종목/BRKR
Bruker Corporation
Reconfirming FY26 revenues of $3.57 to $3.60 billion; non-GAAP EPS of $2.10 to $2.15 (includes ~ $0.15 FX headwind, ~8%). 또한 가이던스 구성: organic revenue growth 1% to 2%; M&A contribution ~1.5%; FX tailwind ~1.5%.
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Bruker Corporation, together with its subsidiaries, develops, manufactures, and distributes scientific instruments, and analytical and diagnostic solutions. It operates through four segments: Bruker Scientific Instruments (BSI) BioSpin, BSI CALID, BSI Nano, and Bruker Energy & Supercon Technologies. The company offers magnetic resonance spectroscop, preclinical imaging, biopharma and applied, services and lifecycle support, integrated data solution, and automation; life science tools; innovative nuclear magnetic resonance (NMR) and electron paramagnetic resonance (EPR) products; solutions for in-vivo processes and drug discovery; aftermarket solutions; solutions for lab automation and digitalization; mass spectrometry solution and test kits, DNA test strips, and fluorescence-based PCR technologies; genotype and fluorotype molecular diagnostics kits; and research, analytical, and process analysis instruments and solutions. It also provides range of portable analytical and bioanalytical detection systems, and related products; X-ray instruments; analytical tools for electron microscopes, as well as handheld, portable, and mobile X-ray fluorescence spectrometry instruments; atomic force microscopy instrumentation; non-contact nanometer resolution solution topography; and automated X-ray metrology, automated AFM defect-detection, and photomask repair and cleaning equipment. In addition, the company offers advanced optical fluorescence microscopy instruments; services for transcriptional profiling and multiomic analysis; superconducting materials, such as metallic low temperature superconductors; multifilament round and rectangular LTS wires in both monolithic and wire-in-channel formats; designs and manufactures Cuponal; metallic low temperature superconductors; and non-superconducting high technology tools, such as synchrotron and beamline instrumentation. Bruker Corporation was founded in 1960 and is headquartered in Billerica, Massachusetts.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 6일 (수) | 2026 Q1 | $0.24 | $0.31 | +30.1% | $823M | ▲ 11.3% |
| UNH | 유나이티드헬스 | 364B | +8.9% | 75% (3/4) |
| MRK | 머크 | 281B | +16.0% | 100% (4/4) |
회사는 매출·non-GAAP EPS 가이던스를 재확인했으나 Q1의 유기적 매출과 non-GAAP EPS가 YoY로 하락해 단기적으로는 보수적 시장 반응(톤 둔화) 가능성이 있음. 다만 BSI 북킹 강세와 제품 포트폴리오 개선 전망은 성장 회복 기대 요인으로 작용할 것임.