Benchmark Electronics, Inc.

NYSE:BHE Lagerbericht

Marktkapitalisierung: US$3.0b

Benchmark Electronics Management

Management Kriterienprüfungen 4/4

Benchmark Electronics CEO ist David Moezidis , ernannt in Sep 2025, hat eine Amtszeit von weniger als einem Jahr. Die jährliche Gesamtvergütung beträgt $2.36M , bestehend aus 22.5% Gehalt und 77.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.029% der Aktien des Unternehmens, im Wert von $875.78K . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.4 Jahre bzw. 3.4 Jahre.

Wichtige Informationen

David Moezidis

Geschäftsführender

US$2.4m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts22.50%
Amtszeit als Geschäftsführerless than a year
Eigentum des Geschäftsführers0.03%
Durchschnittliche Amtszeit des Managements2.4yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder3.4yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Jun 08

BHE: 2026 Guidance And Repriced Risk Will Shape Balanced Return Profile

Analysts have lifted their price targets on Benchmark Electronics by $18 and $30 respectively, citing updated views on the stock's fair value, discount rate, long term revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research points to a reassessment of Benchmark Electronics' fair value, with higher price targets reflecting updated assumptions on long term revenue growth, profit margins, discount rates, and future P/E levels.
Narrativ-Update May 25

BHE: Buybacks And 2026 Guidance Will Shape Balanced Risk Reward Outlook

Analysts have raised their price targets on Benchmark Electronics by $18 and $30, pointing to updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as key drivers behind the revisions. Analyst Commentary Recent target hikes on Benchmark Electronics reflect updated views on fair value that are tied to revised expectations for revenue growth, profitability, discount rates, and future P/E multiples.
Neues Narrativ May 15

Semi Cap Expansion And AI Infrastructure Exposure Will Shape A Stronger Long Term Outlook

Catalysts About Benchmark Electronics Benchmark Electronics provides manufacturing, engineering and precision technology services to customers across sectors such as semiconductor capital equipment, medical, aerospace and defense, and industrial markets. What are the underlying business or industry changes driving this perspective?
Narrativ-Update May 09

BHE: Buybacks And 2026 Guidance Will Frame Balanced Revenue And Margin Outlook

Narrative update on Benchmark Electronics The analyst price target for Benchmark Electronics has shifted from $60 to $78. Analysts point to updated assumptions around revenue growth, profit margins, a modestly higher discount rate, and future P/E as the key drivers of this change.
Neues Narrativ May 01

Semi Cap Reliance And AI Demand Will Threaten Margins And Future Profitability

Catalysts About Benchmark Electronics Benchmark Electronics is an electronics manufacturing services company that provides precision technology, system integration and related solutions across sectors such as Semi-Cap, medical, industrial, aerospace and defense, and advanced computing and communications. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Apr 21

BHE: Buybacks And 2026 Earnings Guidance Will Anchor Forward Expectations

Narrative Update on Benchmark Electronics Analysts have lifted their price targets on Benchmark Electronics by $5, $6, and $7 in recent reports, pointing to updated assumptions around the discount rate, revenue growth, profit margin, and future P/E as key supports for the new valuation range. Analyst Commentary Recent research reports converged around higher price targets, with bullish analysts citing updated assumptions on discount rates, revenue trajectories, margins, and terminal P/E levels as key inputs.
Narrativ-Update Apr 06

BHE: Refined Buybacks And 2026 Earnings Outlook Will Shape Market Expectations

Analysts have nudged their Benchmark Electronics price target higher to $60.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E following recent target increases from multiple firms. Analyst Commentary Recent research updates point to a cluster of higher price targets for Benchmark Electronics, with analysts revisiting their fair value work and fine tuning assumptions around discount rates, revenue trajectories, margins, and future P/E levels.
Narrativ-Update Mar 23

BHE: Refined Earnings Outlook And Buybacks Will Shape 2026 Expectations

Analysts have raised their price targets on Benchmark Electronics by $5 to $7, citing updated views that reflect the latest research on valuation inputs and earnings expectations. Analyst Commentary Recent price target moves on Benchmark Electronics signal that research teams are refreshing their models around valuation inputs and earnings expectations, even when the underlying calls vary in size from $5 to $7.
Narrativ-Update Mar 09

