Expects an $80 million uplift in 2027 due to FDA approval for the XT test, with further increases anticipated upon XF test approval.
Data business growth
Management expects to maintain a 25% long-term growth rate, supported by long-term strategic collaborations.
MRD business
Expects to turn the corner on gross profit contribution around mid-2027, allowing for increased sales force investment.
Investment strategy
The company plans to reinvest roughly two-thirds of incremental gross profit dollars back into the business while letting one-third drop to the bottom line.
Data partnerships
The company is expanding beyond oncology, evidenced by a new Alzheimer's data set collaboration with BMS and Pathos.
Dombey's summary of the Tempus AI Q3 2026 earnings call held Nov 2, 2026, written from the call itself. Every figure on this page was checked against what was said on the call, and quoted lines are management's own words; we do not add estimates or prices. The tone score is our read of management's wording, guidance and answers. Check figures against the company's SEC filings before acting. This is research, not investment advice.
