Earnings summaries and quarterly performance for ILLUMINA.
Executive leadership at ILLUMINA.
Board of directors at ILLUMINA.
AR
Anna Richo
Detailed
Director
CD
Caroline Dorsa
Detailed
Director
FA
Frances Arnold
Detailed
Director
GG
Gary Guthart
Detailed
Director
KM
Keith Meister
Detailed
Director
PS
Philip Schiller
Detailed
Director
RE
Robert Epstein
Detailed
Director
SG
Scott Gottlieb
Detailed
Independent Chair of the Board
SU
Scott Ullem
Detailed
Director
SS
Susan Siegel
Detailed
Director
Research analysts who have asked questions during ILLUMINA earnings calls.
David Westenberg
Piper Sandler
4 questions for ILMN
Also covers: ADPT, AKYA, BLLN +13 more
Tycho Peterson
Jefferies
4 questions for ILMN
Also covers: A, AVTR, BIO +22 more
Vijay Kumar
Evercore ISI
4 questions for ILMN
Also covers: A, ABT, AVTR +21 more
CN
Conor Noel McNamara
RBC Capital Markets
3 questions for ILMN
Also covers: AVTR, BIO, HOLX +6 more
Daniel Brennan
TD Cowen
3 questions for ILMN
Also covers: A, ADPT, AVTR +24 more
Douglas Schenkel
Wolfe Research, LLC
3 questions for ILMN
Also covers: A, AVTR, BRKR +21 more
PS
Puneet Souda
Leerink Partners
3 questions for ILMN
Also covers: A, ABCL, BRKR +20 more
DA
Daniel Arias
Stifel, Nicolaus & Company, Incorporated
2 questions for ILMN
Also covers: A, AVTR, CDXS +15 more
KM
Kyle Mikson
Canaccord Genuity
2 questions for ILMN
Also covers: AKYA, BDSX, CSTL +12 more
Patrick Donnelly
Citi
2 questions for ILMN
Also covers: A, AVTR, BIO +21 more
SN
Subhalaxmi Nambi
Guggenheim Securities
2 questions for ILMN
Also covers: AKYA, BRKR, CSTL +15 more
SJ
Sung Ji Nam
Scotiabank
2 questions for ILMN
Also covers: ADPT, BDSX, BNGO +9 more
BM
Ben Miller
Stephens Inc.
1 question for ILMN
Dan Arias
Stifel Financial Corp.
1 question for ILMN
Also covers: A, GH, MRVI +9 more
DL
Daniel Leonard
Stifel Financial Corp.
1 question for ILMN
Also covers: A, AVTR, BIO +15 more
Doug Schenkel
Wolfe Research LLC
1 question for ILMN
Also covers: A, AVTR, BRKR +15 more
EB
Eve Burstein
Goldman Sachs
1 question for ILMN
Also covers: EXAS, GH, PACB +1 more
Jack Meehan
Nephron Research LLC
1 question for ILMN
Also covers: A, AVTR, BIO +17 more
Michael Ryskin
Bank of America Merrill Lynch
1 question for ILMN
Also covers: A, ALGN, AVTR +28 more
Rachel Vatnsdal
JPMorgan Chase & Co.
1 question for ILMN
Also covers: A, AKYA, AVTR +11 more
RV
Rachel Vatnsdal Olson
JPMorgan
1 question for ILMN
Also covers: A, ADPT, AKYA +14 more
Subbu Nambi
Guggenheim Securities
1 question for ILMN
Also covers: BOLD, BRKR, CARS +16 more
TS
Tejas Savant
Morgan Stanley
1 question for ILMN
Also covers: ADPT, AKYA, AVTR +19 more
Recent press releases and 8-K filings for ILMN.
Illumina Reports Preliminary FY25 Results and Outlines FY27 Targets
ILMN
Earnings
Guidance Update
Share Buyback
- Illumina reported preliminary FY25 revenue of ~$4.34 billion (flat year-over-year constant currency) and non-GAAP diluted EPS of $4.76-$4.79, achieving a non-GAAP operating margin of ~23%.
- For Q4 2025, preliminary results indicate revenue of ~$1.155 billion (approximately 4% year-over-year growth constant currency) and non-GAAP diluted EPS ranging from $1.27 to $1.30.
