Benchmark Electronics Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 4/6
Benchmark Electronics şirketinin kazançları yıllık ortalama -0.1% oranında azalırken, Electronic sektörünün kazançları yıllık 2.9% oranında artan oldu. Gelirler yıllık ortalama 2.8% oranında artan oldu. Benchmark Electronics şirketinin öz sermaye getirisi 4.8% olup, net marjı 1.9% dir.
Anahtar bilgiler
-0.10%
Kazanç büyüme oranı
-0.36%
EPS büyüme oranı
| Electronic Sektör Büyümesi | 15.34% |
| Gelir büyüme oranı | 2.79% |
| Özkaynak getirisi | 4.76% |
| Net Marj | 1.89% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Seeking Alpha • Sep 14
Benchmark Electronics: Speculative 'Buy' For AI Growth
Summary BHE's relationships offer a way to participate in AI infrastructure spending, with opportunities extending from product development into manufacturing. They're also nearshoring capacity and recovering end markets. This helps support further growth, assuming new programs scale to profitable production. However, I concede their margins are worth monitoring going forward. This could ultimately limit how much of the sales growth reaches shareholders. I also acknowledge that BHE has a somewhat concentrated customer base, and production ramp costs are another concern as well. But, overall, I believe BHE is compelling after the recent pullback, which creates a nice entry price for long-term investors seeking exposure to AI growth. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Aug 14
BHE: Strong Q2 Execution And Higher 2026 Outlook Will Temper Return Potential
Analysts have raised their price target on Benchmark Electronics by $8 to $90, citing Q2 revenue that came in 5% above consensus and EPS that exceeded expectations by 9% as key supports for the higher valuation. What’s in the News for Benchmark Electronics Benchmark Electronics updated its buyback program, reporting that from April 1, 2026 to June 30, 2026 it repurchased 0 shares for $0 million.
Anlatı Güncellemesi • Jul 30
BHE: Q2 Beat And 2026 Guidance Will Shape A Balanced Outlook
Analysts have lifted their price target on Benchmark Electronics to $90, up $10 from the prior $80 level. They pointed to Q2 results that came in above the high end of guidance, with revenue and EPS both exceeding consensus expectations.Anlatı Güncellemesi • Jun 24
BHE: 2026 Guidance And Execution Risk Will Pressure Return Potential
Analysts have raised their price targets on Benchmark Electronics by $18 and $30 in recent research updates, citing factors that correspond to modest refinements to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in the valuation framework. Analyst Commentary Recent research on Benchmark Electronics highlights both optimism and caution as analysts refine their models around fair value, discount rates, revenue assumptions, profit margins, and future P/E estimates.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Benchmark Electronics nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 2,818 | 53 | 169 | 0 |
| 31 Mar 26 | 2,705 | 34 | 163 | 0 |
| 31 Dec 25 | 2,659 | 25 | 160 | 0 |
| 30 Sep 25 | 2,612 | 35 | 158 | 0 |
| 30 Jun 25 | 2,589 | 36 | 153 | 0 |
| 31 Mar 25 | 2,612 | 51 | 151 | 0 |
| 31 Dec 24 | 2,656 | 61 | 149 | 0 |
| 30 Sep 24 | 2,691 | 62 | 148 | 0 |
| 30 Jun 24 | 2,753 | 67 | 147 | 0 |
| 31 Mar 24 | 2,820 | 66 | 146 | 0 |
| 31 Dec 23 | 2,839 | 69 | 147 | 0 |
| 30 Sep 23 | 2,898 | 68 | 151 | 0 |
| 30 Jun 23 | 2,950 | 66 | 154 | 0 |
| 31 Mar 23 | 2,945 | 70 | 152 | 0 |
| 31 Dec 22 | 2,886 | 68 | 150 | 0 |
| 30 Sep 22 | 2,769 | 59 | 148 | 0 |
| 30 Jun 22 | 2,569 | 49 | 144 | 0 |
| 31 Mar 22 | 2,386 | 39 | 142 | 0 |
| 31 Dec 21 | 2,255 | 36 | 137 | 0 |
| 30 Sep 21 | 2,144 | 31 | 131 | 0 |
| 30 Jun 21 | 2,098 | 29 | 127 | 0 |
| 31 Mar 21 | 2,044 | 18 | 121 | 0 |
| 31 Dec 20 | 2,053 | 14 | 122 | 0 |
| 30 Sep 20 | 2,040 | -1 | 122 | 0 |
| 30 Jun 20 | 2,070 | 1 | 125 | 0 |
| 31 Mar 20 | 2,180 | 14 | 128 | 0 |
| 31 Dec 19 | 2,268 | 23 | 127 | 0 |
| 30 Sep 19 | 2,417 | 58 | 128 | 0 |
| 30 Jun 19 | 2,502 | 59 | 133 | 0 |
| 31 Mar 19 | 2,561 | 60 | 137 | 0 |
| 31 Dec 18 | 2,566 | 23 | 128 | 0 |
| 30 Sep 18 | 2,575 | -81 | 141 | 0 |
| 30 Jun 18 | 2,546 | -71 | 135 | 0 |
| 31 Mar 18 | 2,505 | -64 | 132 | 0 |
| 31 Dec 17 | 2,454 | -32 | 130 | 0 |
| 30 Sep 17 | 2,396 | 63 | 125 | 0 |
| 30 Jun 17 | 2,359 | 67 | 121 | 0 |
| 31 Mar 17 | 2,319 | 62 | 118 | 0 |
| 31 Dec 16 | 2,322 | 64 | 113 | 0 |
| 30 Sep 16 | 2,329 | 85 | 112 | 0 |
| 30 Jun 16 | 2,384 | 84 | 108 | 0 |
| 31 Mar 16 | 2,469 | 92 | 108 | 0 |
| 31 Dec 15 | 2,541 | 95 | 107 | 0 |
| 30 Sep 15 | 2,625 | 79 | 106 | 0 |
Kaliteli Kazançlar: BHE yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: BHE 'nin mevcut net kar marjları (1.9%) geçen yılın (1.4%) sinden daha yüksektir.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: BHE şirketinin kazançları son 5 yılda yılda 0.1% oranında azaldı.
Büyüme Hızlandırma: BHE 'un son bir yıldaki kazanç büyümesi ( 46.7% ) 5 yıllık ortalamasını (yıllık -0.1% ) aşıyor.
Kazançlar vs. Sektör: BHE geçen yılki kazanç büyümesi ( 46.7% ) Electronic sektörünün 19% değerini aştı.
Özkaynak Getirisi
Yüksek ROE: BHE 'nin Özsermaye Getirisi ( 4.8% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/16 04:05 |
| Gün Sonu Hisse Fiyatı | 2026/09/16 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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.
| Analist | Kurum |
|---|---|
| Wamsi Mohan | BofA Global Research |
| Michael Morris | Citigroup Inc |
| Sherri Scribner | Deutsche Bank |