Back to top

Image: Bigstock

Compared to Estimates, Illumina (ILMN) Q3 Earnings: A Look at Key Metrics

Read MoreHide Full Article

Illumina (ILMN - Free Report) reported $1.08 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 0.4%. EPS of $1.34 for the same period compares to $1.14 a year ago.

The reported revenue represents a surprise of +1.73% over the Zacks Consensus Estimate of $1.07 billion. With the consensus EPS estimate being $1.16, the EPS surprise was +15.52%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Illumina performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Product revenue: $927 million versus $899.38 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.4% change.
  • Revenue- Service and other revenue: $157 million compared to the $165.17 million average estimate based on four analysts. The reported number represents a change of -5.4% year over year.
  • Revenue- Product revenue- Consumable: $816 million compared to the $803.8 million average estimate based on four analysts. The reported number represents a change of +1.1% year over year.
  • Revenue- Product revenue- Instruments: $111 million versus the four-analyst average estimate of $105.1 million. The reported number represents a year-over-year change of +3.7%.
  • Revenue- Sequencing- Consumables: $747 million compared to the $737.64 million average estimate based on three analysts. The reported number represents a change of +0.8% year over year.
  • Revenue- Sequencing- Instruments: $107 million compared to the $106.24 million average estimate based on three analysts. The reported number represents a change of +2.9% year over year.
  • Revenue- Microarrays- Consumables: $69 million versus the two-analyst average estimate of $69.75 million. The reported number represents a year-over-year change of +4.6%.
  • Revenue- Microarrays- Instruments: $4 million compared to the $3.35 million average estimate based on two analysts. The reported number represents a change of +33.3% year over year.

View all Key Company Metrics for Illumina here>>>

Shares of Illumina have returned -7.1% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Illumina, Inc. (ILMN) - free report >>

Published in