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    Illumina Inc (ILMN)

    Official site

    HEALTHCARE • DIAGNOSTICS & RESEARCH • NASDAQ

    $267.93
    -3.83 (-1.41%)

    Market Cap: $41.04B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    82%(32/39)
    Avg Surprise
    +57.20%
    Streak
    6 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$1.36
    Range$1.33 - $1.38
    19 analysts
    EPS Revisions
    1
    0
    7d
    6
    8
    30d
    EPS Estimate DriftChange to current
    90d ago$1.37-0.6%
    60d ago$1.36+0.1%
    30d ago$1.36+0.1%
    7d ago$1.36+0.1%
    Current$1.36
    Revenue Consensus
    $1.2B
    Range$1.1B - $1.2B
    17 analysts
    Period ending Dec 31, 2026
    EPS Consensus$1.72
    Range$1.68 - $1.76
    21 analysts
    Revenue Consensus
    $1.3B
    Range$1.2B - $1.3B
    19 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$1.72---
    Sep 26EST
    		-$1.36---
    Jun 26
    Reported Jul 30
    		$1.31$1.23+6.50%Beat+10.1%
    Mar 26
    Reported Apr 30
    		$1.15$1.06+8.49%Beat+18.6%
    Dec 25
    Reported Feb 5
    		$1.35$1.23+9.76%Beat+57.0%
    Sep 25
    Reported Oct 30
    		$1.34$1.17+14.53%Beat+17.5%
    Jun 25
    Reported Jul 31
    		$1.19$1.01+17.82%Beat+230.6%
    Mar 25
    Reported May 8
    		$0.97$0.94+3.19%Beat+977.8%
    Dec 24
    Reported Feb 6
    		$0.86$0.92-6.52%Miss+514.3%
    Sep 24
    Reported Nov 4
    		$1.14$0.88+29.55%Beat+245.5%
    Jun 24
    Reported Aug 6
    		$0.36N/A-60.00%Miss+12.5%
    Mar 24
    Reported May 2
    		$0.09$0.11-18.18%Miss+12.5%
    Dec 23
    Reported Feb 8
    		$0.14$0.12+16.67%Beat+0.0%
    Sep 23
    Reported Nov 9
    		$0.33$0.14+135.71%Beat-2.9%
    Jun 23
    Reported Aug 9
    		$0.32$0.02+1500.00%Beat-43.9%
    Mar 23
    Reported Apr 25
    		$0.08$0.03+166.67%Beat-92.5%
    Dec 22
    Reported Feb 7
    		$0.14$0.19-26.32%Miss-81.3%
    Sep 22
    Reported Nov 3
    		$0.34$0.30+13.33%Beat-76.6%
    Jun 22
    Reported Aug 11
    		$0.57$0.64-10.94%Miss-69.5%
    Mar 22
    Reported May 5
    		$1.07$0.89+20.22%Beat-43.4%
    Dec 21
    Reported Feb 10
    		$0.75$0.49+53.06%Beat-38.5%
    Sep 21
    Reported Nov 4
    		$1.45$1.22+18.85%Beat+42.2%
    Jun 21
    Reported Aug 5
    		$1.87$1.36+37.50%Beat+201.6%
    Mar 21
    Reported Apr 27
    		$1.89$1.40+35.00%Beat+15.2%
    Dec 20
    Reported Feb 11
    		$1.22$1.11+9.91%Beat-28.2%
    Sep 20
    Reported Oct 29
    		$1.02$0.80+27.50%Beat-47.2%
    Jun 20
    Reported Aug 6
    		$0.62$0.67-7.46%Miss-54.1%
    Mar 20
    Reported Apr 30
    		$1.64$1.25+31.20%Beat+2.5%
    Dec 19
    Reported Jan 29
    		$1.70$1.58+7.59%Beat+28.8%
    Sep 19
    Reported Oct 24
    		$1.93$1.41+36.88%Beat+27.0%
    Jun 19
    Reported Jul 29
    		$1.35$1.34+0.75%Beat-5.6%
    Mar 19
    Reported Apr 25
    		$1.60$1.35+18.52%Beat+10.3%
    Dec 18
    Reported Jan 29
    		$1.32$1.36-2.94%Miss-8.3%
    Sep 18
    Reported Oct 23
    		$1.52$1.26+20.63%Beat+36.9%
    Jun 18
    Reported Jul 30
    		$1.43$1.11+28.83%Beat+74.4%
    Mar 18
    Reported Apr 24
    		$1.45$1.02+42.16%Beat+126.6%
    Dec 17
    Reported Jan 30
    		$1.44$1.21+19.01%Beat+69.4%
    Sep 17
    Reported Oct 24
    		$1.11$0.99+12.12%Beat-
    Jun 17
    Reported Aug 1
    		$0.82$0.69+18.84%Beat-
    Mar 17
    Reported Apr 25
    		$0.64$0.64+0.00%Beat-
    Dec 16
    Reported Jan 31
    		$0.85$0.83+2.41%Beat-

