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Illumina10-Q: Supplier concentration

Illumina flags new supply chain disruption risks from conflict in the Middle East and Europe.

What happened

In a new risk factor, Illumina warns that geopolitical conflicts could disrupt global logistics and supply chains, increasing costs and delaying deliveries.

Source

SEC EDGARMay 1, 2026

Quarterly report (Form 10-Q)

Illumina 10-Q

Filing excerpt

Armed conflict and geopolitical instability, such as in Ukraine, Russia, Iran, and other parts of the Middle East could adversely affect global economic conditions and negatively impact our business, results of operations, cash flows, financial condition, or growth prospects.

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: Supplier concentration

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

Fiscal year end
03/29
Filed
May 1, 2026

More 10-Q signals at other companies

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
Risk management needed
Signal category
Market

Topics and mentions

Regions named

  • Ukraine
  • Russia
  • Iran
  • Middle East

Extraction

Confidence
High
Relevance
70%
Sentiment
Negative
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
supplierConcentration

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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
Show the full JSONThe record on this page and the API request

GET /v1/signals/b18eb531-2dba-4c82-82ff-44a3b879eefe returns this record as JSON. POST /v1/companies/enrich returns every signal for illumina.com.

{
  "signal_id": "b18eb531-2dba-4c82-82ff-44a3b879eefe",
  "signal_type": "sec-10q",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-05-05T08:48:22.083+00:00",
  "company": {
    "name": "Illumina",
    "domain": "illumina.com"
  },
  "data": {
    "detail": "In a new risk factor, Illumina warns that geopolitical conflicts could disrupt global logistics and supply chains, increasing costs and delaying deliveries. This creates an urgent need for supply chain visibility platforms, logistics optimization services, and risk management solutions to build resilience.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "summary": "Illumina flags new supply chain disruption risks from conflict in the Middle East and Europe.",
    "excerpts": "Armed conflict and geopolitical instability, such as in Ukraine, Russia, Iran, and other parts of the Middle East could adversely affect global economic conditions and negatively impact our business, results of operations, cash flows, financial condition, or growth prospects.",
    "relevance": 0.7,
    "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": "Risk management needed",
    "signal_category": "market",
    "regions_mentioned": [
      "Ukraine",
      "Russia",
      "Iran",
      "Middle East"
    ]
  }
}

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