Bruker Corporation · NASDAQ:BRKR
Bruker — Q3 2026 Earnings Presentation
17 slides from Bruker's earnings presentation, Nov 4, 2026
Slide 1: Q3 2026 Earnings Presentation
BRUKER CORPORATION (NASDAQ: BRKR) Q3 2026 Earnings Presentation November 4, 2026 Frank H. Laukien, President & Chief Executive Officer Gerald Herman, Executive Vice President & Chief Financial Officer Joe Kostka, Director, Investor Relations
Slide 2: Safe Harbor Statement
BRUKER CORP ORATI ON Safe Harbor Statement Any statements contained in this presentation which do not describe historical facts may constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 193
Slide 3: Business Update
Q3 2026 Business Update 3
Slide 4: Q3 2026: Significant Non-GAAP Operating Margin Expansion and Non-GAAP EPS Growth
Q3 2026: Significant Non-GAAP Operating Margin Expansion and Non-GAAP EPS Growth Q3 2026 Performance; Year-over-Year Changes Q3 Financials ❖ Revenue increase of $13.5M, or 1.6% Revenues [$M] ▪ Organic growth of +0.7%, with BSI down -0.4% and BEST up +11.8% 874.0 +1.6% 860.5 ▪ M&A contribution of +1.
Slide 5: Q3-26 YTD: Meaningful Non-GAAP Margin Expansion and Non-GAAP EPS Growth
Q3-26 YTD: Meaningful Non-GAAP Margin Expansion and Non-GAAP EPS Growth Q3 2026 YTD Performance; Year-over-Year Changes Q3-YTD Financials ❖ Revenue increase of $76.6M, or 3.1% Revenues [$M] ▪ Organic decline of -0.3%, with BSI down -1.0% and BEST up 8.3% +3.1% 2,535.9 ▪ M&A contribution of +1.9%, wi
Slide 6: Bruker Groups - YTD CER Performance YoY
GROUP OVERVIEW Bruker Groups - YTD CER Performance YoY Bruker BioSystems Group ▪ BioSystems revenue up low single digits % ▪ Strong Academic Medical and Biopharma revenue growth; softness in other aca/gov, and food testing ▪ Strong revenue growth in IR/Raman spectroscopy; softness in NMR ▪ Solid mas
Slide 7: Bruker Groups - YTD CER Performance YoY
GROUP OVERVIEW Bruker Groups - YTD CER Performance YoY Bruker NANO Group ▪ NANO CER revenue down low single digits % ▪ Strong Semi and biopharma revenues; weakness in aca/gov and industrial ▪ Revenue growth in US and Europe offset by softer APAC ▪ Strong AI-driven orders for memory and advanced pack
Slide 8: MIMETAS: A leading humanized Organ-on-a-Chip & NAM platform
MIMETAS: A leading humanized Organ-on-a-Chip & NAM platform Acquisition expands preclinical solutions for drug discovery and disease biology research ➢ MIMETAS humanized microphysiological systems include organ-on-a-chip (OoC) models, also known as New Approach Methodologies (NAMs) ➢ MIMETAS combine
Slide 9: iHUPO News: Advancing Functional Proteomics with Novel Workflows
iHUPO News: Advancing Functional Proteomics with Novel Workflows For Post-Genomic Drug Discovery and Disease Biology 2.0 Research Novel MultiDIA method on timsUltra Advanced glycopeptide • more peptides and protein groups characterization on timsOmni • more isoforms, sequence • Fast, sensitive and s
Slide 10: Financial Update
Q3 2026 Financial Update 10
Slide 11: Q3 2026 Selected Non-GAAP Financial Measures
Q3 2026 YEAR-OVER-YEAR COMPARISON Q3 2026 Selected Non-GAAP Financial Measures1 [$ m, except EPS] Q3 2026 Q3 2025 Δ Comments (year-over-year) Total Revenues 874.0 860.5 1.6% ▪ Revenue increase of +1.6% Gross Profit 448.3 430.9 4.0% ▪ Organic revenue growth +0.7% Margin (% of revenues) 51.3% 50.1% 12
Slide 12: Q3-26 YTD Selected Non-GAAP Financial Measures
YTD 2026 YEAR-OVER-YEAR COMPARISON Q3-26 YTD Selected Non-GAAP Financial Measures1 [$ m, except EPS] YTD 2026 YTD 2025 Δ Comments (year-over-year) Total Revenues 2,535.9 2,459.3 3.1% ▪ Revenue increase of 3.1% Gross Profit 1,296.7 1,229.0 5.5% ▪ BSI organic decline of -1.0%; BEST organic Margin (% o
Slide 13: Q3 2026 Selected Cash Flow And Balance Sheet Measures
Q3 YEAR-OVER-YEAR COMPARISON Q3 2026 Selected Cash Flow And Balance Sheet Measures [$M] Q3 2026 Q3 2025 Δ Comments (year-over-year) GAAP Net (Loss) Income (109.7) (58.5) (51.2) Depreciation & amortization 54.1 55.7 (1.6) ▪ Free cash flow up +$151M yoy, driven by Changes in working capital (18.0) (92
Slide 14: FY 2026 Outlook
C20) os ae - FY 2026 Outlook Vi,
Slide 15: Updating FY 2026 Financial Outlook for Currency
Updating FY 2026 Financial Outlook for Currency (as of November 4 , 2026) th FY 2026 Guidance (year-over-year %s) Non-GAAP Assumptions & YoY Estimates Revenue $3.52B to $3.56B ▪ FY26 operating margin up 250-300 bps Reported Revenue Growth +2.5% to +3.5% ▪ FX impact: Organic revenue growth +1% to +2%
Slide 16: Supplementary Financial Information
Supplementary Financial Information* * For preliminary financial statements, GAAP to Non-GAAP reconciliations, and other supplementary financial information, please refer to our Q3 2026 Earnings Press Release issued November 4th, 2026. 16
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