-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： Illumina公佈了2026財年第一季調整後每股收益為1.15美元，年增18.6%，高於市場普遍預期的1.05美元；營收成長4.8%至10.91億美元。營運槓桿效應顯著，調整後營業利潤率年增150個基點至21.9%，主要得益於耗材支出成長4.3%至7.26億美元，以及儀器支出成長8.3%至1.18億美元。儀器支出的成長顯示NovaSeq X定序技術的應用動能持續強勁，而全球其他地區3.5%的有機營收成長則顯示中國以外市場（有機營收下降29%）的需求依然強勁。 ILMN上調了全年業績預期，將營收預期中位數上調2,000萬美元至45.2億美元至46.2億美元，調整後每股收益預期從5.05美元至5.20美元上調至5.15美元至5.30美元。我們積極看待近期完成的對SomaLogic的收購，因為此次收購將ILMN的目標市場拓展至蛋白質體學領域，並增強了其多組學產品組合。公司現金流強勁，營運現金流成長20.4%至2.89億美元，為新近核准的15億美元股票回購計畫提供了有力支持。
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