$207.02-1.2%Nov 13 close
Figures through September 27, 2026, from the 10-Q filed October 30, 2026
Illumina sells DNA-sequencing kits and machines to medical laboratories, hospitals, universities and drug companies.
Just reported
From Illumina, Inc.'s results release of October 29, 2026; its quarterly report has since been filed.
Actual
$1.13B
+4.2% y/y
-2.6% q/q
Guided
—
No guide given
Actual
$1.43
+46% y/y
+5.9% q/q
Guided
—
No guide given
| Measure | 3 months toSep 27, 2026 | 3 months toSep 28, 2025 | Change |
|---|---|---|---|
| Total Revenue | $1.1B | $1.1B | +4.15% |
| Profit | $220M | $150M | +46.67% |
| Profit per share | $1.43 | $0.98 | +45.92% |
| Free Cash Flow | $379M | $253M | +49.80% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
A short summary of each call — what the quarter showed, what management expects and whether they delivered on what they said last time — with the full transcript underneath.
“In the third quarter, healthy clinical demand and robust NovaSeq X placements drove results above our guidance. Based on continued momentum, we are raising our full year revenue and earnings guidance,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
The quote and the company description come from Illumina, Inc.’s Item 2.02 8-K filed October 29, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Actual
$305M
+34% y/y
+24% q/q
Guided
—
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.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
Call summaries are part of Pro
A two-minute read of every Illumina, Inc. earnings call: the numbers that mattered, what management expects, whether they delivered on last quarter’s outlook, and what analysts asked that went unanswered.
See one first on , , , or — open to everyone.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Results released October 29, 2026, after the market closed
ILMN’s sharp fall most plausibly reflects weaker growth expectations after a strong run, despite a better-than-guidance quarter and higher EPS guidance.
Into the report: +6.0% over a month, +41.4% over three months, -1.2% from the year's high.
What the full-year guide leaves · Non-GAAP diluted EPS, excluding tariff refunds
Like for like: The FY2026 total-revenue guide now excludes tariff refunds, unlike the prior total-revenue guide; margin and EPS guides are also now explicitly stated excluding those refunds, while the release calls the greater-than-4% organic-growth floor unchanged.
Written by AI on October 31, 2026 from Illumina, Inc.'s results releases, earnings call and SEC filings; every quote it relied on was checked against them. It describes the report, it is not investment advice, and it is in English only.