Q2 2024, source: SEC Filings

24/7 Wall St

TEM Revenue by Segment

With YoY comparisons, source: SEC Filings

Q1 25 Q1 26

“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