Tempus AI, Inc. opera como una empresa de tecnología sanitaria en Estados Unidos. Ofrece la plataforma Tempus, una integración cerrada, de extremo ...
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BPA est. $-0.07 · Ingresos $409.90M · 8 analistas
BPA est. $-0.02 · Ingresos $455.88M · 8 analistas
BPA est. $-0.21 · Ingresos $1.60B · 9 analistas
BPA est. $-0.10 · Ingresos $436.98M · 3 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $1.3B | +83.4% | +9.9% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $-245.0M | +65.3% | +104.5% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +62.7% | +14.1% | +1.0% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | -19.9% | +80.1% | +18.4% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | -19.3% | +81.1% | +104.1% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $-245.4M | -16.2% | +77.7% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | -19.3% | +36.7% | +79.7% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 270.1% | -67.5% | +2.5% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 3.13x | +36.7% | -0.5% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $2.3B | +145.6% | +10.8% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | -1.41 vs -0.60 | -135.2% | 0.03 vs -0.07 | +141.9% |
| Revenue Surprise | $1.3B vs $1.3B | +0.4% | $382.5M vs $409.9M | -6.7% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Fukushima Ryan | officer: CEO, Data | Class A Common Stock | D | 13,046 | $62.12 |
| Sep 1, 2026 | Fukushima Ryan | officer: CEO, Data | Class A Common Stock | D | 10,900 | $62.64 |
| Sep 1, 2026 | Fukushima Ryan | officer: CEO, Data | Class A Common Stock | D | 5,900 | $63.80 |
| Sep 1, 2026 | Fukushima Ryan | officer: CEO, Data | Class A Common Stock | D | 1,000 | $64.63 |
| Sep 1, 2026 | Doudna Jennifer A | director | Class A Common Stock | D | 676 | $65.55 |
Operator: Ladies and gentlemen, thank you for standing by at this time, I would like to welcome everyone to the Tempus AI First Quarter 2026 Financial Results Conference Call. [Operator Instructions] I will now turn the conference over to Liz Krutoholow. You may begin. Elizabeth Krutoholow: Thank you. Good afternoon, and welcome to Tempus AI First Quarter 2026 Conference Call. This afternoon, Tempus released results for the quarter ended March 31, 2026. The press release and overview of the quarter and our latest presentation are available on our IR website. Joining me today from Tempus are Eric Lefkofsky, Founder and CEO of Tempus; and Jim Rogers, CFO. Before we begin, I would like to remind you that during this call, management may make forward-looking statements that are subject to risks and uncertainties that could cause actual results to differ materially. For a discussion of these risks, please refer to our 10-K and other subsequent filings with the SEC. During the call, we will discuss non-GAAP financial measures, which are not prepared in accordance with generally accepted accounting principles. Definitions of these non-GAAP financial measures, along with reconciliations to the most directly comparable GAAP financial measures, are included in our earnings release, which is available on our IR page. I would now like to turn the call over to Eric. Eric Lefkofsky: Thank you, and welcome, everybody. We had a great quarter. Revenue was $348.1 million, up a little over 36% year-over-year. Our Diagnostic revenue was $261.1 million, representing almost 35% growth, driven by particular strength in our Oncology business, which had unit growth of about 28% it was strong across the board, with our solid tumor and liquid biopsies performing well and our MRD volume performing even better. Hereditary slowed down a bit, which was to be expected given that we're lapping some extreme growth rates from a year ago. We expect that business to return to mid-teens in the second half of the year. Our data business, data and applications business did extraordinarily well, $87 million of revenue, representing 40.5% year-over-year growth with particular strength in our data licensing and modeling business insights, which grew over 44%. We had our third straight quarter of bookings north of $100 million, with TCV rising and visibility in the best place it's been for our Data and Apps business in quite some time. So all in, the business is doing extremely well. Our main businesses are performing at or above plan. We're on track for a great year, and as a result, increased our guidance to now a range of $1.59 billion to $1.6 billion for the year, with adjusted EBITDA of about $65 million. With that, happy to take questions. Operator: [Operator Instructions] Your first question comes from the line of Kallum Titchmarsh with Morgan Stanley. Kallum Titchmarsh: Eric, I wanted to start with Insights, just given some of the recent update. Can you maybe just talk about how …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Eric Lefkofsky | Co-Founder, Chief Executive Officer, President & Chairman | USD 1,503,333 | Male | 1970 | Active |
Erik Phelps | Executive VP and Chief Administrative & Legal Officer | USD 983,271 | Male | 1971 | Active |
Ryan Fukushima | Chief Executive Officer of Data & Apps | USD 948,307 | Male | 1986 | Active |
Andrew Polovin | Chief Legal Officer | USD 884,500 | Male | 1974 | Active |
James Rogers | Chief Financial Officer | USD 725,000 | Male | 1987 | Active |
Shane Colley | Chief Technology Officer | — | Male | — | Active |
Ryan Bartolucci | Chief Accounting Officer | — | Male | 1982 | Active |
Stacey Kraft | Chief People Officer | — | Female | — | Active |
Christina Antoniou | Senior Vice President & Head of Corporate Development | — | Female | — | Active |
Kate A. Sasser | Chief Scientific Officer | — | — | 1978 | Active |
Elizabeth Krutoholow | Vice President of Investor Relations & Competitive Intelligence | — | Female | — | Active |
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The disposition involved 3,000 shares executed at $69.00 per share, totaling $207,000 in transaction value on August 28, 2026. The shares traded were equal to 9.00% of the stake held before the filing, leaving the insider with a 0.0183% ownership interest.
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Tempus AI (TEM) rose 2.46% premarket after Piper Sandler upgraded the stock to Overweight from Neutral and raised its price target to $76 from $56. The firm had
Wood is known for being a tech-first investor.
