Illumina, Inc. filed its quarterly report on Form 10-Q with the SEC on October 30, 2026, covering the fiscal quarter ended September 27, 2026.

Key Highlights

  • Shares outstanding: As of October 23, 2026, there were 151.2 million shares of common stock outstanding, according to the filing.
  • Reporting period: The quarterly report covers the fiscal quarter ended September 27, 2026.
  • Filer status: Illumina is classified as a large accelerated filer under the definitions in Rule 12b-2 of the Exchange Act.
  • SomaLogic acquisition: The filing references the acquisition of SomaLogic, Inc. and certain other assets from Standard BioTools Inc. as a disclosed business development item.
  • Tariff exposure: The filing identifies uncertainty regarding the cost and revenue impact of tariffs announced by the U.S. government and other countries beginning in April 2025, including potential refunds and amounts that may be remitted to customers.
  • China regulatory matter: The filing discloses uncertainty regarding the impact of Illumina's inclusion on the "unreliable entities list" by regulatory authorities in China.
  • GRAIL divestiture: The filing references risks associated with the divestiture of GRAIL, Inc. (f/k/a GRAIL, LLC), including obligations with respect to contingent value rights (the CVRs) issued in connection with the GRAIL acquisition.

Illumina's September 2026 Quarterly Disclosure: Key Items from the 10-Q

Illumina, Inc. (NASDAQ:ILMN), headquartered at 5200 Illumina Way, San Diego, CA 92122, submitted its Form 10-Q for the fiscal quarter ended September 27, 2026. The company reported 151.2 million shares of common stock outstanding as of October 23, 2026. The filing confirms Illumina holds large accelerated filer status and is not a shell company.

The filing identifies several areas of operational and financial risk. According to the disclosure, Illumina is managing uncertainty related to tariffs imposed by the U.S. government and trading partners beginning in April 2025, including the possibility of additional refunds and any amounts to be remitted to customers in connection with such refunds. The filing also notes uncertainty surrounding Illumina's inclusion on China's "unreliable entities list" and the potential for reductions in National Institutes of Health (NIH) funding, which the company states could negatively impact customers and reduce demand for its products and services.

On the acquisition front, the filing discloses the acquisition of SomaLogic, Inc. and certain other assets from Standard BioTools Inc., citing expectations regarding the future conduct and growth of the SomaLogic business and integration of SomaLogic's technology and products into Illumina's portfolio. With respect to GRAIL, the filing notes risks associated with the divestiture of GRAIL, Inc. (f/k/a GRAIL, LLC), including Illumina's obligations regarding contingent value rights (CVRs) issued in connection with the original GRAIL acquisition. The filing's forward-looking statements are described as subject to the company's cautionary language and are the company's own representations, not independent facts.

What Was Disclosed

Illumina filed a Form 10-Q for the quarter ended September 27, 2026, reporting 151.2 million shares outstanding as of October 23, 2026, and disclosing risks related to tariffs, the China unreliable entities list, NIH funding, the SomaLogic acquisition, and GRAIL divestiture obligations.