Illumina, Inc.（ILMN）股票——这是一门好生意吗？

Illumina, Inc.（ILMN）股票——这是一门好生意吗？ — InspectStocks

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
US$1.13B
+4.2% y/y
-2.6% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$1.43
+46% y/y
+5.9% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$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.

The full earnings report →

怎么赚钱

Sequencing consumables73%
Services and other16%
Sequencing instruments11%

各项收入占比是对quarter ended 2026-03-31的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于Illumina, Inc.

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.

总部: San Diego, California
成立于: 1998
上市于: Nasdaq
财年结束: Sunday nearest December 31

基于 Illumina, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

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
US$1.13B
+4.2% y/y
-2.6% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$1.43
+46% y/y
+5.9% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$305M
+34% y/y
+24% q/q
Guided
—
No guide given

The full earnings report →

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