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Earnings analysis · 10-Q

BRKR earnings analysis

Filed May 7, 2026 · Our reading of the company's report

The latest report

Bruker reported Q1 2026 revenues of $823.4 million, exceeding expectations of $796.6 million, marking a 2.7% increase year-over-year. The company achieved a non-GAAP EPS of $0.31, while GAAP EPS was significantly lower…

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Bruker reported Q1 2026 revenues of $823.4 million, exceeding expectations of $796.6 million, marking a 2.7% increase year-over-year. The company achieved a non-GAAP EPS of $0.31, while GAAP EPS was significantly lower at $0.02 amid increased operating expenses and lower operating income, which fell to $10.2 million, down from $31.8 million in the prior year. Management reaffirmed its FY2026 revenue guidance of between $3.57 billion and $3.60 billion, with an emphasis on organic growth of 1-2%.

Read the original on SEC.gov

From revenue to operating profit

Where each $100 of revenue went in this report.

Of every $100 of revenue Cost of sales $54 Operating expenses $45 Left as operating profit $1

Cost of sales, operating expenses, and what remained. Figures are rounded to whole dollars.

Reported figures

Earnings per share
$0.31
Segment
BSI BioSpin: $197.5M, BSI CALID: $316.3M, BSI NANO: $246.0M, BEST: $66.8M

What stood out

  • Q1 Revenue Increase

    Revenue rose to $823.4 million, a 2.7% increase from $801.4 million in Q1 2025.

  • EPS Beat

    Non-GAAP EPS reported at $0.31, beating the expected $0.23 by 34.8%.

  • Strong Operating Cash Flow

    Net cash provided by operating activities was $71.2 million, compared to $65.0 million in Q1 2025.

  • Free Cash Flow Improvement

    Free cash flow increased to $47.0 million from $39.0 million in Q1 2025.

  • Segment Growth in BSI CALID

    BSI CALID segment revenue increased by 12.9% to $316.3 million.

  • Interest Income Surge

    Interest and other income grew significantly from -$6.7 million to $11.7 million.

What to watch

  • Declining Operating Income

    Operating income decreased dramatically to $10.2 million from $31.8 million, down by 67.9% year-over-year.

  • Increased Expenses

    Total operating expenses rose to $369.6 million, up from $359.4 million in Q1 2025.

  • Foreign Exchange Headwinds

    Management cited foreign currency challenges impacting revenue and costs.

Management's outlook

Management reaffirmed FY2026 guidance, including organic growth of 1-2%.

This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.