Illumina (ILMN) possesses promising opportunities to advance the next-generation sequencing ecosystem. Adverse macroeconomic challenges remain a major downside. The stock carries a Zacks Rank #3 (Hold) currently.Illumina is currently keeping up well with the goals to strengthen its foothold in the multi-billion gene sequencing worldwide market with some highly competitive products in its existing portfolio and pipeline. Further, the company is developing sample-to-answer solutions to catalyze adoption in th ...

财务数据 - Illumina的2022年收入增长1%，达到46亿美元[190] - 2022年毛利率为64.8%，较2021年的69.7%下降[191] - 2022年营业亏损达到42亿美元，较2021年的1.23亿美元增加[192] - 2022年，公司产品收入占总收入的86.2%，服务和其他收入占13.8%[197] - 2022年，公司现金、现金等价物和短期投资总额为20亿美元[196] - 2022年，核心 Illumina 的消耗品收入为32.46亿美元，仪器收入为7.29亿美元[198] - 2022年，GRAIL 的服务和其他收入为5.5亿美元，消除因素为2.4亿美元[198] - 2022年，核心 Illumina 毛利率为68.2%，GRAIL 毛利率不具有意义[200] - 2022年，核心 Illumina 研发费用增加13%[203] - 2022年，GRAIL 的销售和管理支出为4.48亿美元[206] 财务策略 - 公司于2022年12月13日发行了总额为5亿美元的期限票据和总额为5亿美元的期限票据[216] - 公司于2023年1月4日签订了新的信贷协议，提供了总额为7.5亿美元的五年期无担保循环信贷设施[219] - 公司预计当前现金、现金等价物和短期投资足以支持未来至少12个月的资本和运营需求[224] - 2022年投资支出总额为5.91亿美元，主要用于设施投资[230] - 2022年融资活动中，融资活动提供的净现金为10亿美元[232] 公司运营 - Illumina公司2023年1月1日的产品收入为45.84亿美元[282] - 2023年，Illumina公司的研发支出为13.21亿美元[282] - Illumina公司2023年1月1日的现金及现金等价物为20.11亿美元[285] - Illumina公司2023年1月1日的股东权益为65.99亿美元[284] - Illumina公司2023年1月1日的净亏损为44.04亿美元[285] - Illumina公司2023年1月1日的营运活动产生的现金为3.92亿美元[285] - Illumina公司2023年1月1日的投资活动使用的现金为5.91亿美元[285] - Illumina公司2023年1月1日的融资活动提供的现金为10亿美元[285]

Illumina公司财报 - Illumina Inc.（ILMN）2023年第四季度调整后每股收益为14美分，大幅超出Zacks Consensus Estimate的1美分[1] - 公司的调整后每股收益排除了GRAIL预收购净营运亏损对GILTI、利用美国外国税收抵免和额外的非GAAP税收支出等影响[2] - 2023年全年调整后的收益为86美分，较去年同期下降了59.4%，但超出了Zacks Consensus Estimate的13.2%[3] - Illumina在审查的季度内，营收为11.2亿美元，同比增长3.6%（在CER上涨4%），超出Zacks Consensus Estimate 3.1%[4]

Illumina (ILMN) reported $1.12 billion in revenue for the quarter ended December 2023, representing a year-over-year increase of 3.6%. EPS of $0.14 for the same period compares to $0.14 a year ago.The reported revenue represents a surprise of +3.11% over the Zacks Consensus Estimate of $1.09 billion. With the consensus EPS estimate being $0.01, the EPS surprise was +1300.00%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine ...

Revenue of $1.12 billion for Q4 2023, up 4% from Q4 2022 (up 4% on a constant currency basis) Revenue of $4.50 billion for fiscal year 2023, down 2% from fiscal year 2022 (flat on a constant currency basis) Shipped 79 NovaSeq X instruments in Q4 2023 and 352 instruments for fiscal year 2023 GAAP diluted loss per share of $(1.11) for Q4 2023, compared to GAAP diluted loss per share of $(0.89) for Q4 2022 Non-GAAP diluted earnings per share of $0.14 for both Q4 2023 and Q4 2022 GAAP diluted loss per share of ...

AUSTIN, Texas & MENLO PARK, Calif.--(BUSINESS WIRE)--Curative Insurance Company, a pioneering healthcare services company, and GRAIL, LLC, a healthcare company whose mission is to detect cancer early when it can be cured, today announced the availability of Galleri®, a multi-cancer early detection (MCED) screening test to eligible insurance plan members. The Galleri test will be available to all members, across all plan types, who are over the age of 50 and to all other members with risk factors for develop ...

Illumina, Inc. (ILMN) announced preliminary financial results for fourth-quarter and full-year 2023 on Jan 9. Following this release, shares of the company lost 1.2% till the last trading session on Jan 12.The company is scheduled to release fourth-quarter results on Feb 8, after the closing bell.Prelim Q4 in DetailPer the preliminary release, fourth-quarter 2023 consolidated revenues are likely to be $ $1,115 million, up 3% year over year. The Zacks Consensus Estimate is pegged at $1.10 billion.Core Illumi ...

FOSTER CITY, Calif.--(BUSINESS WIRE)--Illumina® Ventures Labs, an early-stage company creation and investment engine with fully equipped genomics labs based in Foster City, CA and Cambridge, UK, is now operational and finalizing agreements with several startup companies. Illumina Ventures Labs is part of Illumina Ventures, the premier genomics and precision health venture firm supporting early-stage companies transforming healthcare and our world. With its extensive sequencing capabilities and state-of-the- ...

MENLO PARK, Calif., & TAMPA, Fla.--(BUSINESS WIRE)--GRAIL, LLC, a healthcare company whose mission is to detect cancer early when it can be cured, and BeniComp, a customized health plan provider, today announced the availability of Galleri®, a multi-cancer early detection (MCED) screening test, to eligible patients initially through BeniComp Select members. This partnership underscores BeniComp’s commitment to proactive and preventive health management, enabling an even broader reach of their transformative ...

公司业绩 - Illumina公司在2023年第四季度取得了超出预期的业绩，主要是由于NovaSeq X仪器和耗材销售的增长[14] - 公司预计'24年的业绩将与'23年非常相似，受到市场不确定性的影响，预计客户在购买决策上会保持谨慎和限制[28] - Illumina对2024年营收和利润率的展望[60] 新产品和技术研发 - NovaSeq X是Illumina公司历史上最成功的产品推出，自推出以来已经收到了900个订单，并在2023年出货了352台仪器[16] - 公司已经推出了25B测序试剂盒和XLEAP-SBS化学试剂，以加强他们在全球的领导地位[23] - 公司在2023年底推出了25B流式细胞，同时改进了10B流式细胞的功能，这使得X耗材的销售在2023年底开始出现良好的增长势头，并预计这种势头将持续到2024年[108] 市场扩张和并购 - 公司最近收购了一家名为Partek的公司，这是一家专门从事多组学软件解决方案的公司，扩展了公司的能力并提升了软件组合的价值[25] - 公司宣布与Nashville Bioscience合作，加入了基因组发现联盟的三家新成员，包括BMS、GSK和Novo Nordisk[26] - 公司已经宣布将出售GRAIL，并计划在'24年第二季度结束前完成交易条款[43] 未来展望 - 公司将继续专注于客户第一，推动商业卓越，增长已安装基数，特别是NovaSeq X，并支持客户测序活动[30] - 公司致力于在运营上保持高度专注，包括在利润和生产力方面的提高，以及在其他领域降低成本[31] - Illumina对宏观经济形势的谨慎态度[62]