Tempus AI, Inc. Class A Common Stock
Q3 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +0.89%.
Did TEM Beat Earnings? Q3 2025 Results
Tempus AI delivered a convincing beat across the board in Q3 2025, posting a non-GAAP loss of $0.11 per share against a consensus estimate of $0.18 — a 37.25% positive surprise — while revenue climbed 84.7% year-over-year to $334.21 million, edging past the $328.67 million Wall Street expected. The primary engine behind that growth was the Genomics segment, which more than doubled to $252.88 million, propelled by the integration of Ambry Genetics and accelerating oncology testing volumes that reached 217,000 clinical tests in the quarter. Perhaps the quarter's most significant milestone was achieving positive Adjusted EBITDA of $1.48 million, a $23.30 million swing from the prior-year loss, signaling that the company's rapid scaling is beginning to generate real operating leverage. Investors <a href="https://247wallst.com/investing/2025/11/04/live-will-tempus-ai-move-higher-after-earnings/">weighing what comes next</a> will note that management raised full-year 2025 revenue guidance to approximately $1.265 billion, representing roughly 80% annual growth, while guiding Q4 Adjusted EBITDA to approximately $20 million despite the Paige acquisition adding around $5 million in quarterly losses.
- 84.7% year-over-year revenue growth driven by Genomics segment doubling
- 217,000 clinical tests delivered, 33% YoY volume growth with Oncology volume accelerating to 27% and Hereditary at 37%
- Insights data licensing bookings of $150 million across multiple new contracts with 37.6% YoY revenue growth
- Gross margin expansion to 62.8% from 58.5% year-over-year
- Achieved positive Adjusted EBITDA of $1.5 million, a $23.3 million improvement year-over-year
“Not only are we growing at an incredible rate, reaching positive adjusted EBITDA marks an important milestone and reflects the strength of our underlying business.”
Tempus AI CEO, on the earnings call
Forward Guidance & Outlook
Tempus increased full year 2025 revenue guidance to approximately $1.265 billion, representing approximately 80% annual growth year-over-year. The company expects Q4 Adjusted EBITDA of approximately $20 million, which would result in slightly positive Adjusted EBITDA for the full year. The Paige acquisition is expected to increase losses by approximately $5 million per quarter.
TEM YoY Financials
TEM Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.