-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下： Illumina公布了2026财年第一季度调整后每股收益为1.15美元，同比增长18.6%，高于市场普遍预期的1.05美元；营收增长4.8%至10.91亿美元。运营杠杆效应显著，调整后营业利润率同比增长150个基点至21.9%，主要得益于耗材支出增长4.3%至7.26亿美元，以及仪器支出增长8.3%至1.18亿美元。仪器支出的增长表明NovaSeq X测序技术的应用势头持续强劲，而全球其他地区3.5%的有机营收增长则表明中国以外市场（有机营收下降29%）的需求依然旺盛。 ILMN上调了全年业绩预期，将营收预期中值上调2000万美元至45.2亿美元至46.2亿美元，调整后每股收益预期从5.05美元至5.20美元上调至5.15美元至5.30美元。我们积极看待近期完成的对SomaLogic的收购，因为此次收购将ILMN的目标市场拓展至蛋白质组学领域，并增强了其多组学产品组合。公司现金流强劲，经营现金流增长20.4%至2.89亿美元，为新近获批的15亿美元股票回购计划提供了有力支持。
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