Every material Form 8-K Illumina filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
Illumina reported second-quarter 2025 revenue of $1.06 billion, down 3% from a year earlier on both reported and constant currency bases, while GAAP diluted EPS was $1.49 versus a loss of $12.48 a year earlier. The company raised its full-year 2025 non-GAAP diluted EPS guidance to $4.45 to $4.55 and agreed to acquire SomaLogic from Standard BioTools, a deal expected to close in the first half of 2026.
Q2 2025 revenue of $1.06 billion, down 3% from Q2 2024 on a reported and constant currency basis
GAAP diluted EPS of $1.49 and non-GAAP diluted EPS of $1.19 for Q2 2025; non-GAAP operating margin of 23.8%
FY2025 non-GAAP diluted EPS guidance raised to $4.45 to $4.55, up from $4.20 to $4.30, including about 10 cents from recently passed U.S. R&D tax legislation
Repurchased about 4.5 million shares for $380 million in Q2; about $800 million authorization remaining at quarter end
Illumina agreed on June 22, 2025 to acquire SomaLogic and related proteomics assets from Standard BioTools for $350 million in cash at closing, plus up to $75 million in milestone payments and royalties. The deal adds an aptamer-based proteomics platform to Illumina's portfolio and is expected to close in the first half of 2026, subject to regulatory clearance.
Cash payment of $350 million at closing, subject to customary adjustments, plus up to $75 million in milestone payments and royalties
Closing expected in the first half of 2026, subject to Hart-Scott-Rodino clearance and other conditions
Termination fee of $14.5 million payable by Illumina in certain regulatory failure scenarios; outside date March 23, 2026
At its annual meeting on May 21, 2025, Illumina stockholders elected all 11 board nominees to one-year terms and approved the Second Amended and Restated 2015 Stock and Incentive Plan. Stockholders also ratified Ernst & Young LLP as auditor for fiscal 2025 and approved the executive pay advisory vote. The filing reports the votes and does not describe any change in board membership or officers.
All 11 director nominees were elected, including Frances Arnold and Scott Gottlieb, to serve until the 2026 annual meeting.
Robert Epstein received 116,066,512 votes for and 13,684,090 against, the lowest level of support among the nominees.
The advisory vote on named executive officer pay passed with 115,560,563 for and 11,450,964 against.
Stockholders approved the stock plan with 124,234,469 for and 5,328,071 against; 140,167,332 shares were represented.
Illumina reported first-quarter 2025 results, with core Illumina revenue of $1.04 billion, down 1% from a year earlier, and GAAP diluted EPS of $0.82 versus a loss of $0.79 in the prior-year period. The company lowered its full-year outlook, now expecting non-GAAP diluted EPS of $4.20-$4.30, down from about $4.50 in March, mainly due to tariffs. For shareholders, the guidance cut lowers expected earnings for 2025 even though the quarter's GAAP profit improved.
Core Illumina Q1 2025 revenue was $1.04 billion, down 1% from Q1 2024 (flat on a constant currency basis).
GAAP diluted EPS was $0.82 versus a loss of $0.79 a year earlier; non-GAAP diluted EPS was $0.97.
2025 non-GAAP diluted EPS guidance is $4.20-$4.30, down from about $4.50 in March, with $85 million in tariff-related costs cited.
Core Illumina revenue is now expected to decline 1% to 3% on a constant currency basis in 2025, down from low single digit growth previously.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Illumina filing is on SEC EDGAR ↗. 8-K briefs of other companies →