BHE: Refined P/E And Discount Rate Assumptions Will Shape 2026 Expectations

Analysts have raised their price targets on Benchmark Electronics by $5 to $7, citing support from slightly adjusted discount rate and P/E assumptions while keeping revenue growth and profit margin expectations steady. Analyst Commentary Recent research points to a more refined view of Benchmark Electronics, with higher price targets supported by tweaks to discount rate and P/E inputs rather than changes to the underlying revenue or margin outlook.
Narrativ-Update Feb 22

BHE: Higher Forward P/E Assumptions And Q1 2026 Guidance Will Shape Expectations

Analysts have raised their price targets on Benchmark Electronics by $5 to $7, reflecting updated views on the stock's valuation and earnings potential that are incorporated into the latest fair value and P/E assumptions. Analyst Commentary Recent Street research on Benchmark Electronics centers on updated price targets that move higher by US$5, US$6, and US$7, tied to refreshed views on fair value and P/E assumptions.
Analyseartikel Feb 10

There May Be Some Bright Spots In Benchmark Electronics' (NYSE:BHE) Earnings

Benchmark Electronics, Inc.'s ( NYSE:BHE ) stock was strong despite it releasing a soft earnings report last week. We...
Narrativ-Update Feb 08

BHE: Rebased Margins And Q1 2026 Guidance Will Support A Balanced Outlook

Analysts have raised their price target on Benchmark Electronics by about $7, to roughly $59.33, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that are reflected in recent research updates from multiple firms. Analyst Commentary Recent research updates around Benchmark Electronics focus on recalibrated assumptions for fair value, discount rates, revenue growth, profit margins and future P/E multiples.
Analyseartikel Feb 04

Market Participants Recognise Benchmark Electronics, Inc.'s (NYSE:BHE) Earnings Pushing Shares 28% Higher

Benchmark Electronics, Inc. ( NYSE:BHE ) shareholders would be excited to see that the share price has had a great...
Narrativ-Update Jan 24

BHE: Updated Assumptions And Buybacks Will Support A Balanced Forward Outlook

Analysts have lifted their price target on Benchmark Electronics by about $5, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that, in their view, support a higher potential valuation range for the shares. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as better aligned with their fair value work, with updated assumptions around discount rate and future P/E supporting a wider potential valuation range.
Analyseartikel Jan 08

Investors Will Want Benchmark Electronics' (NYSE:BHE) Growth In ROCE To Persist

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Narrativ-Update Jan 08

BHE: Ongoing Buybacks And Steady Guidance Will Support A Balanced Outlook

Analysts have maintained their fair value estimate for Benchmark Electronics at US$47.33, making only minor refinements to the discount rate, revenue growth, profit margin, and future P/E assumptions. This signals a largely unchanged view of the stock's risk and earnings profile.
Narrativ-Update Dec 23

BHE: Buybacks And Reaffirmed Earnings Guidance Will Support A Balanced Outlook

Analysts have modestly raised their price target on Benchmark Electronics to approximately $47.33 per share, reflecting slightly higher assumed discount rates and future valuation multiples, while maintaining stable expectations for revenue growth and profit margins. What's in the News Updated share repurchase activity shows Benchmark Electronics bought back 255,435 shares between July 1 and September 30, 2025, spending $9.99 million and bringing total repurchases under its March 8, 2018 authorization to 14,387,384 shares, or 34.94 percent of outstanding stock (company buyback filing).
Seeking Alpha Dec 22

Benchmark Electronics: Still Bearish On Semi-Cap Weakness And Muted Profitability

Summary Benchmark Electronics is reiterated at 'Sell' due to margin contraction, weak profitability, and overextended technicals. BHE's Q3 GAAP earnings fell despite higher sales, with a trailing net margin of 1.43%, well below its 5-year average and sector median. Return on equity at 3.36% lags the estimated 8.6% cost of equity, signaling inadequate compensation for shareholders. Key risks include potential short squeezes and the possibility that improved top-line growth could reverse negative return trends. Read the full article on Seeking Alpha
Analyseartikel Dec 19

Benchmark Electronics (NYSE:BHE) Has Affirmed Its Dividend Of $0.17

Benchmark Electronics, Inc. ( NYSE:BHE ) has announced that it will pay a dividend of $0.17 per share on the 13th of...
Narrativ-Update Dec 09

