Illumina, Inc. (ILMN) Q3 2026 Earnings Call

Concluded Oct 29, 2026

Oct 29, 2026

Revenue $1.13B +4.2% YoY

Diluted EPS $1.43 +45.9% YoY

Gross margin 73.5% +5.9 pp YoY

Net income $220.00M +46.7% YoY

Executive readout · one minute

What the filings say

8-K earnings release · filed Oct 29, 2026: Illumina reported Q3 2026 revenue of $1.13 billion, up 4.2%, and raised fiscal year 2026 revenue guidance to $4.64-$4.66 billion and non-GAAP diluted EPS guidance to $5.40-$5.45. Non-GAAP diluted EPS excluding tariff refunds was $1.44.
10-Q report · filed Oct 30, 2026: Illumina reported Q3 2026 revenue of $1,129 million and net income of $220 million, versus $1,084 million and $150 million in Q3 2025. Nine-month operating cash flow was $909 million; its SomaLogic acquisition had a purchase price of $460 million.

The audio replay and transcript follow the call.

Forward guidance

1 guided metrics

Management's latest ranges and targets are included below.

Research coverage

2 live sources

Open each available source without leaving this research workspace.

Open the source you need; every reader stays inside this workspace.

8-K earnings release Filed Oct 29, 2026 10-Q report Filed Oct 30, 2026 Company webcastOpen the original investor-relations page

From the 8-K filed Oct 29, 2026.

Metric	Period	Guided	Basis
Non-GAAP diluted EPS Raised fiscal year 2026	fiscal year 2026	$5.40 – $5.45	Non-GAAP

How the reported period landed and where the business moved.

Sequencing$1.02B +2% YoY

Microarray$108.00M +30.1% YoY