Companies /Healthcare

Tempus AI, Inc. Class A Common Stock

NASDAQ: TEM Health Information Services
$70.69
â–² $2.21 (+3.23%) today
Markets closed · 6:22am ET

Q2 2025 Earnings

Reported Aug 8, 2025, 6:04am ET · SEC source
$-0.25
Beat +1.15%
EPS · est. $-0.25
$314.6M
Beat +5.67%
Revenue · est. $297.8M
+26.0%
Beating market
TEM vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−8%−4%0Aug 8Aug 8report 6:04am ETearnings+0.6%−5.8%
−8%−4%0Aug 8Aug 8earnings+0.6%−5.8%
TEM −5.8%S&P 500 +0.6%
−8%−4%0Aug 8Aug 8report 6:04am ETearnings+0.8%−5.9%
−8%−4%0Aug 8Aug 8earnings+0.8%−5.9%
TEM −5.9%NASDAQ +0.8%
−9%0+9%Aug 7Aug 15report 6:04am ETearnings+1.5%+12.9%
−9%0+9%Aug 7Aug 15earnings+1.5%+12.9%
TEM +12.9%S&P 500 +1.5%
−9%0+9%Aug 7Aug 15report 6:04am ETearnings+1.1%+12.9%
−9%0+9%Aug 7Aug 15earnings+1.1%+12.9%
TEM +12.9%NASDAQ +1.1%
+3.63%
Day of report
−0.08%
Next session
+21.21%
One week
+28.40%
30 days

S&P 500 over the same 30 days: +2.36%.

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 $-0.2529 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 <a href="https://247wallst.com/investing/2025/11/04/live-will-tempus-ai-move-higher-after-earnings/">investors watching closely</a>. 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

“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.”

Tempus AI CEO, on the earnings call

Forward Guidance & Outlook

Tempus raised its full-year 2025 guidance, now expecting revenue of approximately $1.26 billion (representing approximately 82% annual growth) and positive Adjusted EBITDA of $5 million, an improvement of approximately $110 million over 2024. The company also noted that the recently completed $750 million convertible senior notes offering will drive significant interest expense and cash savings by replacing a portion of existing higher-cost term loan debt.

TEM YoY Financials

Q2 2025 vs Q2 2024 · SEC filings Q2 2024 Q2 2025
$0$200.0M$166.0M$314.6MRevenue$75.5M$195.0MGross Profit$-32,785,267$-61,774,000Operating Income$-22,286,205$-42,843,000Net Income
$0$200.0MRevenueGross ProfitOperating IncomeNet Income

TEM Revenue by Segment

Diagnostics
Genomics$241.8M+115.3%
Oncology Testing (Tempus genomics)
Oncology Testing (Tempus Genomics)$133.2M+32.9%
Oncology Testing
Hereditary Testing (Ambry Genetics)$97.3M+33.6%
Data and Applications
Data and Services$72.8M+35.7%

Figures from SEC filings and company reports. Not investment advice.