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

168 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
Strong Revenue Growth OutlookThe raised full-year outlook indicates broadening customer demand and stronger program execution. Sustained double-digit growth would improve operating leverage, support capacity utilization, and strengthen Benchmark’s position with OEM customers over the next several quarters.
Diversified End-Market DemandGrowth across several advanced-technology markets reduces reliance on any single customer or industry cycle. Strong bookings, competitive wins, and increased share of wallet can support a durable program pipeline and improve revenue visibility.
Improved Balance Sheet And Cash FlowLower leverage and stronger cash generation increase financial flexibility for capacity investment, working-capital needs, and shareholder returns. The improved balance sheet also gives Benchmark greater resilience when customer programs or supply conditions become less favorable.
Bears Say
Thin And Volatile Profit MarginsLow margins leave limited protection against labor, component, freight, and overhead pressures. Historical earnings volatility also suggests that revenue growth may not consistently translate into strong returns unless operational improvements and mix benefits are sustained.
Aerospace And Defense Program TimingThe decline highlights exposure to customer program timing and transitions in an important, typically complex end market. A delayed recovery can constrain near-term growth, capacity utilization, and mix benefits while the company waits for programs to ramp.
Supply-Chain And Capacity Investment RiskLonger component lead times can increase inventory requirements, disrupt production schedules, and pressure margins. At the same time, facility expansion raises execution and working-capital demands before new capacity contributes fully to revenue.

Benchmark Electronics News

BHE FAQ

What was Benchmark Electronics’s price range in the past 12 months?
Benchmark Electronics lowest stock price was $35.91 and its highest was $100.41 in the past 12 months.
    What is Benchmark Electronics’s market cap?
    Benchmark Electronics’s market cap is $2.61B.
      When is Benchmark Electronics’s upcoming earnings report date?
      Benchmark Electronics’s upcoming earnings report date is Oct 28, 2026 which is in 66 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 0.94%. 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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