Bruker (BRKR)
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · BRKR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks BRKR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to achieve reported revenue growth of 3% to 4% year-over-year, including organic growth of 1% to 2%, M&A growth, and currency tailwinds.
Stated as a priority in 4 of last 4 quarters. FY26 revenue guidance remains at $3.54 to $3.57 billion, representing 3% to 4% reported growth over FY25's $3.44 billion. Organic growth is targeted at 1% to 2%. Actual revenue grew from $797.4 million in 2025-Q2 to $838.5 million in 2026-Q2 (+5.2% yoy). The trajectory is delivering consistent revenue growth aligned with guidance.
“Bruker continues to expect FY26 revenues of $3.54 to $3.57 billion, up 3% to 4% yoy, with organic growth of 1% to 2%”
“Reconfirming previous FY2026 guidance: Revenues of $3.57 to $3.60 billion, up 4% to 5% yoy, with organic growth of 1% to 2%”
“Bruker initiates FY26 guidance: Revenues of $3.57 to $3.60 billion, up 4% to 5% yoy, with organic growth of 1% to 2%”
“Bruker now expects FY 2026 revenues of $3.54 to $3.57 billion”
Target non-GAAP EPS growth of 15% to 17% year-over-year for FY2026, despite currency headwinds.
Stated as a priority in 4 of last 4 quarters. FY26 non-GAAP EPS guidance is $2.10 to $2.15, up 15% to 17% from $1.83 in FY25. Q2-26 non-GAAP EPS was $0.49, up from $0.32 in Q2-25, showing progress toward full-year targets. The trajectory is delivering EPS growth consistent with guidance.
Focus on cost control and profitability to achieve substantial operating margin expansion and double-digit EPS growth in 2026 and beyond.
Stated as a priority in 3 of last 3 quarters. Non-GAAP operating margin expanded from 9.0% in Q2-25 to 14.1% in Q2-26, with first half 2026 margin at 12.2% versus 10.9% prior year. Operating income improved on a non-GAAP basis, supporting management's focus on margin expansion and profitability. The trajectory is delivering margin improvement aligned with stated goals.
Continue to declare and pay quarterly cash dividends on common stock and preferred stock series.
Stated as a priority in 3 of last 3 quarters. The Board consistently declared a quarterly cash dividend of $0.05 per share on common stock through 2025-Q4 to 2026-Q2. Dividend payments have been maintained steadily, reflecting management's commitment to shareholder returns.
Continue quarterly dividend payments at $0.05 per common share to shareholders.
Over the trailing year it converted 1.26x of net income into operating cash flow. Historically, Health Care names rated neutral grew net income 54% of the time over the next year (vs 43% for the rest of the cohort, n=3313).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
16 material management or governance events in the past 24 months, led by executive changes. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.
“Bruker continues to expect FY26 non-GAAP EPS of $2.10 to $2.15, up 15% to 17% yoy”
“Reconfirming previous FY2026 guidance: Non-GAAP EPS of $2.10 to $2.15, up 15% to 17% yoy”
“Bruker initiates FY26 guidance: Non-GAAP EPS of $2.10 to $2.15, up 15% to 17% yoy”
“Bruker now expects FY 2026 non-GAAP EPS of $2.10 to $2.15”
“Focus on cost and profitability resulted in solid margin expansion and non-GAAP EPS growth”
“Bruker remains poised to deliver significant operating margin expansion and double-digit EPS growth in FY2026”
“We are poised to deliver very significant operating margin expansion and double-digit EPS growth in 2026”
“Board declared quarterly cash dividend on common stock of $0.05 per share”
“Board declared quarterly cash dividend on common stock of $0.05 per share”
“Board declared quarterly cash dividend on common stock of $0.05 per share”