Illumina Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.2%projected annual EPS growth
Analyst Coverage
19analysts covering
FY Revenue (est.)
$4.6Bnext fiscal year
FY EPS (est.)
$5.36next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 29 Oct 2026 |
Monitoring Framework
Key Performance Indicators
NovaSeq X Instrument Placements Quarterly80.0Target: 50 to 60 per quarter
Clinical Sequencing Consumables Growth Rate (ex-China) Quarterly2,000.0%Target: Double-digit to mid-teens growth
Non-GAAP Operating Margin Quarterly2,190.0%Target: 23.4% - 23.6% for FY 2026
Watch Items
- Research Segment Demand StabilizationTrigger: Persistent decline in academic/research consumablesAction: Re-evaluate top-line revenue growth targets and adjust operating expense budgets to protect margins.
- NovaSeq X Manufacturing Supply ConstraintsTrigger: Inability to meet surging clinical demand through Q3 2026Action: Monitor lead times and capital expenditure allocations for scaling manufacturing capacity.
- China Market Structural DeclineTrigger: China revenue contribution falling below 5% of total mixAction: Excise China from long-term growth models and focus commercial resources on high-growth non-China clinical markets.
Research as of 2 Sep 2026