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Illumina
Illumina (ILMN) investor relations material
Illumina 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Current business performance and financial results
Achieved Q4 revenue growth of 4% constant currency and 7% excluding China, with EPS up over 15% for the year, surpassing expectations.
Returned to growth in FY25 with revenue of ~$4.34B and non-GAAP EPS of $4.76–$4.79, driven by new product launches and strong NovaSeq X placements.
Placed over 95 NovaSeq X instruments in Q4, with strong adoption in clinical markets and some rebound in research academia.
Sequencing consumables grew 11% ex-China, driven by clinical demand and increased utilization of NovaSeq X.
Recurring revenue comprised ~90% of total, with a diverse market mix and strong clinical exposure, especially in oncology and genetic disease.
Strategic vision and innovation
Focused on expanding the NGS ecosystem, supporting customers, and accelerating growth into 2026 and beyond.
Envisions whole genomes as the diagnostic standard, multiomics at scale, and broad NGS adoption in healthcare.
Launched BioInsight to enhance clinical interpretation and drug discovery through AI and large-scale data integration.
Introduced new technologies like the 5-base genome and Constellation, expanding clinical applications and reducing workflow costs.
Three growth pillars: core sequencing and NovaSeq X transition, scalable entry into multiomics, and expansion of services, data, and software.
Market trends and growth drivers
Clinical customers now represent about 60% of consumables revenue, with broad-based strength across the US, Europe, and Asia.
Clinical sequencing volume growth exceeds 30%, fueled by adoption of larger panels and whole genome sequencing.
Transition to NovaSeq X is driving higher sequencing intensity and volume elasticity, with durable growth patterns observed among fully transitioned customers.
Whole genome sequencing remains a small fraction but is expected to grow significantly over the next 2-4 years.
Entered 2026 with strong business momentum and a focus on sustainable, profitable growth.
NovaSeq X pull-through vs. NovaSeq 6000
SomaLogic's role in multiomics expansion
BioInsight's pharma partnership value
NovaSeq X elasticity: How durable is the pattern?
How does BioInsight accelerate drug discovery?
China instrument sales: What's the recovery timeline?
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Next Illumina earnings date
Q4 20255 Feb, 2026
Illumina
Next Illumina earnings date
Q4 20255 Feb, 2026
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Frequently asked questions
Illumina, Inc., provides sequencing and array-based solutions for genetic and genomic analysis. The company offers products designed for genetic testing and research applications. It also offers gene expression analysis systems for DNA microarray, PCR and RT-PCR assays; genotyping, resequencing, methylation and methylation chip technologies; field portable system for next generation sequencing (NGS) developed by Oxford Nanopore Technologies, plc; semiconductor sequencing devices and bioinformatics software platforms, as well as single molecule real time (SMRTTM)-seq technology.
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