Illumina management says clinical sequencing demand drives Q3 2026 earnings beat

• Illumina management commentary attributed third-quarter 2026 results above guidance to strong clinical sequencing demand and elevated NovaSeq X placements.
• Revenue reached $1.17 billion; adjusted diluted EPS excluding tariff refunds rose 7% year over year to $1.44.
• Clinical sequencing consumables sales grew 14% outside Greater China, offsetting a 6% decline in research and applied markets.
• Management raised full-year revenue guidance to $4.64 billion–$4.66 billion, citing quarterly outperformance and stronger expected fourth-quarter consumables sales.
• Full-year adjusted diluted EPS guidance increased to $5.40–$5.45; expected operating margin reached approximately 23.6%, reflecting higher revenue and disciplined investment.

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