Benchmark Electronics, Inc.

NYSE:BHE Stock Report

Market Cap: US$3.0b

Benchmark Electronics Management

Management criteria checks 4/4

Benchmark Electronics' CEO is David Moezidis, appointed in Sep 2025, has a tenure of less than a year. total yearly compensation is $2.36M, comprised of 22.5% salary and 77.5% bonuses, including company stock and options. directly owns 0.1% of the company’s shares, worth $3.02M. The average tenure of the management team and the board of directors is 2.3 years and 3.3 years respectively.

Key information

David Moezidis

Chief executive officer

US$2.4m

Total compensation

CEO salary percentage22.50%
CEO tenureless than a year
CEO ownership0.1%
Management average tenure2.3yrs
Board average tenure3.3yrs

Recent management updates

Recent updates

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?

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.

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.

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.

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.

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.

There May Be Some Bright Spots In Benchmark Electronics' (NYSE:BHE) Earnings

Feb 10
There May Be Some Bright Spots In Benchmark Electronics' (NYSE:BHE) Earnings

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.

Market Participants Recognise Benchmark Electronics, Inc.'s (NYSE:BHE) Earnings Pushing Shares 28% Higher

Feb 04
Market Participants Recognise Benchmark Electronics, Inc.'s (NYSE:BHE) Earnings Pushing Shares 28% Higher

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.

Investors Will Want Benchmark Electronics' (NYSE:BHE) Growth In ROCE To Persist

Jan 08
Investors Will Want Benchmark Electronics' (NYSE:BHE) Growth In ROCE To Persist

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.

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).

Benchmark Electronics: Still Bearish On Semi-Cap Weakness And Muted Profitability

Dec 22

Benchmark Electronics (NYSE:BHE) Has Affirmed Its Dividend Of $0.17

Dec 19
Benchmark Electronics (NYSE:BHE) Has Affirmed Its Dividend Of $0.17

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).

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.

Benchmark Electronics, Inc. (NYSE:BHE) Looks Just Right With A 25% Price Jump

Nov 11
Benchmark Electronics, Inc. (NYSE:BHE) Looks Just Right With A 25% Price Jump

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.

Benchmark Electronics (NYSE:BHE) Will Pay A Dividend Of $0.17

Sep 22
Benchmark Electronics (NYSE:BHE) Will Pay A Dividend Of $0.17

Benchmark Electronics (NYSE:BHE) Is Paying Out A Dividend Of $0.17

Jun 13
Benchmark Electronics (NYSE:BHE) Is Paying Out A Dividend Of $0.17

Unpleasant Surprises Could Be In Store For Benchmark Electronics, Inc.'s (NYSE:BHE) Shares

May 25
Unpleasant Surprises Could Be In Store For Benchmark Electronics, Inc.'s (NYSE:BHE) Shares

Benchmark Electronics' (NYSE:BHE) Soft Earnings Are Actually Better Than They Appear

May 09
Benchmark Electronics' (NYSE:BHE) Soft Earnings Are Actually Better Than They Appear

It Looks Like Shareholders Would Probably Approve Benchmark Electronics, Inc.'s (NYSE:BHE) CEO Compensation Package

May 08
It Looks Like Shareholders Would Probably Approve Benchmark Electronics, Inc.'s (NYSE:BHE) CEO Compensation Package

Benchmark Electronics (NYSE:BHE) Shareholders Will Want The ROCE Trajectory To Continue

Apr 30
Benchmark Electronics (NYSE:BHE) Shareholders Will Want The ROCE Trajectory To Continue

Is Benchmark Electronics (NYSE:BHE) A Risky Investment?

Apr 15
Is Benchmark Electronics (NYSE:BHE) A Risky Investment?

Benchmark Electronics: Downgrading To 'Hold' As Volatility Is On The Rise

Mar 30

Benchmark Electronics (NYSE:BHE) Is Due To Pay A Dividend Of $0.17

Mar 14
Benchmark Electronics (NYSE:BHE) Is Due To Pay A Dividend Of $0.17

What Does Benchmark Electronics, Inc.'s (NYSE:BHE) Share Price Indicate?

Feb 26
What Does Benchmark Electronics, Inc.'s (NYSE:BHE) Share Price Indicate?

