Benchmark Electronics, Inc. (BHE) Stock Price & Analysis
Benchmark Electronics, Inc. (BHE) closed at USD 66.3 on Thursday, October 22, 2026, down 6.95% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 71.25; the Oct 22, 2026 session ranged USD 65.56–69.49 on volume of 582,837 shares. Market capitalization is $2.38B, with a 52-week range of USD 41.69–100.41 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BHE.md
Key facts (BHE)
- Last four reported quarters (through Jun 30, 2026): revenue $2.90B, net income $53.1M (1.8% margin), free cash flow $126M (SEC filings).
- Valuation: P/E 44.8x (avg 34.7x at the last 3 fiscal year-ends), EV/EBITDA 15.6x, net cash $134M.
- 1 of 80 tracked superinvestors hold BHE (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 1.50 on a 1–5 scale) (2 analysts), mean target USD 86 (range 76–92).
- Total return with dividends: 1Y +57.2% vs S&P 500 +14.9%; 5Y +189.8% vs S&P 500 +80.3%.
- Next earnings: 2026-10-28, EPS estimate USD 0.79, revenue estimate $775M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (BHE)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.34B | $3.01B | $2.97B | $2.76B | $2.75B | $2.90B |
| Gross profit | $206M | $255M | $271M | $270M | $270M | — |
| Operating income | $53.1M | $90.1M | $110M | $109M | $76.0M | $95.9M |
| Net income | $35.8M | $68.2M | $68.9M | $61.1M | $24.9M | $53.1M |
| EPS (diluted) | $0.99 | $1.91 | $1.92 | $1.66 | $0.68 | — |
| Free cash flow | -$41.4M | -$221M | $101M | $158M | $88.4M | $126M |
| Gross margin | 8.8% | 8.5% | 9.1% | 9.8% | 9.8% | — |
| Operating margin | 2.3% | 3.0% | 3.7% | 4.0% | 2.8% | 3.3% |
| Net margin | 1.5% | 2.3% | 2.3% | 2.2% | 0.9% | 1.8% |
| Revenue growth | +10.1% | +28.4% | -1.5% | -7.0% | -0.4% | — |
| Cash + short-term investments | $272M | $207M | $277M | $315M | $322M | — |
| Total debt | $130M | $324M | $331M | $257M | $211M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (BHE)
P/E 44.8x · P/S 0.8x · EV/EBITDA 15.6x · EV/Sales 0.8x · P/FCF 18.9x · P/B 2.1x · FCF yield 5.30% · Earnings yield 2.23% · Dividend yield (paid, TTM) 1.02% · Buyback yield (TTM) 0.70% · Net cash $134M · EV $2.25B
P/E at fiscal year-ends: Dec 2025 62.5x, Dec 2024 27.3x, Dec 2023 14.4x.
Superinvestors (SEC 13F-HR, Q2 2026) (BHE)
1 of 80 tracked investors hold BHE. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.06% | $34.6M | Added +18.3% |
Analysts (BHE)
Consensus Buy (mean 1.50 on a 1–5 scale), 2 analysts; mean target USD 86 (low 76, high 92).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-07-30 | Needham | Target raised | Buy | $80 → $90 |
Total return (dividends reinvested) (BHE)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +57.2% | +189.8% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +57.4% | +23.6% |
| Volatility (annualized) | 45.2% | 34.0% |
| Max drawdown | -32.7% (Jun 2026→Oct 2026) | -36.5% (Nov 2024→Mar 2025) |
Companies that name BHE in their SEC reports
| Relationship to BHE | Company | Filing | Sentence |
|---|---|---|---|
| customer | Hyperfine, Inc. (HYPR) | 10-K Mar 18, 2026 | “We rely on a single contract manufacturer, Benchmark Electronics, Inc. ("Benchmark"), to test, assemble and supply our finished products.” |
| partner | Owlet, Inc. (OWLT) | 10-K Mar 9, 2026 | “Manufacturing Services Agreement with Benchmark Electronics” |
| customer | Ouster, Inc. (OUST) | 10-K Mar 2, 2026 | “Our main manufacturing partners are Benchmark Electronics, Inc. ("Benchmark") and Fabrinet.” |
| customer | Butterfly Network, Inc. (BFLY) | 10-K Feb 27, 2026 | “Manufacture and Supply Agreement with Benchmark Electronics, Inc.” |
| customer | Iridium Communications Inc. (IRDM) | 10-K Feb 12, 2026 | “We contract with several strategic technical suppliers to develop our new products and services, such as Cambridge Consulting Ltd. (now part of Capgemini SE) and Benchmark Electronics Inc. We also utilize other suppliers, some of which are the sole source, to manufacture some of the component parts of our devices.” |
