What Benchmark Electronics (BHE)'s Q4 Profit Slide and Q1 2026 Outlook Means For Shareholders
Benchmark Electronics reported mixed Q4 2025 results with higher sales but a sharp drop in net income, and provided Q1 2026 guidance. This has created a nuanced investment narrative focusing on sustaining profitability amidst industry cost pressures. The company's future performance hinges on its ability to translate strong demand in advanced computing and AI into resilient earnings.
Benchmark Electronics stock hits all-time high at 59.77 USD
Benchmark Electronics Inc. (BHE) stock recently reached an all-time high of $59.77, reflecting significant growth of over 40% in the past year and more than 55% in the last six months. The company's recent strong performance, including exceeding Q4 2025 earnings and revenue expectations, has led Needham to raise its price target to $62.00. Despite indicators suggesting the stock may be overbought according to InvestingPro data, investor confidence remains high.
Insider Selling: Benchmark Electronics (NYSE:BHE) CEO Sells 25,000 Shares of Stock
Benchmark Electronics CEO Jeff Benck sold 25,000 shares of company stock for approximately $1.45 million on February 6th, reducing his stake by 5.91%. This follows other recent insider sales in January and December. The company recently reported strong Q4 earnings, beating estimates, and trading near $58.77 with a consensus price target of $62.
Benchmark Electronics stock hits all-time high at 59.77 USD By Investing.com
Benchmark Electronics (BHE) stock recently hit an all-time high of $59.77, reflecting a significant 40.63% growth over the past year and 55.04% over six months. This surge follows strong fourth-quarter 2025 earnings, where the company surpassed market expectations for both EPS and revenue, leading Needham to raise its price target to $62.00 with a Buy rating. The stock is currently trading above its Fair Value, with RSI indicators suggesting it might be overbought.
(BHE) Price Dynamics and Execution-Aware Positioning
This article provides an AI-driven analysis of Benchmark Electronics Inc. (NYSE: BHE), highlighting strong sentiment across all time horizons. It details three trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal strengths, support, and resistance levels for BHE.
There May Be Some Bright Spots In Benchmark Electronics' (NYSE:BHE) Earnings
Benchmark Electronics' stock remained strong despite a recent soft earnings report, suggesting investors are looking beyond the raw numbers. This indicates that while the company incurred a significant US$32m expense due to unusual items, these are likely one-off and future profitability could improve if they don't recur. Analysts' forecasts also point to potential future profitability, despite a recent decline in earnings per share.
Is It Too Late To Consider Benchmark Electronics (BHE) After Its Strong Multi‑Year Share Price Run?
Benchmark Electronics (BHE) has seen a significant share price increase, prompting valuation concerns. A Discounted Cash Flow (DCF) analysis suggests the stock is heavily overvalued, with an intrinsic value of US$10.11 compared to its US$58.30 share price. Additionally, its high P/E ratio of 83.70x, significantly above industry and peer averages and its calculated fair ratio, further indicates it is currently overvalued.
After Leaping 28% Benchmark Electronics, Inc. (NYSE:BHE) Shares Are Not Flying Under The Radar
Benchmark Electronics (NYSE:BHE) has seen a significant 28% increase in its share price over the last month, contributing to a 34% annual gain. Despite this surge, the company's high P/E ratio of 53.6x, compared to the market average of 19x, suggests it might be overvalued, especially given a 40% decline in EPS last year. However, analysts are forecasting a 44% EPS growth for the coming year, which is materially higher than the broader market's 16% forecast, potentially justifying the current high P/E.
Benchmark Electronics (BHE) Margin Compression Reinforces Bearish Narratives Despite Revenue Progress
Benchmark Electronics (NYSE:BHE) finished FY 2025 with $704.3 million in Q4 revenue and basic EPS of $0.17, highlighting a decline in its net margin to 0.9% for the trailing twelve months compared to 2.4% previously. Despite this margin compression and a one-off loss, bullish arguments focus on projected earnings growth of 48.7% per year, contrasting with a P/E ratio of 80.4x and a DCF fair value of $9.85. The article suggests that while revenue growth is modest at 5.7% per year, the investment thesis for BHE primarily relies on future profitability improvements.
Benchmark Electronics (BHE) Margin Compression Reinforces Bearish Narratives Despite Revenue Progress
Benchmark Electronics (BHE) finished FY 2025 with Q4 revenue of US$704.3 million but saw a significant drop in basic EPS to US$0.17 from US$0.51 in Q4 2024, alongside a net margin compression to 0.9%. This decline in profitability, coupled with a high P/E ratio of 80.4x compared to its industry, supports bearish views, despite modest revenue growth and analyst forecasts for strong future earnings growth. Investors are now scrutinizing whether the company's valuation is justified by its potential for improved profitability rather than current margins.
