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BHE

Benchmark Electronics, Inc.

BHE

NYSE·Technology·Hardware, Equipment & Parts·Mkt cap $2.6B

$72.64

+2.01%

P/E

49.08

Mkt Cap

$2.6B

52-Wk Range

$35.91–$100.41

52-Week Range

$35.91 - $100.41

P/E

49.08

Fwd P/E

24.56

Beta

1.27

Div Yield

0.94%

Avg Vol

462.3K

Shares Out

35.7M

Mkt Cap

$2.6B

Price action

Price chart

Up 81.2% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Integrated design-to-manufacturing capabilities reducing customer development cycles
  • Deep expertise in high-reliability industries with significant customer switching costs
  • Global manufacturing footprint enabling supply chain resilience and cost optimization
  • Long-term customer relationships with recurring aftermarket and support revenue
  • Specialized testing and failure analysis capabilities difficult to replicate

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Increased aerospace and defense spending on modernization and next-generation platforms

Value

Fairly valued vs Electronics Manufacturing Services peers

Momentum

Weak

-15.7% over 3m

Quality

Thin

Strong fundamentals

Dividend

Modest

0.94% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 28, 2026

Q3 26 RECAP

JUL 29, 2026

Reported EPS of $0.75 vs $0.69 consensus (+9.5% surprise). Revenue of $756.0M vs $720.0M expected (+5.0%). Beat on both top and bottom lines.

EPS beat +9.5%
Rev beat +5.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+9.5%

Revenue trend · last 8Q

-5%

-6%

-4%

+3%

+7%

+7%

+18%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$657.7M

$656.9M

$631.8M

$642.3M

$680.7M

$704.3M

$677.3M

$756.0M

Margins · last 8Q

Gross

10.4%

Operating

3.3%

Profit

2.6%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Needham · Jul 30, 2026

vs Industry

How BHE stacks vs Hardware, Equipment & Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.