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Benchmark Electronics (BHE)
NYSE:BHE
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Benchmark Electronics (BHE) Price & Analysis

165 Followers

BHE Stock Chart & Stats

$81.10
-$1.47(-1.81%)
At close: 4:00 PM EDT
$81.10
-$1.47(-1.81%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet ImprovementA materially lower debt load and improved debt-to-equity provide durable financial flexibility. This reduces refinancing risk, supports capacity investment and dividends, and strengthens the company's ability to fund growth or weather cyclical downturns without forcing distressed asset sales.
Stronger Cash GenerationSustained positive and growing free cash flow enhances self-funding for capex, working capital and shareholder returns. Reliable cash generation reduces reliance on external financing, supports planned capacity ramps, and improves resilience across business cycles over the next several quarters.
Broad-Based Demand & BookingsRevenue breadth across AI-related AC&C, medical, semi-cap, and industrial plus record bookings signals durable commercial momentum. Combined with announced Penang and Thailand capacity expansion, this supports sustainable revenue scaling and share gains in higher-growth end markets.
Bears Say
Thin And Volatile ProfitabilityVery slim net margins limit the firm's ability to convert revenue growth into meaningful returns. Low profitability reduces cushioning against input cost increases, amplifies sensitivity to program timing, and constrains long-term ROE and free cash flow expansion despite revenue gains.
Supply-Chain Lead-Time RiskProlonged lead times force higher inventory and advance procurement, increasing working capital needs and execution risk. Delays in critical components can disrupt production ramps, push out revenue recognition, and pressure margins over multiple quarters during program scale-ups.
Near-Term Capital Intensity & Working CapitalPlanned facility builds and inventory to support ramps raise cash use and execution risk. Even with disciplined 2%-2.5% capex guidance, large multi-year projects and inventory buildup can constrain free cash flow and require sustained operating execution to achieve projected returns.

Benchmark Electronics News

BHE FAQ

What was Benchmark Electronics’s price range in the past 12 months?
Benchmark Electronics lowest stock price was $34.44 and its highest was $100.41 in the past 12 months.
    What is Benchmark Electronics’s market cap?
    Benchmark Electronics’s market cap is $2.66B.
      When is Benchmark Electronics’s upcoming earnings report date?
      Benchmark Electronics’s upcoming earnings report date is Oct 28, 2026 which is in 89 days.
        How were Benchmark Electronics’s earnings last quarter?
        Benchmark Electronics released its earnings results on Jul 29, 2026. The company reported $0.75 earnings per share for the quarter, beating the consensus estimate of $0.685 by $0.065.
          Is Benchmark Electronics overvalued?
          According to Wall Street analysts Benchmark Electronics’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Benchmark Electronics pay dividends?
            Benchmark Electronics pays a Quarterly dividend of $0.17 which represents an annual dividend yield of 0.86%. See more information on Benchmark Electronics dividends here
              What is Benchmark Electronics’s EPS estimate?
              Benchmark Electronics’s EPS estimate is 0.79.
                How many shares outstanding does Benchmark Electronics have?
                Benchmark Electronics has 35,919,933 shares outstanding.
                  What happened to Benchmark Electronics’s price movement after its last earnings report?
                  Benchmark Electronics reported an EPS of $0.75 in its last earnings report, beating expectations of $0.685. Following the earnings report the stock price went up 7.165%.
                    Which hedge fund is a major shareholder of Benchmark Electronics?
                    Currently, no hedge funds are holding shares in BHE
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Benchmark Electronics

                      Benchmark Electronics, Inc., together with its subsidiaries, operates as a global provider, delivering a comprehensive suite of product design, engineering, technology solutions, and manufacturing services across the Americas, Asia, and Europe. Its capabilities span engineering and technology solutions, encompassing initial product design, prototyping, and comprehensive testing. This includes specialized custom testing setups and the development and construction of automation equipment. Furthermore, Benchmark excels in electronics manufacturing and rigorous testing. This involves the assembly and testing of printed circuit boards and subsystems, alongside thorough evaluations of circuitry and functionality. Their quality assurance extends to environmental, stress, and component reliability assessments, complemented by component engineering, manufacturing defect analysis, in-circuit testing, functional testing, lifecycle testing, and detailed failure analysis. The company also offers precision machining and electromechanical assembly, coupled with comprehensive subsystem and full system integration services that encompass assembly, configuration, and testing across diverse industrial sectors. Beyond core manufacturing, Benchmark provides value-added support systems, comprehensive supply chain management solutions, and direct order fulfillment. Crucially, they offer extensive aftermarket, non-warranty services that span a product's entire lifecycle, including repair, replacement, refurbishment, remanufacturing, exchange programs, system upgrades, and the production of spare parts. The company's clientele primarily consists of Original Equipment Manufacturers (OEMs) across critical sectors such as aerospace and defense, medical technologies, complex industrial applications, semiconductor capital equipment, telecommunications, and advanced computing. Benchmark promotes its services and solutions predominantly through a dedicated direct sales force. Established in 1979, the firm, previously known as Electronics, Inc., maintains its headquarters in Tempe, Arizona.

                      Benchmark Electronics (BHE) Earnings & Revenues

                      BHE Company Deck

                      BHE Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call highlighted strong execution and broad-based demand, with double-digit revenue growth, margin expansion, record/strong bookings, an upgraded full-year revenue outlook to $3.0 billion, and improving cash conversion. Challenges include a decline in Aerospace & Defense revenue due to program timing, supply chain lead-time pressure (notably memory and complex parts), some one-time effects in Industrial, and higher variable compensation that partially offset margin gains. Overall, the positives around growth, bookings, margins, balance sheet strength and capacity expansion substantially outweigh the identified challenges.View all BHE earnings summaries

                      BHE Stock 12 Month Forecast

                      Average Price Target

                      $91.00
                      ▲(12.21% Upside)
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