Tempus AI, Inc. · TEM · FY2026 Q3 · Calendar Q4 2026
Tempus pairs Q3 growth with new partnerships and execution risks
Tempus's Q3 account points to growth across diagnostics and data, with partnerships, assay pricing and the Personalis deal as potential supports; realizing that potential depends on regulatory, reimbursement and integration execution.
Earnings scorecard
Reported versus consensusMarket reaction
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Transcript intelligence
What changed
The Q3 transcript analysis describes 23% year-over-year revenue growth, expansion in diagnostics and data, positive adjusted EBITDA, and new collaborations with BMS, Moderna and Merck. Personalis remains pending regulatory clearance. Management also raised its 2026 revenue guidance.
Guidance delta
Management's guidance sentiment was characterized as raised, with 2026 revenue guidance described as $1.6 billion. The supplied analysis does not specify a comparable prior-period figure for this quarter.
Key takeaways
- Growth was reported in both diagnostics and the data and applications business.
- Management cited new collaborations with BMS, Moderna and Merck as sources of projected multi-year revenue.
- Personalis would add an MRD assay, but its acquisition remains subject to regulatory clearance.
- Management identified assay pricing and FDA processes for XT and XF as important growth levers.
- Positive adjusted EBITDA and a raised 2026 revenue outlook are constructive, but do not resolve execution and reimbursement questions.
Management priorities
- Integrate Personalis and expand sales of its MRD assay, subject to clearance.
- Commercialize the XT assay pricing uplift and pursue FDA approval for XF.
- Develop data collaborations beyond oncology and expand Lens AI modeling.
- Build longer-term biopharma partnerships and subscription revenue.
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Try FN2 freeCompany context
Snapshot as of publicationTempus AI, Inc. operates as a healthcare technology company in the United States. It offers the Tempus platform, a closed-loop, full-stack, bi-directional integrations between a clinician's desktop and its laboratory diagnostic capabilities, analytics platform, and repository of multimodal data; and Hub, a clinical application for physicians and other healthcare providers for use in the diagnostics product line as an end-to-end application for healthcare providers for NGS tests. The company also provides Lens, a software application for life sciences and advanced precision research; diagnostics services, such as NGS diagnostics, PCR profiling, and other anatomic and molecular pathology tests; and large-panel solid tumor and hematologic testing through multiple assays, with its core clinical assay (xT and xR) offering large panel DNA, RNA full transcriptome, and incidental germline findings through normal blood or saliva analyses.…
Historical context
All TEM earningsHealthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| IDXX IDEXX Laboratories, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | +19.5% | IDEXX raises 2026 outlook as diagnostics, placements and software support growth |
| AXSM Axsome Therapeutics, Inc. | FY2026 Q3 · Calendar Q4 2026 | — | -14.0% | Axsome reports Q3 growth led by AUVELITY; pipeline advances |
| SNY Sanofi | FY2026 Q3 · Calendar Q4 2026 | +30.8% | +2.8% | Sanofi lifts 2026 outlook as Dupixent and launches drive Q3 growth |
| AZN AstraZeneca PLC | FY2026 Q3 · Calendar Q4 2026 | +7.3% | +7.0% | AstraZeneca pairs solid growth with pipeline investment and restructuring |
| BTSG BrightSpring Health Services, Inc. Common Stock | FY2026 Q3 · Calendar Q4 2026 | +14.2% | +11.1% | BrightSpring posts strong Q3 growth while maintaining guidance |
| ABBV AbbVie Inc. | FY2026 Q3 · Calendar Q4 2026 | +2.4% | +1.4% | AbbVie raises 2026 guidance as Skyrizi and Rinvoq drive Q3 growth |
Latest beats and misses
Who reports nextBeat on EPS
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- CHDFY2026 Q3 · October 30, 2026+2.2% EPS+1.2% move
- AZNFY2026 Q3 · October 30, 2026+7.3% EPS+7.0% move
- FRTFY2026 Q3 · October 30, 2026+3.9% EPS-1.1% move
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
Missed on EPS
- GLPIFY2026 Q3 · October 29, 2026-11.5% EPS-1.3% move
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
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Sources
- Earnings call transcript and parsed analysis · 2026-11-02T16:05:45.626174+00:00
- FN2 earnings calendar · 2026-11-02T01:23:13.261602+00:00
- Polygon adjusted daily market bars · 2026-11-02T16:20:44.226069+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-02T16:20:44.223434+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-11-02. For educational purposes only; not investment advice.