Illumina, Inc. (ILMN) Stock

Illumina, Inc. (ILMN) is a Technology stock trading at $186.68 (as of 2026-07-17), with a market capitalization of $28.24B and a trailing P/E of 43.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Illumina, Inc. provides sequencing and array-based solutions for genetic and genomic analysis. Its products and services serve customers in a range of markets enabling the adoption of genomic solutions in research and clinical settings for applications in the life sciences, oncology, reproductive health, agriculture, and other emerging segments. The company provides instruments and consumables used in genetic analysis; and genotyping and sequencing services, instrument service contracts, and development and licensing agreements, as well as cancer detection testing services. Its customers include genomic research centers, academic institutions, government laboratories, and hospitals, as well as pharmaceutical, biotechnology, commercial molecular diagnostic laboratories, and consumer genomics companies. The company markets and distributes its products directly to customers in North America, Europe, Latin America, and the Asia-Pacific region, as well as sells through life-science distributors in various markets within Europe, the Asia-Pacific region, Latin America, the Middle East, and Africa. The company was incorporated in 1998 and is based in San Diego, California.

Understand Illumina, Inc.: how it makes money

Illumina provides sequencing and array-based solutions for genetic and genomic analysis, selling instruments and consumables and also offering genotyping and sequencing services, instrument service contracts, and cancer detection testing.

Illumina's profit model is closely tied to sequencing consumables revenue, since a large portion of its revenue comes from sequencing consumables, and it supports high gross margin (66.1%) and positive operating margin (19.2%).

Business quality (Solid): Good headline profitability metrics and clear emphasis on sequencing and consumables. The dataset does not include a clean, official reportable segment breakdown, so segment-level interpretation is limited.

Valuation: At 32× earnings, ILMN trades 47% below the Measuring & Control Equipment average (60×). Note: one-time items can distort reported P/E.

Bull case

  • Sequencing consumables are a major revenue component: Sequencing consumables revenue is listed at $0.75B, and core sequencing consumables revenue is $0.74B, reinforcing that consumables sales are a key operational driver.
  • Strong profitability in the latest period: Gross margin is 66.1% and operating margin is 19.2%, suggesting the mix of instruments, consumables, and services can translate into solid operating earnings.

Bear case

  • Demand and adoption risk across genomic workflows: Illumina serves research and clinical applications across oncology and other areas; if adoption or customer spend slows, instrument and consumables purchasing can be pressured.
  • Geographic performance can shift: The dataset highlights revenue measures such as Americas and EMEA (and an Ex-China view), implying that changes by region can affect results.
Valuation — source: SEC EDGAR (first-party)
Price$186.68
Market Cap$28.24B
P/E Ratio43.5
EV / EBITDA27.2
Price / Book10.55
Price / Sales6.61
FCF Yield4.7%
DCF Value (model)$40.69
DCF Upside vs Price-78.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$4.34B
Net Margin19.6%
Revenue Growth (YoY)-0.7%
EPS Growth (YoY)-171.1%
FCF Growth (YoY)31.3%
Financial Health — source: SEC EDGAR
Altman Z-Score5.65 (safe)
Valuation vs Sector & Industry
Stock P/E43.5
Sector P/E (Technology)34.7
Industry P/E (Measuring & Control Equipment)58.9
vs Sector25.3%
vs Industry-26.2%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($2.34B)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorTechnology
IndustryMeasuring & Control Equipment
CEOJacob Thaysen
Employees8,970
CountryUS
IPO Date2000-07-28

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ILMN earnings history · ILMN institutional & insider holders · ILMN KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-17.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.