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

147 Followers

BHE Stock Chart & Stats

$65.05
-$0.44(-0.95%)
At close: 4:00 PM EST
$65.05
-$0.44(-0.95%)

Bulls Say, Bears Say

Bulls Say
Raised Guidance & ExecutionManagement’s material upward guidance and a Q1 beat reflect durable demand and improved program execution. Higher guidance supports stronger revenue visibility and the potential for sustained operating leverage, underpinning multi-quarter planning, capacity investment and margin improvement if execution continues.
Healthy Liquidity & Cash GenerationSolid recent cash generation and a net cash position with ample credit capacity provide a durable financial buffer. This supports capital spending for capacity, share repurchases/dividends, and working‑capital needs through cycles, reducing refinancing risk and enabling strategic investments over the next several quarters.
Exposure To Higher‑Growth, Mission‑Critical MarketsOutperformance in regulated and AI‑related markets (medical, AC&C) points to durable end‑market diversification toward higher‑value, less cyclical programs. Strong positions in these sectors can sustain higher utilization, longer program tails and premium engineering content, supporting revenue stability and margin upside over months.
Bears Say
Thin ProfitabilityPersistently low gross and net margins leave limited cushion against input cost inflation, pricing pressure or execution missteps. Thin profitability constrains reinvestment and shareholder returns and means modest adverse swings in mix or costs could materially compress operating profits over multiple quarters.
Inconsistent Cash Flow HistoryHistoric swings in operating and free cash flow suggest working‑capital sensitivity and cycle exposure. This uneven cash conversion complicates multi‑quarter forecasting, can force reactive financing or slow reinvestment in downturns, and elevates execution risk around capacity ramps and program startups.
Supply‑Chain & Execution UncertaintyAmbiguity around Semi‑Cap recovery and pockets of longer lead times create structural execution risk: slower ramps, delayed shipments or higher component costs can pressure margins and utilization. These issues may persist across quarters and complicate delivery on bookings and capacity expansion timelines.

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 $94.75 in the past 12 months.
    What is Benchmark Electronics’s market cap?
    Benchmark Electronics’s market cap is $3.31B.
      When is Benchmark Electronics’s upcoming earnings report date?
      Benchmark Electronics’s upcoming earnings report date is Aug 05, 2026 which is in 45 days.
        How were Benchmark Electronics’s earnings last quarter?
        Benchmark Electronics released its earnings results on Apr 29, 2026. The company reported $0.58 earnings per share for the quarter, beating the consensus estimate of $0.555 by $0.025.
          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 1.44%. See more information on Benchmark Electronics dividends here
              What is Benchmark Electronics’s EPS estimate?
              Benchmark Electronics’s EPS estimate is 0.69.
                How many shares outstanding does Benchmark Electronics have?
                Benchmark Electronics has 35,877,037 shares outstanding.
                  What happened to Benchmark Electronics’s price movement after its last earnings report?
                  Benchmark Electronics reported an EPS of $0.58 in its last earnings report, beating expectations of $0.555. Following the earnings report the stock price went up 13.329%.
                    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

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a predominantly positive picture: the company beat Q1 expectations on revenue and EPS, raised full-year revenue guidance materially (to 9%–10%), reported strong YoY growth in Medical (+24%) and AC&C (+41%), highlighted improving Semi‑Cap momentum and maintained solid cash generation and a healthy balance sheet. Headwinds were present but generally manageable — sequential margin compression due to seasonality and variable compensation, modest YoY declines in Industrial and A&D, supply‑chain pockets and some ambiguity around the exact magnitude of Semi‑Cap sequential growth. Overall, the positives (guidance raise, sector outperformance, cash flow, bookings and strategic wins) outweigh the negatives.View all BHE earnings summaries

                      BHE Stock 12 Month Forecast

                      Average Price Target

                      $86.00
                      ▲(32.21% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 2,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":38.324,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 1,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":37.276,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n           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