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

Illumina Q1 revenue rises 4.8% to $1.09 billion; raises 2026 EPS guidance

Positive Impact 4 of 5 earnings Written later

Illumina reported first-quarter 2026 revenue of $1.09 billion, up 4.8% from a year earlier, and non-GAAP diluted EPS of $1.15 versus $0.97. The company raised its fiscal 2026 non-GAAP EPS guidance and its board authorized a new $1.5 billion share repurchase program, which adds to remaining capacity under the 2024 program.

Key points

  • Q1 2026 revenue $1.09 billion, up 4.8% from Q1 2025; GAAP diluted EPS $0.87 versus $0.82
  • Non-GAAP diluted EPS $1.15 versus $0.97 in Q1 2025; GAAP net income $134 million versus $131 million
  • FY2026 non-GAAP diluted EPS guidance raised to $5.15-$5.30 from $5.05-$5.20; revenue guidance raised $20 million at the midpoint to $4.52-$4.62 billion
  • Board authorized up to $1.5 billion in new buybacks on April 28, 2026; about $314 million remained under the August 2024 program as of April 29, 2026

The filing

CompanyIllumina (ILMN)
Form8-K, current report
Filed with the SECApr 30, 2026, 4:09 PM ET
Accession number0001110803-26-000087

Items reported: 2.02 Results of Operations8.01 Other Events

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 April 30, 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.