Illumina's results for fiscal Q3 2026 (ended Sep 27, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-29. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,129 million (+4.2% vs a year earlier) |
| Diluted EPS (GAAP) | $1.43 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $1.44 |
| Full-year guidance | Raised |
Guidance
Illumina raised 2026 revenue guidance to $4.64–$4.66 billion and non-GAAP EPS to $5.40–$5.45, excluding tariff refunds; organic growth outlook unchanged.
Why this label: 'now expects' revenue $4.64-4.66B vs prior $4.60-4.64B and non-GAAP EPS $5.40-5.45 vs prior $5.30-5.40; organic growth unchanged.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| total revenue (excluding tariff refunds) | FY2026 | $4.64–$4.66 billion | $4.60–$4.64 billion |
| organic revenue growth | FY2026 | 4% (ROW organic >5%) | 4% (ROW organic >5%) |
| non-GAAP operating margin | FY2026 | 23.6% | 23.4%–23.6% |
| non-GAAP diluted EPS | FY2026 | $5.40–$5.45 | $5.30–$5.40 |
From the release
Revenue: "Total revenue · 1,129 · 1,084"
Earnings per share: "Diluted EPS · $ · 1.43 · $ · 0.98 · $ · 1.62 · $ · 1.34 · $ · 1.44"
total revenue (excluding tariff refunds): "Total revenue of $4.64-$4.66 billion versus prior guidance of $4.60-$4.64 billion."
organic revenue growth: "Organic revenue growth greater than 4% and ROW organic revenue growth greater than 5%, both unchanged versus prior guidance."
non-GAAP operating margin: "Non-GAAP operating margin of 23.6% versus prior guidance of 23.4%-23.6%."
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Raised 2026 revenue guidance to $4.64–$4.66 billion and non-GAAP EPS to $5.40–$5.45.
Source
Illumina earnings release (SEC filing), accession 0001110803-26-000202, filed 2026-10-29.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.