Benchmark Electronics, Inc.

NYSE:BHE Stok Raporu

Piyasa değeri: US$3.0b

Benchmark Electronics Yönetim

Yönetim kriter kontrolleri 4/4

Benchmark Electronics CEO'su David Moezidis, Sep2025 tarihinde atandı, in görev süresi bir yıldan az. in toplam yıllık tazminatı $ 2.36M olup, şirket hissesi ve opsiyonları dahil olmak üzere 22.5% maaş ve 77.5% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.1% ine doğrudan sahiptir ve bu hisseler $ 3.08M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 3.3 yıldır.

Anahtar bilgiler

David Moezidis

İcra Kurulu Başkanı

US$2.4m

Toplam tazminat

CEO maaş yüzdesi22.50%
CEO görev süresiless than a year
CEO sahipliği0.1%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi3.3yrs

Son yönetim güncellemeleri

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 Tazminat Analizi

David Moezidis'un ücretlendirmesi Benchmark Electronics'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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$53m

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

Tazminat ve Piyasa: David 'nin toplam tazminatı ($USD 2.36M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 7.20M ).

Tazminat ve Kazançlar: David 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

David Moezidis (53 yo)

less than a year
Görev süresi
US$2,357,977
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
David Moezidis
Presidentless than a yearUS$2.36m0.10%
$ 3.1m
Bryan Schumaker
Executive VP1.6yrsUS$1.75m0.013%
$ 396.8k
David Valkanoff
Executive VP & COO2.8yrsUS$2.37m0.046%
$ 1.4m
Stephen Beaver
Senior VP7.8yrsUS$2.03m0.17%
$ 5.1m
Josh Hollin
Senior VP & CTOless than a yearVeri yokVeri yok
Bipin Jayaraj
Senior VP and Chief Digital & Information Officer1.8yrsVeri yokVeri yok
Paul Mansky
Investor Relations & Corporate Development Officerno dataVeri yokVeri yok
Rhonda Buseman
Senior VP & Chief Human Resources Officer6.8yrsUS$1.08m0.12%
$ 3.6m
David Clark
Senior VP & Chief Procurement Officer4.7yrsVeri yokVeri yok
David Cummings
Senior VP & Chief Commercial Officerless than a yearVeri yokVeri yok
Arvind Kamal
Vice President of Financeno dataUS$809.80k0.023%
$ 700.3k
Jon King
Advisor8.8yrsUS$1.47mVeri yok
2.3yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş

Deneyimli Yönetim: BHE 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
David Moezidis
Presidentless than a yearUS$2.36m0.10%
$ 3.1m
Charles Swoboda
Independent Directorless than a yearUS$162.82k0%
$ 0
David Scheible
Independent Chairman of the Board14.9yrsUS$368.75k0.22%
$ 6.8m
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%
$ 5.6m
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
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BHE 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/03 05:12
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Benchmark Electronics, Inc. 10 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Wamsi MohanBofA Global Research
Michael MorrisCitigroup Inc
Sherri ScribnerDeutsche Bank