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Illumina (ILMN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended December 2025, Illumina (ILMN - Free Report) reported revenue of $1.16 billion, up 5% over the same period last year. EPS came in at $1.35, compared to $0.86 in the year-ago quarter.

The reported revenue represents a surprise of +0.35% over the Zacks Consensus Estimate of $1.16 billion. With the consensus EPS estimate being $1.26, the EPS surprise was +7.42%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $990 million compared to the $946.06 million average estimate based on three analysts. The reported number represents a change of +5.4% year over year.
  • Revenue- Service and other revenue: $169 million compared to the $168.6 million average estimate based on three analysts. The reported number represents a change of +2.4% year over year.
  • Revenue- Sequencing- Instruments: $154 million versus $136.15 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change.
  • Revenue- Microarrays- Instruments: $4 million versus the two-analyst average estimate of $5.57 million. The reported number represents a year-over-year change of -20%.
  • Revenue- Microarrays- Consumables: $77 million versus $77.48 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -4.9% change.
  • Revenue- Sequencing- Consumables: $755 million compared to the $720.3 million average estimate based on two analysts. The reported number represents a change of +8.2% year over year.

View all Key Company Metrics for Illumina here>>>

Shares of Illumina have returned -10.6% over the past month versus the Zacks S&P 500 composite's +0.5% 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.

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