Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Bruker (BRKR)
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
$58.06-8.98%
Close 2026-11-05 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
2.40 → 2.40 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BRKR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Achieve FY2026 non-GAAP EPS of $2.10 to $2.15 | A primary condition in Bruker's published investment case. The stated target is >= $2.10. | Broken | EPS falls below $1.85 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: “Bruker continues to expect FY26 non-GAAP EPS of $2.10 to $2.15 compared to $1.83 in FY25, an increase of 15% to 17% year-over-year.” “Bruker Reports Third Quarter 2026 Financial Results • Q3-26 revenue of $874.0 million, up 1.6% yoy; up 0.7% organically • Q3-26 non-GAAP operating margin of 16.3%, up 400 bps yoy • Q3-26 GAAP diluted Loss Per Share of $(0.81); non-GAAP diluted EPS of $0.56, up 24.4% yoy • Reconfirming prior FY2026 organic revenue growth and non-GAAP EPS guidance BILLERICA, Massachusetts – November 4, 2026 – Bruker Corporation (Nasdaq: BRKR) today announced financial results for the three and nine months ended September 30, 2026.” |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
BRKR is an improving medical-technology business with a cyclical exposure, rather than a clear deep-value case. Its long-term thesis is intact, and recent financial performance is strong, but earnings quality and management signals are neutral while risk remains elevated.
Valuation is described as justified, with BRKR at a modest premium to peers and expectations broadly aligned with the outlook. The expectations gap is slightly negative, so the evidence does not point to a large cushion if execution weakens.
Near term, management is on track with FY2026 revenue and non-GAAP earnings guidance, while operating margins have expanded from a year earlier. A recent earnings beat and stronger sector backdrop support the setup, but weakening jobs data and the possibility of a guidance cut remain risks.
The multi-year view depends on continued revenue growth, progress toward full-year earnings guidance, and further margin improvement. Near term, a guidance cut or worsening employment trends could weigh on the business outlook, while continued strong results from healthcare peers would support sector momentum.
Over the next 1 to 3 years, BRKR’s improving results support an intact thesis, but elevated risk and only modest valuation support leave execution as the key test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Sustain growth via new product launches and semiconductor orders | New product launches and semiconductor orders support growth. | Improving | No growth or decline in semiconductor and overseas orders | Qualitative condition This condition has no defined numerical measure. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain operating margin near 25% to 30% in FY2026 | Profit margins are expected near 25% to 30%. | Broken | operating margin falls below 20% | Operating margin: -7.79% FY2026-Q2; GAAP. Published target: >=25%. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026-7.787716 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: “Reconfirming FY26 Organic Revenue Growth and Non-GAAP EPS Outlook; Updating for Currency Bruker now expects FY26 revenues of $3.52 to $3.56 billion, compared to FY25 revenues of $3.44 billion, with 2.5% to 3.5% year-over-year reported revenue growth, including: • Organic revenue growth of 1% to 2%, • M&A revenue growth of approximately 1.5%, • CER revenue growth of 2.5% to 3.5%, and • Foreign currency neutral to revenue (previously a tailwind of 0.5%).” Delivery assessment Nov 4, 2026 |
Achieve FY2026 revenue of $3.57 to $3.60 billion | A primary condition in Bruker's published investment case. The stated target is ~$3.585 billion. | Broken | annual revenue falls below $3.41 billion | Revenue: $838.5M FY2026-Q2; GAAP. Published target: ~$3.585 billion. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 2026838,500,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 4 of 4 supplied quarters. Management reported: “Reconfirming FY26 Organic Revenue Growth and Non-GAAP EPS Outlook; Updating for Currency Bruker now expects FY26 revenues of $3.52 to $3.56 billion, compared to FY25 revenues of $3.44 billion, with 2.5% to 3.5% year-over-year reported revenue growth, including: • Organic revenue growth of 1% to 2%, • M&A revenue growth of approximately 1.5%, • CER revenue growth of 2.5% to 3.5%, and • Foreign currency neutral to revenue (previously a tailwind of 0.5%).” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.43 → $2.40 · observed estimates
$3.74B → $3.70B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-07-25 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-07-26 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-07-27 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-07-28 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-07-29 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-07-30 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-07-31 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-08-01 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-08-02 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-08-03 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-08-04 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-08-05 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-08-06 | $2.43 | $3,741,988,410 | 13 / 12 |