BHE analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.79 | $0.72 | +10.2% | $775.0M | 3 |
| Next quarter (ends Dec 2026) | $0.83 | $0.76 | +8.8% | $795.0M | 3 |
| Current fiscal year (ends Dec 2026) | $2.94 | $2.75 | +7.0% | $3.00B | 3 |
| Next fiscal year (ends Dec 2027) | $3.31 | $3.10 | +6.6% | $3.22B | 3 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 66.3 |
|---|---|
| Change | ▼ 6.95% (down) |
| Previous Close | USD 71.25 |
| Open | USD 68.98 |
| Day Range | USD 65.56 – 69.49 |
| 52-Week Range | USD 41.69 – 100.41 |
| Volume | 582,837 shares |
| Market Cap | $2.38B |
| Exchange | NYQ |
Technical Analysis (BHE)
Nexqual's technical model rates BHE "SELL" based on 3 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 29.63 (oversold) |
| vs SMA50 | Below (USD 76.59) |
| MACD | -2.54 (negative) |
Analyst Ratings (BHE)
Wall Street analysts rate BHE "Buy" based on 2 analysts, with a mean price target of USD 86 (range USD 76–92), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 2 |
| Mean Target | USD 86 |
| High Target | USD 92 |
| Low Target | USD 76 |
| Buy / Hold / Sell | 2 / 0 / 0 |
Earnings (BHE)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 0.79 |
| Revenue Estimate | $775.00M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.75 vs est 0.69 ▲ beat |
| 2026-03-31 | USD 0.58 vs est 0.55 ▲ beat |
| 2025-12-31 | USD 0.71 vs est 0.64 ▲ beat |
| 2025-09-30 | USD 0.62 vs est 0.57 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (BHE)
| Total Revenue | $2.82B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +17.70% |
| Gross Margin | +10.28% |
| Operating Margin | +4.15% |
| Profit Margin | +1.89% |
| ROE | +4.78% |
| Debt / Equity | 0.26 |
| Current Ratio | 1.99 |
| Total Cash | $314.84M |
| Total Debt | $291.82M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $126.12M (4.3% of revenue) |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (BHE)
Nexqual rates Benchmark Electronics, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Mixed — Revenue +0.1% YoY (annual), slow |
|---|---|
| Profitability | Weak — Gross margin 10%, operating 4% (last 12 months) |
| Balance Sheet | Strong — $315M cash and investments vs $181M debt (Jun 2026, SEC), net cash |
| Cash Flow | Mixed — FCF $126M (last 4 quarters to Jun 2026, SEC), slim 4.3% margin |
| Efficiency | Weak — ROE 5%, ROA 3.1% |
Ownership (BHE)
| Insider Ownership | +1.80% |
|---|---|
| Institutional Ownership | +104.85% |
| Shares Outstanding | 35.92M |
| Float | 35.17M |
| Short % of Float | +4.69% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (BHE)
Benchmark Electronics, Inc. is led by David A. Moezidis, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:25 UTC.
| President, CEO & Director | David A. Moezidis |
|---|---|
| Executive VP, CFO & Principal Accounting Officer | Bryan R. Schumaker |
| Executive VP & COO | David A. Valkanoff |
| Senior VP & CTO | Josh T. Hollin |
Major Backers & Investors (BHE)
Notable institutional backers of Benchmark Electronics, Inc. include American Century Companies Inc, Earnest Partners LLC, Franklin Resources, Inc., according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| American Century Companies Inc | 5.21% |
| Earnest Partners LLC | 4.57% |
| Franklin Resources, Inc. | 2.93% |
| Invesco | 2.82% |
| HARBOR FUNDS-Harbor Small Cap Value Fund | 1.74% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 16.36% |
| Vanguard Group | 13.34% |
| Dimensional Fund Advisors | 6.21% |
| State Street | 3.99% |
| Geode Capital | 2.95% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ROG | Rogers Corporation | USD 128.89 | ▼ 8.27% |
| KN | Knowles Corporation | USD 33.38 | ▼ 4.41% |
| OUST | Ouster, Inc. | USD 27.98 | ▼ 7.69% |
| OSIS | OSI Systems, Inc. | USD 200.49 | ▲ 1.81% |
| BELFB | Bel Fuse Inc. | USD 199.81 | ▼ 9.4% |
| OLED | Universal Display Corporation | USD 87.45 | ▲ 4.29% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
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