- The company achieved key NovaSeq X milestones and observed an acceleration in Ex-China Sequencing Consumables YoY Growth to 20% in Q4 2025, driven by 11% growth in Research & Applied and 0% in Clinical.
- Illumina has set FY27 targets including high-single-digit (HSD) revenue growth (ex-China), over 500 basis points of operating margin expansion, and double-digit to teens EPS growth.
- The company generated ~$1.0 billion in free cash flow for the last twelve months as of September 28, 2025, and executed ~$740 million in share buybacks during FY25.
1 day ago
Illumina Reports Strong Q4 and Full-Year 2025 Preliminary Results, Driven by Clinical Market Growth and NovaSeq X Adoption
ILMN
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Illumina reported preliminary Q4 2025 revenue growth of 4% on a constant currency basis, or 7% excluding China, with Q4 earnings per share (EPS) in the range of $1.27-$1.30. This contributed to a full-year 2025 EPS of approximately $4.76-$4.79, representing over 15% earnings growth.
- The company placed over 95 NovaSeq X instruments in Q4 2025, and by year-end 2025, the NovaSeq X accounted for approximately 80% of high-throughput gigabases shipped, reflecting strong customer adoption, particularly in clinical markets.
- Illumina returned to growth in 2025, expanding margins by approximately 200 basis points and growing EPS by 15%, with expectations to continue this progress in 2026, driven by the clinical market.
- Strategic initiatives include expanding into multiomics with new solutions and the launch of BioInsight, aimed at accelerating drug discovery through large-scale data analysis and AI, supported by approximately $1 billion in annual cash flow and a commitment to share repurchases.
1 day ago
Illumina Reports Strong Preliminary Q4 2025 Results and Strategic Progress
ILMN
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Illumina announced strong preliminary Q4 2025 results, with revenue growing 4% on a constant currency basis and 7% excluding China, and Q4 EPS between $1.27 and $1.30, leading to full-year EPS growth of over 15%.
- The NovaSeq X transition is advancing, with the instrument representing approximately 80% of high-throughput gigabases shipped by year-end 2025, and clinical consumables growth ex-China reaching 20% in Q4.
- The company is expanding its ecosystem with new multi-omics solutions and the launch of BioInsights, aimed at accelerating drug discovery through large-scale data and AI.
- Clinical markets are a primary growth driver, accounting for roughly 60% of consumables revenue and experiencing sequencing volume growth above 30%, though the academic and research market is anticipated to be muted in 2026.
- Illumina emphasizes disciplined capital allocation, prioritizing investment in innovation, targeted acquisitions, and shareholder returns, having repurchased $740 million by June 2025.
1 day ago
Illumina Announces Preliminary Q4 and Full-Year 2025 Results, Highlights Strategic Growth
ILMN
Earnings
Guidance Update
New Projects/Investments
- Illumina reported preliminary Q4 2025 revenue growth of 4% on a constant currency basis and 7% excluding China, with Q4 earnings per share (EPS) in the range of $1.27 to $1.30.
- For the full year 2025, EPS is expected to be approximately $4.76 to $4.79, representing over 15% earnings growth and a return to company growth with 200 basis points margin expansion.
- This performance was driven by strong NovaSeq X instrument placements (more than 95 X's) and consumables, particularly from clinical customers, which now account for roughly 60% of sequencing consumables and saw 20% growth ex-China in Q4.
- The company is focused on strategic growth pillars, including expanding the NGS ecosystem, deepening biological discovery through multi-omics (e.g., single-cell solution, Illumina Protein Prep, spatial solution), and scaling services, data, and software with the new BioInsights business.
- Capital allocation priorities include investing in innovation, pursuing targeted bolt-on acquisitions, and returning excess capital to shareholders, with $740 million returned via share repurchases by June 2025.
1 day ago
Illumina Introduces Billion Cell Atlas to Accelerate AI and Drug Discovery
ILMN
Product Launch
New Projects/Investments
Partnerships
- Illumina introduced the Billion Cell Atlas, described as the world's largest genome-wide genetic perturbation dataset, aimed at accelerating drug discovery through AI across the pharmaceutical ecosystem.
