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Illumina10-Q: Supply chain disruption

Facing supply chain risks from China's 'unreliable entities list' and geopolitical conflicts

Read at SEC EDGAR

What happened

Being placed on China's 'unreliable entities list' and impacts from conflicts in the Middle East and Ukraine create significant risks for transportation, logistics, and supply chains. This pressure makes the company receptive to solutions that enhance supply chain visibility, resilience, and diversification.

Source

SEC EDGARMay 1, 2026

Quarterly report (Form 10-Q)

Illumina 10-Q

Filing excerpt

uncertainty regarding the impact of our inclusion on the “unreliable entities list” by regulatory authorities in China;

sec.gov/Archives/edgar/data/1110803/000111080326000092/ilmn-20260329.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/29
Filed
May 1, 2026

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The full record

From the Signal API record

Details

CIK
1110803
Accession number
0001110803-26-000092
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Regions named

  • China
  • Ukraine
  • Russia
  • Iran
  • Middle East

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/5d66920a-9ffe-47c5-b328-3f1b8e27d7b6 returns this record as JSON. POST /v1/companies/enrich returns every signal for illumina.com.

{
  "signal_id": "5d66920a-9ffe-47c5-b328-3f1b8e27d7b6",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-05-05T08:48:22.846+00:00",
  "company": {
    "name": "Illumina",
    "domain": "illumina.com"
  },
  "data": {
    "detail": "Being placed on China's 'unreliable entities list' and impacts from conflicts in the Middle East and Ukraine create significant risks for transportation, logistics, and supply chains. This pressure makes the company receptive to solutions that enhance supply chain visibility, resilience, and diversification.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "Facing supply chain risks from China's 'unreliable entities list' and geopolitical conflicts",
    "excerpts": "uncertainty regarding the impact of our inclusion on the “unreliable entities list” by regulatory authorities in China;",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1110803/000111080326000092/ilmn-20260329.htm",
    "filing_date": "2026-05-01",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/29",
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "China",
      "Ukraine",
      "Russia",
      "Iran",
      "Middle East"
    ]
  }
}

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