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BHE

Benchmark Electronics, Inc.

BHE

NYSE·Technology·Hardware, Equipment & Parts·Mkt cap $3.4B

$85.35

▼ -10.17%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$34.44 - $100.41

P/E

89.84

Fwd P/E

30.89

Beta

1.28

Div Yield

0.72%

Avg Vol

463.7K

Shares Out

35.7M

Mkt Cap

$3.4B

Price action

Price chart

Up 137.4% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Hot

+68.0% over 3m

Quality

Thin

Strong fundamentals

Dividend

Modest

0.72% yield

Earnings track record

Latest print - beat on both lines

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

Next: Apr 27, 2026

“
Q2 26 RECAP

APR 29, 2026

Reported EPS of $0.58 vs $0.56 consensus (+4.5% surprise). Revenue of $677.0M vs $676.3M expected (+0.1%). Beat on both top and bottom lines.

EPS beat +4.5%
Rev beat +0.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+4.5%

Next: Apr 27, 2026

Revenue trend · last 8Q

—

—

-5%

-6%

-4%

+3%

+7%

+7%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$665.9M

$657.7M

$656.9M

$631.8M

$642.3M

$680.7M

$704.3M

$677.3M

Margins · last 8Q

Gross

—

Operating

—

Profit

1.9%

View full earnings history →

Wall Street consensus

2 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

100%

Hold

0%

Sell

0%

Median Price Target

$86.00

▲ +0.8% vs $85.35

Low $80.00
Median $86.00
High $92.00

Latest: Needham · $80.00 · Apr 30, 2026

2 analysts covering

View full analyst page →

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.