AI brief of an SEC Form 8-K · Illumina (ILMN)

Illumina Q3 revenue flat at $1.08 billion; raises 2025 non-GAAP EPS and margin outlook

Positive Impact 4 of 5 earnings Written later

Illumina reported third-quarter 2025 revenue of $1.08 billion, flat with the prior year, and non-GAAP diluted EPS of $1.34, up from $1.14. The company raised its fiscal 2025 non-GAAP EPS guidance to $4.65 to $4.75 and its non-GAAP operating margin guidance to 22.75% to 23%, which points to better profitability for shareholders this year. GAAP diluted EPS fell to $0.98 from $4.03, mainly because the prior-year quarter included a $488 million legal settlement reversal.

Key points

  • Q3 2025 revenue was $1.08 billion, flat versus Q3 2024 on both reported and constant currency bases
  • Non-GAAP diluted EPS rose to $1.34 from $1.14; GAAP diluted EPS was $0.98 versus $4.03 a year earlier
  • Fiscal 2025 non-GAAP diluted EPS guidance raised to $4.65 to $4.75 from $4.45 to $4.55
  • Company repurchased 1.2 million shares for $120 million at an average price of $97.10 in Q3

The filing

CompanyIllumina (ILMN)
Form8-K, current report
Filed with the SECOct 30, 2025, 4:10 PM ET
Accession number0001110803-25-000071

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:30 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on October 30, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.