Education
About Us
Working with TipRanks
Follow Us
Benchmark Electronics (BHE)
NYSE:BHE
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.54Last Year’s EPS
0.57Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 29, 2025
|% Change Since: -4.91%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong performance in the semi-cap and A&D sectors, consistent free cash flow generation, and strategic investments in North American and Malaysian facilities. However, these positive aspects were offset by declines in overall revenue, operating margins, and specific sector weaknesses in medical and AC&C due to market uncertainties, including global tariff issues.Company Guidance
During the first quarter of fiscal year 2025, Benchmark reported revenue of $632 million, marking a 4% sequential and 6% year-over-year decrease. Despite this, the company achieved an 18% year-over-year growth in the Semi-Cap sector and a 15% increase in the A&D sector. The non-GAAP gross margin remained robust at 10.1%, although the non-GAAP operating margin decreased to 4.6% due to lower revenue. The company generated $27 million in free cash flow for the quarter, contributing to a total of over $140 million on a trailing 12-month basis. Looking ahead to the second quarter, Benchmark anticipates revenue between $615 million and $665 million, with a non-GAAP gross margin expected between 10.2% and 10.4%. The company also projects a non-GAAP operating margin between 4.8% and 4.9% and non-GAAP diluted earnings per share to range from $0.52 to $0.58.Strong Performance in Semi-Cap and A&D Sectors
Semi-cap sector revenue grew by 18% year-over-year, and A&D sector revenue increased by 15% year-over-year, driven by defense programs and traditional product strength.
Consistent Free Cash Flow Generation
Generated $27 million in free cash flow in Q1, totaling over $140 million on a trailing 12-month basis, marking the eighth consecutive quarter of positive free cash flow.
North American Manufacturing Footprint
North American manufacturing footprint represents over 55% of total global capacity, positioning the company well amid global tariff uncertainties.
New Facility in Penang, Malaysia
Broke ground on a new facility in Penang, Malaysia, to support future growth plans in the semi-cap sector.
BHE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BHE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2025 | $38.27 | $32.53 | -15.00% |
Jan 29, 2025 | $43.45 | $42.32 | -2.60% |
Oct 30, 2024 | $45.05 | $42.95 | -4.66% |
Jul 30, 2024 | $40.21 | $47.30 | +17.63% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Benchmark Electronics (BHE) report earnings?
Benchmark Electronics (BHE) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Benchmark Electronics (BHE) earnings time?
Benchmark Electronics (BHE) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BHE EPS forecast?
BHE EPS forecast for the fiscal quarter 2025 (Q2) is 0.54.