Illumina, Inc.
ILMN
You’ve read what changed. Here’s whether the market is confirming it.
Market read
Illumina, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 22 directly disclosed connections are confirming.
- ILMN's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if ILMN's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 22 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- ILMN's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Operating margin changed +37.6 percentage points in the latest annual period.
- Net margin changed +47.5 percentage points in the latest annual period.
- Operating cash flow covered net income at 1.27x in the latest annual period.
- Latest annual revenue changed -0.7% year over year.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
206.45Reported annual revenue and per-share history. This is accounting history, not a forecast.
Valuation discipline
Peer-relative valuation withheld
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for ILMN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for ILMN. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind ILMN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
LABFiling-linked nameinvesteeFeb 12, 2026 ▾
“SUBSEQUENT EVENTS On January 30, 2026, we acquired SomaLogic and other specified assets from Standard BioTools for a $ 350 million upfront cash payment, subject to customary adjustments.”
Depended on by
CDNACareDx, Inc.supplierApr 28, 2026 ▾
“These sole source suppliers include Thermo Fisher Scientific, Inc., or Thermo Fisher, which supplies us with instruments, laboratory reagents and consumables; Roche Molecular Systems, which supplies us with laboratory reagents and consumables; Hamilton Roboti…”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 20 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
ILMN is currently a Leader in the organic co-movement group Genomic Sequencing. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for ILMN; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.