Benchmark Electronics, Inc.'s (NYSE:BHE) Share Price Not Quite Adding Up

Jan 31
Benchmark Electronics, Inc.'s (NYSE:BHE) Share Price Not Quite Adding Up

Benchmark Electronics (NYSE:BHE) Is Due To Pay A Dividend Of $0.17

Dec 13
Benchmark Electronics (NYSE:BHE) Is Due To Pay A Dividend Of $0.17

Investors Will Want Benchmark Electronics' (NYSE:BHE) Growth In ROCE To Persist

Dec 09
Investors Will Want Benchmark Electronics' (NYSE:BHE) Growth In ROCE To Persist

Is It Too Late To Consider Buying Benchmark Electronics, Inc. (NYSE:BHE)?

Nov 17
Is It Too Late To Consider Buying Benchmark Electronics, Inc. (NYSE:BHE)?

Benchmark Electronics (NYSE:BHE) Seems To Use Debt Quite Sensibly

Oct 18
Benchmark Electronics (NYSE:BHE) Seems To Use Debt Quite Sensibly

Benchmark Electronics: Margin Strength Results In Technical Breakout (Upgrading To Buy)

Oct 08

CEO Compensation Analysis

How has David Moezidis's remuneration changed compared to Benchmark Electronics's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$34m

Dec 31 2025US$2mUS$531k

US$25m

Sep 30 2025n/an/a

US$37m

Jun 30 2025n/an/a

US$38m

Mar 31 2025n/an/a

US$51m

Dec 31 2024US$2mUS$517k

US$61m

Sep 30 2024n/an/a

US$62m

Jun 30 2024n/an/a

US$67m

Mar 31 2024n/an/a

US$66m

Dec 31 2023US$2mUS$218k

US$69m

Compensation vs Market: David's total compensation ($USD2.36M) is below average for companies of similar size in the US market ($USD7.20M).

Compensation vs Earnings: David's compensation has been consistent with company performance over the past year.


CEO

David Moezidis (53 yo)

less than a year
Tenure
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...


Leadership Team

NamePositionTenureCompensationOwnership
David Moezidis
Presidentless than a yearUS$2.36m0.10%
$ 3.0m
Bryan Schumaker
Executive VP1.6yrsUS$1.75m0.013%
$ 389.7k
David Valkanoff
Executive VP & COO2.8yrsUS$2.37m0.046%
$ 1.4m
Stephen Beaver
Senior VP7.8yrsUS$2.03m0.17%
$ 5.0m
Josh Hollin
Senior VP & CTOless than a yearno datano data
Bipin Jayaraj
Senior VP and Chief Digital & Information Officer1.8yrsno datano data
Paul Mansky
Investor Relations & Corporate Development Officerno datano datano data
Rhonda Buseman
Senior VP & Chief Human Resources Officer6.8yrsUS$1.08m0.12%
$ 3.5m
David Clark
Senior VP & Chief Procurement Officer4.7yrsno datano data
David Cummings
Senior VP & Chief Commercial Officerless than a yearno datano data
Arvind Kamal
Vice President of Financeno dataUS$809.80k0.023%
$ 687.6k
Jon King
Advisor8.8yrsUS$1.47mno data
2.3yrs
Average Tenure
53yo
Average Age

Experienced Management: BHE's management team is considered experienced (2.3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
David Moezidis
Presidentless than a yearUS$2.36m0.10%
$ 3.0m
Charles Swoboda
Independent Directorless than a yearUS$162.82k0%
$ 0
David Scheible
Independent Chairman of the Board14.9yrsUS$368.75k0.22%
$ 6.7m
Glynis Bryan
Independent Director1yrUS$221.25k0%
$ 0
Lynn Wentworth
Independent Director4.9yrsUS$291.25k0.061%
$ 1.8m
Kenneth Lamneck
Independent Director12.9yrsUS$278.75k0.19%
$ 5.5m
Anne De Greef-Safft
Independent Director6.4yrsUS$271.25k0.090%
$ 2.7m
Douglas M. Britt
Independent Director3.3yrsUS$263.75k0.037%
$ 1.1m
Michael Slessor
Independent Directorless than a yearUS$107.51k0%
$ 0
3.3yrs
Average Tenure
62yo
Average Age

Experienced Board: BHE's board of directors are considered experienced (3.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 18:52
End of Day Share Price 2026/05/05 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Benchmark Electronics, Inc. is covered by 10 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Wamsi MohanBofA Global Research
Michael MorrisCitigroup Inc
Sherri ScribnerDeutsche Bank