Benchmark Electronics Q4 2025 slides: EPS growth outpaces revenue as margins expand
Benchmark Electronics (NYSE:BHE) reported stronger-than-expected Q4 and fiscal year 2025 results, with EPS growth outperforming revenue increases due to expanding margins. The company saw significant growth in Advanced Computing & Communications, Medical, and Aerospace & Defense sectors, offsetting declines in other segments. Benchmark also demonstrated improved operational efficiency, robust cash flow, and provided a positive outlook for Q1 2026, anticipating recovery in the Semi-Cap market.
Benchmark Electronics, Inc. (NYSE:BHE) Q4 2025 Earnings Call Transcript
Benchmark Electronics (NYSE:BHE) reported strong Q4 2025 results, with revenue of $704 million and non-GAAP EPS of $0.71, exceeding guidance. The company saw double-digit growth in three of its five focus sectors (AC and C, medical, and A and D) and expects a strong recovery in its semi-cap sector for 2026. CEO Jeffrey Benck thanked the team for their contributions over his seven-year tenure and announced he would transition out of the role at the end of the quarter, passing the reins to David Moezidis.
Market Participants Recognise Benchmark Electronics, Inc.'s (NYSE:BHE) Earnings Pushing Shares 28% Higher
Benchmark Electronics (NYSE:BHE) shares surged 28% last month, achieving a 34% annual gain, despite a high price-to-earnings (P/E) ratio of 53.6x. While the company saw a 40% decline in EPS last year, analysts forecast a 44% growth in earnings over the next year, significantly outpacing the market's 16% prediction. This strong future growth expectation appears to be the primary driver for its elevated P/E ratio, indicating investor confidence in its recovery.
Benchmark Electronics earnings beat by $0.07, revenue topped estimates
Benchmark Electronics (NYSE: BHE) reported strong fourth-quarter results, beating analyst estimates for both EPS and revenue. The company reported EPS of $0.71, exceeding the $0.64 estimate, and revenue of $704M, higher than the $695M consensus. Benchmark also provided optimistic guidance for Q1 2026, projecting EPS between $0.53 and $0.59 and revenue between $655M and $695M.
Benchmark (NYSE:BHE) Surprises With Q4 CY2025 Sales
Benchmark (NYSE:BHE) exceeded Wall Street's expectations for Q4 CY2025 sales and provided stronger-than-anticipated revenue guidance for Q1 CY2026. The electronics manufacturing services provider reported revenue of $704.3 million, up 7.2% year-on-year, and non-GAAP EPS of $0.71, beating analyst estimates by 10.9%. Despite past revenue declines, the company shows decent long-term growth and positive outlook for the coming quarter.
Benchmark Electronics Inc (NYSE:BHE) Beats Q4 Revenue Estimates and Provides Strong Q1 Outlook
Benchmark Electronics Inc (NYSE:BHE) exceeded Q4 2025 revenue estimates with sales of $704.3 million and provided strong Q1 2026 guidance, projecting revenue between $655 million and $695 million. Despite a decline in GAAP EPS due to restructuring costs, non-GAAP EPS increased, and the company demonstrated improved operational efficiency. The report coincides with a leadership transition, with David Moezidis succeeding Jeff Benck as CEO.
Earnings call transcript: Benchmark Electronics beats Q4 2025 earnings expectations
Benchmark Electronics reported strong Q4 2025 earnings, exceeding revenue and EPS forecasts, leading to a 3.97% stock increase in aftermarket trading. The company's growth was driven by performance in MedTech and AI sectors, and it anticipates mid-single-digit growth in 2026 with a recovery in the Semi-Cap market. CEO Jeff Benck is transitioning out of his role, expressing confidence in the incoming leadership and the company's future momentum.
Benchmark Electronics Reports Fourth Quarter and Fiscal Year 2025 Results
Benchmark Electronics has released its financial results for the fourth quarter and fiscal year ending December 31, 2025, showing revenue growth and increased EPS. The company reported $704 million in revenue for Q4 2025 and $2,659 million for the full year, with diluted GAAP EPS of $0.17 and $0.68 respectively. CEO Jeff Benck highlighted strong performance and the upcoming leadership transition to David Moezidis, while providing optimistic guidance for Q1 2026.
Benchmark Reports Fourth Quarter and Fiscal Year 2025 Results
Benchmark Electronics, Inc. (NYSE: BHE) announced its financial results for the fourth quarter and full fiscal year 2025, reporting revenue of $704 million and diluted non-GAAP EPS of $0.71 for Q4, and full-year revenue of $2,659 million and diluted non-GAAP EPS of $2.40. CEO Jeff Benck highlighted strong revenue and EPS growth in Q4 and expressed confidence in the leadership transition to David Moezidis, who is set to continue the company's growth strategy. The company also provided guidance for the first quarter of 2026, expecting revenue between $655 million and $695 million.
