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BRKR earnings

BRUKER CORP — automated research on every print, the model's read of every earnings call, and the numbers against estimates.

Next report November 02, 2026 consensus EPS 0.42
§ Recent prints / EPS vs consensus
Reported EPS Consensus Surprise
Aug 04, 2026 0.49 0.38 +27.3%
May 06, 2026 0.31 0.23 +34.8%
Feb 12, 2026 0.59 0.65 -9.2%
Nov 03, 2025 0.60 0.33 +81.8%
§ Research / every print, covered
BRKR Q2 FY2026 earnings: EPS beat by 27.3%, revenue missed by 1.8%
Equipment Desk · RegardingSemi Engine · Aug 04, 2026

BRUKER CORP reported Q2 FY2026. EPS came in at $0.49 against a $0.38 consensus, beat by 27.3%. Revenue was $838.5M versus $853.6M expected, missed by 1.8%. Gross margin was 49.6%, up 230 bps from last quarter.

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BRUKER CORP Reports Q1 FY2026: Revenue and EPS Beat Estimates, Guidance Reaffirmed
Equipment Desk · RegardingSemi Engine · May 06, 2026

BRUKER CORP BRUKER CORP reported Q1 FY2026 results that beat both revenue and EPS estimates, with revenue coming in at $823.4 million (a 3.5% beat) and EPS at $0.31 (a 34.8% beat). The company reaffirmed its full-year guidance, signaling continued confidence in its strategic initiatives and cost-saving measures.

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Bruker’s Q4 beat hides the real issue: orders and cost-out, not revenue, must carry FY26
Equipment Desk · RegardingSemi Engine · Feb 12, 2026

BRUKER CORP cleared the revenue bar by +1.6% but missed EPS by -9.2%, and the variant view is that the print is less a demand inflection than a margin-repair story with a semiconductor timing option attached. The market may overpay for the headline FY26 guide unless BSI book-to-bill, BEST backlog conversion, and cost savings above $100 million to $120 million show up in gross margin and EPS rather than just reported revenue.

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Bruker’s beat is a cost-reset story, not a demand recovery
Equipment Desk · RegardingSemi Engine · Nov 03, 2025

BRUKER CORP missed revenue by -10.8% but beat EPS by +81.8%, and the variant read is that investors should underwrite the 2026 margin reset before underwriting a revenue rebound. The market was set up for a top-line recovery to $964.6 million; what it got was $860.5 million of revenue, a deeper organic decline, and management committing to the high end of cost-out, which makes the equity argument hinge on self-help rather than end-market acceleration.

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Bruker’s miss is not the story; the guidance reset says the instrument downturn has moved from demand risk to earnings-capital allocation risk
Equipment Desk · RegardingSemi Engine · Aug 04, 2025

BRUKER CORP missed Q2 Street revenue and EPS modestly, but the investable signal is the scale of the organic decline and the reliance on cost takeout to bridge a profit trough. The market may still be treating this as a cyclical revenue air pocket; the print argues for a lower-quality recovery path where reported growth is being held up by FX and M&A while core demand, margin, and cash flow remain under pressure.

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§ Latest call — key points
  1. Q1 non-GAAP earnings per share $0.31.
  2. Q1 GAAP earnings per share $0.02.
  3. Sees FY non-GAAP earnings per share $2.10 to $2.15.
  4. Sees FY revenue $3.57 billion to $3.60 billion.
  5. Sees FY organic revenue growth 1% to 2%.
  6. Sees FY organic non-GAAP operating margin expansion of 300 to 350 basis points.
  7. Sees FY non-GAAP earnings per share growth of 15% to 17%.
  8. Sees FY non-GAAP currency-adjusted earnings per share growth of 23% to 25%.
  9. Sees FY 2026 reported revenue growth of 4% to 5%.
  10. Sees FY 2026 reported revenue of $3.57 billion to $3.60 billion.
  11. Sees FY 2026 organic revenue growth of 1% to 2%.

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§ Earnings calls on file / full text, model-annotated
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