Illumina/$ILMN
Illumina shares fall as investors focus on reported Q3 revenue missing expectations and an unchanged, modest organic-growth outlook, despite an adjusted EPS beat and raised FY26 guidance.
7 hours agoLightyear AI
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Capital at risk
About Illumina
Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
- Ticker
- $ILMN
- Sector
- Health
- Primary listing
- NASDAQ
- Employees
- 8,625
- Headquarters
- San Diego, United States
- Website
- www.illumina.com
Illumina Metrics
BasicAdvanced
$44B
54.01
$5.37
1.46
-
Price and volume
Market cap
$44B
Beta
1.46
52-week high
$309.35
52-week low
$94.00
Average daily volume
3.6M
Financial strength
Current ratio
1.796
Quick ratio
1.224
Long term debt to equity
0.685
Total debt to equity
0.89
Interest coverage (TTM)
9.01%
Profitability
EBITDA (TTM)
1,194
Gross margin (TTM)
68.00%
Net profit margin (TTM)
18.34%
Operating margin (TTM)
20.52%
Effective tax rate (TTM)
18.82%
Revenue per employee (TTM)
$520,000
Management effectiveness
Return on assets (TTM)
9.05%
Return on equity (TTM)
32.34%
Valuation
Price to earnings (TTM)
54.007
Price to revenue (TTM)
9.811
Price to book
15.43
Price to tangible book (TTM)
38.29
Price to free cash flow (TTM)
47.357
Free cash flow yield (TTM)
2.11%
Free cash flow per share (TTM)
6.125
Growth
Revenue change (TTM)
4.90%
Earnings per share change (TTM)
-32.10%
3-year revenue growth (CAGR)
0.25%
10-year revenue growth (CAGR)
6.86%
3-year earnings per share growth (CAGR)
-41.32%
10-year earnings per share growth (CAGR)
6.39%
What the Analysts think about Illumina
Analyst ratings (Buy, Hold, Sell) for Illumina stock.
Analyst projections of the future price of Illumina stock.
Bulls say / Bears say
Clinical sequencing consumables grew 14% year on year in Q3, and Illumina expects mid-teens growth for this market in 2026. This offers a clear growth engine while research demand remains weak. (The Motley Fool)
Illumina placed more than 80 NovaSeq X instruments in Q3, while sequencing consumables revenue rose 6%. A larger installed base can support further recurring consumables sales as customers bring instruments into use. (The Motley Fool)
Illumina raised its 2026 earnings outlook after Q3 results, now forecasting non-GAAP diluted EPS of $5.40–$5.45 and an operating margin of 23.6%. That points to improving profitability alongside revenue growth. (Illumina)
Research and applied sequencing consumables fell 6% in Q3, and management expects mid-to-high single-digit declines for this segment in 2026. Weakness in this market limits growth beyond clinical demand. (The Motley Fool)
Margin improvement may be less durable than headline results suggest: Q3 non-GAAP operating margin was 28.8%, but 25.0% excluding tariff refunds, including a $79 million refund benefit recorded against costs. The company has also reported that higher memory-chip, freight and tariff costs have pressured gross margin. (Illumina, SEC)
Data summarised monthly by Lightyear AI. Last updated on 30 Oct 2026.
Illumina Financial Performance
Revenues and expenses
Illumina Earnings Performance
Company profitability
Upcoming events
No upcoming events
Illumina News
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Funds containing Illumina
AllUSDEURGBP
Fund name | Fund size | $ILMN weighting |
|---|---|---|
iShares Nasdaq US Biotechnology£BTEK | $1.1B | 2.80% |
iShares Nasdaq US Biotechnology$BTEC | $1.1B | 2.80% |
iShares Healthcare Innovation£DRDR | $1.3B | 2.08% |
iShares Healthcare Innovation€2B78 | $1.2B | 2.08% |
iShares Healthcare Innovation$HEAL | $1.3B | 2.08% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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