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Bruker Corp (BRKR)
NASDAQ:BRKR
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.23Last Year’s EPS
0.47Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced/Neutral: The company showed meaningful positives including a Q4 revenue beat, exceptional cash generation (Q4 operating cash flow of ~$230M, free cash flow $207M), strong order momentum (BSI book-to-bill >1.0, ~7 months backlog), large multiyear BEST orders (> $500M), and constructive FY2026 guidance with targeted margin expansion and raised cost-savings expectations. However, these positives are offset by material near-term challenges: persistent organic revenue declines (Q4 -5.1%, FY -3.7%), significant margin compression (Q4 non-GAAP operating margin down 240 bps), pressure from tariffs and FX, weak U.S. academic/government funding, and expected Q1 2026 organic decline. Taken together, the call presents a credible operational and financial recovery plan built on strong cash flow and order momentum, but also substantial short-term headwinds and execution/timing risks.Company Guidance
Q4 Revenue Beat and Reported Revenue
Q4 2025 reported revenue of $977.2M was roughly flat year-over-year and came in about $20M above company expectations; full-year 2025 reported revenue was $3.44B, up 2.1% versus 2024.
Strong Cash Generation and Deleveraging
Q4 2025 operating cash flow was approximately $230M (company's highest), with free cash flow of $207.3M (up ~$54M YoY). Used cash for capex, Project Accelerate investments, and ~$145M debt repayment; year-end cash and short-term investments ~ $300M and leverage ~3.1x.
Order Momentum and Backlog
BSI book-to-bill was >1.0 for two consecutive quarters and company entered 2026 with a backlog of ~7 months of revenue, supporting management’s view that demand has passed the 2025 trough.
Acquisitions Contributing and Product Momentum
The three strategic 2024 acquisitions had first full year in 2025: ELITech and Chemspeed delivered mid- to high-single-digit organic revenue growth; NanoString approx. flat but spatial biology orders (including NanoString) grew double-digits organically in 2025. Several competitive product launches (AGBT, AACR, ASMS) showed strong initial demand expected to drive 2026+ growth.
Large Multiyear Orders for BEST and Research
BEST booked major multiyear superconducting wire agreements totaling over $500M across multiple years (late Q4 2025 and early 2026); research instruments received >$40M orders for enabling tech tied to the Extreme Light Infrastructure, expected to convert mostly in late 2026.
2026 Financial Guidance and Margin Targets
Management initiated FY2026 guidance: reported revenue growth 4–5% to $3.57–3.60B, organic growth 1–2%, estimated currency tailwind ~1.5%, and non-GAAP EPS guidance $2.10–$2.15 (reported EPS growth 15–17%). Targeting non-GAAP operating margin expansion of 250–300 bps in 2026 (implying 300–350 bps organic expansion before a ~50 bps currency headwind).
Expanded Cost Savings Plan
Project Accelerate cost-saving initiatives now expected to exceed prior $100–$120M target and management indicated annualized savings closer to $140M+ (with much of additional savings expected to be fully effective by mid-2026).
Aftermarket and End-Market Mix Progress
Aftermarket revenue as a percent of BSI increased to 38% in 2025 (from 35% in 2024) and more than 60% of BSI revenue now aligned with Project Accelerate 3.0 focus areas (biopharma, diagnostics, semiconductor metrology).
BRKR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BRKR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $42.43 | $37.51 | -11.60% |
Nov 03, 2025 | $38.90 | $38.67 | -0.59% |
Aug 04, 2025 | $37.89 | $34.63 | -8.62% |
May 07, 2025 | $39.30 | $40.60 | +3.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Bruker Corp (BRKR) report earnings?
Bruker Corp (BRKR) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Bruker Corp (BRKR) earnings time?
Bruker Corp (BRKR) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BRKR EPS forecast?
BRKR EPS forecast for the fiscal quarter 2026 (Q1) is 0.23.