Illumina Reports Final Q4 & FY25 Financial Results, Projects Modest Growth for FY26
Summary
Illumina reported final Q4 2025 revenue growth of 5% and flat FY 2025 revenue, while providing FY 2026 guidance projecting 4-6% revenue growth, including contributions from the SomaLogic acquisition.
Key Events
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Q4 2025 Revenue Growth
Illumina reported Q4 2025 revenue of $1.16 billion, marking a 5% increase from Q4 2024, indicating a return to growth.
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Fiscal Year 2025 Performance
Full fiscal year 2025 revenue was $4.34 billion, remaining flat compared to fiscal year 2024.
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Fiscal Year 2026 Guidance
The company provided FY 2026 revenue guidance of $4.5 billion to $4.6 billion, representing 4-6% growth, and non-GAAP diluted EPS in the range of $5.05-$5.20.
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SomaLogic Acquisition Impact
The recently completed SomaLogic acquisition is expected to contribute 1.5-2.0% to FY 2026 revenue growth but will dilute non-GAAP diluted EPS by $0.18.
Analysis
Illumina, Inc. has released its final financial results for the fourth quarter and fiscal year 2025, following a preliminary announcement on January 13, 2026. The company reported a 5% revenue increase for Q4 2025, reaching $1.16 billion, signaling a return to growth. However, full-year 2025 revenue remained flat at $4.34 billion compared to the prior year. For fiscal year 2026, Illumina projects total revenue between $4.5 billion and $4.6 billion, representing 4-6% growth, which includes a 1.5-2.0% benefit from the recently completed SomaLogic acquisition. The acquisition is also expected to dilute non-GAAP diluted EPS by $0.18, with overall non-GAAP EPS guidance set at $5.05-$5.20. This filing provides definitive figures and forward-looking guidance, offering investors a clearer picture of the company's trajectory and the integration impact of its recent acquisition.
At the time of this filing, ILMN was trading at $128.80 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $20.4B. The 52-week trading range was $68.70 to $155.53. This filing was assessed with neutral market sentiment and an importance score of 7 out of 10.