| Stage | ILMN | % of rev | A | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.1B | 100.00% | $1.9B | 100.00% | A ×1.66 |
| Gross profit | $830M | 73.52% | $1.0B | 55.48% | ILMN +18.0pp |
| Operating income | $305M | 27.02% | $444M | 23.64% | ILMN +3.4pp |
| Pre-tax income | $264M | 23.38% | $444M | 23.64% | A +0.3pp |
| Net income | $220M | 19.49% | $362M | 19.28% | ILMN +0.2pp |
| Stage | ILMN | A | Gap · A − B |
|---|---|---|---|
| Revenue | $1.1B100.00% | $1.9B100.00% | A ×1.66 |
| Gross profit | 73.52%$830M | 55.48%$1.0B | ILMN +18.0pp |
| Operating income | 27.02%$305M | 23.64%$444M | ILMN +3.4pp |
| Pre-tax income | 23.38%$264M | 23.64%$444M | A +0.3pp |
| Net income |
| 19.49%$220M |
| 19.28%$362M |
| ILMN +0.2pp |
ILMN · WGS 10-KFeb 23 '26
“We rely on a limited number of suppliers, including Illumina, Inc., Life Technologies Corporation, Twist Biosciences Corporation, Path-Tec LLC and Agilent Technologies.”
A · WGS 10-KFeb 23 '26
“We rely on a limited number of suppliers, including Illumina, Inc., Life Technologies Corporation, Twist Biosciences Corporation, Path-Tec LLC and Agilent Technologies.”