Bruker Corporation
- Open
- 60.39
- Day high
- 62.82
- Day low
- 59.88
- Prev close
- 60.18
- Volume
- 1.1M
- Mkt cap
- $9.7B
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 4.0
- P/S
- 2.8
- Yield
- 0.32%
- Per share
- $0.20
- ▼Insiders net selling -$277K over the last 3 months (0 open-market buys, 3 sales)
- 🏛Institutions mixed (13F)
Bruker Corporation (BRKR) is a Healthcare company listed on NASDAQ. The stock is up 44% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 3 sales (SEC Form 4).
Bruker Corporation (BRKR) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 7 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
BRKR earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $0.23 | $0.31 | +34.8% | $823M | +3.5% |
| Feb 12, 2026 | $0.65 | $0.59 | -9.2% | $977M | +22.3% |
| May 7, 2025 | $0.46 | $0.47 | +2.2% | $801M | -2.3% |
| Feb 13, 2025 | $0.75 | $0.76 | +1.3% | $980M | +1.4% |
| May 2, 2024 | $0.46 | $0.53 | +15.2% | $722M | -1.1% |
| Feb 13, 2024 | $0.65 | $0.70 | +7.7% | $855M | +5.8% |
| Nov 2, 2023 | $0.63 | $0.74 | +17.5% | $743M | +3.8% |
| Aug 3, 2023 | $0.49 | $0.50 | +2.0% | $682M | +5.3% |
| May 4, 2023 | $0.55 | $0.64 | +16.4% | $685M | +7.1% |
| Feb 9, 2023 | $0.72 | $0.74 | +2.8% | $708M | +4.2% |
| Nov 3, 2022 | $0.55 | $0.66 | +20.0% | $639M | +4.7% |
| Aug 3, 2022 | $0.45 | $0.45 | +0.0% | $588M | +0.0% |
BRKR insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 16, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Sell | 2,000 | $54.76 |
| Jun 16, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Option | 2,000 | $22.19 |
| May 19, 2026 | Bernard Thierrydirector | Grant | 2,886 | — |
| May 18, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Sell | 2,000 | $43.90 |
| May 18, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Option | 2,000 | $22.19 |
| Apr 16, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Sell | 2,000 | $39.90 |
| Apr 16, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Option | 2,000 | $22.19 |
| Mar 16, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Sell | 2,000 | $35.44 |
| Mar 16, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Option | 2,000 | $22.19 |
| Feb 18, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Option | 2,000 | $22.19 |
| Feb 18, 2026 | ORNELL JOHN Adirector | Grant | 4,520 | — |
| Feb 18, 2026 | Requardt Hermann Fritzdirector | Grant | 4,520 | — |
| Feb 18, 2026 | ROSENTHAL BOBdirector | Grant | 4,520 | — |
| Feb 18, 2026 | Munch Markofficer: EXEC VP&PRES BRUKER NANO INC. | Sell | 2,000 | $36.94 |
| Feb 18, 2026 | PACKER RICHARD Adirector | Grant | 4,520 | — |
Source: BRKR SEC Form 4 filings, latest Jun 16, 2026. For informational purposes only — not investment advice.
See the full BRKR insider & 13F page →Bruker Corporation company profile
Overview
Bruker Corporation (NASDAQ:BRKR) is a leading developer, manufacturer, and distributor of scientific instruments and analytical solutions founded in 1991 and headquartered in Billerica, Massachusetts. The company went public in 2000 and has grown through strategic acquisitions and organic expansion to become a major player in the life sciences, materials research, and industrial analysis markets. Bruker serves customers globally across academic research institutions, pharmaceutical companies, biotechnology firms, government laboratories, and industrial manufacturers with sophisticated analytical instruments that enable scientific discovery and quality control processes.
Business
Bruker operates in the scientific instrumentation industry, providing advanced analytical tools that help researchers and industrial users analyze materials, biological samples, and chemical compounds at the molecular and atomic level. The company's instruments are essential for drug discovery, materials science research, quality control in manufacturing, and academic research across multiple disciplines. The company operates through three main business segments. The Bruker Scientific Instruments (BSI) division encompasses two major groups: BSI Life Science and BSI NANO, which together represent approximately 85-90% of total revenue. The BSI Life Science group includes the BioSpin division (nuclear magnetic resonance or NMR instruments), CALID group (mass spectrometry and molecular diagnostics), and recently acquired spatial biology and cellular analysis capabilities. The BSI NANO group provides X-ray instruments, atomic force microscopy, and semiconductor metrology tools. The smaller Bruker Energy & Supercon Technologies (BEST) segment, representing roughly 10-15% of revenue, manufactures superconducting materials and related high-technology tools for specialized applications like synchrotron facilities. Bruker's core products include NMR spectrometers that analyze molecular structure and dynamics, mass spectrometry systems for identifying and quantifying compounds, X-ray diffraction instruments for materials characterization, atomic force microscopes for nanoscale imaging, and molecular diagnostic tools for pathogen identification. These instruments are highly sophisticated, often costing hundreds of thousands to millions of dollars, and require specialized expertise to operate and maintain.
