BRUKER $BRKR Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $874.0M (Est. $869M) 🟢; +1.6% YoY
🔹 Adj. EPS: $0.56 (Est. $0.42) 🟢; +24.4% YoY
🔹 Non-GAAP Oper Income: $142.6M (Est. $114M) 🟢
FY26 Guide:
🔹 Revenue: $3.52B-$3.56B (Est. $3.56B) 🟡
🔹 Adj. EPS: $2.10-$2.15 (Est. $2.12) 🟡
🔹 Adj. EPS Growth: +15% to +17% (Est. +15.8%) 🟡
🔹 Organic Revenue Growth: +1% to +2%
Segment Net Revenue:
🔹 BSI: $793.9M; +0.8% YoY
🔹 BEST: $82.1M; +11.2% YoY
Other Q3 Metrics:
🔹 Organic Revenue Growth: +0.7%
🔹 Non-GAAP Operating Margin: 16.3%; +400 bps YoY
🔹 Free Cash Flow: $96.7M
Key Updates:
🔹 Goodwill Impairment: $174.5M non-cash charge
Comments:
🔸 “In the third quarter, we achieved very significant margin expansion and non-GAAP EPS growth, driven by our focus on cost discipline and execution.”
🔸 “With BSI organic bookings and backlog both up mid-single digits % year-to-date, we expect revenue growth acceleration, continued margin expansion and double-digit EPS growth in FY27.”
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