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BRKR

BRUKER CORPORATION

In the published model solve dated 2026-Q2, anchored at $58.50, BRUKER CORPORATION (BRKR) is priced for +24.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.

Published model solve
+24.4% growth
Priced In
unavailable

Key Takeaways

• Bruker sells scientific instruments across four businesses, the largest of which is BSI CALID at 35% of revenue, covering mass spectrometry, optics and microbiology diagnostics, with BSI NANO at 32% and BSI BioSpin at 26% behind it. • The gap between what this company earns now and what it has earned across the cycle is the whole story: the trailing operating margin sits near 0.1% against a through-cycle 10.4%, while net debt of about 1.6 billion dollars sits on the balance sheet waiting for

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Institutional ownership

329 institutional managers reported holding BRKR in 13F filings for the quarter ended 2026-03-31. Together they hold about 89% of the company; the top 10 hold 53%. 52 opened new positions that quarter. Held by FMR (Fidelity), BlackRock, Vanguard Group, among others. On the short side, 12.9M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (4.1 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

BRKR's share count grew 1.7% over the past five years even with $507.60M spent on repurchases. It pays a dividend, and has for 10 years running; the current rate is $0.20 a share annually. Cash returned over the past three years: $75.30M in dividends and $139.90M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at BRKR over the trailing three years: 2024: 3 buys totaling $5.01M; 2025: 4 buys totaling $1.14M. 17 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

BRKR's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-10-6.7%-7.0%
2023-11-10+3.2%+23.2%
2024-03-01+13.4%-20.7%
2024-05-11-11.4%-14.5%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

BRKR's latest 8-K filings: 2026-08-14 (items 8.01); 2026-08-04 (items 2.02, 9.01); 2026-07-30 (items 8.01); 2026-05-21 (items 5.07); 2026-05-15 (items 8.01).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

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Model solve date: 2026-Q2
Narrative composed: July 25, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.