Benchmark Electronics stock analysis
Benchmark Electronics (BMU) Stock Price & Analysis
BMU Stock Chart & Stats
- Day’s Range
- EUR 55.55 - EUR 55.55
- 52-Week Range
- EUR 36.00 - EUR 85.30
- Previous Close
- EUR 52.25
- Volume
- N/A
- Average Volume (3M)
- 0
- Market Cap
- EUR 2.05B
- Enterprise Value
- EUR 3.00B
- Total Cash (Recent Filing)
- EUR 290.66M
- Total Debt (Recent Filing)
- EUR 268.17M
- Price to Earnings (P/E)
- 41.7
- Beta
- 0.29
- Next Earnings
- Feb 03, 2027 (Est.)
- EPS Estimate
- 0.78
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.07%
Bulls Say, Bears Say
Bulls Say
Broad-based Growth
Record quarterly revenue and growth across several end markets indicate improving customer demand rather than reliance on one isolated program. Broad bookings and new wins can support production volumes, utilization, and revenue durability over the next several quarters.
Conservative Balance Sheet And Cash Generation
Very low leverage gives Benchmark financial flexibility to fund capacity, absorb operating volatility, and support customer ramps without depending heavily on new borrowing. Current operating and free cash flow also provide internal funding capacity, although cash flow has varied historically.
Expanded Manufacturing Capacity
Adding U.S. production capacity strengthens Benchmark's ability to support technically complex customers that need integrated engineering, supply-chain, testing, and manufacturing. The expansion can deepen customer relationships and create a platform for scaling demand.
Bears Say
Structurally Thin Profitability
Thin margins leave limited cushion if demand, pricing, or product mix weakens, making earnings more sensitive to execution and cost changes. Although profitability recently improved, the low-margin structure can constrain reinvestment and limit durable returns on the business.
Supply-chain Constraints
Persistent component constraints can delay customer ramps, require selective inventory investment, and increase execution complexity across Benchmark's programs. If shortages continue, they may limit recognized revenue, pressure working capital, and make production planning less predictable.
Delayed Next-generation HPC Opportunity
The later HPC production timing postpones a potentially meaningful source of future growth and reduces near-term contribution from a strategically important opportunity. Benchmark must therefore rely on existing ramps and other end markets while waiting for this demand to materialize.
Benchmark Electronics News
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Benchmark Electronics Stock Smart Score
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.
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- CEO
- David Moezidis
- Employees
- 11,840
- Website
- www.bench.com
- Address
- 56 South Rockford Drive, Tempe, AZ, 85288, US
Benchmark Electronics (BMU) Earnings & Revenues
BMU Company Deck
BMU Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Benchmark reported record revenue and earnings, raised its outlook, delivered broad-based sector growth, improved margins and working capital, generated cash, and described healthy bookings and customer demand. The main challenges were supply chain constraints, a 2026 pause in A&D growth, lower inventory turns, and the delayed timing of next-generation HPC contributions, but these issues did not outweigh the company's positive operating and financial performance.
View all DE:BMU earnings summariesTechnical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 5 | 3 | 14 |
| Technical Analysis | 5 | 3 | 2 |
| Moving Averages | 0 | 0 | 12 |











