Filing Flows › Illumina (ILMN) › Guidance history
Illumina (ILMN) guidance history: what it guided and what it reported
Illumina gave guidance in 12 earnings releases on file since May 2, 2024. Of 1 guided period since reported, it met or beat its own guidance once (100%). Revenue: 1 of 1, on average +0.1% against the guided midpoint. Its releases raised guidance 7 times and lowered it 3 times.
Revenue
Met or beat 1 of 1 periods (0 above, 1 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $4.5B–$4.6B (Apr 30, 2026) → raised $4.6B–$4.6B (Jul 30, 2026) → raised $4.6B–$4.7B (Oct 29, 2026) | — | to be reported | — |
| FY2025 | $4.3B–$4.4B (Jan 14, 2025) → reaffirmed $4.3B–$4.4B (Feb 6, 2025) | $4.3B | within the range | +0.1% |
Adjusted operating margin
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 23.3%–23.5% (Feb 5, 2026) → raised 23.4%–23.6% (Apr 30, 2026) → reaffirmed 23.4%–23.6% (Jul 30, 2026) → raised 23.6% (Oct 29, 2026) | — | to be reported | — |
| FY2025 | 23.0% (Jan 14, 2025) → reaffirmed 23.0% (Feb 6, 2025) → lowered 21.5%–22.0% (May 8, 2025) | — | — | — |
| FY2024 | 20.0% (May 2, 2024) → raised 20.5%–21.0% (Aug 6, 2024) → raised 21.0%–21.5% (Nov 4, 2024) | — | — | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $5.05–$5.20 (Feb 5, 2026) → raised $5.15–$5.30 (Apr 30, 2026) → raised $5.30–$5.40 (Jul 30, 2026) → raised $5.40–$5.45 (Oct 29, 2026) | — | to be reported | — |
| FY2025 | $4.50–$4.65 (Feb 6, 2025) → lowered $4.20–$4.30 (May 8, 2025) | — | — | — |
| FY2024 | $3.80–$3.95 (Aug 6, 2024) → raised $4.05–$4.15 (Nov 4, 2024) | — | — | — |
The latest quarter
Illumina, Q3 2026: revenue $1.1B (+4% year over year), operating margin 27.0%, net earnings $220M, operating cash flow $419M. The chart follows the revenue to costs, profit and cash.
Questions
Does Illumina beat its guidance?
Illumina gave guidance in 12 earnings releases on file since May 2, 2024. Of 1 guided period since reported, it met or beat its own guidance once (100%). Revenue: 1 of 1, on average +0.1% against the guided midpoint.
How often does Illumina raise guidance?
Its earnings releases raised guidance 7 times and lowered it 3 times since May 2, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.