Bruker Q4 revenue beats estimates on biopharma market recovery

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

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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