Benchmark Electronics Gestion
Gestion contrôle des critères 4/4
Le PDG Benchmark Electronics est David Moezidis, nommé en Sep2025, a un mandat de moins d'un an. La rémunération annuelle totale est $ 2.36M, composée du salaire de 22.5% et des bonus 77.5%, y compris les actions et options de la société. détient directement 0.1% des actions de la société, d'une valeur de $ 3.14M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 3.3 ans.
Informations clés
David Moezidis
Directeur général
US$2.4m
Rémunération totale
| Pourcentage du salaire du PDG | 22.50% |
| Durée du mandat du directeur général | less than a year |
| Propriété du PDG | 0.1% |
| Durée moyenne d'occupation des postes de direction | 2.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 3.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.
Nouveau récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 du récit • 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 AlphaArticle 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 du récit • 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 du récit • 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 du récit • 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 AlphaArticle 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...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$34m |
| Dec 31 2025 | US$2m | US$531k | US$25m |
| Sep 30 2025 | n/a | n/a | US$37m |
| Jun 30 2025 | n/a | n/a | US$38m |
| Mar 31 2025 | n/a | n/a | US$51m |
| Dec 31 2024 | US$2m | US$517k | US$61m |
| Sep 30 2024 | n/a | n/a | US$62m |
| Jun 30 2024 | n/a | n/a | US$67m |
| Mar 31 2024 | n/a | n/a | US$66m |
| Dec 31 2023 | US$2m | US$218k | US$69m |
Rémunération vs marché: La rémunération totale de David ($USD 2.36M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 7.00M ).
Rémunération et revenus: La rémunération de David a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
David Moezidis (53 yo)
less than a year
Titularisation
US$2,357,977
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | less than a year | US$2.36m | 0.10% $ 3.1m | |
| Executive VP | 1.6yrs | US$1.75m | 0.013% $ 404.0k | |
| Executive VP & COO | 2.8yrs | US$2.37m | 0.046% $ 1.4m | |
| Senior VP | 7.8yrs | US$2.03m | 0.17% $ 5.2m | |
| Senior VP & CTO | less than a year | pas de données | pas de données | |
| Senior VP and Chief Digital & Information Officer | 1.8yrs | pas de données | pas de données | |
| Investor Relations & Corporate Development Officer | no data | pas de données | pas de données | |
| Senior VP & Chief Human Resources Officer | 6.8yrs | US$1.08m | 0.099% $ 3.1m | |
| Senior VP & Chief Procurement Officer | 4.7yrs | pas de données | pas de données | |
| Senior VP & Chief Commercial Officer | less than a year | pas de données | pas de données | |
| Vice President of Finance | no data | US$809.80k | 0.023% $ 712.9k | |
| Advisor | 8.8yrs | US$1.47m | pas de données |
2.3yrs
Durée moyenne de l'emploi
53yo
Âge moyen
Gestion expérimentée: L'équipe de direction de BHE est considérée comme expérimentée (ancienneté moyenne 2.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | less than a year | US$2.36m | 0.10% $ 3.1m | |
| Independent Director | less than a year | US$162.82k | 0% $ 0 | |
| Independent Chairman of the Board | 14.9yrs | US$368.75k | 0.17% $ 5.3m | |
| Independent Director | 1yr | US$221.25k | 0% $ 0 | |
| Independent Director | 4.9yrs | US$291.25k | 0.061% $ 1.9m | |
| Independent Director | 12.9yrs | US$278.75k | 0.12% $ 3.7m | |
| Independent Director | 6.4yrs | US$271.25k | 0.090% $ 2.8m | |
| Independent Director | 3.3yrs | US$263.75k | 0.037% $ 1.1m | |
| Independent Director | less than a year | US$107.51k | 0% $ 0 |
3.3yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de BHE sont considérés comme expérimentés (ancienneté moyenne 3.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/28 23:36 |
| Cours de l'action en fin de journée | 2026/05/28 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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.
| Analyste | Institution |
|---|---|
| Wamsi Mohan | BofA Global Research |
| Michael Morris | Citigroup Inc |
| Sherri Scribner | Deutsche Bank |