Revenue model
Bruker generates revenue primarily through direct sales of high-value scientific instruments, with additional income from recurring services, consumables, and software. The company's business model centers on selling complex analytical instruments to research institutions, pharmaceutical companies, and industrial customers, with typical instrument prices ranging from tens of thousands to several million dollars depending on capability and configuration. The company has successfully expanded its recurring revenue base to approximately 30% of total revenue through service contracts, consumables, software licenses, and diagnostic test kits. This recurring revenue provides stability and higher margins compared to instrument sales. Bruker's customers include academic research institutions funded by government grants, pharmaceutical and biotechnology companies conducting drug discovery and development, industrial manufacturers requiring quality control and materials analysis, and government laboratories. Several factors influence Bruker's profitability and margins. Positive drivers include the company's premium positioning in specialized markets, ongoing digital transformation creating demand for advanced analytics, growth in personalized medicine requiring sophisticated diagnostic tools, and expansion into high-growth areas like spatial biology and semiconductor metrology. However, margins face pressure from supply chain costs, foreign exchange fluctuations, integration expenses from acquisitions, and cyclical funding patterns in academic and government markets. The company's exposure to government research funding, particularly in the U.S. and China, creates vulnerability to policy changes and budget constraints that can significantly impact demand.
Competitive moat
Bruker possesses a moderate competitive moat built on several key advantages, though it faces meaningful competitive pressures. The company's primary moat stems from its deep technical expertise and specialized knowledge in complex analytical instrumentation, which creates high barriers to entry for new competitors. Bruker's instruments often require years of development and substantial R&D investment, and the company has built strong relationships with key customers who rely on its technical support and service capabilities. The company benefits from high customer switching costs, as researchers and laboratories invest significant time and resources in training personnel to use specific instruments and developing standardized protocols. Additionally, Bruker's growing portfolio of consumables and services creates recurring revenue streams that strengthen customer relationships over time. The company's broad product portfolio allows it to serve as a comprehensive solution provider, making it more difficult for customers to switch to multiple specialized competitors. However, Bruker's moat is not particularly wide or durable. The company faces competition from well-established players like Thermo Fisher Scientific, Agilent Technologies, and Waters Corporation, which have similar technical capabilities and deeper financial resources. The scientific instrumentation market is also subject to technological disruption, and new entrants with innovative approaches could potentially challenge Bruker's market position. The company's dependence on cyclical research funding and its exposure to government budget decisions also limit the stability of its competitive advantages.
Risks & safety
Bruker presents a moderate margin of safety profile with some concerning leverage metrics but reasonable liquidity position. • **Debt and Solvency**: Debt-to-equity ratio of 1.16-1.26 indicates elevated leverage, though manageable given the company's cash generation capabilities. Current ratio of 1.57-1.60 provides adequate short-term liquidity coverage. • **Cash Position**: Cash and short-term investments of $183-184 million is relatively modest compared to the company's size and capital requirements. Free cash flow generation has been volatile, ranging from negative $23.5 million to positive $153 million quarterly. • **Valuation Metrics**: Trading at high multiples with P/E ratios of 77-91x and EV/EBITDA of 22-25x, indicating limited valuation-based margin of safety. Price-to-book ratio of 3.5-5.6x suggests premium valuation relative to tangible assets. • **Other Considerations**: The company's exposure to cyclical research funding, recent acquisition integration challenges, and potential policy headwinds in key markets like China and U.S. government research create additional risk factors that reduce the overall margin of safety.
Recent development
Over the past few years, Bruker has executed a significant strategic transformation focused on positioning the company for the "post-genomic era" through its Project Accelerate 2.0 initiative. The company has made several major acquisitions to expand its capabilities in high-growth areas, including NanoString Technologies for spatial biology applications, cellular analysis companies, ELITech for molecular diagnostics, and Chemspeed for laboratory automation. These acquisitions have transformed Bruker's portfolio, with management noting approximately 70% cumulative revenue growth over the last four years. The company has particularly focused on expanding its presence in proteomics, spatial biology, molecular diagnostics, and semiconductor metrology - areas viewed as having strong long-term growth potential. Bruker has also invested heavily in artificial intelligence and machine learning capabilities to enhance its instruments and software offerings. The company has faced significant market challenges, including weakness in the biopharma sector, delayed recovery in China markets, and uncertainty around U.S. government research funding. In response, Bruker has implemented cost management initiatives, supply chain restructuring, and pricing actions to offset margin pressures. Management expects to fully offset current headwinds by 2026 through these operational improvements and market recovery.
BRKR company profile · for informational purposes only — not investment advice.
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