Illumina (ILMN) Earnings Dates, Call Summary & Reports

Q: When does Illumina (ILMN) report earnings?

Illumina (ILMN) is schdueled to report earning on Apr 28, 2026, After Close (Confirmed).

Q: What is Illumina (ILMN) earnings time?

Illumina (ILMN) earnings time is at Apr 28, 2026, After Close (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is ILMN EPS forecast?

ILMN EPS forecast for the fiscal quarter 2026 (Q1) is 1.06.

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Earnings Data

Report Date

Apr 28, 2026

After Close (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

1.06

Last Year’s EPS

0.97

Same Quarter Last Year

Analyst Consensus

Hold

Based on 13 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 05, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presents a positive operational rebound: Illumina beat Q4 expectations, returned to ex‑China growth for the year, delivered strong clinical consumables acceleration (+20% ex‑China in Q4), expanded margins and EPS, generated healthy cash flow, advanced multiomics (Somalogic) and data/AI initiatives (BioInsight). Key near‑term headwinds are concentrated in Greater China (export restrictions and revenue decline), a muted academic/research market (expected mid‑high single‑digit declines), tariff impacts on gross margins (~205 bps), and short‑term dilution from the Somalogic acquisition (~$0.18 EPS, ~100 bps margin). Overall the positive commercial momentum, profitability and cash generation outweigh these challenges, though execution and geopolitics are notable risks.

Company Guidance

Illumina guided 2026 organic (ex‑China) revenue growth of 2–4% with total company revenue of $4.5–$4.6 billion (reported growth 4–6% after roughly +1 point from currency), noting Somalogic should contribute ~1.5–2 points of revenue but dilute EPS by ~$0.18; China is modeled as a ~1‑point headwind with China sales of $210–$220 million. Management expects total sequencing consumables to grow low‑ to mid‑single digits with clinical consumables up double‑digit to mid‑teens and research/applied consumables down mid‑ to high‑single digits; instruments are expected to be roughly flat to down low single digits (targeting ~50–60 NovaSeq X placements per quarter, ~200–240/year). Full‑year operating margin is guided to 23.3–23.5% (ex‑Somalogic expansion of ~130 basis points; Somalogic ~100 bps headwind), EPS $5.00–$5.20 (ex‑Somalogic implies ~10% y/y growth at the midpoint), and Q1 2026 rest‑of‑world organic revenue is $1.06–$1.08 billion with Q1 EPS $1.02–$1.07 (including ~$0.04 dilution).

Quarterly Revenue Beat and Return to Growth

Q4 revenue of $1.16B came in above expectations (up 5% YoY reported, +4% constant currency). Illumina returned to full-year ex‑China growth of 2% in 2025 and reported ex‑China revenue growth of 7% in Q4.

Rapid Acceleration in Clinical Consumables

Clinical consumables grew 20% ex‑China in Q4 and roughly 16% ex‑China in H2 2025. Management expects continued robust clinical growth in 2026 (double‑digit to mid‑teens) driven by adoption of sequencing‑based diagnostics and higher sequencing intensity (e.g., shift toward whole genome).

Strong Sequencing Throughput and NovaSeq X Adoption

Total sequencing output (GB) on connected high and mid throughput instruments grew >30% YoY. Illumina placed over 100 NovaSeq X systems in Q4 (bringing active installed base to ~890); 55% of revenue had transitioned to NovaSeq X as of Q4. Instruments revenue was $154M (roughly flat YoY, +3% ex‑China).

Margin Expansion and EPS Growth

Non‑GAAP operating margin expanded materially (company cited +180 bps for the year; Q4 non‑GAAP operating margin 23.7%, +400 bps YoY). Non‑GAAP EPS was $1.35 in Q4 (+~42% YoY) and full‑year EPS was $4.84 (+16% YoY). Operating profit grew ~26% YoY in Q4.

Strong Cash Generation and Shareholder Returns

Operating cash flow was $321M in Q4 and $1.1B for the year. Free cash flow was ~$267M in Q4 and ~$931M for the year. The company returned approximately $740M to shareholders via repurchases in 2025 (Q4 repurchases ~$42M; $643M remaining buyback authorization).

Strategic Multiomics and Data Progress (Somalogic & BioInsight)

Closed Somalogic acquisition (upfront $350M) to add high‑throughput proteomics capability and accelerate multiomics. Launched BioInsight and the Billion Cell Atlas with early pharma collaborations (AstraZeneca, Merck, Eli Lilly), expanding addressable markets in drug discovery and data/AI products.

Constructive 2026 Financial Outlook

2026 guidance: revenue $4.5–4.6B (reported growth 4–6%; ex‑China organic growth 2–4%), operating margin 23.3–23.5%, and EPS $5.00–$5.20 (includes ~$0.18 Somalogic dilution; ~10% YoY EPS growth excluding dilution). Instrument placement target of ~50–60 NovaSeq X per quarter (~200–240/year).

Illumina (ILMN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ILMN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 28, 2026	2026 (Q1)	1.06 / -	0.97	―	―	―
Feb 05, 2026	2025 (Q4)	1.24 / 1.35	0.95	42.11% (+0.40)
Oct 30, 2025	2025 (Q3)	1.17 / 1.34	1.14	17.54% (+0.20)
Jul 31, 2025	2025 (Q2)	1.01 / 1.19	0.36	230.56% (+0.83)
May 08, 2025	2025 (Q1)	0.94 / 0.97	0.087	1014.94% (+0.88)
Feb 06, 2025	2024 (Q4)	0.91 / 0.95	0.136	598.53% (+0.81)
Nov 04, 2024	2024 (Q3)	0.88 / 1.14	0.321	255.14% (+0.82)
Aug 06, 2024	2024 (Q2)	0.11 / 0.36	0.311	15.76% (+0.05)
May 02, 2024	2024 (Q1)	0.04 / 0.09	0.078	11.54% (<+0.01)
Feb 08, 2024	2023 (Q4)	0.02 / 0.14	0.136	0.00% (0.00)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ILMN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 05, 2026	$133.61	$119.72	-10.40%
Oct 30, 2025	$99.01	$123.54	+24.78%
Jul 31, 2025	$102.71	$94.66	-7.84%
May 08, 2025	$79.58	$75.76	-4.80%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.