BHE: Buybacks And Stable Outlook Will Support A Balanced Future

Analysts have modestly refined their valuation framework for Benchmark Electronics, keeping the fair value estimate steady at approximately 47.33 dollars while making only negligible downward adjustments to the discount rate, revenue growth, profit margin, and future P E assumptions. What's in the News Benchmark Electronics updated its earnings outlook for the fourth quarter of 2025, guiding revenue to a range of 670 million dollars to 720 million dollars and diluted GAAP earnings per share between 0.44 dollars and 0.50 dollars (Company guidance filing).
Narrativ-Update Nov 25

BHE: Leadership Transition And Improved Margins Will Support Balanced Outlook Ahead

Analysts have modestly increased their price target for Benchmark Electronics to $47.33 per share. They cite improved profit margin projections and a more favorable future price-to-earnings outlook as key factors behind this adjustment.
Analyseartikel Nov 11

Benchmark Electronics, Inc. (NYSE:BHE) Looks Just Right With A 25% Price Jump

Benchmark Electronics, Inc. ( NYSE:BHE ) shareholders would be excited to see that the share price has had a great...
Narrativ-Update Nov 07

BHE: Leadership Transition And AI-Driven Solutions Will Shape Balanced Prospects Ahead

Analysts have raised their price target on Benchmark Electronics from $44.67 to $47.33. They cited a revised outlook on valuation metrics and updated financial forecasts as reasons for the adjustment.
Analyseartikel Sep 22

Benchmark Electronics (NYSE:BHE) Will Pay A Dividend Of $0.17

Benchmark Electronics, Inc. ( NYSE:BHE ) has announced that it will pay a dividend of $0.17 per share on the 13th of...
Analyseartikel Jun 13

Benchmark Electronics (NYSE:BHE) Is Paying Out A Dividend Of $0.17

The board of Benchmark Electronics, Inc. ( NYSE:BHE ) has announced that it will pay a dividend of $0.17 per share on...
Analyseartikel May 25

Unpleasant Surprises Could Be In Store For Benchmark Electronics, Inc.'s (NYSE:BHE) Shares

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Analyseartikel May 09

Benchmark Electronics' (NYSE:BHE) Soft Earnings Are Actually Better Than They Appear

Benchmark Electronics, Inc.'s ( NYSE:BHE ) earnings announcement last week didn't impress shareholders. While the...
Analyseartikel May 08

It Looks Like Shareholders Would Probably Approve Benchmark Electronics, Inc.'s (NYSE:BHE) CEO Compensation Package

Key Insights Benchmark Electronics to hold its Annual General Meeting on 14th of May CEO Jeff Benck's total...
Analyseartikel Apr 30

Benchmark Electronics (NYSE:BHE) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel Apr 15

Is Benchmark Electronics (NYSE:BHE) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Mar 30

Benchmark Electronics: Downgrading To 'Hold' As Volatility Is On The Rise

Summary Upgraded Benchmark Electronics, Inc. to 'buy' in October 2024, due to bullish technical breakout and strong earnings, but recent trends suggest potential bearish shift. Fiscal 2024 saw a 6.5% revenue decline despite improved gross margins; high cost of goods sold strains profitability. The Medical and AC&C segments faced significant declines; the Semi-Cap segment grew 12%, now top-performing but overall growth remains challenged. Downgrade to 'Hold' due to revenue contractions, low ROE, and valuation concerns; watch for support at the $35 level. Read the full article on Seeking Alpha
Analyseartikel Mar 14

Benchmark Electronics (NYSE:BHE) Is Due To Pay A Dividend Of $0.17

Benchmark Electronics, Inc. ( NYSE:BHE ) has announced that it will pay a dividend of $0.17 per share on the 11th of...
Analyseartikel Feb 26

What Does Benchmark Electronics, Inc.'s (NYSE:BHE) Share Price Indicate?

