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

Illumina Q4 revenue up 5% to $1.16 billion; 2026 revenue guided to $4.5-4.6 billion

Positive Impact 3 of 5 earnings Written later

Illumina reported fourth-quarter 2025 revenue of $1.16 billion, up 5% from a year earlier, and fiscal 2025 revenue of $4.34 billion, flat versus 2024. GAAP net income for fiscal 2025 was $850 million, compared with a net loss of $1.22 billion in 2024 that included impairment charges, and non-GAAP diluted EPS was $4.84 versus $4.16. For fiscal 2026 the company expects revenue of $4.5 billion to $4.6 billion and non-GAAP diluted EPS of $5.05 to $5.20, including $0.18 of dilution from the SomaLogic acquisition.

Key points

  • Q4 2025 non-GAAP diluted EPS was $1.35, versus $0.95 in Q4 2024; Q4 2025 GAAP operating margin was 17.4%.
  • Fiscal 2025 ex-China revenue was $4.10 billion, up 2% from 2024; free cash flow was $931 million.
  • Fiscal 2026 guidance includes ex-China organic revenue growth of 2% to 4% and a non-GAAP operating margin of 23.3% to 23.5%.

The filing

CompanyIllumina (ILMN)
Form8-K, current report
Filed with the SECFeb 5, 2026, 4:09 PM ET
Accession number0001110803-26-000018

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 February 05, 2026.

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.