Stock AnalizIllumina (ILMN) earnings for the quarter ended September 2026: EPS beats estimates
Illumina reported results for the quarter ended September 2026 on October 29, 2026. Adjusted earnings per share came in at $1.44 against the analysts’ average forecast of $1.36, a beat of 6.1%.
Revenue for the quarter was $1.13 billion, up 4.2% from $1.08 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 18.3% on the first trading day after the report.
The last four quarters
Illumina has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.44 | $1.36 | +6.1% | +4% | −18.3% |
| Jun 2026 | $1.31 | $1.23 | +6.8% | +9% | +5.3% |
| Mar 2026 | $1.15 | $1.05 | +9.0% | +5% | +12.8% |
| Dec 2025 | $1.35 | $1.23 | +9.7% | +5% | −10.8% |
What comes next
Analysts expect EPS of $1.53 for the next quarter on average and $5.48 for the fiscal year ending December 31, 2026.
The average analyst price target is $261.45, 26% above the current price of $207.01.
Valuation and score
Illumina scores 1.8 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 35.6, and its intrinsic value under moderate assumptions is about 76% below the current market value. Full Illumina analysis with 10 years of financials
Frequently asked questions
What was Illumina’s EPS for the quarter ended September 2026?
$1.44 adjusted per share, against an analyst consensus of $1.36.
How much revenue did Illumina report?
$1.13 billion, up 4.2% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.