-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。イルミナは、2026年第1四半期の調整後EPSが前年同期比18.6%増の1.15ドルとなり、市場予想の1.05ドルを上回りました。売上高は4.8%増の10億9,100万ドルでした。営業レバレッジ効果が顕著で、調整後営業利益率は前年同期比150ベーシスポイント上昇し21.9%となりました。これは、消耗品売上高が4.3%増の7億2,600万ドル、機器売上高が8.3%増の1億1,800万ドルとなったことが要因です。機器売上高の増加は、NovaSeq Xの導入が引き続き好調であることを示唆しています。また、中国以外の地域における売上高のオーガニック成長率は3.5%で、中国以外の地域での堅調な需要を示しています（中国はオーガニック成長率で29%減少）。 ILMNは通期業績見通しを引き上げ、売上高予想を中間値で2,000万ドル増の45億2,000万ドル～46億2,000万ドルに、調整後EPSを5.05ドル～5.20ドルから5.15ドル～5.30ドルに引き上げた。最近完了したSomaLogicの買収は、ILMNの対象市場をプロテオミクス分野に拡大し、マルチオミクスポートフォリオを強化するものとして、当社は好意的に評価している。また、営業キャッシュフローが20.4%増の2億8,900万ドルとなり、新たに承認された15億ドルの自社株買いプログラムを支え、キャッシュ創出も好調だった。
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