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Bruker (BRKR) investor relations material
Bruker Wolfe Research Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wolfe Research Healthcare Conference 2025 summary17 Nov, 2025
State of the business and recent performance
Q3 revenue exceeded expectations, with strength in Life Science mass spectrometry and AXS divisions, and better-than-expected performance in defense and security systems, especially in Europe.
No significant pull-in from Q4; order timing and prudence led to a lower Q4 guide, with $40 million in semiconductor orders pushed to H1 2026.
Operating margin of 12.3% in Q3 was driven by favorable mix and improved profitability in LSMS, not by cost actions.
Book-to-bill ratio above one in Q3, with strong order demand from academic, government, and biopharma sectors, especially outside the U.S.
Sentiment in biopharma and industrial markets improved, with double-digit order growth in biopharma and stabilization in U.S. academic/government research.
Revenue and growth outlook for 2026
Entering 2026 with about seven months of backlog and $40 million in semiconductor revenue deferred from Q4 2025.
Academic/government research is 40-45% of sales, with notable strength in Japan, Korea, and Europe; U.S. outlook remains cautious but showed some Q3 improvement.
Organic revenue growth for 2026 expected to be flat to low single digits, with potential upside if market demand recovers.
Pricing actions are focused on neutralizing tariffs and leveraging innovative products, with global price adjustments of 3-6% expected to support revenue and margin.
Semiconductor business (~$300 million) is expected to grow, though order and revenue timing remains lumpy.
Margin expansion and cost actions
$120 million in cost savings targeted, representing nearly 10% of OPEX, with full run-rate expected in 2026.
Margin expansion of 300 basis points is targeted for 2026, with 60% from OPEX and 40% from COGS improvements.
Gross margin improvement will come from mix, price, and volume, with semiconductors and NMR as high-margin contributors.
M&A drag of $0.08 to EPS in 2025 will disappear in 2026, with integration synergies and cost controls in place.
OPEX expected to drop from $1.3 billion to about $1.2 billion in 2026, with no plans to scale back up post-acquisition.
How confident in 300bps margin expansion 2026?
Biopharma demand shift: sustainable for 2026?
Detail 2026 pricing strategy and impact.
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Q4 202513 Feb, 2026
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Bruker Corporation develops and manufactures scientific instruments and analytical solutions for molecular and materials research, as well as industrial and applied analysis. Its product offerings include systems for magnetic resonance, mass spectrometry, and X-ray analysis. The company serves academic, government, and industrial customers. Bruker Corporation is headquartered in Billerica, Massachusetts, and its shares are listed on the NASDAQ.
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