Benchmark Electronics (BHE) 주식 개요
는 자회사와 함께 미주, 아시아 및 유럽에서 제품 설계, 엔지니어링 서비스, 기술 솔루션 및 제조 서비스를 제공합니다. 자세히 보기
BHE Community Fair Values
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Analyst Price Targets
Benchmark Electronics, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$86.02 |
| 52주 최고가 | US$89.40 |
| 52주 최저가 | US$34.44 |
| 베타 | 1.29 |
| 1개월 변동 | 24.20% |
| 3개월 변동 | 45.35% |
| 1년 변동 | 135.87% |
| 3년 변동 | 264.34% |
| 5년 변동 | 180.47% |
| IPO 이후 변동 | 4,323.89% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| BHE | US Electronic | US 시장 | |
|---|---|---|---|
| 7D | 3.1% | 7.1% | 1.3% |
| 1Y | 135.9% | 98.9% | 27.7% |
수익률 대 산업: BHE은 지난 1년 동안 98.9%의 수익을 기록한 US Electronic 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BHE은 지난 1년 동안 27.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| BHE volatility | |
|---|---|
| BHE Average Weekly Movement | 7.1% |
| Electronic Industry Average Movement | 8.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
안정적인 주가: BHE는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BHE의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1979 | 11,840 | David Moezidis | www.bench.com |
는 자회사와 함께 미주, 아시아 및 유럽에서 제품 설계, 엔지니어링 서비스, 기술 솔루션 및 제조 서비스를 제공합니다. 신제품 설계, 프로토타입, 테스트 및 관련 엔지니어링 서비스, 맞춤형 테스트 및 자동화 장비 설계 서비스를 포함한 설계 및 엔지니어링 서비스, 기술 솔루션을 제공합니다. 또한 인쇄 회로 기판 조립 및 테스트 솔루션, 서브 시스템 조립, 인쇄 어셈블리의 회로 및 기능 테스트, 환경 및 스트레스 테스트, 부품 신뢰성 테스트, 부품 엔지니어링 서비스, 고장 분석 등의 전자 제조 및 테스트 서비스와 다양한 산업을 위한 서브 시스템 및 시스템 수준의 통합, 구성 및 테스트, 회로 내 테스트, 기능 테스트, 결함 분석, 환경 스트레스 검사, 신뢰성 테스트 및 맞춤형 테스트 솔루션을 포함하는 시스템 조립 및 테스트 개발 솔루션을 제공합니다.
Benchmark Electronics, Inc. 기초 지표 요약
| BHE 기초 통계 | |
|---|---|
| 시가총액 | US$3.19b |
| 순이익 (TTM) | US$34.23m |
| 매출 (TTM) | US$2.70b |
90.2x
주가수익비율(P/E)1.1x
주가매출비율(P/S)BHE는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BHE 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.70b |
| 매출원가 | US$2.43b |
| 총이익 | US$276.12m |
| 기타 비용 | US$241.89m |
| 순이익 | US$34.23m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.95 |
| 총이익률 | 10.21% |
| 순이익률 | 1.27% |
| 부채/자본 비율 | 18.8% |
BHE의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.8%
현재 배당 수익률71%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/27 17:25 |
| 종가 | 2026/05/27 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Benchmark Electronics, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Wamsi Mohan | BofA Global Research |
| Michael Morris | Citigroup Inc |
| Sherri Scribner | Deutsche Bank |