DekmarTrades
TEMPUS AI $TEM Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $411.5M (Est. $409M) 🟢; +23% YoY
🔹 Adj. EPS: $0.07 (Est. -$0.08) 🟢
🔹 Adj. EBITDA: $25.6M
Raises FY26 Guide:
🔹 Revenue: $1.60B-$1.61B (Est. $1.59B) 🟢
🔹 Adj. EBITDA: ~$65M
Segment Revenue:
🔹 Diagnostics: $303.5M; +20% YoY
🔹 Data & Applications: $108.1M; +33% YoY
Announcements:
🔹 FDA: Two 510(k) clearances for ECG-PH and ECG-MR
🔹 Research Platform: 100,000 whole genomes planned
Key Updates:
🔹 Data Licensing: >$550M bookings YTD; BMS deals up to $137.5M and $55M
🔹 Personalis acquisition cleared regulatory review
Comments:
🔸 “Q3 was another record quarter, as we delivered $411.5 million of revenue, led by accelerating unit growth of 32% in our oncology business and increasing momentum of 33% revenue growth in Data & Applications”
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