Bruker Corporation · NASDAQ:BRKR
Bruker — Q2 2026 Earnings Presentation
17 slides from Bruker's earnings presentation, Aug 4, 2026
Slide 1: Q2 2026 Earnings Presentation
BRUKER CORPORATION (NASDAQ: BRKR) Q2 2026 Earnings Presentation August 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: Q2 2026 Business Update
Q2 2026 Business Update 3
Slide 4: Q2 2026: Return to Organic Revenue Growth; Non-GAAP Margins and EPS Up on Cost Actions
Q2 2026: Return to Organic Revenue Growth; Non-GAAP Margins and EPS Up on Cost Actions; Solid BSI Bookings Growth Q2 2026 Performance; Year-over-Year Changes Q2 Financials ❖ Revenue increase of $41.1M, or 5.2% Revenues [$M] 838.5 ▪ Organic growth of 2.8%, or 3.4% excluding US tariff refunds, with BS
Slide 5: H1 2026: CER Revenue, non-GAAP Margins and EPS Up; Solid BSI Bookings Growth
H1 2026: CER Revenue, non-GAAP Margins and EPS Up; Solid BSI Bookings Growth H1 2026 Performance; Year-over-Year Changes H1 Financials ❖ Revenue increase of $63.1M, or 3.9% Revenues [$M] ▪ Organic decline of -0.8%, with BSI down -1.4% and BEST up 6.1% 1661.9 1598.8 +3.9% ▪ M&A contribution of +2.0%,
Slide 6: Bruker Group H1 2026 CER Revenue (yoy)
GROUP OVERVIEW Bruker Group H1 2026 CER Revenue (yoy) Bruker BIOSPIN Group ▪ BIOSPIN CER down mid single digits % ▪ Strong Hospital/Clinical and Biopharma offset by weak China aca/gov and food testing ▪ Softness in Automation ▪ Robust order growth in NMR and Pre-Clinical Imaging Bruker CALID Group ▪
Slide 7: Bruker Group H1 2026 CER Revenue (yoy)
GROUP OVERVIEW Bruker Group H1 2026 CER Revenue (yoy) Bruker NANO Group ▪ NANO CER revenue down low single digits % ▪ Robust Semi and US partially offset by weaker aca/gov and industrial ▪ Weak US aca/gov funding affects Spatial Biology ▪ Very strong AI-driven orders for memory and advanced packagin
Slide 8: Semiconductor Metrology Tools - Moving the Needle for Bruker
Semiconductor Metrology Tools - Moving the Needle for Bruker Enabling the latest Logic Chips and Advanced Packaging for HPC and AI CPU/GPU Chips for AI CoWoS Advanced Packaging High Bandwidth Memory (HBM) ▪ Ensuring manufacturing and process ▪ Maintaining chiplet yield in advanced ▪ Nanometer-scale
Slide 9: Security Detection & Energy Research
Security Detection & Energy Research Detection systems for airline safety, airport security, and chemical reconnaissance Fusion energy research and high-energy physics technologies Security Detection Energy Research H1 Orders up >20% yoy H1 RI Orders up >100% yoy RI orders in H1-26 include: Orders i
Slide 10: Q2 2026 Financial Update
Q2 2026 Financial Update 10
Slide 11: Q2 2026 Selected Non-GAAP Financial Measures
Q2 2026 YEAR-OVER-YEAR COMPARISON Q2 2026 Selected Non-GAAP Financial Measures1 [$ m, except EPS] Q2 2026 Q2 2025 Δ Comments (year-over-year) Total Revenues 838.5 797.4 5.2% ▪ Revenue increase of 5.2% Gross Profit 436.6 387.2 12.8% ▪ Organic revenue growth of 2.8%, or 3.4% Margin (% of revenues) 52.
Slide 12: H1 2026 Selected Non-GAAP Financial Measures
H1 2026 YEAR-OVER-YEAR COMPARISON H1 2026 Selected Non-GAAP Financial Measures1 [$ m, except EPS] H1 2026 H1 2025 Δ Comments (year-over-year) Total Revenues 1,661.9 1,598.8 3.9% ▪ Revenue increase of 3.9% Gross Profit 848.4 798.1 6.3% ▪ BSI organic decline of -1.4%; BEST organic Margin (% of revenue
Slide 13: Q2 2026 Selected Cash Flow And Balance Sheet Measures
Q2 YEAR-OVER-YEAR COMPARISON Q2 2026 Selected Cash Flow And Balance Sheet Measures [$M] Q2 2026 Q2 2025 Δ Comments (year-over-year) GAAP Net (Loss) Income (50.9) 4.2 (55.1) Depreciation & amortization 58.0 56.1 1.9 ▪ Operating cash flow improved $50M yoy, Changes in working capital (99.4) (2.3) (97.
Slide 14: FY 2026 Outlook
C20) os ae - FY 2026 Outlook Vi,
Slide 15: Updating FY 2026 Financial Outlook for Currency and Tax Only
Updating FY 2026 Financial Outlook for Currency and Tax Only (as of August 4th, 2026) FY 2026 Guidance (year-over-year %s) Non-GAAP Assumptions & YoY Estimates Revenue $3.54B to $3.57B ▪ FY26 operating margin up 250-300 bps Reported Revenue Growth +3% to +4% ▪ FX impact: Organic revenue growth +1% t
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 Q2 2026 Earnings Press Release issued August 4th, 2026. 16
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