Benchmark Electronics, Inc. ( NYSE:BHE ), is not the largest company out there, but it saw significant share price...
Analyseartikel Jan 31

Benchmark Electronics, Inc.'s (NYSE:BHE) Share Price Not Quite Adding Up

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Analyseartikel Dec 13

Benchmark Electronics (NYSE:BHE) Is Due To Pay A Dividend Of $0.17

The board of Benchmark Electronics, Inc. ( NYSE:BHE ) has announced that it will pay a dividend of $0.17 per share on...
Analyseartikel Dec 09

Investors Will Want Benchmark Electronics' (NYSE:BHE) Growth In ROCE To Persist

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Analyseartikel Nov 17

Is It Too Late To Consider Buying Benchmark Electronics, Inc. (NYSE:BHE)?

Benchmark Electronics, Inc. ( NYSE:BHE ), is not the largest company out there, but it led the NYSE gainers with a...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von David Moezidis im Vergleich zu den Einnahmen von Benchmark Electronics verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$34m

Dec 31 2025US$2mUS$531k

US$25m

Sep 30 2025n/an/a

US$37m

Jun 30 2025n/an/a

US$38m

Mar 31 2025n/an/a

US$51m

Dec 31 2024US$2mUS$517k

US$61m

Sep 30 2024n/an/a

US$62m

Jun 30 2024n/an/a

US$67m

Mar 31 2024n/an/a

US$66m

Dec 31 2023US$2mUS$218k

US$69m

Vergütung im Vergleich zum Markt: DavidDie Gesamtvergütung ($USD2.36M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD7.00M).

Entschädigung vs. Einkommen: DavidDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

David Moezidis (54 yo)

less than a year
Amtszeit
US$2,357,977
Vergütung

Mr. David A. Moezidis served as Executive Vice President at Benchmark Electronics, Inc. from July 2023 and was its Chief Commercial Officer from July 2023 until December 10, 2025 and is its President since...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
David Moezidis
Presidentless than a yearUS$2.36m0.029%
$ 875.8k
Bryan Schumaker
Executive VP1.7yrsUS$1.75m0.013%
$ 389.1k
David Valkanoff
Executive VP & COO2.9yrsUS$2.37m0.046%
$ 1.4m
Stephen Beaver
Senior VP7.8yrsUS$2.03m0.17%
$ 5.0m
Josh Hollin
Senior VP & CTOless than a yearkeine Datenkeine Daten
Bipin Jayaraj
Senior VP and Chief Digital & Information Officer1.9yrskeine Datenkeine Daten
Paul Mansky
Investor Relations & Corporate Development Officerno datakeine Datenkeine Daten
Rhonda Buseman
Senior VP & Chief Human Resources Officer6.9yrsUS$1.08m0.099%
$ 3.0m
David Clark
Senior VP & Chief Procurement Officer4.8yrskeine Datenkeine Daten
David Cummings
Senior VP & Chief Commercial Officerless than a yearkeine Datenkeine Daten
Arvind Kamal
Vice President of Financeno dataUS$809.80k0.023%
$ 686.7k
Jon King
Advisor8.8yrsUS$1.47mkeine Daten
2.4yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter

Erfahrenes Management: BHEDas Führungsteam des Unternehmens gilt als erfahren (2.4 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
David Moezidis
Presidentless than a yearUS$2.36m0.029%
$ 875.8k
Charles Swoboda
Independent Directorless than a yearUS$162.82k0%
$ 0
David Scheible
Independent Chairman of the Board15yrsUS$368.75k0.17%
$ 5.1m
Glynis Bryan
Independent Director1.1yrsUS$221.25k0.013%
$ 401.3k
Lynn Wentworth
Independent Director5yrsUS$291.25k0.075%
$ 2.2m
Kenneth Lamneck
Independent Director13yrsUS$278.75k0.13%
$ 3.9m
Anne De Greef-Safft
Independent Director6.5yrsUS$271.25k0.11%
$ 3.4m
Douglas M. Britt
Independent Director3.4yrsUS$263.75k0.050%
$ 1.5m
Michael Slessor
Independent Directorless than a yearUS$107.51k0%
$ 0
3.4yrs
Durchschnittliche Betriebszugehörigkeit
63yo
Durchschnittliches Alter

Erfahrener Vorstand: BHEDie Vorstandsmitglieder gelten als erfahren (3.4 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/11 11:48
Aktienkurs zum Tagesende2026/06/11 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Benchmark Electronics, Inc. wird von 10 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Wamsi MohanBofA Global Research
Michael MorrisCitigroup Inc
Sherri ScribnerDeutsche Bank