Bruker Corporation · NASDAQ:BRKR
Bruker — J.P. Morgan 44th Annual Healthcare Conference 2026
22 slides from Bruker's conference presentation, Jan 12, 2026
Slide 1: BRUKER 2026 Themes
BRUKER 2026 Themes After 70% Revenue Jump, our Focus is now on a Transformative Margin and EPS Jump Expanding our Leadership in Post-Genomic Discovery Solutions Project Accelerate 3.0: adding Novel Diagnostics and Automated AI-Lab Opportunities Frank H. Laukien Chairman, President & CEO Bruker Corpo
Slide 2: Safe Harbor Statement
BRUKER CORPORATION 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 1934,
Slide 3: Bruker Corporation at a Glance – An Innovation Powerhouse
BUSINESS OVERVIEW Bruker Corporation at a Glance – An Innovation Powerhouse ▪ Leading provider of life science tools and diagnostics solutions ~$3.4B ~11,000 R&D ~11% FY24 revenue employees of revenue ▪ #1 or #2 market position in majority of portfolio ▪ 70% revenue jump FY20-24; achieved scale; ent
Slide 4: Bruker is a Technology, Solutions and Market Leader in Most of its Portfolio
BUSINESS OVERVIEW Bruker is a Technology, Solutions and Market Leader in Most of its Portfolio An Innovation Powerhouse that Enables Transformative and Market Shaping Change Across Multiple Segments NMR, DNP and EPR MRI, PET/MR, mCT MALDI BioTyper Proteomics, Metabolomics, Atomic Force Molecular Spe
Slide 5: FY2025 was Rough: Macro & Market Challenges, Strategic Mitigating Actions
M ANAGING THROUG H IN DUSTRY H EADWINDS FY2025 was Rough Growth, Margins and EPS Impacted by Multiple Headwinds Macro & Market Challenges US Aca-Gov Stiff Tariff and China Weakness, Biopharma & Funding Disruption FX Headwinds Stimulus Delays Industrial Research CAPEX Delays Strategic Mitigating Acti
Slide 6: Performance Execution Even When Markets are Challenged
H ISTORICAL F IN AN CIAL P ERF ORM AN CE Performance Execution Even When Markets are Challenged After multi-year revenue jump, profit focus for the next 5 years Bruker Management Process for Performance Execution 12% CER Revenue CAGR 7% Non-GAAP ▪ HSD organic and DD CER revenue CAGR Revenue 8% Organ
Slide 7: Key Approaches for Organic Revenue Growth and Profit Expansion
F ORWARD F OCUS F OR F IN AN CIAL P ERF ORMANCE Key Approaches for Organic Revenue Growth and Profit Expansion Key dual strategy elements: Project Accelerate + Performance Execution Project Accelerate + Performance Execution • Strategic execution in areas of above- • Continuous improvement in commer
Slide 8: Project Accelerate 3.0 (PA3) Portfolio Expansion
Project Accelerate 3.0 (PA3) Portfolio Expansion Post-Genomic Disease Research Solutions, Novel MDx Opportunities, NanoTools for AI, Automated AI-Labs, Defense Detection Higher Growth & Margins: more Performance Execution Focus on Recurring Revenues PA3 Initiatives: Disciplined Entrepreneurialism Po
Slide 9: News From the Core
News From the Core Recent Larger Orders from US and EU Customers US Magnetic Resonance orders ~$10M ▪ NYSBC: NIH-funded NMR Relaxometry system ▪ U. Delaware: NSF-funded 600WB + DNP ▪ Northwestern U: NIH-funded 800 MHz NMR European Magnetic Resonance orders ~$25M ▪ IECB Bordeaux: 1.0 GHz NMR ▪ ENS Pa
Slide 10: Security & Defense Detection - Growing Rapidly
DIVERSIFIED CORE MARKETS: RAPID GROWTH IN DEFENSE AND HOMELAND S ECURITY DETECTION Security & Defense Detection - Growing Rapidly Multi-Year Contracts for Explosives and Chemical Trace Detection Noteworthy Success Detection systems for airline safety, airport passenger News From the Core and cargo s
Slide 11: Leadership in the Post-Genomic Era: Phenome Biology
