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ILMN

ILLUMINA, INC.

NASDAQ · Healthcare · Medical - Diagnostics & Research · US

$226.10
−5.08%
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  • Research · Nov 4, 2026

    AI Drug Discovery Shifts Toward Wet-Lab Data

    Illumina and Revvity say AI drug discovery is short of standardized wet-lab data; Illumina is turning backlog into revenue and Revvity's backlog grew in almost every instrument group.

  • Research · Oct 30, 2026

    Illumina (ILMN) Q3 2026 Earnings: Operating Margin Reaches 25%

    Illumina's Q3 2026 non-GAAP operating margin hit 25.0% excluding tariff refunds, above its ~24% guide, with full-year guidance at 23.6% and $378M free cash flow.

  • Research · Oct 25, 2026

    [ILMN] Illumina: Q3 2026 Earnings Test Clinical Sequencing Growth and Margins

    Illumina grew Q2 2026 revenue 9.5% to $1.159 billion while clinical consumables slowed to about 15%; Q3 earnings test whether margins reach the guided 24%.

  • Research · Sep 3, 2026

    [ILMN] Illumina Thesis 2026: Revenue Returns to Growth as Cost Discipline and M&A Expand Platform

    Illumina Inc. FY25 revenue $4.34B (-1% reported but +2% ex-China FY / +7% ex-China Q4); op income $865M (vs -$833M FY24, $1.7B inflection); NI $850M; EPS $5.44 (vs -$7.69). Q4 revenue $1.16B (+5% YoY / +4% cc / +7% ex-China). Sequencing consumables Q4 $755M (+8% / +11% ex-China). Sequencing instruments Q4 $154M (flat / +3% ex-China). Sequencing service Q4 $157M (+3% / +4% ex-China). Clinical consumables Q4 +20% ex-China; H2 +mid-teens. Non-GAAP operating margins +180bp; non-GAAP EPS +16%. NovaSeq X high-throughput transition successful. BioInsight launched. Billion Cell Atlas with AstraZeneca + Merck + Lilly collaborations. SomaLogic acquired (multiomics expansion). Illumina Connected Multiomics software launched. ~$740M returned to shareholders via share repurchases. FY26 guide: total revenue $4.5-$4.6B (+4-6% reported); organic ex-China +2-4%; clinical consumables double-digit to mid-teens growth; research + applied consumables decline mid- to high-single-digit; instruments flat to slightly down (50-60 NovaSeq X placements/quarter average); operating margins 23.3-23.5%; EPS $5.00-$5.20 (incl SomaLogic dilution).