Evaluate Illumina's (ILMN) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Illumina exceeded Q2FY25 expectations and raised FY25 guidance, driven by resilient Chinese operations and strong clinical market growth, especially in oncology. The company is expanding into proteomics with the SomaLogic acquisition and new single-cell CRISPR offerings, aiming for high future revenue growth. Despite ongoing headwinds from China restrictions and US academic funding cuts, Illumina's cost-cutting and divestments have improved profitability and cash flow.
Illumina, Inc. (NASDAQ:ILMN ) Q2 2025 Earnings Conference Call July 31, 2025 4:30 PM ET Company Participants Ankur Dhingra - Chief Financial Officer Brian Blanchett - VP of Finance & Treasurer and Interim Head of Investor Relations Jacob Thaysen - CEO & Director Conference Call Participants Daniel Anthony Arias - Stifel, Nicolaus & Company, Incorporated, Research Division Daniel Gregory Brennan - TD Cowen, Research Division David Michael Westenberg - Piper Sandler & Co., Research Division Douglas Anthony Schenkel - Wolfe Research, LLC Eve Burstein - Sanford C. Bernstein & Co., LLC.
Although the revenue and EPS for Illumina (ILMN) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Illumina (ILMN) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $1.02 per share. This compares to earnings of $0.36 per share a year ago.
Besides Wall Street's top-and-bottom-line estimates for Illumina (ILMN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Illumina (ILMN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
With Illumina's divestiture of GRAIL, the company will improve its operating expenses, since GRAIL reported significant losses while it was part of Illumina. The global DNA sequencing market is expected to grow at a CAGR of 9% from 2024 and 2028, which is a positive aspect for Illumina. Illumina has reported higher gross profit margins than its peers, which reflects that its core business is profitable.
ILMN jumps 2.9% after striking a $350M deal to acquire SomaLogic and boost its fast-growing multiomics strategy.
ILMN unveils PromoterAI to decode noncoding genetic variants, aiming to drive breakthroughs in rare disease diagnosis.
Illumina, Inc. (NASDAQ:ILMN ) Bernstein 41st Annual Strategic Decisions Conference Call May 28, 2025 2:30 PM ET Company Participants Jacob Thaysen - Chief Executive Officer Conference Call Participants Eve Burstein - Bernstein Eve Burstein All right. Thank you so much, everyone, for joining.
Japan approves ILMN's TSO Comprehensive, marking a key step forward in global precision oncology adoption and clinical use.