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Tempus AI, Inc.（TEM）与Zoom Communications, Inc.（ZM）财务数据对比。点击上方公司名可切换其他公司
Zoom Communications, Inc.的季度营收约是Tempus AI, Inc.的3.3倍（$1.2B vs $367.2M）。Zoom Communications, Inc.净利率更高（49.8% vs -14.8%，领先64.6%）。Tempus AI, Inc.同比增速更快（83.0% vs 4.4%）。Zoom Communications, Inc.自由现金流更多（$614.3M vs $-41.5M）。过去两年Tempus AI, Inc.的营收复合增速更高（58.7% vs 3.6%）
Tempus AI是2015年由埃里克·莱夫科夫斯基在美国伊利诺伊州芝加哥创立的医疗科技企业，创立契机源于其妻子确诊乳腺癌。公司依托数据与人工智能技术，为肿瘤、心脏病、放射医学、抑郁症等领域提供包含诊断在内的精准医疗服务，2024年6月14日于纳斯达克上市，股票代码为TEM。
Zoom是总部位于美国加利福尼亚州圣何塞的通信技术企业，旗下核心产品Zoom视频会议软件全球普及度极高，可为企业及个人用户提供高清稳定的远程音视频沟通、线上会议、协同办公等一站式数字化协作解决方案。
TEM vs ZM — 直观对比
营收规模更大
ZM
是对方的3.3倍
$367.2M
营收增速更快
TEM
高出78.5%
4.4%
净利率更高
ZM
高出64.6%
-14.8%
自由现金流更多
ZM
多$655.9M
$-41.5M
两年增速更快
TEM
近两年复合增速
3.6%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $367.2M | $1.2B |
| 净利润 | $-54.2M | $612.9M |
| 毛利率 | — | 77.9% |
| 营业利润率 | -16.7% | 25.2% |
| 净利率 | -14.8% | 49.8% |
| 营收同比 | 83.0% | 4.4% |
| 净利润同比 | -316.2% | 196.0% |
| 每股收益（稀释后） | $-0.30 | $2.01 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收TEMZM
| Q4 25 | $367.2M | $1.2B | ||
| Q3 25 | $334.2M | $1.2B | ||
| Q2 25 | $314.6M | $1.2B | ||
| Q1 25 | $255.7M | $1.2B | ||
| Q4 24 | $200.7M | $1.2B | ||
| Q3 24 | $180.9M | $1.2B | ||
| Q2 24 | $166.0M | $1.1B | ||
| Q1 24 | $145.8M | $1.1B |
净利润TEMZM
| Q4 25 | $-54.2M | $612.9M | ||
| Q3 25 | $-80.0M | $358.6M | ||
| Q2 25 | $-42.8M | $254.6M | ||
| Q1 25 | $-68.0M | $367.9M | ||
| Q4 24 | $-13.0M | $207.1M | ||
| Q3 24 | $-75.8M | $219.0M | ||
| Q2 24 | $-552.2M | $216.3M | ||
| Q1 24 | $-64.7M | $298.8M |
毛利率TEMZM
| Q4 25 | — | 77.9% | ||
| Q3 25 | — | 77.6% | ||
| Q2 25 | — | 76.3% | ||
| Q1 25 | — | 75.7% | ||
| Q4 24 | — | 75.9% | ||
| Q3 24 | — | 75.5% | ||
| Q2 24 | — | 76.1% | ||
| Q1 24 | — | 75.9% |
营业利润率TEMZM
| Q4 25 | -16.7% | 25.2% | ||
| Q3 25 | -18.3% | 26.4% | ||
| Q2 25 | -19.6% | 20.6% | ||
| Q1 25 | -26.9% | 19.0% | ||
| Q4 24 | -25.3% | 15.5% | ||
| Q3 24 | -29.6% | 17.4% | ||
| Q2 24 | -321.4% | 17.8% | ||
| Q1 24 | -36.5% | 14.7% |
净利率TEMZM
| Q4 25 | -14.8% | 49.8% | ||
| Q3 25 | -23.9% | 29.5% | ||
| Q2 25 | -13.6% | 21.7% | ||
| Q1 25 | -26.6% | 31.1% | ||
| Q4 24 | -6.5% | 17.6% | ||
| Q3 24 | -41.9% | 18.8% | ||
| Q2 24 | -332.7% | 19.0% | ||
| Q1 24 | -44.4% | 26.1% |
每股收益（稀释后）TEMZM
| Q4 25 | $-0.30 | $2.01 | ||
| Q3 25 | $-0.46 | $1.16 | ||
| Q2 25 | $-0.25 | $0.81 | ||
| Q1 25 | $-0.40 | $1.16 | ||
| Q4 24 | $2.56 | $0.66 | ||
| Q3 24 | $-0.46 | $0.70 | ||
| Q2 24 | $-6.86 | $0.69 | ||
