--- title: "Tempus AI | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 382.49 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/294407963.md" datetime: "2026-07-30T20:03:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294407963.md) - [en](https://longbridge.com/en/news/294407963.md) - [zh-HK](https://longbridge.com/zh-HK/news/294407963.md) --- # Tempus AI | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 382.49 M Revenue: As of FY2026 Q2, the actual value is USD 382.49 M, beating the estimate of USD 379.54 M. EPS: As of FY2026 Q2, the actual value is USD 0.03, beating the estimate of USD -0.5185. EBIT: As of FY2026 Q2, the actual value is USD 12.34 M. ### Second Quarter 2026 Financial Highlights #### Segment Revenue Tempus AI, Inc.’s total revenue for the second quarter of 2026 was $382.5 million, representing a 22% year-over-year increase. For the six months ended June 30, 2026, total net revenue was $730.6 million, compared to $570.4 million for the same period in 2025. **Diagnostics revenue** reached $289.3 million in Q2 2026, growing 20% year-over-year, primarily driven by Oncology volume growth of 31%. Hereditary revenue growth was 5%. For the six months ended June 30, 2026, Diagnostics revenue was $550.4 million, up from $435.6 million in 2025. **Data and Applications revenue** was $93.2 million in Q2 2026, representing 28% year-over-year growth, with Insights revenue specifically growing 36%. For the six months ended June 30, 2026, Data and Applications revenue was $180.2 million, compared to $134.7 million in 2025. #### Operational Metrics Total gross profit increased 26% year-over-year to $246.5 million in Q2 2026. For the six months ended June 30, 2026, gross profit was $468.5 million, up from $350.2 million in 2025. Diagnostics gross profit was $181.1 million in Q2 2026, up from $142.1 million in Q2 2025. For the six months ended June 30, 2026, Diagnostics gross profit was $341.2 million, compared to $251.1 million in 2025. Data and Applications gross profit was $65.4 million in Q2 2026, up from $53.0 million in Q2 2025. For the six months ended June 30, 2026, Data and Applications gross profit was $127.3 million, compared to $99.1 million in 2025. Loss from operations was - $75.9 million in Q2 2026, compared to - $61.8 million in Q2 2025. For the six months ended June 30, 2026, loss from operations was - $160.6 million, compared to - $130.5 million in 2025. Net income was $5.6 million in Q2 2026, a significant improvement from a net loss of - $42.8 million in Q2 2025. For the six months ended June 30, 2026, net loss was - $120.3 million, compared to - $110.9 million in 2025. Adjusted EBITDA was $8.0 million in Q2 2026, compared to - $5.6 million in Q2 2025. For the six months ended June 30, 2026, Adjusted EBITDA was $5.2 million, compared to - $21.8 million in 2025. Total cost and operating expenses were $458.4 million in Q2 2026, compared to $376.4 million in Q2 2025. For the six months ended June 30, 2026, total cost and operating expenses were $891.2 million, compared to $700.8 million in 2025. Cost of revenues for diagnostics was $108.2 million in Q2 2026, up from $99.8 million in Q2 2025, and $209.2 million for the six months ended June 30, 2026, compared to $184.5 million in 2025. Cost of revenues for data and applications was $27.8 million in Q2 2026, up from $19.8 million in Q2 2025, and $52.9 million for the six months ended June 30, 2026, compared to $35.6 million in 2025. Technology research and development expenses were $43.9 million in Q2 2026, up from $34.5 million in Q2 2025, and $89.9 million for the six months ended June 30, 2026, compared to $67.9 million in 2025. Research and development expenses were $52.6 million in Q2 2026, up from $41.6 million in Q2 2025, and $100.9 million for the six months ended June 30, 2026, compared to $77.5 million in 2025. Selling, general and administrative expenses were $225.8 million in Q2 2026, up from $180.7 million in Q2 2025, and $438.4 million for the six months ended June 30, 2026, compared to $335.3 million in 2025. #### Cash Flow Cash and marketable securities totaled $820.7 million as of June 30, 2026. Cash and cash equivalents were $599.6 million as of June 30, 2026, compared to $604.8 million as of December 31, 2025. Marketable equity securities were $216.4 million as of June 30, 2026, up from $150.2 million as of December 31, 2025. Net cash used in operating activities for the six months ended June 30, 2026, was - $80.8 million, compared to - $61.5 million for the same period in 2025. Net cash used in investing activities for the six months ended June 30, 2026, was - $21.2 million, compared to - $385.3 million for the same period in 2025. Net cash provided by financing activities for the six months ended June 30, 2026, was $96.9 million, compared to $293.0 million for the same period in 2025. #### Unique Metrics Molecular residual disease (MRD) volume was 9,000 tests in Q2 2026, an increase from 6,500 tests in the prior quarter. Tempus AI, Inc. signed approximately $200 million in new Data and Applications licenses during Q2 2026. The company also completed a $460 million offering of 0.0% convertible senior notes due 2032. #### Outlook and Guidance Tempus AI, Inc. is increasing its full year 2026 revenue guidance to $1.595 billion to $1.605 billion, representing approximately 25% annual growth. The company continues to expect full year 2026 Adjusted EBITDA to be approximately $65 million. This guidance assumes no impact from the pending acquisition of Personalis, which is expected to close in late Q4 2026 or early 2027. ### Related Stocks - [TEM.US](https://longbridge.com/en/quote/TEM.US.md) ## Related News & Research - [Tempus AI (NASDAQ:TEM) Director David Epstein Sells 370 Shares of Stock](https://longbridge.com/en/news/295018599.md) - [Tempus AI Stock Slides Friday: What's Driving the Post-Earnings Reset?](https://longbridge.com/en/news/294530583.md) - [CellCarta Adds Tempus to CDx Commercialization Lab Network | TEM Stock News](https://longbridge.com/en/news/295117561.md) - [Tempus AI CEO and Chairman Eric Lefkofsky disposes of USD 10.75 million in common shares](https://longbridge.com/en/news/294438460.md) - [Personalis Q2 revenue rises 30%, beats estimates on expanded Medicare coverage](https://longbridge.com/en/news/294864658.md)