Leadership in the Post-Genomic Era: Vast Complexity of Phenome Biology Creates Enormous Growth Opportunities ▪ Proteomics & Multiomics are Central ▪ Spatial Context & Single-Cell Biology are a Must ▪ Structures, Interactomes & Function are Key Phenome Biology Bruker has transformed its portfolio and
Slide 12: Comprehensive Spatial Transcriptomics with new CosMx WTX
IN N OVATIONS AN D P RODUCT LAUN CH ES IN SP ATIAL BIOLOGY Comprehensive Spatial Transcriptomics with new CosMx WTX Unprecedented detail at single-cell and subcellular resolution ❖ Covers >18,000 RNA targets for coverage across human protein coding genes ❖ Best-in-class, multimodal cell segmentation
Slide 13: Top-Down Proteomics with new timsOmni
IN N OVATIONS AN D P RODUCT LAUN CH ES IN P ROTEOMIC S 2.0 Top-Down Proteomics with new timsOmni Deep proteoform sequencing and advanced structural elucidation ❖ ‘Swiss Army Knife’ flexibility for next-gen proteoform insights to transform disease research, biologics development and advanced bioproce
Slide 14: Semiconductor Metrology NanoTools - Moving the Needle for Bruker
ADVANCED NANOTECH AN D SEM I TOOLS Semiconductor Metrology NanoTools - Moving the Needle for Bruker Enabling for latest Logic Chips and Advanced Packaging for HPC and AI Shrinking dimensions of AI chips requires X-ray metrology 3D Advanced Packaging requires WLI QC metrology • Optical measurements g
Slide 15: New MegaTrend in Automated AI-Labs
P A3 : AUTOMATE D DIG ITAL LABS TODAY; TOWARDS ‘LIGHTS -O U T’ SELF -DRIVING AI-LABS New MegaTrend in Automated AI-Labs ChemSpeed Lab Automation combined with SciY Scientific Software, Lab Digitization and Data Management ChemSpeed and SciY Acquisitions for Automated Digital AI-Labs ▪ Open for integ
Slide 16: PA3: New Microbiology & MDx Opportunities
PA3: New Microbiology & MDx Opportunities Molecular Diagnostics (MDx) Microbiology: MALDI Biotyper Consumables/ InGenius, BeGenius and MyGenius Pro o Fungal and bacterial testing Reagents Sample-to-answer (S2A) systems o FDA and CE IVD approvals for large number of microbiology clinical workflows o
Slide 17: InGenius & BeGenius S2A MDx Systems Meet Syndromic Panels
P A3 : S2A MDX EXP AN SION IN TO SYN DROMIC P ANELS ON STANDARD CLINICAL SYS TEMS InGenius & BeGenius S2A MDx Systems Meet Syndromic Panels Enabled by proprietary LiquidArray® high-plex qPCR technology LiquidArray® high-plex meets Genius Sample-to-Answer (S2A): Syndromic Panels for standard MDx syst
Slide 18: Microbiology Expansion: New WAVE Rapid AST Platform
P A3 : CLINICAL M ICROBIOLOG Y EXP AN SION INTO RAP ID AST Microbiology Expansion: New WAVE Rapid AST Platform ❖ Next-gen WAVE rapid Antibiotic Susceptibility (AST) system ❖ Critical need to fight Sepsis and Antimicrobial Resistance ❖ FDA approval of GN PBC expected FY26 (more claims on roadmap) ❖ A
Slide 19: Appendix
Appendix 19
Slide 20: Reconciliation of GAAP Reported Revenue Growth to Organic Revenue Growth
AP P ENDIX Reconciliation of GAAP Reported Revenue Growth to Organic Revenue Growth [$M] 2020 2021 2022 2023 2024 GAAP revenue $1,987.5 $2,417.9 $2,530.7 $2,964.5 $3,366.4 Effect of changes in foreign currency translation rates 29.4 43.3 (168.0) 11.2 (13.1) Non-GAAP CER currency revenue 1,958.1 2,37
Slide 21: Reconciliation of GAAP and Non-GAAP Earnings Per Share (Diluted)
AP P ENDIX Reconciliation of GAAP and Non-GAAP Earnings Per Share (Diluted) [$M] 2020 2021 2022 2023 2024 GAAP Earnings Per Share (Diluted) $1.02 $1.81 $1.99 $2.90 $0.76 Non-GAAP Adjustments: Restructuring costs 0.10 0.05 0.03 0.15 0.17 Acquisition-related costs 0.02 0.05 0.13 0.13 0.51 Purchased in
Slide 22: Because the Future will be Different…
Because the Future will be Different… J.P. Morgan Healthcare Conference INNOVATION WITH INTEGRIT Y
Bruker — J.P. Morgan 44th Annual Healthcare Conference 2026 on 6ix