US · Healthcare · Diagnostics & Research
EPS came in at 1.31 against a street estimate of 1.23 — a beat of 6.5%.
Analysts rate Illumina Inc a buy (11 buy, 6 hold, 3 sell out of 20) with an average price target of $202.65.
CONFIDENT Q2 beat on revenue and EPS; raised 2026 guidance. Clinical sequencing driving 65% of consumables, growing mid-teens. NovaSeq X placements hit 95+ units. 2027 target remains high single-digit growth. Q2 2026 U.S./Canada leading clinical growth above 20%. Europe/ME/LatAm softness tied to near-term regional dynamics including Middle East situation. Rest of World organic 8.1%, well above guidance. Analysts pressed on Q3 slowdown vs. Q2 (explained as normal seasonality and instrument comparisons), clinical growth durability vs. cliff risk (management confident in multi-year wave, no decommissioning headwind), and multiomics tracking (revenue embedded in consumables and services, 1–2 point incremental growth expected). Management emphasized innovation roadmap and customer expansion investing for future volume, not market saturation. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.60% |
| Capital World Investors | 10.22% |
| Vanguard Portfolio Management, LLC | 4.52% |
| Vanguard Capital Management, LLC | 4.37% |
| State Street Corp | 4.26% |
| WCM Investment Management | 3.92% |
| AQR Capital Management LLC | 2.64% |
| Corvex Management LP | 2.54% |
| Document | Date |
|---|---|
| Company announcement · Q3 FY2027 ILLUMINA, INC. - 8-K SUMMARY HEADLINE NUMBERS • Debt Offering: Illumina completed a public offering of $300 million in notes on August 17, 2026 • I | 2026-08-17 |
| Material agreement · Q3 FY2027 ILLUMINA, INC. – FORM 8-K SUMMARY Report Date: August 13, 2026 --- HEADLINE NUMBERS • New credit facility size: $1,000 million senior unsecured rev | 2026-08-13 |
| Company announcement · Q3 FY2027 ILLUMINA, INC. - 8-K SUMMARY HEADLINE NUMBERS • Illumina is issuing $300,000,000 in new debt notes with a 4.950% interest rate, due 2029 • Expected | 2026-08-12 |
| Company announcement · Q3 FY2027 ILLUMINA, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Settlement effective date: August 21, 2025 • Court hearing date: November 2, 2026, at 1:30 p.m. | 2026-08-07 |
| Quarterly report · Q2 FY2027 ILLUMINA, INC. - Q2 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q2 2026): $1,159 million (+9.4% vs Q2 2025: $1,059 million) - Product reven | 2026-07-31 |
| Quarterly report · Q1 FY2027 ILLUMINA, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue: $1,091 million (Q1 2026) vs. $1,041 million (Q1 2025) — up 4.8% • Product Re | 2026-05-04 |
| Proxy statement · Q2 FY2027 ILLUMINA, INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine nominees to the Board of Directors (Board recommends | 2026-04-09 |
| Annual report FY2025 ILLUMINA, INC. – FORM 10-K SUMMARY Fiscal Year Ended December 28, 2025 --- HEADLINE NUMBERS • Shares Outstanding: 152.9 million shares (as of Febru | 2026-02-12 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 1028 : 1000 effective Jun 25, 2024 | 2024-06-25 |
| Announcement | Date |
|---|---|
| Board authorizes new $1.5 billion share repurchase program Illumina issued an 8-K filing on April 30, 2026, announcing Q1 2026 financial results for the quarter ended March 29, 2026. The actual earnings details are not included in this 8-K document | 2026-04-30 |
| Completion of transaction announced; integration of acquired business underway On January 30, 2026, Illumina, Inc. completed its acquisition of Standard BioTools Inc., a transaction that was originally announced on June 22, 2025. The specific purchase price and financi | 2026-01-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Illumina Inc — free to start.
Google PlayApp StoreData updated 2026-09-18.