ILMN
Illumina, Inc.Previous close
276.67
Change
−1.50 / −0.54%
P/E (TTM) ?
50.9
Market Cap
$42.0B
1M
+34.01%
S&P 500 +1.81% over same period
Volume / Avg Volume
1.6M / 3.0M
0.56× average
Latest earnings analysisFY2026 Q2Reported 2026-07-30
Illumina Q2 FY2026: revenue up 9.5%, EPS beats, guidance raised
Illumina's fiscal Q2 2026 revenue rose 9.5% to $1.159 billion and non-GAAP EPS of $1.31 beat the $1.2507 consensus, prompting management to raise full-year revenue and EPS guidance. The catch is that GAAP net income fell to $207 million from $235 million, because last year's quarter carried a large investment gain. Read the revenue and EPS notes for the quality of the beat, then the guidance section for what management now promises.
Read the full analysis →Revenue$1.16BYoY +9.40%
EPS (non-GAAP)$1.31Beatest. $1.25
Next-quarter revenue guidance$4.62B ±0.43%YoY +298.60%
Next-day move0.00%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-07-30 | $1.2B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-30 | $1.1B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-01-13 | $4.3B | Read analysis → |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-30 | $1.1B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-07-31 | $1.1B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-09 | $1.0B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 98 of its 5-year rangeExpensive
5-year range 12.2 – 46.2 · Median 27.4
Last 4 quarters: $542M in buybacks + $0 in dividends, 1.29% of market cap combined
P/E (TTM)
50.9
P/B
14.8
P/S
9.4
PEG
3.82
Earnings Reaction
Over the last 6 reports, the stock moved ±8.2% on average on the first trading day after, rising 3 times
Most recent 0.00%
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
No open-market buys or sells by officers or directors in the last 90 days.
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 1.16 | +9.4% | 66.4% | 0.21 | 1.35 |
| FY2026 Q1 | 1.09 | +4.8% | 66.1% | 0.13 | 0.87 |
| FY2025 Q4 | 1.16 | +5.0% | 65.5% | 0.33 | 2.16 |
| FY2025 Q3 | 1.08 | +0.4% | 67.6% | 0.15 | 0.98 |
| FY2025 Q2 | 1.06 | −4.8% | 65.6% | 0.24 | 1.49 |
| FY2025 Q1 | 1.04 | −3.3% | 65.6% | 0.13 | 0.82 |
| FY2024 Q4 | 1.10 | −1.6% | 65.9% | 0.19 | 1.16 |
| FY2024 Q3 | 1.08 | −3.5% | 69.0% | 0.71 | 4.42 |
| FY2024 Q2 | 1.11 | −5.4% | 64.8% | -1.99 | -12.48 |
| FY2024 Q1 | 1.08 | −1.0% | 62.0% | -0.13 | -0.79 |
| FY2023 Q4 | 1.12 | +3.5% | 60.0% | -0.18 | -1.11 |
| FY2023 Q3 | 1.12 | +0.4% | 61.1% | -0.75 | -4.77 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| ILMN | 50.9 | +9.4% | 66.4% | +34.01% | Bullish |
| LLY | 41.6 | +47.7% | 85.8% | +6.00% | Bullish |
| JNJ | 29.9 | +6.6% | 68.2% | −0.70% | Bullish |
| ABBV | 77.4 | +10.2% | 74.7% | +9.33% | Bullish |
| MRK | 113.2 | +5.1% | 73.5% | +1.06% | Neutral |
| UNH | 24.1 | +0.4% | 88.1% | −0.15% | Bullish |
| TMO | 34.9 | +10.5% | — | +8.60% | Neutral |
| AMGN | 25.7 | +9.5% | 72.0% | +10.66% | Bullish |
| GILD | — | +10.2% | 79.8% | +4.67% | Neutral |