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

173 Followers

BHE Stock Chart & Stats

$72.32
-$1.47(-1.81%)
At close: 4:00 PM EDT
$72.32
-$1.47(-1.81%)

Bulls Say, Bears Say

Bulls Say
Raised Revenue Outlook And GrowthThe raised full-year outlook indicates broadening customer demand and stronger program execution, not merely a single-quarter benefit. Sustained double-digit growth would expand Benchmark’s manufacturing scale, support operating-income growth, and provide a durable base for further capacity utilization.
Diversified Demand And Customer WinsGrowth across multiple sectors reduces reliance on one end market and supports more stable factory utilization through changing product cycles. Strong bookings, competitive wins, and greater customer share of wallet can deepen relationships and create durable downstream manufacturing opportunities.
Improving Balance Sheet And Cash GenerationSharp debt reduction combined with positive and materially higher free cash flow gives Benchmark greater financial flexibility. A stronger balance sheet can support capacity investments, absorb working-capital needs, and preserve resilience while the company pursues growth across its manufacturing network.
Bears Say
Thin Margins And Earnings VolatilityLow gross and net margins leave limited protection if execution costs rise or customer programs shift, while the earnings decline from earlier peaks shows uneven operating leverage. This constrains internally funded growth and makes sustained profitability dependent on continued efficiency and favorable mix.
Aerospace And Defense Revenue WeaknessAerospace and defense program timing and transitions are currently reducing revenue in an important, high-reliability end market. Management expects 2026 revenue to be roughly flat before recovery in 2027, creating a meaningful near-term drag on growth and factory utilization.
Longer Component Lead TimesMuch longer component lead times increase the operational complexity of fulfilling customer programs and require earlier purchasing and supply-chain actions. The resulting inventory and working-capital requirements can pressure cash conversion, while shortages may delay production or customer deliveries.

Benchmark Electronics News

BHE FAQ

What was Benchmark Electronics’s price range in the past 12 months?
Benchmark Electronics lowest stock price was $41.69 and its highest was $100.41 in the past 12 months.
    What is Benchmark Electronics’s market cap?
    Benchmark Electronics’s market cap is $2.55B.
      When is Benchmark Electronics’s upcoming earnings report date?
      Benchmark Electronics’s upcoming earnings report date is Oct 28, 2026 which is in 8 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 0.96%. 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
                      ▲(25.83% Upside)
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                      Ownership Overview

                      2.59%33.15%0.23%23.35%
                      0.23% Other Institutional Investors
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