Illumina, Inc. · ILMN · Next earnings

Illumina, Inc. reports Thursday, Feb 4, 2027

ILMN reports after market close with consensus EPS at $1.50 and revenue at $1.22B. Last quarter: Illumina raises FY2026 outlook as clinical sequencing demand holds up

Reports After market close97 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $1.50 Calendar consensus
Consensus revenue $1.22B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session After market close 97 days away

Where ILMN left off: FY2026 Q3

Full report

Illumina raises FY2026 outlook as clinical sequencing demand holds up

EPS surprise +19.1% Reported $1.62 vs $1.36
Revenue surprise +1.1% Reported $1.17B vs $1.15B
Stock move -16.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised FY2026 revenue guidance to $4.64-$4.66 billion and expects operating margin near the 23.6% high end.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Pricing pressure during the NovaSeq X transition
  • Continued weakness in research and applied consumables
  • China regulatory and market-access uncertainty
  • Supply-chain pressure on electronic components and shipping costs
  • Volatility from tariff refunds affecting GAAP results

Questions analysts left open

  • Whether clinical consumables growth remains durable into Q4
  • Pricing effects from the NovaSeq X transition and lower-cost genome sequencing
  • Timing and visibility of BioInsight and Billion Cell Atlas revenue
  • China market access and regulatory risk

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Recent ILMN quarters

All ILMN earnings
-16.8%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.