Co-movers

daily closes · 500dMethod

Moved together

XYZwithILMN

×0.28co-movement · ILMN on XYZ · 500d

r 0.29scale to r 0.75

No shared co-movers.

XYZ, solidILMN, hatched× = co-movement · βr = correlationBar = r to r 0.75Source: daily closes

XYZBlock, Inc.

77.05· pre 76.73· delayed

Mkt cap$45.8BRevenue$6.6BQ2 FY26Revenue$24.2BFY25

ILMNIllumina, Inc.

226.50· pre 225.34· delayed

Pre-marketNov 3 '26delayed

Mkt cap$35.7BRevenue$1.1BQ3 FY26Revenue$4.3BFY25

vs

Compare

Pre-marketNov 3 '26delayed

XYZBlock, Inc.

vs

ILMNIllumina, Inc.

77.05pre 76.73delayed

Price

226.50pre 225.34delayed

$45.8B

Mkt cap

$35.7B

Q2 FY26$6.6B

Revenue

$1.1BQ3 FY26

FY25$24.2B

Revenue

$4.3BFY25

XYZ compared with ILMN: revenue, margins and what each company keeps, and the suppliers and customers both name