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Q2 2026 Earnings Presentation August 4, 2026 BRUKER CORPORATION (NASDAQ: BRKR) Frank H. Laukien, President & Chief Executive Officer Gerald Herman, Executive Vice President & Chief Financial Officer Joe Kostka, Director, Investor Relations
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | | BRUKER CORPORATION Safe Harbor Statement August 4, 2026Q2 2026 Earnings Presentation 2 Any statements contained in this presentation which do not describe historical facts may constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding our fiscal year 2026 and beyond financial outlook, our outlook for reported revenue growth, organic revenue growth, M&A revenue growth contributions, CER currency revenue growth, margin improvements, foreign currency translation revenue impact, EPS, non-GAAP EPS, and CER non-GAAP EPS growth; management’s expectations for the impact of foreign currency and acquisitions; the effects of our expanded cost savings initiatives; and for future financial and operational performance and business outlook; future economic conditions. Any forward-looking statements contained herein are based on current expectations, but are subject to risks and uncertainties that could cause actual results to differ materially from those indicated, including, but not limited to, (1) the length and severity of any disruption in US academic and the impact on government markets, a potential recession, and global economic conditions, (2) the impact of supply chain challenges, including inflationary pressures, or shortages or price spikes in high-performance memory chips or in liquid Helium, (3) the impact of wars, blockades, geopolitical instability and tensions and any sanctions, (4) the ongoing tensions between the United States and China, tariff increases or uncertainties and tariff and trade policy changes and restrictions, (5) continued volatility in the capital markets, (6) the impact of increased interest rates, (7) the integration and assumption of liabilities of businesses we have acquired or may acquire in the future, (8) our restructuring and cost-control initiatives, (9) changing technologies, product development and market acceptance of our products, (10) the cost and pricing of our products, manufacturing and outsourcing, competition, dependence on collaborative partners, key suppliers and third party distributors, capital spending and government funding policies, (11) changes in governmental regulations, intellectual property rights, and litigation, (12) exposure to foreign currency fluctuations, (13) the impact of foreign currency exchange rates, (14) our ability to service our debt obligations and fund our anticipated cash needs, (15) the effect of a concentrated ownership of our common stock, (16) the loss of key personnel, (17) payment of future dividends, (18) the impact (if any) of macroeconomic issues, including uncertainties related to trade policies or tariff regulations, and (19) other risk factors discussed from time to time in our filings with the Securities and Exchange Commission, or SEC. These and other factors are identified and described in more detail in our filings with the SEC, including, without limitation, our annual report on Form 10-K for the year ended December 31, 2025, as may be updated by our quarterly reports on Form 10-Q. We expressly disclaim any intent or obligation to update these forward-looking statements other than as required by applicable law.
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Q2 2026 Business Update 3
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | | Q2 2026: Return to Organic Revenue Growth; Non-GAAP Margins and EPS Up on Cost Actions; Solid BSI Bookings Growth ❖ Revenue increase of $41.1M, or 5.2% ▪ Organic growth of 2.8%, or 3.4% excluding US tariff refunds, with BSI up 2.3% and BEST up 8.9% ▪ M&A contribution of +1.5%, with CER growth of +4.3% ▪ FX tailwind of +0.9% ❖ Non-GAAP gross margin 52.1%, up 350 bps ❖ Non-GAAP operating margin 14.1%, up 510 bps ❖ Non-GAAP EPS: $0.49, up 53.1% ❖ BSI bookings up ~10% organically, book-to-bill >1.0x Q2 2026 Performance; Year-over-Year Changes 838.5 797.4 Q2-26 Q2-25 $0.32 $0.49 Q2-25 Q2-26 +53.1% Revenues [$M] Non-GAAP EPS +5.2% Q2 Financials Reconciliations of non-GAAP to GAAP financial measures are available in our earnings press release and at the end of this presentation. Y-o-y: year over year. Bps: basis points August 4, 2026Q2 2026 Earnings Presentation 4
