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Benchmark Electronics, Inc.NYSE:BHE Rapport sur les actions

Capitalisation boursière US$3.1b
Prix de l'action
US$83.38
US$78
6.9% surévalué décote intrinsèque
1Y124.4%
7D-1.4%
Valeur du portefeuille
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Benchmark Electronics, Inc.

NYSE:BHE Rapport sur les actions

Capitalisation boursière : US$3.1b

Benchmark Electronics (BHE) Aperçu de l'action

Benchmark Electronics, Inc. et ses filiales offrent des services de conception de produits, d'ingénierie, des solutions technologiques et des services de fabrication en Amérique, en Asie et en Europe. Plus de détails

BHE analyse fondamentale
Score flocon de neige
Évaluation0/6
Croissance future3/6
Performances passées2/6
Santé financière5/6
Dividendes2/6

BHE Community Fair Values

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Benchmark Electronics, Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Benchmark Electronics
Historique des cours de bourse
Prix actuel de l'actionUS$83.38
Plus haut sur 52 semainesUS$87.73
Plus bas sur 52 semainesUS$34.44
Bêta1.29
Variation sur 1 mois32.35%
Variation sur 3 mois41.49%
Variation sur 1 an124.38%
Variation sur 3 ans293.12%
Variation sur 5 ans175.36%
Évolution depuis l'introduction en bourse4,188.12%

Nouvelles et mises à jour récentes

Mise à jour de l'analyse 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.
Nouvelle analyse 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?

Recent updates

Mise à jour de l'analyse 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.
Nouvelle analyse 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?
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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
Article d'analyse 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...
Mise à jour de l'analyse 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).
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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.
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse Oct 18

Benchmark Electronics (NYSE:BHE) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Oct 08

Benchmark Electronics: Margin Strength Results In Technical Breakout (Upgrading To Buy)

Summary We initially rated Benchmark Electronics as 'Hold' due to macro uncertainties and sluggish growth in key segments but noted a potential bullish ascending triangle pattern. Following a strong Q1 earnings beat and a significant breakout above $32, we now upgrade BHE to 'Buy' with a stop loss around $35. Q2 results showed a 9% revenue drop but a non-GAAP earnings surprise at $0.57 per share, driven by strong free cash flow, margin growth, and positive inventory trends. Sustained trends in free cash flow, gross margin growth, and inventory management support our upgraded rating and the long-term success of Benchmark Electronics. Read the full article on Seeking Alpha

Rendement pour les actionnaires

BHEUS ElectronicUS Marché
7D-1.4%5.9%1.5%
1Y124.4%94.0%25.5%

Rendement vs Industrie: BHE a dépassé le secteur US Electronic qui a rapporté 94 % au cours de l'année écoulée.

Rendement vs marché: BHE a dépassé le marché US qui a rapporté 25.5 % au cours de l'année écoulée.

Volatilité des prix

Is BHE's price volatile compared to industry and market?
BHE volatility
BHE Average Weekly Movement6.9%
Electronic Industry Average Movement8.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.2%

Cours de l'action stable: BHE n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de BHE ( 7% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
197911,840David Moezidiswww.bench.com

Benchmark Electronics, Inc. et ses filiales offrent des services de conception de produits, d'ingénierie, des solutions technologiques et des services de fabrication en Amérique, en Asie et en Europe. Elle fournit des services de conception et d'ingénierie et des solutions technologiques, notamment des services de conception de nouveaux produits, de prototypes, d'essais et d'ingénierie connexe, ainsi que des services de conception d'équipements d'essai et d'automatisation personnalisés. La société propose également des services de fabrication et de test de produits électroniques, tels que des solutions d'assemblage et de test de cartes de circuits imprimés, d'assemblage de sous-systèmes, de test de circuits et de fonctionnalité d'assemblages imprimés, de test environnemental et de stress, et de test de fiabilité des composants ; des services d'ingénierie des composants ; des analyses de défaillance ; et des solutions de développement d'assemblage et de test de systèmes comprenant l'intégration, la configuration et le test au niveau des sous-systèmes et des systèmes pour diverses industries, ainsi que des solutions de test en circuit, de test fonctionnel, d'analyse des défauts, de test de stress environnemental, de test de fiabilité et de test sur mesure.

Benchmark Electronics, Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de Benchmark Electronics se comparent-ils à sa capitalisation boursière ?
BHE statistiques fondamentales
Capitalisation boursièreUS$3.10b
Bénéfices(TTM)US$34.23m
Recettes(TTM)US$2.70b
87.4x
Ratio P/E
1.1x
Ratio P/S

Le site BHE est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
BHE compte de résultat (TTM)
RecettesUS$2.70b
Coût des recettesUS$2.43b
Marge bruteUS$276.12m
Autres dépensesUS$241.89m
Les revenusUS$34.23m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

s/o

Résultat par action (EPS)0.95
Marge brute10.21%
Marge bénéficiaire nette1.27%
Ratio dettes/capitaux propres18.8%

Quelles ont été les performances à long terme de BHE?

Voir les performances historiques et les comparaisons

Dividendes

0.8%
Rendement actuel des dividendes
71%
Ratio de distribution

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/12 10:00
Cours de l'action en fin de journée2026/05/12 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Benchmark Electronics, Inc. est couverte par 10 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Wamsi MohanBofA Global Research
Michael MorrisCitigroup Inc
Sherri ScribnerDeutsche Bank