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BHBHE

Benchmark Electronics, Inc.

$BHE·$3.3B·Hardware, Equipment & Parts·Technology
$92.17+1.2%YTD+113.7%1Y+144.4%
Mentions · last 7 days
2026-06-11: 2 posts2026-06-12: 12 posts2026-06-13: 0 posts2026-06-14: 4 posts2026-06-15: 25 posts2026-06-16: 6 posts2026-06-17: 1 posts510%
Price updated 6h ago·X counts updated 1d ago
BHBHE
Benchmark Electronics, Inc.$BHE
$92.17+1.23%51 posts0%
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Benchmark Electronics, Inc., together with its subsidiaries, operates as a global provider, delivering a comprehensive suite of product design, engineering, technology solutions, and manufacturing services across the Americas, Asia, and Europe. Its capabilities span engineering and technology solutions, encompassing initial product design, prototyping, and comprehensive testing. This includes specialized custom testing setups and the development and construction of automation equipment. Furthermore, Benchmark excels in electronics manufacturing and rigorous testing. This involves the assembly and testing of printed circuit boards and subsystems, alongside thorough evaluations of circuitry and functionality. Their quality assurance extends to environmental, stress, and component reliability assessments, complemented by component engineering, manufacturing defect analysis, in-circuit testing, functional testing, lifecycle testing, and detailed failure analysis. The company also offers precision machining and electromechanical assembly, coupled with comprehensive subsystem and full system integration services that encompass assembly, configuration, and testing across diverse industrial sectors. Beyond core manufacturing, Benchmark provides value-added support systems, comprehensive supply chain management solutions, and direct order fulfillment. Crucially, they offer extensive aftermarket, non-warranty services that span a product's entire lifecycle, including repair, replacement, refurbishment, remanufacturing, exchange programs, system upgrades, and the production of spare parts. The company's clientele primarily consists of Original Equipment Manufacturers (OEMs) across critical sectors such as aerospace and defense, medical technologies, complex industrial applications, semiconductor capital equipment, telecommunications, and advanced computing. Benchmark promotes its services and solutions predominantly through a dedicated direct sales force. Established in 1979, the firm, previously known as Electronics, Inc., maintains its headquarters in Tempe, Arizona.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $BHE.

Hardware, Equipment & Parts · Technology

AI infrastructure supply chain bottleneck is shifting from chip silicon to rack assembly and power delivery — FN's 36% revenue growth on optical assembly and CLS's hyperscaler server wins confirm that system integration and power components are the current constraint. SanDisk's +600% run in 2026 adds a NAND flash story driven by AI inference storage demand alongside the assembly theme.

See how Hardware, Equipment & Parts shapes $BHE

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $BHE's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$SOXXiShares Semiconductor ETF
+107.2%YTD
+182.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
95.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
10.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 29, 2026$0.58$0.56+4.5%
Q4 2025Feb 3, 2026$0.71$0.64+10.4%
Q3 2025Nov 4, 2025$0.62$0.65-4.6%
Q2 2025Jul 30, 2025$0.55$0.58-5.7%
Next earningsWed, Jul 29·consensus EPS $0.69

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$677.3M+7.2%10.2%4.0%$0.36$28.8M
Q4 FY25$704.3M+7.2%10.4%5.1%$0.17$47.4M
Q3 FY25$680.7M+3.5%9.9%3.8%$0.40$25.8M
Q2 FY25$642.3M-3.5%9.8%3.5%$0.03$-15.1M

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.9B – $2.9B$2.76$2.75 – $2.773
FY27$3.1B$3.1B – $3.2B$3.14$3.10 – $3.193

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.96%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+64.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.285-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $BHE is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 11Stephen J BeaverSVP, General Counsel and CLO20.0K sh$1.7MSellMay 26David MoezidisCEO12.5K sh$1.1MSellMay 13David W ScheibleDirector23.0K sh$2.0MSellMay 12Kenneth T LamneckDirector24.3K sh$2.0MSellMay 6Rhonda R TurnerSVP, Chief HR Officer6.6K sh$562KSellFeb 24Jeff BenckCEO9.1K sh$548K
+ 34 other (20 awards · 13 inkinds · 1 gift) in window

See when $BHE insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Benchmark Electronics, Inc. (BHE) filed an 8-K (Item 5.07) on May 29, 2026 reporting shareholder vote results from its annual meeting held May 28, 2026. The excerpt is boilerplate header only; specific vote tallies on director elections, executive compensation, and auditor ratification are in the attached exhibit. This is a routine annual meeting voting-results disclosure with no indication of contested outcomes.

8-KOfficer or director changeFeb 248-K — Item 5.02: Officer or director change
3New insider — initial holdingsJan 93
8-KOfficer or director changeDec 29, 20258-K — Item 5.02: Officer or director change
+ 16 other (5 13Gs · 2 routine 8-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HPE Names Benchmark as Its Manufacturing Partner of the Yeargurufocus.com·2d agoHPE Names Benchmark as Its Manufacturing Partner of the Yearbusinesswire.com·2d agoOuster and Benchmark Expand Partnership to Scale Volume Production of New REV8 Digital Lidar Sensorsbusinesswire.com·4d agoBenchmark Electronics Announces Quarterly Cash Dividendbusinesswire.com·11d agoThese Two Techs From Hot Industry Hit Key Levels. One Is A Google, Meta Supplier.investors.com·17d ago

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Voices on X · last 7 days

No standout posts about $BHE on X in the last 7 days.

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