Benchmark Electronics (NYSE:BHE) Releases Q3 2026 Earnings Guidance

Benchmark Electronics (NYSE:BHE) issued an update on its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 0.760-0.820 for the period, compared to the consensus estimate of 0.720. The company issued revenue guidance of $755.0 million-$795.0 million, compared to the consensus revenue estimate of $744.3 million.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Needham & Company LLC upped their target price on Benchmark Electronics from $80.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday. Weiss Ratings restated a “hold (c)” rating on shares of Benchmark Electronics in a research note on Friday, July 17th. Finally, Lake Street Capital reiterated a “buy” rating and issued a $92.00 target price on shares of Benchmark Electronics in a research report on Thursday, April 30th. Two analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, Benchmark Electronics has an average rating of “Moderate Buy” and an average target price of $91.00.

Benchmark Electronics Stock Performance

Benchmark Electronics stock traded up $4.46 during mid-day trading on Thursday, hitting $78.58. The company had a trading volume of 391,748 shares, compared to its average volume of 409,421. The company has a market capitalization of $2.82 billion, a price-to-earnings ratio of 82.91 and a beta of 1.24. Benchmark Electronics has a 12-month low of $34.44 and a 12-month high of $100.41. The company’s fifty day moving average is $86.25 and its 200-day moving average is $69.79. The company has a current ratio of 2.18, a quick ratio of 1.42 and a debt-to-equity ratio of 0.18.

Benchmark Electronics (NYSE:BHE) last announced its quarterly earnings results on Wednesday, July 29th. The technology company reported $0.75 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.69 by $0.06. Benchmark Electronics had a net margin of 1.27% and a return on equity of 6.63%. The firm had revenue of $755.98 million for the quarter, compared to the consensus estimate of $720.00 million. During the same period in the prior year, the firm posted $0.03 earnings per share. The firm’s quarterly revenue was up 17.7% compared to the same quarter last year. Benchmark Electronics has set its Q3 2026 guidance at 0.760-0.820 EPS.

Benchmark Electronics Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Tuesday, June 30th were issued a $0.17 dividend. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $0.68 dividend on an annualized basis and a yield of 0.9%. Benchmark Electronics’s dividend payout ratio is presently 71.58%.

Insider Buying and Selling

In other news, CEO David Moezidis sold 12,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $87.57, for a total value of $1,094,625.00. Following the completion of the sale, the chief executive officer directly owned 85,564 shares in the company, valued at $7,492,839.48. The trade was a 12.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, SVP Stephen J. Beaver sold 20,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $86.25, for a total value of $1,725,000.00. Following the transaction, the senior vice president owned 75,020 shares in the company, valued at $6,470,475. This trade represents a 21.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 86,352 shares of company stock valued at $7,312,806 in the last 90 days. Corporate insiders own 1.10% of the company’s stock.

Trending Headlines about Benchmark Electronics

Here are the key news stories impacting Benchmark Electronics this week:

• Positive Sentiment: Strong Q2 performance: Benchmark reported $756 million in revenue, up 18% year over year and above the $720 million analyst consensus. Non-GAAP diluted EPS was $0.75, exceeding expectations of $0.69 and rising 36% from the prior year. Benchmark Reports Strong Second Quarter Results
• Positive Sentiment: Raised outlook beats estimates: Management guided for third-quarter EPS of $0.76 to $0.82, compared with the $0.72 consensus, and revenue of $755 million to $795 million versus expectations of $744.3 million. The outlook signals continued demand and operating momentum. Benchmark Electronics Earnings Report
• Positive Sentiment: Analyst endorsement: Needham raised its price target from $80 to $90 and maintained a “Buy” rating, implying approximately 14.4% upside from the referenced price. Benzinga Analyst Target Report
• Neutral Sentiment: Cash generation remained positive: Benchmark produced $35 million of operating cash flow and $22 million of free cash flow in the quarter. However, its reported GAAP EPS of $0.55 was below the $0.75 non-GAAP figure highlighted by analysts, so investors may continue to focus on earnings quality and the company’s relatively high valuation.

Institutional Trading of Benchmark Electronics

Several large investors have recently made changes to their positions in BHE. Virtu Financial LLC acquired a new stake in shares of Benchmark Electronics in the fourth quarter valued at about $284,000. Summit Global Investments raised its holdings in Benchmark Electronics by 151.9% in the 4th quarter. Summit Global Investments now owns 24,416 shares of the technology company’s stock valued at $1,044,000 after acquiring an additional 14,724 shares during the last quarter. XTX Topco Ltd acquired a new position in shares of Benchmark Electronics during the 4th quarter worth approximately $1,214,000. VARCOV Co. purchased a new stake in shares of Benchmark Electronics in the fourth quarter valued at approximately $427,000. Finally, Wellington Management Group LLP increased its holdings in shares of Benchmark Electronics by 10.8% in the fourth quarter. Wellington Management Group LLP now owns 561,495 shares of the technology company’s stock valued at $24,010,000 after purchasing an additional 54,799 shares during the last quarter. 92.29% of the stock is currently owned by hedge funds and other institutional investors.

Benchmark Electronics Company Profile

Benchmark Electronics, Inc is a global provider of comprehensive electronics manufacturing services (EMS) and integrated engineering solutions. The company offers a full suite of services that span the entire product lifecycle, from early?stage design and prototyping to high?volume production and aftermarket support. Benchmark serves diverse end markets, including industrial automation, medical devices, communications, aerospace and defense, and semiconductor equipment.

At the core of Benchmark’s offering are printed circuit board assemblies (PCBA), system integration, box build assemblies and turnkey manufacturing.