🐦 推特Wall St EngineCodex · 实盘不做把握 8/10
北京时间·🕒 发布 07-31 04:05:48时区推断·⟳ 抓取 07-31 04:06:15·⚡ 决策 08-01 04:42:14 +1d00h·87.6 天前
Tempus AI二季度业绩小幅超预期并上调全年指引，但本条为已处理财报转述
二季度收入3.825亿美元略高于预期3.80亿美元，调整后EPS亏损0.04美元好于预期亏损0.14美元，全年收入指引上调至16.0亿至16.1亿美元。
📄 原文Wall St Engine@wallstengine↗ 原文
TEMPUS $TEM Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $382.5M (Est. $380M) 🟢; +22% YoY 🔹 Adj. EPS: -$0.04 (Est. -$0.14) 🟢 🔹…
不做 Tempus AI（TEM.US）
已处理过同一具体财报催化（查重命中2026-08-01 03:10 CST ir_page：Tempus AI公布2026年二季度业绩并小幅上调全年收入指引），本条社媒仅转述且无新增事实，不重复出卡或下单。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- 社媒在美股收盘后转述Tempus AI二季度业绩要点，属于财报摘要而非一手披露。
- Tempus此前公告二季度财报电话会于2026-07-30盘后举行，确认财报披露窗口。
- 2026-08-01 03:10 CST其它search_processed_events非一手内部查重命中同一具体催化：Tempus AI公布2026年二季度业绩并小幅上调全年收入指引。市场反应:已过2026-07-31美股完整交易日，剩余隔夜edge不足。
关键理由
- 二季度收入3.825亿美元略高于预期3.80亿美元，调整后EPS亏损0.04美元好于预期亏损0.14美元，全年收入指引上调至16.0亿至16.1亿美元。
- 调整后EBITDA 800万美元略低于预期850万美元，净利润560万美元主要包含9850万美元可交易证券未实现收益，盈利质量不完全来自经营改善。
- 查重命中同一具体财报催化已由ir_page处理，本条社媒没有新增金额、指引或经营事实，不应重复出卡。
主要风险
- 当前研判时间已在2026-07-31美股收盘后，7月31日完整交易日已经消化财报反应窗口。
- 行情与内部KB本轮取数出现504，未用于构建新交易腿；不做的主因是重复催化和无新增事实。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB检索504失败；但查重已命中同一催化，未依赖KB形成交易腿。
检索:Tempus TEM Q2 2026 earnings revenue guidance adjusted EBITDA Personalis unrealized gains - 做多前查反向 · 来源 kb_search · 影响 none
内部KB反证检索504失败；由于本条为重复财报转述，不改变不做结论。
检索:Tempus AI TEM recent bearish risks Q2 2026 Personalis acquisition dilution profitability cash burn
工具调用 · 历史记录,结果未知(3 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 1,011 字
TEMPUS $TEM Q2’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $382.5M (Est. $380M) 🟢; +22% YoY
🔹 Adj. EPS: -$0.04 (Est. -$0.14) 🟢
🔹 Adjusted EBITDA: $8.0M (Est. $8.5M) 🟡
🔹 Net Income: $5.6M (Est. -$25.2M) 🟢; includes $98.5M in unrealized gains on marketable securities
Raises FY26 Guide:
🔹 Revenue: $1.60B-$1.61B (Est. $1.59B) 🟡
🔹 Adjusted EBITDA: ~$65M (Est. $63.1M) 🟢
Segment Net Revenue:
🔹 Diagnostics: $289.3M; +20% YoY
🔹 Data and Applications: $93.2M; +28% YoY
Other Q2 Metrics:
🔹 Gross Profit: $246.5M; +26% YoY
🔹 Oncology Volume Growth: 31% YoY
🔹 Data Licensing (Insights) Revenue Growth: +36% YoY
Comments:
🔸 “Our strategy is working given the investments we have made in AI over the past several years are driving some of the best growth rates we have seen in our two largest businesses - Oncology Diagnostics and Data Licensing.”
🔸 “Through our existing collaboration with Personalis, we have already demonstrated the strength of combining highly sensitive MRD technology with our commercial infrastructure.”
🔹 Revenue: $382.5M (Est. $380M) 🟢; +22% YoY
🔹 Adj. EPS: -$0.04 (Est. -$0.14) 🟢
🔹 Adjusted EBITDA: $8.0M (Est. $8.5M) 🟡
🔹 Net Income: $5.6M (Est. -$25.2M) 🟢; includes $98.5M in unrealized gains on marketable securities
Raises FY26 Guide:
🔹 Revenue: $1.60B-$1.61B (Est. $1.59B) 🟡
🔹 Adjusted EBITDA: ~$65M (Est. $63.1M) 🟢
Segment Net Revenue:
🔹 Diagnostics: $289.3M; +20% YoY
🔹 Data and Applications: $93.2M; +28% YoY
Other Q2 Metrics:
🔹 Gross Profit: $246.5M; +26% YoY
🔹 Oncology Volume Growth: 31% YoY
🔹 Data Licensing (Insights) Revenue Growth: +36% YoY
Comments:
🔸 “Our strategy is working given the investments we have made in AI over the past several years are driving some of the best growth rates we have seen in our two largest businesses - Oncology Diagnostics and Data Licensing.”
🔸 “Through our existing collaboration with Personalis, we have already demonstrated the strength of combining highly sensitive MRD technology with our commercial infrastructure.”
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