Tempus AI, Inc. Class A Common Stock Q3 2026 Earnings Recap

Tempus gained 8.7% after reporting Q3 revenue growth of 23%, positive adjusted EBITDA, and higher 2026 revenue guidance. The quarter’s strongest growth came from oncology volume and Data and Apps, while hereditary cancer testing remains an area to watch.

Key Takeaways

• Revenue was $412 million, up 23% year over year; diagnostics contributed $304 million, up 20%, and Data and Apps contributed $108 million, up 33%.
• Oncology revenue rose 28% to $173 million, with volume up 32%. Hereditary cancer testing revenue was $111 million; management said the business appears poised to do better, but the call excerpt does not provide a 2027 outlook.
• Adjusted EBITDA was $25.6 million, and cash and marketable securities totaled $854 million at quarter-end.
• Tempus raised 2026 revenue guidance to $1.6 billion and maintained its expectation of approximately $65 million in adjusted EBITDA.
• The BMS and Pathos agreements are expected to generate $193 million of additional Data and Apps revenue over approximately five years.