Benchmark Electronics, Inc.

NYSE:BHE Rapport sur les actions

Capitalisation boursière : US$3.3b

Benchmark Electronics Résultats passés

Passé contrôle des critères 2/6

Benchmark Electronics a connu une croissance annuelle moyenne de ses bénéfices de 3.5%, tandis que le secteur Electronic a vu ses bénéfices augmenter de en hausse à 3.6% par an. Les revenus ont augmenté de en hausse à un taux moyen de 3.7% par an. Le rendement des capitaux propres de Benchmark Electronics est 3.1% et ses marges nettes sont de 1.3%.

Informations clés

3.47%

Taux de croissance des bénéfices

3.27%

Taux de croissance du BPA

Electronic Croissance de l'industrie15.34%
Taux de croissance des recettes3.67%
Rendement des fonds propres3.12%
Marge nette1.27%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

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...

Recent updates

Article d’analyse Jun 19

Benchmark Electronics (BHE) Stock Could Be 18.2% Overvalued After Ouster And HPE Wins

Benchmark Electronics (BHE) is back in focus after expanding its manufacturing partnership with Ouster for Rev8 lidar sensors and receiving Hewlett Packard Enterprise’s 2026 Manufacturing Partner of the Year award for work on advanced AI infrastructure. See our latest analysis for Benchmark Electronics. Benchmark Electronics’ recent lidar and AI manufacturing wins come on top of strong market interest, with a 30-day share price return of 13.36% and a year-to-date share price return of...
Mise à jour du récit 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.
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 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 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 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...

Ventilation des recettes et des dépenses

Comment Benchmark Electronics gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NYSE:BHE Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 262,705341630
31 Dec 252,659251600
30 Sep 252,612371580
30 Jun 252,589381530
31 Mar 252,612511510
31 Dec 242,656611490
30 Sep 242,691621480
30 Jun 242,753671470
31 Mar 242,820661460
31 Dec 232,839691470
30 Sep 232,898681510
30 Jun 232,950661540
31 Mar 232,945701520
31 Dec 222,886681500
30 Sep 222,769591480
30 Jun 222,569491440
31 Mar 222,386391420
31 Dec 212,255361370
30 Sep 212,144311310
30 Jun 212,098291270
31 Mar 212,044181210
31 Dec 202,053141220
30 Sep 202,040-11220
30 Jun 202,07011250
31 Mar 202,180141280
31 Dec 192,268231270
30 Sep 192,417581280
30 Jun 192,502591330
31 Mar 192,561601370
31 Dec 182,566231280
30 Sep 182,575-811410
30 Jun 182,546-711350
31 Mar 182,505-641320
31 Dec 172,454-321300
30 Sep 172,396631250
30 Jun 172,359671210
31 Mar 172,319621180
31 Dec 162,322641130
30 Sep 162,329851120
30 Jun 162,384841080
31 Mar 162,469921080
31 Dec 152,541951070
30 Sep 152,625791060
30 Jun 152,726751120

Des revenus de qualité: BHE a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de BHE sont inférieures à celles de l'année dernière BHE. (1.3%) sont inférieures à celles de l'année dernière (1.9%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de BHE ont augmenté de 3.5% par an au cours des 5 dernières années.

Accélération de la croissance: BHE a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: BHE a enregistré une croissance négative de ses bénéfices ( -32.6% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Electronic ( 10.6% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de BHE ( 3.1% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/20 21:12
Cours de l'action en fin de journée2026/06/18 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 pour apprendre à 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