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | | H1 2026: CER Revenue, non-GAAP Margins and EPS Up; Solid BSI Bookings Growth ❖ Revenue increase of $63.1M, or 3.9% ▪ Organic decline of -0.8%, with BSI down -1.4% and BEST up 6.1% ▪ M&A contribution of +2.0%, with CER growth of +1.2% ▪ FX tailwind of +2.7% ❖ Non-GAAP gross margin 51.1%, up 120 bps, incl. FX headwind (HW) of 70 bps ❖ Non-GAAP operating margin 12.2%, up 130 bps, incl. FX HW of 115 bps ❖ Non-GAAP EPS: $0.80, up 2.6%, including FX HW of $0.05 ❖ BSI bookings up high single digits % organically H1 2026 Performance; Year-over-Year Changes 1661.9 1598.8 H1-26 H1-25 $0.78 $0.80 H1-25 H1-26 +2.6% Revenues [$M] Non-GAAP EPS +3.9% H1 Financials Reconciliations of non-GAAP to GAAP financial measures are available in our earnings press release and at the end of this presentation. Y-o-y: year over year. Bps: basis points August 4, 2026Q2 2026 Earnings Presentation 5
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | |August 4, 2026 6Q2 2026 Earnings Presentation GROUP OVERVIEW ▪ BIOSPIN CER down mid single digits % ▪ Strong Hospital/Clinical and Biopharma offset by weak China aca/gov and food testing ▪ Softness in Automation ▪ Robust order growth in NMR and Pre-Clinical Imaging Bruker BIOSPIN Group ▪ CALID CER revenue up mid single digits % ▪ Strong biopharma, security detection, Europe aca/gov partially offset by weaker US ▪ Revenue growth driven by Mass Spectrometry and TOFWERK acquisition ▪ Solid Molecular Diagnostics; Microbiology flat Bruker CALID Group Bruker Group H1 2026 CER Revenue (yoy)
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | | 7 GROUP OVERVIEW Bruker Group H1 2026 CER Revenue (yoy) ▪ NANO CER revenue down low single digits % ▪ Robust Semi and US partially offset by weaker aca/gov and industrial ▪ Weak US aca/gov funding affects Spatial Biology ▪ Very strong AI-driven orders for memory and advanced packaging semi metrology tools Bruker NANO Group ▪ BEST CER revenue up 6%, net of intercompany eliminations ▪ Strong revenue growth in superconductors, solid growth at Research Instruments (RI) ▪ Strong RI multi-year orders for fusion energy development and high-energy physics Bruker Energy & Supercon Technologies (BEST) Segment August 4, 2026Q2 2026 Earnings Presentation
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| |© 2022 Bruker + -Bruker Confidential- © 2023 Bruker | |August 4, 2026 8Q2 2026 Earnings Presentation Semiconductor Metrology Tools - Moving the Needle for Bruker Enabling the latest Logic Chips and Advanced Packaging for HPC and AI CPU/GPU Chips for AI ▪ Ensuring manufacturing and process precision as nodes continue to migrate to 2nm features in chip roadmaps ▪ AAFM and X-ray products required CoWoS Advanced Packaging ▪ Maintaining chiplet yield in advanced packaging metrology for CoWoS is critical ▪ WLI and X-ray products required High Bandwidth Memory (HBM) ▪ Nanometer-scale precision, structural integrity, and alignment required for stacking DRAM die for HBM ▪ AAFM, WLI, and X-ray metrology required GPUHBM Bruker NANO Semiconductor Metrology H1-26: >30% Organic Order Growth, >15% Organic Revenue Growth with ~30% EBIT Margin
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | |August 4, 2026Q2 2026 Earnings Presentation 9 Security Detection & Energy Research Detection systems for airline safety, airport security, and chemical reconnaissance Fusion energy research and high-energy physics technologies Security Detection Energy Research RI orders in H1-26 include: ▪ Divertor assemblies for F4E/ITER ▪ ECR heating modules for F4E/ITER ▪ RF Cryomodules for European accelerator ▪ US DoE National Lab contracts ▪ Semicon EUV lithography tools H1 RI Orders up >100% yoy H1 Orders up >20% yoy Orders in H1-26 include: ▪ >400 Explosive Trace Detectors (ETD) for airports ▪ >300 chemical reconnaissance systems for defense ▪ Multi-year service, parts and consumables contracts
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Q2 2026 Financial Update 10