    Key Metrics

    Valuation
    P/E Ratio52.03EV/EBITDA30.72x
    Price/FCF43.46xFCF Yield2.30%
    Profitability
    Profit Margin18.30%Operating Margin21.10%
    ROE32.30%ROIC18.11%
    Financial Health
    Debt/Equity0.70xInterest Coverage10.87x
    Current Ratio1.80xQuick Ratio1.40x
    Trading Statistics
    Beta1.42Avg Volume4.29M
    52-Week High$309.3552-Week Low$94.00

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$273.83
    SMA 20$267.34
    SMA 50$232.54
    SMA 200$169.00
    EMA 10$270.64
    EMA 20$263.06
    EMA 50$239.13
    EMA 200$180.95

    MACD

    Line: 11.85Signal: 14.18Hist: -2.33

    ADX

    ADX: 40.7+DI: 28.4-DI: 17.2

    Aroon & PSAR

    Aroon Up72.0
    Aroon Down4.0
    PSAR$298.33

    Bollinger Bands

    Upper Band$293.57
    Lower Band$241.11
    %B Position1962%(Upper)
    Band Width0.51

    RSI (14-Day)

    Neutral
    56.4

    Momentum Oscillators

    Stoch %K30.6
    Stoch %D38.5
    Williams %R-74.8
    ROC (10d)0.8%
    Momentum2.21
    CCI (20d)0.1
    MFI (14d)47.3

    Volatility Measures

    ATR (14d)$13.54(5.1%)
    StdDev (20d)13.11
    Hist Vol56.2%(High)

    Volume Flow

    VWAP$266.85
    OBV26.7M
    AD Line62.0M
    CMF (20d)-0.128

    Volume Metrics

    Avg Vol (20d)4.4M
    Vol Ratio0.7x
    VWMA (20d)$258.22

    Pivot Points

    R3$285.78
    R2$281.17
    R1$276.46
    Pivot Point$271.85
    S1$267.14
    S2$262.53
    S3$257.82

    Advanced Oscillators

    TSI24.46
    Ultimate Osc60.3
    KST239.87

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.16B$1.09B$1.16B$1.08B$1.06B$1.04B$1.10B$1.08B$1.11B$1.08B$1.12B$1.12B
    Cost of Revenue$389.00M$370.00M$400.00M$351.00M$364.00M$358.00M$376.00M$335.00M$391.00M$409.00M$449.00M$435.00M
    Gross Profit$770.00M$721.00M$759.00M$733.00M$695.00M$683.00M$728.00M$745.00M$721.00M$667.00M$673.00M$684.00M
    Operating Expenses$525.00M$512.00M$557.00M$506.00M$481.00M$519.00M$554.00M$4.00M$2.36B$778.00M$836.00M$1.44B
    R&D$252.00M$240.00M$239.00M$229.00M$247.00M$252.00M$252.00M$253.00M$325.00M$339.00M$340.00M$315.00M
    SG&A$273.00M$272.00M$308.00M$277.00M$234.00M$267.00M$267.00M$239.00M$147.00M$439.00M$469.00M$303.00M
    Operating Income$245.00M$209.00M$202.00M$227.00M$214.00M$164.00M$174.00M$741.00M$-1,637,000,000$-111,000,000$-163,000,000$-754,000,000
    Interest Income$8.00M$11.00M$10.00M$9.00M$10.00M$11.00M$10.00M$11.00M$13.00M$12.00M$11.00M$13.00M
    Interest Expense$24.00M$24.00M$26.00M$25.00M$25.00M$25.00M$26.00M$36.00M$20.00M$18.00M$19.00M$19.00M
    Income Before Tax$260.00M$157.00M$378.00M$220.00M$306.00M$182.00M$186.00M$720.00M$-1,976,000,000$-109,000,000$-168,000,000$-782,000,000
    Income Tax Expense$53.00M$23.00M$44.00M$70.00M$71.00M$51.00M$0$15.00M$12.00M$17.00M$8.00M$-28,000,000
    Net Income$207.00M$134.00M$334.00M$150.00M$235.00M$131.00M$186.00M$705.00M$-1,988,000,000$-126,000,000$-176,000,000$-754,000,000
    EBITDA$346.00M$239.00M$460.00M$303.00M$389.00M$265.00M$273.00M$815.00M$-1,864,000,000$5.00M$-51,000,000$-668,000,000
    EBIT$276.00M$170.00M$394.00M$236.00M$321.00M$196.00M$202.00M$745.00M$-1,969,000,000$-103,000,000$-160,000,000$-776,000,000
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $31.79M
    Gov Obligations / Revenue
    0.7%
    Obligations YoY
    0.5%
    Active Awards
    369
    New Awards (TTM)
    237
    Avg Remaining Term
    11.6 mo

