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BRKR-JPM26-Presentation-Final.pdf

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1、BRUKER 2026 ThemesAfter 70%Revenue Jump,our Focus is now on a Transformative Margin and EPS JumpExpanding our Leadership in Post-Genomic Discovery SolutionsProject Accelerate 3.0:adding Novel Diagnostics and Automated AI-Lab OpportunitiesFrank H.LaukienChairman,President&CEOBruker Corporation(Nasdaq

2、:BRKR)2026 JP Morgan Healthcare ConferenceSan Francisco,CA|January 12,2026INNOVATION WITH INTEGRITY|2023 Bruker|2025 Bruker|BRUKER CORPORATION Safe Harbor Statement2January 12,2026J.P.Morgan Healthcare ConferenceAny statements contained in this presentation which do not describe historical facts may

3、 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 preliminary fourth quarter and fiscal year ended December 31,2025 operational and fin

4、ancial performance,including our revenue growth,non-GAAP operating margin,non-GAAP EPS and non-GAAP tax rate;ROIC;EBITDA;managements expectations for future financial and operational performance,expected growth,and business outlook including the expected financial contributions of BSI and benefits o

5、f Project Accelerate,statements regarding our business focus,expected market growth and market size;and product performance.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 materiall

6、y from those indicated,including,but not limited to,risks and uncertainties relating to continued volatility in the capital markets,the impact of Project Accelerate,the performance of breakout opportunities,the integration and assumption of liabilities of businesses we have acquired or may acquire i

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1. **业绩与战略**:Bruker 2020-2024年收入增长70%,2025年收入约34.3亿美元(同比+2%),2026-30年聚焦利润率与EPS跃升,目标年节省成本1.2亿美元。 2. **业务布局**:核心业务包括生命科学工具(占收入32%)、半导体(33%)、微生物诊断(>5亿美元)等,通过“Project Accelerate 3.0”拓展分子诊断、AI实验室等高增长领域。 3. **创新与订单**:推出空间转录组CosMx WTX、蛋白质组timsOmniDeep等产品;2025年获得美欧超7500万美元大型订单,国防检测业务年增超30%。 4. **财务目标**:2026年指引为有机收入持平至微增,营业利润率扩大250-300个基点,EPS实现两位数增长。
Bruker的利润目标? 新诊断技术突破? AI实验室布局如何?
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