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.
3 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
3 Nov 2025 (In 2 months) Date | | 1.17 Cons. EPS | - EPS |
5 Aug 2025 Date | | 1.01 Cons. EPS | - EPS |
4 Aug 2025 Date | | - Cons. EPS | - EPS |
31 Jul 2025 Date | | 1.01 Cons. EPS | - EPS |
3 Nov 2025 (In 2 months) Date | | - Cons. EPS | - EPS |
3 Nov 2025 (In 2 months) Date | | 1.17 Cons. EPS | - EPS |
5 Aug 2025 Date | | 1.01 Cons. EPS | - EPS |
4 Aug 2025 Date | | - Cons. EPS | - EPS |
31 Jul 2025 Date | | 1.01 Cons. EPS | - EPS |
Medical - Diagnostics & Research Industry | Healthcare Sector | Jacob Thaysen CEO | XBER Exchange | US4523271090 ISIN |
US Country | 8,970 Employees | - Last Dividend | 25 Jun 2024 Last Split | 28 Jul 2000 IPO Date |
Illumina, Inc. is a leader in the development and manufacturing of sequencing- and array-based solutions designed for genetic and genomic analysis. With operations spanning the United States, Singapore, the United Kingdom, and other international markets, Illumina serves a diverse set of customers, including genomic research centers, academic institutions, government laboratories, hospitals, as well as players in the pharmaceutical and biotechnology industries, commercial molecular diagnostic laboratories, and consumer genomics companies. The company's product offerings are critical in facilitating comprehensive genomic studies, contributing significantly to advancements in genetic health and personalized medicine. Founded in 1998, Illumina has its headquarters in San Diego, California, and operates through two main segments: Core Illumina and GRAIL, the latter focusing on the development of Galleri, a groundbreaking multi-cancer early detection test. Illumina's commitment to innovation is evident in its continuous efforts to develop new solutions aimed at accelerating cancer diagnoses and enhancing blood-based detection methods for minimal residual disease, among other post-diagnostic applications.
Illumina's portfolio encompasses a comprehensive range of sequencing and array-based instruments, consumables, and services tailored for genomic analysis. These include:
All products and services offered by Illumina are marketed and distributed directly to customers, as well as through life-science distributors, ensuring a wide-reaching impact on the field of genomics.