Benchmark Electronics, Inc.

NYSE:BHE 株式レポート

時価総額:US$3.2b

Benchmark Electronics バランスシートの健全性

財務の健全性 基準チェック /56

Benchmark Electronicsの総株主資本は$1.1B 、総負債は$206.1Mで、負債比率は18.8%となります。総資産と総負債はそれぞれ$2.1Bと$999.7Mです。 Benchmark Electronicsの EBIT は$97.0Mで、利息カバレッジ比率9.9です。現金および短期投資は$324.9Mです。

主要情報

18.79%

負債資本比率

US$206.08m

負債

インタレスト・カバレッジ・レシオ9.9x
現金US$324.91m
エクイティUS$1.10b
負債合計US$999.69m
総資産US$2.10b

財務の健全性に関する最新情報

Recent updates

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...
分析記事 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...

財務状況分析

短期負債: BHEの 短期資産 ( $1.5B ) が 短期負債 ( $669.2M ) を超えています。

長期負債: BHEの短期資産 ( $1.5B ) が 長期負債 ( $330.5M ) を上回っています。


デット・ツー・エクイティの歴史と分析

負債レベル: BHE総負債よりも多くの現金を保有しています。

負債の削減: BHEの負債対資本比率は、過去 5 年間で14.5%から18.8%に増加しました。

債務返済能力: BHEの負債は 営業キャッシュフロー によって 十分にカバー されています ( 67.7% )。

インタレストカバレッジ: BHEの負債に対する 利息支払いEBIT ( 9.9 x coverage) によって 十分にカバーされています


貸借対照表


健全な企業の発掘

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2026/05/27 23:43
終値2026/05/27 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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