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Benchmark Electronics (DE:BMU)
FRANKFURT:BMU

Benchmark Electronics (BMU) Price & Analysis

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BMU Stock Chart & Stats

€61.05
€0.70(0.97%)
At close: 4:00 PM EDT
€61.05
€0.70(0.97%)

Bulls Say, Bears Say

Bulls Say
Revenue Growth And DemandStrong quarterly growth and a raised full-year outlook indicate increasing customer demand and program ramps across Benchmark’s business. Sustained expansion should improve operating leverage, support capacity investment, and strengthen the company’s position with OEM customers over the next several quarters.
Balance Sheet And Cash GenerationSharp deleveraging and stronger free cash flow materially improve financial flexibility. Benchmark can better fund capacity expansion, absorb working-capital needs, and support customer programs without relying as heavily on external financing, reinforcing resilience across the operating cycle.
End-Market BreadthGrowth across four of five sectors reduces reliance on any single end market and demonstrates broad demand for Benchmark’s complex electronics capabilities. Sector diversification and strong bookings can support more durable utilization, customer relationships, and future manufacturing program wins.
Bears Say
Thin ProfitabilityVery thin margins leave limited protection against cost increases, execution issues, or unfavorable program mix. Although earnings improved versus 2025, profitability remains below earlier levels, constraining operating leverage and making sustained returns dependent on continued efficiency and mix improvement.
Supply Chain Lead-Time PressureLonger component lead times can complicate production scheduling, inventory planning, and customer delivery commitments. Managing these constraints may require additional working capital and advance procurement, potentially pressuring cash conversion and margins while limiting Benchmark’s operational flexibility.
Aerospace And Defense WeaknessAerospace and defense program timing and transitions are creating a near-term drag in an important end market. Expected flat revenue in 2026 delays the benefit of recovery and can reduce capacity utilization, limiting the contribution from otherwise strong bookings until programs normalize.

Benchmark Electronics News

BMU FAQ

What was Benchmark Electronics’s price range in the past 12 months?
Benchmark Electronics lowest stock price was €30.80 and its highest was €85.30 in the past 12 months.
    What is Benchmark Electronics’s market cap?
    Benchmark Electronics’s market cap is €2.60B.
      When is Benchmark Electronics’s upcoming earnings report date?
      Benchmark Electronics’s upcoming earnings report date is Oct 28, 2026 which is in 31 days.
        How were Benchmark Electronics’s earnings last quarter?
        Benchmark Electronics released its earnings results on Jul 29, 2026. The company reported €0.651 earnings per share for the quarter, beating the consensus estimate of €0.595 by €0.056.
          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 does not currently pay dividends.
            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 35,919,933 shares outstanding.
                What happened to Benchmark Electronics’s price movement after its last earnings report?
                Benchmark Electronics reported an EPS of €0.651 in its last earnings report, beating expectations of €0.595. Following the earnings report the stock price went up 4.712%.
                  Which hedge fund is a major shareholder of Benchmark Electronics?
                  Currently, no hedge funds are holding shares in DE:BMU
                  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 (BMU) Earnings & Revenues

                    BMU Company Deck

                    BMU 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 DE:BMU earnings summaries

                    BMU Stock 12 Month Forecast

                    Average Price Target

                    €79.89
                    ▲(30.86% Upside)
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