Tempus AI's second quarter revenue rose 22% as it swung to a surprise profit and raised its 2026 outlook.

Tempus AI reported second quarter revenue of $382.5 million, a 22% increase year-over-year, and a significant beat on profitability with a GAAP EPS of $0.03 compared to an expected loss. Following the strong results, the company raised its full-year 2026 revenue guidance.

Key Highlights

• Data Licensing & Modeling (Insights) revenue accelerated, growing 36% year-over-year.
• Oncology diagnostic volume growth increased to 31% year-over-year, up from 28% in the prior quarter.
• The company achieved profitability, reporting GAAP net income of $5.6 million and Adjusted EBITDA of $8.0 million, compared to losses in the prior-year period.
• Full-year 2026 revenue guidance was increased to a range of $1.595 to $1.605 billion.