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Illumina 8-K Report, Financial Results (Jan 13, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed January 13, 2026
Period End
January 13, 2026
Security
ILMN
In the record · 2016–202610-K1110-Q338-K167

ILMN filed 11 annual reports (10-K), 33 quarterly reports (10-Q) and 167 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Sep ’19Sep ’19
  2. Deal closed8-K · Oct ’21Oct ’21
  3. Restructuring8-K · Jun ’23Jun ’23
  4. Leadership change8-K · Mar ’25Mar ’25

01—Abstract

Summary

Summary of the 8-K filed January 13, 2026. Cited figures are marked; the original filing is the authoritative source.

Illumina, Inc. (Nasdaq: ILMN) filed this Form 8-K on January 13, 2026 under Item 2.02 (Results of Operations and Financial Condition) to furnish a press release with unaudited preliminary financial results for the fourth quarter and fiscal year ended December 28, 2025.

The results were issued ahead of a presentation at the 44th Annual J.P. Morgan Healthcare Conference. The company states that these results are preliminary, remain subject to the completion of accounting and annual audit procedures, and may be adjusted.

Full fourth quarter and fiscal 2025 results are expected after the market close on February 5, 2026. For the fourth quarter of 2025, the company reported preliminary revenue of approximately $1.155 billiona, up 5% from the prior-year quarter (up 4% on a constant currency basis), and ex-China revenue of approximately $1.100 billion, up 7%. Preliminary GAAP diluted EPS was $2.14 to $2.17, and non-GAAP diluted EPS was $1.27 to $1.30.

A large strategic investment gain, net of $(1.24) per share, is a major reconciling item between GAAP and non-GAAP EPS for the quarter. For fiscal year 2025, preliminary revenue was approximately $4.34 billionb, flat compared with 2024 on both reported and constant currency bases. Ex-China revenue was approximately $4.10 billion, up 2%.

Preliminary GAAP diluted EPS was $5.42 to $5.45c, and non-GAAP diluted EPS was $4.76 to $4.79. The filing also references the pending acquisition of SomaLogic from Standard BioTools Inc., which remains subject to regulatory approvals, and the company's inclusion on China's "unreliable entities list."

02—Key points

Key Highlights

  1. Preliminary Q4 2025 revenue of approximately $1.155 billion, up 5% year over year (up 4% constant currency).
  2. Preliminary Q4 2025 ex-China revenue of approximately $1.100 billion, up 7% year over year.
  3. Preliminary fiscal 2025 revenue of approximately $4.34 billion, flat versus 2024 on both reported and constant currency bases.
  4. Preliminary fiscal 2025 ex-China revenue of approximately $4.10 billion, up 2% year over year.
  5. Q4 2025 GAAP diluted EPS of $2.14 to $2.17 versus non-GAAP diluted EPS of $1.27 to $1.30; a $(1.24) per share strategic investment gain, net, is a major reconciling item.
  6. Fiscal 2025 GAAP diluted EPS of $5.42 to $5.45 versus non-GAAP diluted EPS of $4.76 to $4.79.
  7. Pending SomaLogic acquisition from Standard BioTools Inc. remains subject to regulatory approvals and closing conditions; full Q4 and FY2025 results are due February 5, 2026.

03—Questions

Frequently Asked Questions

  1. Are these fourth-quarter and fiscal 2025 results final?

    No. The filing states the figures are unaudited and preliminary, subject to completion of accounting and annual audit procedures, and therefore subject to adjustment. Full results are scheduled for release after the market close on February 5, 2026.

  2. How did revenue perform in the fourth quarter and full year 2025?

    Preliminary Q4 2025 revenue was approximately $1.155 billion, up 5% from the prior-year quarter (up 4% on a constant currency basis). Preliminary fiscal 2025 revenue was approximately $4.34 billion, flat compared with 2024 on both reported and constant currency bases.

  3. Why do GAAP and non-GAAP EPS differ so much in the fourth quarter?

    The reconciliation shows a strategic investment gain, net, of $(1.24) per share in Q4 2025, which is excluded from non-GAAP results. Other adjustments include acquisition-related costs of $0.24, transformational initiatives of $0.06, other items of $0.12, and an income tax provision effect of $(0.05). Non-GAAP EPS is $1.27 to $1.30 versus GAAP EPS of $2.14 to $2.17.

  4. What is the status of the pending SomaLogic acquisition?

    The filing describes the proposed acquisition of SomaLogic, Inc. and certain other assets from Standard BioTools Inc. as pending. Completion depends on anticipated terms and timeline, required regulatory approvals such as under the Hart-Scott-Rodino Act and from non-U.S. authorities, and other closing conditions.

  5. How is China affecting Illumina's results?

    Ex-China revenue was approximately $1.100 billion in Q4 2025, up 7%, and approximately $4.10 billion for fiscal 2025, up 2%. The filing also lists uncertainty regarding the impact of Illumina's inclusion on the 'unreliable entities list' by Chinese regulatory authorities as a risk factor.

04—Continue

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