Compared to Estimates, Illumina (ILMN) Q3 Earnings: A Look at Key Metrics

Core Insights - Illumina reported $1.08 billion in revenue for Q3 2025, a year-over-year increase of 0.4%, with an EPS of $1.34 compared to $1.14 a year ago, exceeding both revenue and EPS estimates [1][2] Revenue Breakdown - Product revenue reached $927 million, surpassing the estimated $899.38 million, reflecting a year-over-year increase of 1.4% [4] - Service and other revenue was $157 million, below the average estimate of $165.17 million, indicating a year-over-year decline of 5.4% [4] - Consumable product revenue was $816 million, slightly above the estimated $803.8 million, marking a year-over-year increase of 1.1% [4] - Instrument product revenue was $111 million, exceeding the estimate of $105.1 million, with a year-over-year increase of 3.7% [4] - Sequencing consumables revenue was $747 million, above the estimate of $737.64 million, showing a year-over-year increase of 0.8% [4] - Sequencing instruments revenue was $107 million, slightly above the estimate of $106.24 million, with a year-over-year increase of 2.9% [4] - Microarrays consumables revenue was $69 million, close to the estimate of $69.75 million, reflecting a year-over-year increase of 4.6% [4] - Microarrays instruments revenue was $4 million, exceeding the estimate of $3.35 million, indicating a significant year-over-year increase of 33.3% [4] Stock Performance - Illumina's shares have returned -7.1% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change, and the stock currently holds a Zacks Rank 3 (Hold) [3]