Bruker Corporation · NASDAQ:BRKR

Bruker — Q4 2025 Earnings Presentation

17 slides from Bruker's earnings presentation, Feb 12, 2026

  1. Slide 1: Q4 2025 Earnings Presentation

    BRUKER CORPORATION (NASDAQ: BRKR) Q4 2025 Earnings Presentation February 12, 2026 Frank H. Laukien, President & Chief Executive Officer Gerald Herman, Executive Vice President & Chief Financial Officer Joe Kostka, Director, Investor Relations

  2. 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

  3. Slide 3: Business Update

    Q4 2025 Business Update 3

  4. Slide 4: Q4 2025: Revenue, non-GAAP operating margin and EPS decline

    Q4 2025: Revenue, non-GAAP operating margin and EPS decline on research instruments demand, tariff and FX headwinds in 2025 Q4 2025 Performance; Year-over-Year Changes Q4 Financials Revenues [$M] ❖ Revenue decrease of $2.4M, or 0.2% 977.2 979.6 ▪ Organic decline 5.1%, with BSI and BEST both down 5.1

  5. Slide 5: FY 2025: Revenue growth driven by M&A and FX; margin and EPS down

    FY 2025: Revenue growth driven by M&A and FX; non-GAAP operating margin and EPS down on demand, tariff and FX headwinds FY 2025 Performance; Year-over-Year Changes FY 2025 Financials Revenues [$M] ❖ Revenue increase of $70.1M, or 2.1% ▪ Organic revenue down 3.7%, with BSI down 3.5%, BEST down 5.4% +

  6. Slide 6: Bruker Group FY2025 CER Revenue Performance (yoy)

    GROUP OVERVIEW Bruker Group FY2025 CER Revenue Performance (yoy) Bruker BIOSPIN Group ▪ BIOSPIN CER revenue down mid-single digits % ▪ Growth from lab automation and services offset by weakness in NMR instrumentation ▪ Weakness in pharma revenue due to 1H-25 bookings softness ▪ Challenging compariso

  7. Slide 7: Bruker Group FY2025 CER Revenue Performance (yoy)

    GROUP OVERVIEW Bruker Group FY2025 CER Revenue Performance (yoy) Bruker NANO Group ▪ NANO CER revenue down low single digits % ▪ Solid growth in Spatial Biology, driven by NanoString ▪ Robust growth in BioPharma more than offset by declines in Aca/Gov and Industrial ▪ Semi revenues flat; strong Q4-2

  8. Slide 8: Project Accelerate 3.0 (PA3) Expansion

    Project Accelerate 3.0 (PA3) Expansion Higher Growth & Margins: Focus on Recurring Revenues Post-Genomic Era Leadership ▪ Proteomics/Multiomics ▪ Spatial Biology ▪ Post-Genomic Disease Research and Drug Discovery Novel Microbiology and MDx Opportunities ▪ Molecular Diagnostics (MDx) with strong plac

  9. Slide 9: FY2025 BSI Revenue Mix

    FY2025 BSI Revenue Mix Applied/Food Aca/Gov & Aftermarket Semi-Metrology 4% Aca Med Centers Europe 9% 38% 36% APAC Microbiology 13% 39% Americas 30% & MDx 30% IMEA 4% 15% Instruments BioPharma 20% Industrial & 62% GreenTech By Product Type By End Market By Geography • >$1.2B after-market (up • >60%

  10. Slide 10: Financial Update

    Q4 2025 Financial Update 10

  11. Slide 11: Q4 2025 Selected Non-GAAP Financial Measures

    Q4 2025 YEAR-OVER-YEAR COMPARISON Q4 2025 Selected Non-GAAP Financial Measures1 [$ m, except EPS] Q4 2025 Q4 2024 Δ Comments (year-over-year) Total Revenues 977.2 979.6 (0.2%) ▪ Revenue decline of 0.2% Gross Profit 483.0 514.2 (6.1%) Margin (% of revenues) 49.4% 52.5% -310 bps ▪ BSI organic revenue

  12. Slide 12: Q4-25 Selected Cash Flow And Balance Sheet Measures

    Q4 YEAR-OVER-YEAR COMPARISON Q4-25 Selected Cash Flow And Balance Sheet Measures [$M] Q4 2025 Q4 2024 Δ Comments (year-over-year) GAAP Net Income 29.2 13.9 15.3 Depreciation & amortization 58.1 52.9 5.2 ▪ Q4-25 Operating Cash Flow up ~$40M on Changes in working capital 108.8 1.6 107.2 improved worki

  13. Slide 13: FY 2025 Selected Non-GAAP Financial Measures

    FY 2025 YEAR-OVER-YEAR COMPARISON FY 2025 Selected Non-GAAP Financial Measures1 [$ m, except EPS] FY 2025 FY 2024 Δ Comments (year-over-year) Total Revenues 3,436.5 3,366.4 2.1% ▪ Revenue growth of 2.1% Gross Profit 1,712.0 1,736.9 (1.4%) Margin (% of revenues) 49.8% 51.6% -180 bps ▪ BSI organic rev

  14. Slide 14: FY 2026 Outlook

    CEQ) So ea - FY 2026 Outlook — o G

  15. Slide 15: FY 2026 Financial Outlook (as of February 12, 2026)

    FY 2026 Financial Outlook (as of February 12 , 2026)th Non-GAAP Assumptions & YoY Estimates FY 2026 Guidance (year-over-year %s) ▪ FY26 organic revenue growth of 1–2% includes expected Q1-26 MSD organic revenue decline, primarily due to Revenue $3.57B to $3.60B strong Q1-25 yoy comparison Reported R

  16. 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 Q4 2025 Earnings Press Release issued February 12th, 2026. 16

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