Research Analysts Offer Predictions for BHE FY2026 Earnings

Benchmark Electronics, Inc. (NYSE:BHE) – Analysts at Sidoti raised their FY2026 earnings per share (EPS) estimates for Benchmark Electronics in a research report issued to clients and investors on Thursday, October 29th. Sidoti analyst A. Soderstrom now forecasts that the technology company will post earnings per share of $2.48 for the year, up from their previous forecast of $2.40. The consensus estimate for Benchmark Electronics’ current full-year earnings is $2.40 per share. Sidoti also issued estimates for Benchmark Electronics’ Q4 2026 earnings at $0.68 EPS, Q1 2027 earnings at $0.65 EPS, Q2 2027 earnings at $0.66 EPS, Q3 2027 earnings at $0.68 EPS, FY2027 earnings at $2.69 EPS, Q1 2028 earnings at $0.69 EPS, Q2 2028 earnings at $0.74 EPS, Q3 2028 earnings at $0.78 EPS and FY2028 earnings at $3.02 EPS.

A number of other research analysts have also recently commented on BHE. Wall Street Zen cut shares of Benchmark Electronics from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Weiss Ratings downgraded shares of Benchmark Electronics from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, October 23rd. Zacks Research raised shares of Benchmark Electronics to a “hold” rating in a report on Monday, October 5th. Finally, Needham & Company LLC assumed coverage on shares of Benchmark Electronics in a report on Friday, October 23rd. They set a “buy” rating and a $85.00 price target for the company. Two analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $88.50.

Benchmark Electronics Stock Up 0.6%

NYSE BHE opened at $68.76 on Tuesday. The company has a quick ratio of 1.31, a current ratio of 1.99 and a debt-to-equity ratio of 0.16. Benchmark Electronics has a fifty-two week low of $41.69 and a fifty-two week high of $100.41. The business has a 50 day moving average price of $75.48 and a two-hundred day moving average price of $72.38. The stock has a market cap of $2.46 billion, a PE ratio of 44.36, a P/E/G ratio of 1.39 and a beta of 1.25.

Benchmark Electronics (NYSE:BHE) last issued its earnings results on Wednesday, October 28th. The technology company reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.05. The company had revenue of $810.90 million during the quarter, compared to the consensus estimate of $776.65 million. Benchmark Electronics had a return on equity of 7.75% and a net margin of 1.90%. The company’s revenue was up 19.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.62 earnings per share.

Benchmark Electronics Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, October 13th. Stockholders of record on Wednesday, September 30th were given a dividend of $0.17 per share. The ex-dividend date of this dividend was Wednesday, September 30th. This represents a $0.68 annualized dividend and a dividend yield of 1.0%. Benchmark Electronics’s dividend payout ratio (DPR) is presently 43.87%.

Hedge Funds Weigh In On Benchmark Electronics

A number of hedge funds have recently bought and sold shares of the company. BlackRock Inc. bought a new position in Benchmark Electronics during the second quarter worth $579,768,000. State Street Corp increased its stake in Benchmark Electronics by 3.5% during the second quarter. State Street Corp now owns 1,433,075 shares of the technology company’s stock valued at $141,644,000 after purchasing an additional 47,835 shares during the last quarter. Allianz Asset Management GmbH increased its stake in Benchmark Electronics by 0.7% during the second quarter. Allianz Asset Management GmbH now owns 418,393 shares of the technology company’s stock valued at $41,283,000 after purchasing an additional 3,004 shares during the last quarter. First Eagle Investment Management LLC increased its stake in Benchmark Electronics by 18.3% during the second quarter. First Eagle Investment Management LLC now owns 350,964 shares of the technology company’s stock valued at $34,630,000 after purchasing an additional 54,395 shares during the last quarter. Finally, Bank of New York Mellon Corp acquired a new stake in shares of Benchmark Electronics during the second quarter worth $31,061,000. 92.29% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Benchmark Electronics

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

• Positive Sentiment: Sidoti raised its FY2026 EPS forecast to $2.48 from $2.40 and its FY2028 forecast to $3.02 from $2.96. The firm also increased its Q2 2028 and Q3 2028 estimates, suggesting expectations for improving profitability over the longer term.
• Positive Sentiment: Benchmark’s latest quarterly results provide a favorable backdrop: revenue increased 19.1% year over year to $810.9 million, while adjusted earnings of $0.84 per share exceeded the $0.79 consensus estimate. Benchmark Electronics 2026 Q3 Results Earnings Call Presentation
• Positive Sentiment: The company is expanding U.S. manufacturing capacity for Oxide Computer Company, potentially supporting future production revenue and strengthening Benchmark’s positioning in domestic supply chains. Benchmark Electronics Expands U.S. Manufacturing for Oxide Computer Company
• Neutral Sentiment: A Yahoo Finance analysis points to segment momentum, manufacturing ramp activity and longer-term industry tailwinds, supporting the broader growth narrative but not providing a new company forecast. BHE Q3 Deep Dive
• Negative Sentiment: Sidoti lowered several intermediate-term estimates, including Q4 2026 EPS to $0.68 from $0.69, Q1 2027 to $0.65 from $0.67, Q2 2027 to $0.66 from $0.68, Q3 2027 to $0.68 from $0.69, and FY2027 to $2.69 from $2.73. These cuts may temper enthusiasm despite the improved longer-term outlook.

Benchmark Electronics Company Profile

Benchmark Electronics, Inc is a provider of integrated electronics manufacturing and engineering services. The company helps original equipment manufacturers design, develop, test, manufacture and support complex electronic products and systems.

Its services include product design and engineering, prototyping, printed circuit board assembly, systems integration, precision machining, testing, supply chain management, and aftermarket support. Benchmark serves customers in industries such as aerospace and defense, medical technology, industrial equipment, semiconductor capital equipment, and advanced computing.

Headquartered in Tempe, Arizona, Benchmark operates manufacturing and engineering facilities across North America, Europe and Asia.