Tempus AI, Inc. operates as a healthcare technology company in the United States. It offers the Tempus platform, a closed-loop, full-stack, bi-directional ...
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Est. EPS $-0.07 · Revenue $409.90M · 8 analysts
Est. EPS $-0.02 · Revenue $455.88M · 8 analysts
Est. EPS $-0.21 · Revenue $1.60B · 9 analysts
Est. EPS $-0.10 · Revenue $436.98M · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.3B | +83.4% | +9.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-245.0M | +65.3% | +104.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +62.7% | +14.1% | +1.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -19.9% | +80.1% | +18.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -19.3% | +81.1% | +104.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-245.4M | -16.2% | +77.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -19.3% | +36.7% | +79.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 270.1% | -67.5% | +2.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.13x | +36.7% | -0.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.3B | +145.6% | +10.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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 …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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 |
Healthcare is moving away from the traditional model of mass-produced, one-size-fits-all treatments toward individualized therapies. This evolution in medicine aims to provide treatments that are not only more effective but also carry a lower risk of adverse side effects by aligning with a patient's unique biology.
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.