- This Atlas is the initial phase of a program to build a 5 billion cell atlas over three years, designed to capture how 1 billion individual cells respond to genetic changes via CRISPR across more than 200 disease-relevant cell lines.
- AstraZeneca, Merck, and Eli Lilly and Company are leading as founding participants in an alliance framework to leverage the Atlas for validating genetic targets and training advanced AI models.
- The Billion Cell Atlas is the first data product to emerge from Illumina's new BioInsight business, which is focused on providing foundational technologies and datasets for AI in pharma.
1 day ago
Illumina Announces Preliminary Q4 and Fiscal Year 2025 Financial Results
ILMN
Earnings
Guidance Update
- Illumina, Inc. released preliminary unaudited financial results for the fourth quarter and fiscal year 2025 on January 13, 2026.
- For Q4 2025, preliminary revenue was approximately $1.155 billion, representing a 5% increase from Q4 2024, with GAAP diluted EPS between $2.14 and $2.17 and non-GAAP diluted EPS between $1.27 and $1.30.
- For fiscal year 2025, preliminary revenue was approximately $4.34 billion, which was flat compared to 2024, with GAAP diluted EPS ranging from $5.42 to $5.45 and non-GAAP diluted EPS from $4.76 to $4.79.
- These preliminary figures are subject to final accounting and audit procedures, with the full results anticipated on February 5, 2026.
1 day ago
Illumina Announces Preliminary Q4 and Fiscal Year 2025 Financial Results
ILMN
Earnings
Guidance Update
- Illumina announced preliminary unaudited revenue of approximately $1.155 billion for the fourth quarter of 2025, marking a 5% increase from Q4 2024.
- For fiscal year 2025, the company reported preliminary unaudited revenue of approximately $4.34 billion, which was flat compared to 2024.
- Preliminary GAAP diluted earnings per share (EPS) for Q4 2025 ranged from $2.14 to $2.17, with non-GAAP diluted EPS between $1.27 and $1.30.
- Preliminary GAAP diluted EPS for fiscal year 2025 ranged from $5.42 to $5.45, and non-GAAP diluted EPS was between $4.76 and $4.79.
- Illumina expects to report its full fourth quarter and fiscal year 2025 results on February 5, 2026, and these preliminary results are subject to adjustment.
1 day ago
Illumina: RNA Sequencing Services Market Opportunity Outlook, 2035
ILMN
New Projects/Investments
Revenue Acceleration/Inflection
- The RNA Sequencing Service Market is projected to grow from $3.3 billion in 2023 to $7.5 billion by 2035, demonstrating an 8.4% compound annual growth rate (CAGR).
- Illumina is identified as the predominant platform for small RNA and mRNA sequencing within this expanding market.
- Next-generation sequencing (NGS) methods are expected to maintain their dominance, capturing approximately 95% of the market share, with hospitals representing 45% of the end-user market and North America holding 37% of the geographical market share.
- The sector has received substantial support, with $1.03 billion in grants allocated to drive research and innovation.
2 days ago
Illumina announces Chief Medical Officer appointment and Chief Commercial Officer departure
ILMN
Management Change
Hiring
- Illumina appointed Dr. Eric Green as Chief Medical Officer (CMO), effective February 2.
- Everett Cunningham, Chief Commercial Officer, will resign effective January 16, 2026, to become CEO of a life science tools company.
- Jacob Thaysen, CEO, will serve as interim chief commercial officer until a permanent successor is named.
6 days ago
Illumina Completes $500 Million Notes Offering
ILMN
Debt Issuance
M&A
New Projects/Investments
- Illumina, Inc. completed a public offering of $500,000,000 aggregate principal amount of its 4.750% notes due 2030 on November 25, 2025.
- The notes will accrue interest at 4.750% per annum, payable semi-annually, and will mature on December 12, 2030.
- The net proceeds are expected to be used for general corporate purposes, including the potential repayment of its 5.800% notes due December 12, 2025, and the completion of the proposed acquisition of SomaLogic, Inc..
- In the event of a Change of Control Triggering Event, Illumina will be required to offer to purchase the notes at 101% of the aggregate principal amount plus accrued and unpaid interest.
Nov 25, 2025, 10:06 PM
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