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BHBHE

Benchmark Electronics, Inc.

$BHE·$2.9B·Hardware, Equipment & Parts·Technology
$79.77+0.4%YTD+84.1%1Y+107.2%
Mentions · last 7 days
2026-07-26: 1 posts2026-07-27: 0 posts2026-07-28: 2 posts2026-07-29: 5 posts2026-07-30: 4 posts2026-07-31: 1 posts2026-08-01: 2 posts15+50%
Price updated 3d ago·X counts updated 2d ago
BHBHE
$BHEBenchmark Electronics, Inc.
$79.77+0.44%15 posts+50%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BHE, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-31

The move is getting stronger, with heavier trading behind it.

Benchmark just delivered another strong quarter — an EMS provider that's finally getting paid for the AI-server build-out.

Benchmark Electronics is an electronics-manufacturing-services provider — the company that takes someone else's product design and builds it at scale in factories across the Americas, Asia, and Europe. That business rarely gets fintwit attention until an AI or defense-electronics cycle lifts it, which is what's happening now.

The Q2 print:

  • Revenue of $756M with EPS of $0.75 versus a $0.69 estimate — a ~10% beat, extending a pattern where the trailing three prints have all come in above consensus.
  • Revenue grew ~7% year over year — steady rather than eye-popping, but the earnings beat rate is what shifted the multiple.
  • Consensus for the October 28 print is $0.75 EPS; a beat there would extend the cadence.

Why the tape has doubled in a year:

  • The gross margin is only ~10% (typical for EMS), but the operating margin at ~4% has expanded from prior lower single-digit levels. When a low-margin business improves margin modestly, the earnings-leverage story compounds fast.
  • Positioning in industrial and defense end-markets is more useful than the raw AI-server exposure — defense electronics run at higher-margin, longer-cycle programs that steady the earnings base.
  • FCF yield around 2.7% is modest but real; the balance sheet is not stressed.

The valuation caveat:

  • Trailing P/E over 95 is what happens when a low-margin business's price runs faster than trailing earnings; the forward earnings multiple is much more digestible. But it does mean the market is pricing sustained margin expansion — any margin regression would compress the multiple quickly.
  • Year-to-date +84% and trailing 12 months +102% means the setup is well-known and priced.

Bottom line: a genuine operating recovery in a business that had been trading at a discount to peers. October 28 has to confirm the margin trajectory holds; any softness there breaks the streak.

Differs from X sentimentX sentiment sample was empty for BHE.

What to watch: October 28 print for continued operating-margin expansion, mix commentary on defense versus AI-server programs, and any commentary on customer-concentration risk.

On the calendar: Q3 2026 earnings expected 2026-10-28.

Read the AI verdict + X sentiment for $BHE

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
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What it does

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

Contract electronics manufacturer providing design, engineering, prototyping, and global manufacturing for industrial and defense OEMs.

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

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $BHE

Neutral — Contract electronics manufacturer providing design, engineering, prototyping, and global manufacturing for industrial and defense OEMs; limited read-through from hardware, equipment & parts macro dynamics to this specific revenue mix.

Top industry ETF

$SOXXiShares Semiconductor ETF
+50.7%YTD
+110.3%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
Q2 2026Jul 29, 2026$0.75$0.69+9.5%
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%
Next earningsWed, Oct 28·consensus EPS $0.79

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$3.0B$3.0B – $3.0B$2.96$2.93 – $2.972
FY27$3.2B$3.2B – $3.3B$3.34$3.32 – $3.383

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.1.3×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.68%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.-7.5%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.+27.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 35.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.0% 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.β1.255-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.

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
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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
+ 19 other (7 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

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

Benchmark Electronics Q2 Earnings Call Highlightsmarketbeat.com·5d agoBenchmark Electronics, Inc. (BHE) Q2 2026 Earnings Call Transcriptseekingalpha.com·5d agoBenchmark Reports Strong Second Quarter Resultsbusinesswire.com·5d agoBenchmark to Report Second Quarter 2026 Resultsbusinesswire.com·18d agoBenchmark Electronics Inc (BHE) Shares Surge 4.2% -- What GF Score of 60 Tells Investorsgurufocus.com·25d 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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