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Jun 30, 2023

Bruker Q2 2023 Earnings Report

Bruker's Q2 2023 financial results were announced, showcasing revenue growth and increased EPS.

Key Takeaways

Bruker reported a strong second quarter with a 15.9% increase in revenues to $681.9 million and a GAAP EPS of $0.39. The company has increased its FY 2023 revenue guidance to $2.85-$2.90 billion.

Q2 2023 revenues reached $681.9 million, marking a 15.9% year-over-year increase, with organic revenue up by 13.5%.

GAAP EPS for Q2 2023 was reported at $0.39, while non-GAAP EPS stood at $0.50, reflecting an 11.1% year-over-year increase.

Bruker has raised its full-year 2023 revenue guidance to a range of $2.85 billion to $2.90 billion, suggesting revenue growth of 12.5% to 14.5%, and organic revenue growth of 9.5% to 11.5%.

BSI revenues increased 15.4% year-over-year, with organic revenue growth of 13.0%.

Total Revenue
$682M
Previous year: $588M
+15.9%
EPS
$0.5
Previous year: $0.45
+11.1%
Organic Revenue Growth
13.5%
Previous year: 8.8%
+53.4%
GAAP Operating Margin
12.6%
Previous year: 12.6%
+0.0%
Non-GAAP Operating Margin
15.3%
Previous year: 16.6%
-7.8%
Gross Profit
$341M
Previous year: $298M
+14.2%
Cash and Equivalents
$575M
Previous year: $723M
-20.5%
Free Cash Flow
-$10.5M
Previous year: -$62.3M
-83.1%
Total Assets
$3.86B
Previous year: $3.38B
+14.0%

Bruker

Bruker

Forward Guidance

Bruker is increasing its revenue guidance for FY 2023 to a range of $2.85-$2.90 billion and continues to expect FY 2023 non-GAAP EPS of $2.55-$2.60.

Positive Outlook

  • FY 2023 revenue guidance increased to $2.85-$2.90 billion.
  • Implies revenue growth of 12.5%-14.5%.
  • Organic revenue growth expected at 9.5%-11.5%.
  • M&A revenue growth contributions of ~2%.
  • Foreign currency translation revenue growth tailwind of ~1.0%.

Challenges Ahead

  • No change from prior guidance on M&A revenue growth contributions.
  • No change from prior guidance on foreign currency translation revenue growth.
  • Bruker continues to expect FY 2023 non-GAAP EPS of $2.55-$2.60.
  • Non-GAAP operating margin decreased by 130 basis points.
  • Uncertainty in predicting GAAP financial measures.