| Q1 24 | $-1.47 | $0.98 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $604.8M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $491.3M | $9.3B |
| 总资产 | $2.3B | $11.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资TEMZM
| Q4 25 | $604.8M | $1.2B | ||
| Q3 25 | $655.9M | $1.2B | ||
| Q2 25 | $186.3M | $1.2B | ||
| Q1 25 | $151.6M | $1.3B | ||
| Q4 24 | $341.0M | $1.3B | ||
| Q3 24 | $388.0M | $1.5B | ||
| Q2 24 | $478.8M | $1.9B | ||
| Q1 24 | $79.9M | $1.6B |
股东权益TEMZM
| Q4 25 | $491.3M | $9.3B | ||
| Q3 25 | $507.8M | $9.0B | ||
| Q2 25 | $309.6M | $8.9B | ||
| Q1 25 | $326.2M | $8.9B | ||
| Q4 24 | $56.3M | $8.7B | ||
| Q3 24 | $53.7M | $8.5B | ||
| Q2 24 | $98.3M | $8.3B | ||
| Q1 24 | $-1.5B | $8.0B |
总资产TEMZM
| Q4 25 | $2.3B | $11.4B | ||
| Q3 25 | $2.3B | $11.0B | ||
| Q2 25 | $1.6B | $11.0B | ||
| Q1 25 | $1.5B | $11.0B | ||
| Q4 24 | $926.1M | $10.7B | ||
| Q3 24 | $971.7M | $10.5B | ||
| Q2 24 | $864.6M | $10.3B | ||
| Q1 24 | — | $9.9B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-36.8M | $629.3M |
| 自由现金流经营现金流 - 资本支出 | $-41.5M | $614.3M |
| 自由现金流率自由现金流/营收 | -11.3% | 50.0% |
| 资本支出强度资本支出/营收 | 1.3% | 1.2% |
| 现金转化率经营现金流/净利润 | — | 1.03× |
| 过去12个月自由现金流最近4个季度 | $-239.1M | $2.0B |
8季度趋势，按日历期对齐
经营现金流TEMZM
| Q4 25 | $-36.8M | $629.3M | ||
| Q3 25 | $-119.8M | $515.9M | ||
| Q2 25 | $44.2M | $489.3M | ||
| Q1 25 | $-105.6M | $424.6M | ||
| Q4 24 | — | $483.2M | ||
| Q3 24 | $48.7M | $449.3M | ||
| Q2 24 | $-97.1M | $588.2M | ||
| Q1 24 | $-101.4M | $351.2M |
自由现金流TEMZM
| Q4 25 | $-41.5M | $614.3M | ||
| Q3 25 | $-126.5M | $508.0M | ||
| Q2 25 | $36.6M | $463.4M | ||
| Q1 25 | $-107.7M | $416.2M | ||
| Q4 24 | — | $457.7M | ||
| Q3 24 | $48.6M | $365.1M | ||
| Q2 24 | $-105.1M | $569.7M | ||
| Q1 24 | $-107.5M | $332.7M |
自由现金流率TEMZM
| Q4 25 | -11.3% | 50.0% | ||
| Q3 25 | -37.9% | 41.7% | ||
| Q2 25 | 11.6% | 39.4% | ||
| Q1 25 | -42.1% | 35.2% | ||
| Q4 24 | — | 38.9% | ||
| Q3 24 | 26.9% | 31.4% | ||
| Q2 24 | -63.3% | 49.9% | ||
| Q1 24 | -73.7% | 29.0% |
资本支出强度TEMZM
| Q4 25 | 1.3% | 1.2% | ||
| Q3 25 | 2.0% | 0.7% | ||
| Q2 25 | 2.4% | 2.2% | ||
| Q1 25 | 0.8% | 0.7% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | 0.0% | 7.2% | ||
| Q2 24 | 4.8% | 1.6% | ||
| Q1 24 | 4.2% | 1.6% |
现金转化率TEMZM
| Q4 25 | — | 1.03× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 1.15× | ||
| Q4 24 | — | 2.33× | ||
| Q3 24 | — | 2.05× | ||
| Q2 24 | — | 2.72× | ||
| Q1 24 | — | 1.18× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
