Bruker (BRKR) · wyniki II kw. 2026 i wycena

Przy wzroście 10,7% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $1.55 na akcję — kurs jest o 3488% powyżej niej. Obecna cena zakłada wzrost o 41,1% rocznie.

1. Rośnie

   Tariff refunds reduced organic revenue growth from 3.4% to 2.8% but added around 200 basis points to profitability.

   Cytat ze źródła

   “tariff refunds reduced our organic revenue growth from 3.4% to 2.8%, but strengthened our profitability in the quarter, adding around 200 basis... U.S. Net U.S.”

2. Prognoza

   Berkshire Hathaway updated its expected foreign exchange tailwind to 0.5% instead of 1.5%, resulting in projected reported revenue of $3.54 billion to $3.57 billion.

   Cytat ze źródła

   “We now expect a foreign exchange tailwind to revenues of 0.5% rather than 1.5% previously, resulting in reported revenue of $3.54 billion to $3.57 billion and representing reported...”

3. Słabnie

   Management expects 300 to 350 basis points of organic revenue improvement in 2026, driven by cost-saving actions to improve overall performance.

   Cytat ze źródła

   “Our operating margin performance is very strongly driven by our cost-saving actions, and you've already heard me describe those in my prepared... I think, generally speaking, we are expecting continued improvement in the overall revenue performance sequentially as we march through 2026. We're expecting 300 to 350 basis points of organic improvement.”

Script and answers carried a similar tone, so the script's message held up under questioning.

Zdania, które wpłynęły na ton

“Finally, the first half of '26 BEST revenues were up 6%, net of intercompany eliminations with strong growth in the superconductor business and solid revenue growth at Research Instruments, or...”

“So in summary, in the second quarter, we achieved solid orders in many life science end markets, and we achieved very strong order growth in our so-called deep tech tools.”

“We are pleased that Bruker has returned to organic revenue growth in the second quarter and that our focus on cost reductions and profitability improvements resulted in solid margin expansion...”