企業を読み込み中
Just reported
Q3 FY2027 results
From Illumina's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
$1.13B
+4.2% y/y
-2.6% q/qGuided
—
No guide given
EPS, GAAP
Actual
$1.43
+46% y/y
+5.9% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$305M
+34% y/y
+24% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Illumina is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Diagnostics and Research
Graded A or B and worth $2B or more: A first, then the largest.
TMOThermo Fisher Scientific Inc.$259.2BA+
IDXXIdexx Laboratories Inc.$55BA+
IQVIQVIA Holdings Inc.$44.7BA
LHLabcorp Holdings Inc.$30.2BA
DGXQuest Diagnostics Inc$28.6BA
Grade rose recently in Healthcare
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
DHRDanaher Corporation2026年10月21日CBGraded C, now B
MCKMckesson Corporation2026年11月4日BAGraded B, now A
CVSCVS Health Corp2026年11月4日BAGraded B, now A
EWEdwards Lifesciences Corporation2026年11月4日BAGraded B, now A
BIIBBiogen Inc.2026年10月28日BAGraded B, now A
どうやって稼いでいるか
- Sequencing consumables73%
- Services and other16%
- Sequencing instruments11%
売上構成比はquarter ended 2026-03-31の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
NovaSeq X
A high-throughput DNA-sequencing machine used by customers that need to process large numbers of samples.
MiSeq i100
A lower-throughput DNA-sequencing machine for labs running smaller or more project-based batches.
NovaSeq 6000
A high-throughput DNA-sequencing machine that some customers continue to use alongside newer systems.
さらに3件を表示
StrataMap Spatial
A sequencing-based workflow that helps researchers study biological activity in specific locations within tissue.
SomaScan and SomaSeq
Tools for measuring proteins and connecting protein measurements with genetic information.
Billion Cell Atlas
A large collection of data on how cells respond to genetic changes, sold to drug companies for biological research and drug discovery.
誰が買っているか3
- Clinical laboratories and hospitals buy sequencing machines and supplies for testing, including cancer, inherited-disease and screening applications.
- Universities and research laboratories buy sequencing equipment and supplies to study genes, cells and biological processes.
- Drug companies buy sequencing-related services and biological data to support research and drug discovery.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Repeat consumables purchases depend on customers using Illumina machines and running samples on them.
- 2Clinical sequencing demand and purchases by large clinical customers are important sources of business growth.
- 3Instrument production depends on access to memory and other critical components, while freight costs affect expenses.
- 4Business in China is affected by restrictions associated with China's unreliable entity list.
うまくいかなくなる可能性
- 1If clinical laboratories expand sequencing use more slowly or run fewer samples, demand for sequencing supplies could fall.
- 2Uncertain research funding can reduce purchases by universities and research customers; research and applied consumables were declining in the quarter discussed on the call.
- 3Higher memory and freight costs, or difficulty obtaining critical components, can increase costs and disrupt instrument supply.
Illumina, Inc.について
Illumina makes machines that read DNA and sells the chemicals and other supplies customers use to run samples on them. Hospitals and clinical laboratories use sequencing for applications such as cancer testing, inherited-disease testing and screening; researchers and drug companies use it to study biology and develop medicines. Illumina also sells tools for measuring proteins and provides biological data and related services.
- 本社
- San Diego, California
- 設立
- 1998
- 上場市場
- Nasdaq
- 決算期
- Sunday nearest December 31
Illumina, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
