Benchmark Electronics, Inc. (BHE)
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
$59.34-9.07%
Close 2026-11-05 · 1-day change
NYSEInformation TechnologyHardware, Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · BHE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within information technology on a research-validated quality screen. As of 2026-11-05.
The screen ranks BHE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6380).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 67% of the last 3 guided quarters · 0.4% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We now expect 2026 revenue growth of approximately 16%, further increasing our outlook beyond the $3 billion annual revenue level we established last quarter."
Stated in 3 of 4 supplied quarters. Management reported: “Third quarter 2026 results: • Revenue of $811 million, up 19% year-over-year • Diluted GAAP earnings per share of $0.47, up 21% year-over-year • Diluted non-GAAP earnings per share of $0.84, up 35% year-over-year • Operating cash flow of $30 million with free cash flow of $14 million "Our third quarter results reflect the continued transformation of Benchmark into a higher-performing company," said David Moezidis, Benchmark's President and CEO.” “We now expect 2026 revenue growth of approximately 16%, further increasing our outlook beyond the $3 billion annual revenue level we established last quarter."” Revenue was $810.898 million in 2026-Q3.
“We now expect 2026 revenue growth of approximately 16%, further increasing our outlook beyond the $3 billion annual revenue level we established last quarter."”
“As a result, we are again raising our full year outlook and now expect revenue growth of approximately 13%, positioning Benchmark to achieve $3 billion in annual revenue for the first time in the com…”
“This positions us for sequential and year ‑ over ‑ year growth through the remainder of the year, with full year revenue now expected to be in the 9–10% range, up from prior expectations of mid ‑ sin…”
Third quarter 2026 results: • Revenue of $811 million, up 19% year-over-year • Diluted GAAP earnings per share of $0.47, up 21% year-over-year • Diluted non-GAAP earnings per share of $0.84, up 35% y…
Stated in 2 of 4 supplied quarters. Management reported: “Third quarter 2026 results: • Revenue of $811 million, up 19% year-over-year • Diluted GAAP earnings per share of $0.47, up 21% year-over-year • Diluted non-GAAP earnings per share of $0.84, up 35% year-over-year • Operating cash flow of $30 million with free cash flow of $14 million "Our third quarter results reflect the continued transformation of Benchmark into a higher-performing company," said David Moezidis, Benchmark's President and CEO.” Operating cash flow was $47.028 million in 2026-Q1.
Third quarter 2026 results: • Revenue of $811 million, up 19% year-over-year • Diluted GAAP earnings per share of $0.47, up 21% year-over-year • Diluted non-GAAP earnings per share of $0.84, up 35% y…
Stated in 2 of 4 supplied quarters. Management reported: “Third quarter 2026 results: • Revenue of $811 million, up 19% year-over-year • Diluted GAAP earnings per share of $0.47, up 21% year-over-year • Diluted non-GAAP earnings per share of $0.84, up 35% year-over-year • Operating cash flow of $30 million with free cash flow of $14 million "Our third quarter results reflect the continued transformation of Benchmark into a higher-performing company," said David Moezidis, Benchmark's President and CEO.” Diluted EPS was $0.47 in 2026-Q3.
The board declared a quarterly cash dividend of $0.17 per share in the second and third quarters of 2026.
Continue executing growth strategy to reach about 13% revenue growth and achieve $3 billion annual revenue for the first time.
Over the trailing year it converted 4.99x of net income into operating cash flow. Historically, Information Technology names rated robust grew net income 62% of the time over the next year (vs 51% for the rest of the cohort, n=3136).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Information Technology names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=8114).
Not investment advice. As of 2026-11-05.
“Third quarter 2026 results: • Revenue of $811 million, up 19% year-over-year • Diluted GAAP earnings per share of $0.47, up 21% year-over-year • Diluted non-GAAP earnings per share of $0.84, up 35% y…”
“First quarter 2026 results and 2026 outlook: • Revenue of $677 million • Diluted GAAP earnings per share of $0.36 • Diluted non-GAAP earnings per share of $0.58 • Operating cash flow of $47 million w…”
“Third quarter 2026 results: • Revenue of $811 million, up 19% year-over-year • Diluted GAAP earnings per share of $0.47, up 21% year-over-year • Diluted non-GAAP earnings per share of $0.84, up 35% y…”
“First quarter 2026 results and 2026 outlook: • Revenue of $677 million • Diluted GAAP earnings per share of $0.36 • Diluted non-GAAP earnings per share of $0.58 • Operating cash flow of $47 million w…”