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SEC 8-K filings with transcript text

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2026
Q3

Q3 2026 Earnings

8-K

Nov 4, 2026

0001193125-26-446176

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Bruker Reports Third Quarter 2026 Financial Results

• Q3-26 revenue of $874.0 million, up 1.6% yoy; up 0.7% organically

• Q3-26 non-GAAP operating margin of 16.3%, up 400 bps yoy

• Q3-26 GAAP diluted Loss Per Share of $(0.81); non-GAAP diluted EPS of $0.56, up 24.4% yoy

• Reconfirming prior FY2026 organic revenue growth and non-GAAP EPS guidance

BILLERICA, Massachusetts – November 4, 2026 – Bruker Corporation (Nasdaq: BRKR) today announced financial results for the three and nine months ended September 30, 2026.

Frank H. Laukien, Bruker’s President and CEO, commented: “Bruker drives significant advances in post-genomic drug discovery and disease biology research, from proteoforms to glycobiology, and from functional protein interactions to spatial biology. These deeper insights into molecular, cell and tissue biology are foundational for successful drug development and useful AI frontier models. Together with strong growth-drivers in infectious disease diagnostics, and in deep-tech and semiconductor metrology, we are poised for growth acceleration.”

He continued: “In the third quarter, we achieved very significant margin expansion and non-GAAP EPS growth, driven by our focus on cost discipline and execution. Bruker’s positive booking trends continued with the fifth consecutive quarter of Bruker Scientific Instruments (BSI) book-to-bill greater than one. We see strengthening demand in most of our end markets, and in Q3 also in the US academic market. With BSI organic bookings and backlog both up mid-single digits % year-to-date, we expect revenue growth acceleration, continued margin expansion and double-digit EPS growth in FY27.”

Third Quarter 2026 (Q3-26) Financial Results

Bruker’s revenues for the third quarter of 2026 were $874.0 million, an increase of 1.6% compared to $860.5 million in the third quarter of 2025. In Q3-26, revenues increased organically yoy by 0.7%. Growth from acquisitions was 1.7%, with constant exchange rate (CER) growth of 2.4%, while foreign currency translation had an unfavorable impact of -0.8% yoy.

Q3-26 Bruker Scientific Instruments (BSI) revenues of $793.9 million increased 0.8% yoy, with organic revenue decreasing by 0.4%. Q3-26 Bruker Energy & Supercon Technologies (BEST) revenues of $82.1 million increased 11.2% yoy, with an organic revenue increase of 11.8%, net of intercompany eliminations.

Q3-26 GAAP operating loss was $(91.0) million, compared to GAAP operating loss of $(51.8) million in the third quarter of 2025. Third quarter 2026 GAAP financial results include non-cash goodwill impairment charges of $174.5 million. Bruker's Q3-26 non-GAAP operating income was $142.6 million, compared to $105.9 million in the third quarter of 2025, and Q3-26 non-GAAP operating margin was 16.3%, compared to 12.3% in the third quarter of 2025.

Q3-26 GAAP diluted loss per share was $(0.81) compared to diluted loss per share of $(0.41) in the third quarter of 2025. Q3-26 non-GAAP diluted EPS was $0.56, up 24.4% compared to $0.45 in the third quarter of 2025.

First Nine Months of 2026 Financial Results

For the first nine months of 2026, Bruker’s revenues were $2.54 billion, an increase of 3.1% compared to $2.46 billion in the first nine months of 2025. In the first nine months of 2026, revenues decreased organically by 0.3% yoy, while growth from acquisitions was 1.9%, CER growth was 1.6%, and foreign currency translation had a favorable impact of 1.5%.

In the first nine months of 2026, BSI revenues of $2.32 billion increased 2.4% yoy, with revenue decreasing by 1.0% organically. First nine months 2026 BEST revenues of $223.1 million increased 11.9% yoy, with organic growth of 8.3%, net of intercompany eliminations.

In the first nine months of 2026, GAAP operating loss was $(146.1) million, compared to GAAP operating loss of $(8.1) million in the first nine months of 2025. Bruker's non-GAAP operating income in the first nine months of 2026 was $345.3 million, compared to $279.6 million in the first nine months of 2025. Bruker’s non-GAAP operating margin in the first nine months of 2026 improved to 13.6%, compared to 11.4% in the first nine months of 2025.

First nine months 2026 GAAP diluted loss per share was $(1.20) compared to diluted loss per share of $(0.25) in the first nine months of 2025. First nine months 2026 non-GAAP diluted EPS was $1.36, compared to $1.23 in the first nine months of 2025.

Reconfirming FY26 Organic Revenue Growth and Non-GAAP EPS Outlook; Updating for Currency

Bruker now expects FY26 revenues of $3.52 to $3.56 billion, compared to FY25 revenues of $3.44 billion, with 2.5% to 3.5% year-over-year reported revenue growth, including:

• Organic revenue growth of 1% to 2%,

• M&A revenue growth of approximately 1.5%,

• CER revenue growth of 2.5% to 3.5%, and

• Foreign currency neutral to revenue (previously a tailwind of 0.5%).

Bruker continues to expect FY26 non-GAAP EPS of $2.10 to $2.15 compared to

About Bruker Corporation 6.375% Mandatory Convertible Preferred Stock Series A (BRKRP) Earnings

This page provides Bruker Corporation 6.375% Mandatory Convertible Preferred Stock Series A (BRKRP) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on BRKRP's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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