    Top agency: Department of Health and Human Services at 60.3% of trailing twelve month obligations across 10 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    75N98026F00009Department of Health and Human ServicesNational Institutes of Health$1.33MMay 22, 2026
    36C10B25C0055Department of Veterans AffairsDepartment of Veterans Affairs$1.19MSep 25, 2025
    75N92025F00014Department of Health and Human ServicesNational Institutes of Health$999049Sep 3, 2020
    123A9426F0047Department of AgricultureFood Safety and Inspection Service$779916Apr 22, 2026
    75N98026F00001Department of Health and Human ServicesNational Institutes of Health$650393May 22, 2026
    123A9425F0096Department of AgricultureFood Safety and Inspection Service$625942Sep 5, 2025
    12639525F0933Department of AgricultureAnimal and Plant Health Inspection Service$564947Jun 23, 2025
    140D0426P0102Department of the InteriorDepartmental Offices$544728May 8, 2026
    W911QX25PA097Department of DefenseDepartment of the Army$534536Sep 15, 2025
    12639526F0189Department of AgricultureAnimal and Plant Health Inspection Service$501976Feb 6, 2026

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    TD Cowen lifts target for Illumina stock to USD 270.00

    TD Cowen has raised its price target for Illumina (ILMN) stock to USD 270.00 from USD 210.00, while maintaining a Hold rating. This new target is slightly higher than the stock's recent Nasdaq price of USD 267.50....

    ad-hoc-news.de•10/15/26•Bullish

    $100 Invested In Illumina 15 Years Ago Would Be Worth This Much Today

    This article examines the return on a $100 investment in Illumina (NASDAQ: ILMN) made 15 years ago. Over this period, Illumina outperformed the market...

    Benzinga•10/14/26•Bullish

    Illumina 5-Base DNA Prep with Enzymatic Fragmentation

    This article evaluates the use of NEBNext UltraShear enzymatic fragmentation as an alternative to Covaris mechanical shearing for Illumina 5-Base DNA Prep. The study, led by Dr. Christian Pflueger...

    Illumina•10/14/26•Bullish

    Illumina Consolidates Data Analysis Products Into New Platform, Pricing Model

    Illumina has launched a new platform called BioInsight to consolidate its data analysis products. This move includes a new pricing model for these integrated tools. The platform aims to streamline data analysis...

    GenomeWeb•10/14/26•Somewhat-Bullish

    Illumina, Inc. (ILMN) Launches BioInsight Platform With DRAGEN v4.6

    Illumina has launched its BioInsight Platform, integrating AI, software, and curated data, and including the DRAGEN v4.6 with expanded deployment options. This move signifies Illumina's focus on higher-margin software...

    TradingView•10/14/26•Bullish

    ILMN Valuation and Fair Value

    P/E
    52.0x
    Forward P/E
    40.3x
    EV/EBITDA
    30.7x
    P/FCF
    43.5x
    PEG
    3.0x
    P/B
    14.3x
    See GNG's fair value

    ILMN Profitability: Margins, ROIC and FCF

    Gross margin
    66.4%
    Operating margin
    21.1%
    Net margin
    18.3%
    ROIC
    18.1%
    ROE
    32.3%
    FCF margin
    20.7%
    FCF yield
    2.3%

    ILMN Competitors

    CompanyTicker
    Revolution Medicines IncRVMD
    IDEXX Laboratories IncIDXX
    Haleon plcHLN
    BeiGene, Ltd.ONC
    Waters CorporationWAT
    Centene CorpCNC
    IQVIA Holdings IncIQV
    Biogen IncBIIB

    Sector: Healthcare

    ILMN Analyst Ratings

    Consensus
    Hold
    Analysts
    21
    Strong Buy
    4
    Buy
    7
    Hold
    6
    Sell
    2
    Strong Sell
    2

    ILMN Bull Case vs Bear Case

    Bull case

    • ILMN earns an 18.1% return on invested capital.
    • ILMN converts 20.7% of revenue into free cash flow.
    • ILMN beat EPS estimates in 87.5% of its last 8 reported quarters.

    Bear case

    • ILMN trades at 52.0x trailing earnings.

    ILMN Earnings: Beat Rate and Next Report

    Beat rate
    7 of 8 quarters (87.5%)
    Average surprise
    10.4%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $1.36
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    6 up, 8 down

    Frequently Asked Questions About ILMN

    Does ILMN pay dividends?

    Illumina Inc (ILMN) does not currently pay a regular dividend.

    What is ILMN's P/E ratio?

    Illumina Inc has a price-to-earnings (P/E) ratio of 52.03.

    What is ILMN's market cap?

    Illumina Inc (ILMN) has a market capitalization of $41.04B with a current stock price of $267.93.

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