Overview
Scientific instruments firm's Q4 2025 revenue beat analyst expectations despite flat year-over-year growth
Adjusted EPS for Q4 2025 missed analyst estimates
Company expects FY26 revenue growth and significant EPS improvement
Outlook
Bruker expects FY26 revenues of $3.57 to $3.60 bln, up 4% to 5% yoy
Company anticipates FY26 non-GAAP EPS of $2.10 to $2.15, up 15% to 17% yoy
Bruker sees organic revenue growth of 1% to 2% in FY26
Result Drivers
MARKET RECOVERY - Recovery in biopharma and industrial research markets, along with improved semiconductor orders, supported Q4-25 results
COST-SAVING INITIATIVES - Bruker plans to extend cost-saving measures beyond previous targets to enhance operating margins
CURRENCY AND TARIFF HEADWINDS - Academic funding, tariffs, and currency fluctuations posed challenges during 2025
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $977.20 mln | $960.83 mln (13 Analysts) |
Q4 Adjusted EPS | Miss | $0.59 | $0.65 (14 Analysts) |
Q4 Net Income | $29.20 mln | ||
Q4 Gross Profit | $449.20 mln | ||
Q4 Operating Expenses | $372.90 mln | ||
Q4 Operating Income | $76.30 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the advanced medical equipment & technology peer group is "buy"
Wall Street's median 12-month price target for Bruker Corp is $55.00, about 29.6% above its February 11 closing price of $42.43
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 18 three months ago
Press Release: ID:nBw7D8lTta
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)