| 2026-08-07 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-08 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-09 | $2.40 | $3,705,103,650 | 13 / 12 |
| 2026-08-10 | $2.40 | $3,705,103,650 | 13 / 12 |
| 2026-08-11 | $2.41 | $3,701,686,990 | 13 / 12 |
| 2026-08-12 | $2.41 | $3,701,686,990 | 13 / 12 |
| 2026-08-13 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-14 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-15 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-16 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-17 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-18 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-19 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-20 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-21 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-22 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-23 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-24 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-25 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-26 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-27 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-28 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-29 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-30 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-08-31 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-01 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-02 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-03 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-04 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-05 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-06 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-07 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-08 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-09 | $2.41 | $3,701,726,653 | 6 / 8 |
| 2026-09-10 | $2.40 | $3,701,221,203 | 6 / 9 |
| 2026-09-11 | $2.40 | $3,701,221,203 | 6 / 9 |
| 2026-09-12 | $2.40 | $3,701,221,203 | 7 / 9 |
| 2026-09-13 | $2.40 | $3,701,221,203 | 7 / 9 |
| 2026-09-14 | $2.40 | $3,701,221,203 | 7 / 9 |
| 2026-09-15 | $2.40 | $3,701,221,203 | 7 / 9 |
| 2026-09-16 | $2.40 | $3,701,221,203 | 7 / 9 |
| 2026-09-17 | $2.40 | $3,701,221,203 | 7 / 9 |
| 2026-09-18 | $2.40 | $3,701,221,203 | 7 / 9 |
| 2026-09-19 | $2.40 | $3,701,221,203 | 7 / 9 |
| 2026-09-20 | $2.40 | $3,701,221,203 | 7 / 9 |
| 2026-09-21 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-09-22 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-09-23 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-09-24 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-09-25 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-09-26 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-09-27 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-09-28 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-09-29 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-09-30 | $2.40 | $3,702,261,895 | 7 / 9 |
| 2026-10-01 | $2.40 | $3,702,261,895 | 6 / 8 |
| 2026-10-02 | $2.40 | $3,704,508,720 | 6 / 8 |
| 2026-10-03 | $2.40 | $3,704,508,720 | 6 / 8 |
| 2026-10-04 | $2.40 | $3,704,508,720 | 6 / 8 |
| 2026-10-05 | $2.40 | $3,704,508,720 | 6 / 8 |
| 2026-10-06 | $2.40 | $3,704,508,720 | 6 / 8 |
| 2026-10-07 | $2.40 | $3,704,508,720 | 6 / 8 |
| 2026-10-08 | $2.42 | $3,704,368,744 | 6 / 8 |
| 2026-10-09 | $2.42 | $3,704,368,744 | 6 / 8 |
| 2026-10-10 | $2.42 | $3,704,368,744 | 6 / 8 |
| 2026-10-11 | $2.42 | $3,704,368,046 | 6 / 8 |
| 2026-10-12 | $2.42 | $3,704,368,046 | 6 / 8 |
| 2026-10-13 | $2.42 | $3,704,368,046 | 6 / 8 |
| 2026-10-14 | $2.42 | $3,704,393,046 | 6 / 8 |
| 2026-10-15 | $2.42 | $3,704,393,046 | 6 / 8 |
| 2026-10-16 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-17 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-18 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-19 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-20 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-21 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-22 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-23 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-24 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-25 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-26 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-27 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-28 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-29 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-30 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-10-31 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-11-01 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-11-02 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-11-03 | $2.41 | $3,704,120,189 | 6 / 8 |
| 2026-11-04 | $2.40 | $3,704,120,189 | 6 / 8 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 6 Hold · 1 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 3 recorded
1 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.