Loading...
BHE logo

Benchmark Electronics, Inc.NYSE:BHE 株式レポート

時価総額 US$3.3b
株価
US$92.17
US$78
18.2% 割高 内在価値ディスカウント
1Y148.2%
7D2.5%
1D
ポートフォリオ価値
表示

Benchmark Electronics, Inc.

NYSE:BHE 株式レポート

時価総額:US$3.3b

Benchmark Electronics(BHE)株式概要

Benchmark Electronics, Inc.はその子会社とともに、アメリカ、アジア、ヨーロッパで製品設計、エンジニアリングサービス、技術ソリューション、製造サービスを提供している。 詳細

BHE ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長3/6
過去の実績2/6
財務の健全性5/6
配当金2/6

BHE Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Benchmark Electronics, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Benchmark Electronics
過去の株価
現在の株価US$92.17
52週高値US$94.75
52週安値US$34.44
ベータ1.28
1ヶ月の変化11.80%
3ヶ月変化70.59%
1年変化148.24%
3年間の変化269.86%
5年間の変化219.37%
IPOからの変化4,640.17%

最新ニュース

分析記事 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...
ナラティブの更新 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.

Recent updates

分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
新しいナラティブ 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?
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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
分析記事 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...
ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

株主還元

BHEUS ElectronicUS 市場
7D2.5%3.6%1.4%
1Y148.2%101.0%25.7%

業界別リターン: BHE過去 1 年間で101 % の収益を上げたUS Electronic業界を上回りました。

リターン対市場: BHE過去 1 年間で25.7 % の収益を上げたUS市場を上回りました。

価格変動

Is BHE's price volatile compared to industry and market?
BHE volatility
BHE Average Weekly Movement7.2%
Electronic Industry Average Movement9.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

安定した株価: BHE 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BHEの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
197911,840David Moezidiswww.bench.com

Benchmark Electronics, Inc.は、その子会社とともに、アメリカ、アジア、ヨーロッパで製品設計、エンジニアリングサービス、技術ソリューション、製造サービスを提供している。新製品設計、プロトタイプ、テスト、関連エンジニアリングサービス、カスタムテストおよびオートメーション機器設計サービスなど、設計・エンジニアリングサービスおよびテクノロジーソリューションを提供している。また、プリント基板の組み立てとテストソリューション、サブシステムの組み立て、プリントアセンブリの回路と機能テスト、環境テストとストレステスト、コンポーネントの信頼性テストなどのエレクトロニクス製造とテストサービス、コンポーネントエンジニアリングサービス、故障解析、システム組み立てとテスト開発ソリューションには、さまざまな産業向けのサブシステムとシステムレベルの統合、構成、テスト、インサーキットテスト、機能テスト、欠陥解析、環境ストレススクリーニング、信頼性テスト、カスタムテストソリューションが含まれます。さらに、精密金属加工、複雑な垂直統合アセンブリ、電子ビーム溶接、機械加工サブシステムの完全電気機械アセンブリ、システム統合およびテストサービスも提供している。さらに、付加価値サポートシステム、サプライチェーン・マネジメント・ソリューション、ダイレクト・オーダー・フルフィルメント、製品のライフサイクルを通じた修理、交換、再生、再製造、交換、システム・アップグレード、スペアパーツ製造などのアフターマーケット非保証サービスを提供している。先端コンピュータ・通信、航空宇宙・防衛、産業、医療、半導体資本設備業界の相手先商標製品メーカーにサービスを提供している。同社は主に直販部隊を通じてサービスとソリューションを販売している。ベンチマーク・エレクトロニクス社は1979年に設立され、アリゾナ州テンピに本社を置いている。

Benchmark Electronics, Inc. 基礎のまとめ

Benchmark Electronics の収益と売上を時価総額と比較するとどうか。
BHE 基礎統計学
時価総額US$3.31b
収益(TTM)US$34.23m
売上高(TTM)US$2.70b
96.6x
PER(株価収益率
1.2x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BHE 損益計算書(TTM)
収益US$2.70b
売上原価US$2.43b
売上総利益US$276.12m
その他の費用US$241.89m
収益US$34.23m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.95
グロス・マージン10.21%
純利益率1.27%
有利子負債/自己資本比率18.8%

BHE の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

0.7%
現在の配当利回り
71%
配当性向

BHE 配当は確実ですか?

BHE 配当履歴とベンチマークを見る
BHE 、いつまでに購入すれば配当金を受け取れますか?
Benchmark Electronics 配当日
配当落ち日Jun 30 2026
配当支払日Jul 10 2026
配当落ちまでの日数9 days
配当支払日までの日数19 days

BHE 配当は確実ですか?

BHE 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/20 15:30
終値2026/06/18 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Benchmark Electronics, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Wamsi MohanBofA Global Research
Michael MorrisCitigroup Inc
Sherri ScribnerDeutsche Bank