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | | Q2 2026 YEAR -OVER -YEAR COMPARISON Q2 2026 Selected Non-GAAP Financial Measures1 [$ m, except EPS] Q2 2026 Q2 2025 Δ Total Revenues 838.5 797.4 5.2% Gross Profit 436.6 387.2 12.8% Margin (% of revenues) 52.1% 48.6% 350 bps SG&A (223.9) (214.9) 4.2% (% of revenues) 26.7% 27.0% R&D (94.3) (100.2) (5.9%) (% of revenues) 11.2% 12.6% Operating Income 118.5 72.0 64.6% Margin (% of revenues) 14.1% 9.0% 510 bps Tax Rate 25.0% 23.6% 140 bps Net Income2 75.6 48.3 56.5% EPS $0.49 $0.32 53.1% Shares Outstanding 152.8 151.7 0.7% ▪ Revenue increase of 5.2% ▪ Organic revenue growth of 2.8%, or 3.4% excluding US tariff refunds ▪ BSI organic growth of 2.3%; BEST organic growth of 8.9% ▪ Gross margin increase of 350 bps ▪ Operating margin increase of 510 bps: ▪ Driven by cost saving actions +250 bps, net US tariffs +200 bps, volume/mix +120 bps, FX headwinds -60 bps ▪ Non-GAAP EPS of $0.49, up 53% Comments (year-over-year) 1Reconciliations of non-GAAP to GAAP financial measures are available in our earnings press release and at the end of this presentation. 2Attributable to Bruker common shareholders, Sum of items may not total due to rounding August 4, 2026Q2 2026 Earnings Presentation 11
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | | H1 2026 YEAR -OVER -YEAR COMPARISON H1 2026 Selected Non-GAAP Financial Measures1 [$ m, except EPS] H1 2026 H1 2025 Δ Total Revenues 1,661.9 1,598.8 3.9% Gross Profit 848.4 798.1 6.3% Margin (% of revenues) 51.1% 49.9% 120 bps SG&A (450.3) (427.2) 5.4% (% of revenues) 27.1% 26.7% R&D (195.6) (197.3) (0.9%) (% of revenues) 11.8% 12.3% Operating Income 202.7 173.7 16.7% Margin (% of revenues) 12.2% 10.9% 130 bps Tax Rate 26.1% 26.1% flat Net Income2 122.6 119.0 3.0% EPS $0.80 $0.78 2.6% Shares Outstanding 152.7 151.8 0.6% ▪ Revenue increase of 3.9% ▪ BSI organic decline of -1.4%; BEST organic growth of 6.1% ▪ Gross margin increase of 120 bps ▪ Operating margin increase of 130 bps: ▪ Driven by cost savings +260 bps, net US tariffs +100 bps, partially offset by volume/mix -120 bps and FX headwinds -110 bps ▪ Non-GAAP EPS of $0.80, increase of 2.6%, including FX headwind of $0.05 Comments (year-over-year) 1Reconciliations of non-GAAP to GAAP financial measures are available in our earnings press release and at the end of this presentation. 2Attributable to Bruker common shareholders, Sum of items may not total due to rounding August 4, 2026Q2 2026 Earnings Presentation 12
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | | Q2 YEAR -OVER -YEAR COMPARISON Q2 2026 Selected Cash Flow And Balance Sheet Measures [$M] Q2 2026 Q2 2025 Δ GAAP Net (Loss) Income (50.9) 4.2 (55.1) Depreciation & amortization 58.0 56.1 1.9 Changes in working capital (99.4) (2.3) (97.1) Other items 14.9 (185.5) 200.4 Operating cash flow (77.4) (127.5) 50.1 Capital expenditures (28.8) (21.3) (7.5) Free cash flow (non-GAAP) (106.2) (148.8) 42.6 ▪ Operating cash flow improved $50M yoy, driven by higher net income excluding non- cash impairment of goodwill, timing of tax and vendor payments ▪ Free cash flow improved $43M yoy on higher operating cash flow, partially offset by higher capital expenditures ▪ Net leverage ratio on June 30th at 2.8x Comments (year-over-year) August 4, 2026Q2 2026 Earnings Presentation 13 [$M] Q2 2026 Q1 2026 Δ Cash, Equivalents & Short- term Investments $184.9 $133.4 38.6% Net (Debt)/ Cash $ (1,641.8) $ (1,539.9) 6.6% WC-to-revenue ratio 0.42 0.40 5.0%
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FY 2026 Outlook 14
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| |© 2022 Bruker + -Bruker Confidential- © 2026 Bruker | | Updating FY 2026 Financial Outlook for Currency and Tax Only (as of August 4th, 2026) Non-GAAP Assumptions & YoY Estimates ▪ FY26 operating margin up 250-300 bps ▪ FX impact: ▪ Tailwind to revenue ~0.5% (previously 1.5%) ▪ Headwind to OPM ~50 bps ▪ Headwind to EPS of ~5%, or $0.10 (previously $0.15) ▪ Effective tax rate of 27.5% (previously 26.5%) ▪ CAPEX: ~$110M ▪ FX assumptions (rates as of June 30, 2026): ➢ EUR = 1.14 USD; CHF = 1.24 USD; JPY = 0.0062 USD August 4, 2026Q2 2026 Earnings Presentation 15 FY 2026 Guidance (year-over-year %s) Revenue $3.54B to $3.57B Reported Revenue Growth +3% to +4% Organic revenue growth +1% to +2% M&A revenue contribution CER revenue growth approx. 1.5% +2.5% to +3.5% Non-GAAP EPS Reported EPS Growth $2.10 to $2.15 +15% to +17%
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Supplementary Financial Information* 16 * For preliminary financial statements, GAAP to Non-GAAP reconciliations, and other supplementary financial information, please refer to our Q2 2026 Earnings Press Release issued August 4th, 2026.