Summit Global Investments Sells 20,431 Shares of Benchmark Electronics, Inc. $BHE
Summit Global Investments significantly reduced its stake in Benchmark Electronics by selling 20,431 shares, leaving them with 9,692 shares worth $374,000. Despite this, institutional investors collectively own 92.29% of the stock, while corporate insiders sold 63,967 shares. Analysts maintain a "Moderate Buy" rating with a $56 target, and Benchmark Electronics recently surpassed EPS estimates and provided positive Q4 2025 guidance.
Benchmark Electronics (BHE) Valuation Check As Earnings Approach After Prior Estimate Beating Quarter
Benchmark Electronics (BHE) is preparing to report earnings after exceeding analyst expectations in its previous quarter. The stock's recent performance shows momentum, but its current price of US$52.14 is slightly above the fair value estimate of US$52, suggesting it may be 30% overvalued. The company's strategy of deepening vertical integration in the semi-cap sector is key to future growth and margin improvement, though risks related to market recoveries and medical demand exist.
Benchmark (BHE) Q4 Earnings: What To Expect
Benchmark (BHE), an electronics manufacturing services provider, is set to report its Q4 earnings on Tuesday. Analysts anticipate a 6.1% year-on-year revenue growth to $696.7 million and adjusted earnings of $0.64 per share. The company has a mixed track record with revenue estimates but is heading into earnings with a positive stock performance and analyst price target.
(BHE) as a Liquidity Pulse for Institutional Tactics
The article analyzes Benchmark Electronics Inc. (NYSE: BHE), identifying a neutral near-term sentiment amidst mid and long-term strength, with a breakout underway. It provides AI-generated institutional trading strategies including position, momentum, and risk hedging tactics, along with multi-timeframe signal analysis for support and resistance levels. The report emphasizes elevated downside risk despite prevailing positive sentiment.
Benchmark Electronics stock hits 52-week high at $52.55 By Investing.com
Benchmark Electronics (BHE) stock recently hit a new 52-week high of $52.55, reflecting a 24% appreciation over the past year and 33.1% over six months. Despite trading slightly above its fair value with a P/E ratio of 50.57, analysts expect the company to remain profitable, supported by moderate debt and strong liquidity. The company also announced strong Q3 2025 results, leadership changes, and is set to report earnings in four days.
Benchmark Electronics stock hits all-time high at 52.62 USD By Investing.com
Benchmark Electronics (BHE) shares have reached an all-time high of $52.62, representing a 0.99% premium over its previous 52-week high. The stock has shown strong momentum, with gains of 24% over the past year and 33.1% in the last six months, despite InvestingPro suggesting it may be slightly overvalued due to a high earnings multiple and P/E ratio over 50. This surge follows better-than-expected Q3 2025 earnings which exceeded revenue and EPS forecasts.
Benchmark Electronics to lay off 65 workers at Phoenix facility
Benchmark Electronics Inc. announced it will lay off 65 employees at its Phoenix manufacturing facility. This workforce reduction is part of the company's strategic planning process to streamline operations at the site, which currently employs 152 workers. Benchmark, based in Tempe, filed a WARN notice on January 27 regarding these job cuts.
Does Benchmark Electronics’ End‑Market Strain And Thin Free Cash Flow Reshape Its Investment Story (BHE)?
Benchmark Electronics (BHE) is facing end-market headwinds, declining sales, and subdued earnings growth, with an upcoming earnings release on February 3, 2026, expected to be a critical test for the company. The article suggests that investors need to believe Benchmark can overcome these challenges and improve margins and free cash flow to justify its valuation. Opinions on the company's fair value vary significantly among the Simply Wall St community, highlighting the execution risk involved.
Lake Street Initiates Benchmark Electronics(BHE.US) With Buy Rating, Announces Target Price $57
Lake Street has initiated coverage on Benchmark Electronics (BHE.US) with a Buy rating. The firm has set a target price of $57 for the company's stock. This indicates Lake Street's positive outlook on Benchmark Electronics' future performance.
Lake Street Raises Price Target for Benchmark Electronics (BHE) to $57.00 | BHE Stock News
Lake Street has increased its price target for Benchmark Electronics (BHE) to $57.00 from $51.00, maintaining a Buy rating, demonstrating confidence in the company's future. This adjustment reflects dynamic market conditions and company performance evaluations by analysts. Benchmark Electronics, an electronics manufacturing services provider, serves various industries, including aerospace, medical, and telecommunications.
Insider Sell: Jeff Benck Sells 15,000 Shares of Benchmark Electr
Jeff Benck, CEO of Benchmark Electronics Inc, sold 15,000 shares of the company on January 21, 2026, reducing his total holdings to 423,180 shares. This transaction follows a pattern of insider selling over the past year, with no insider buys recorded. The stock is currently trading at $50.24, with a P/E ratio of 50.04, and is considered significantly overvalued based on its GF Value of $35.47.
Benck Jeff, Benchmark Electronics CEO, sells $753k in shares
Benchmark Electronics CEO Jeff Benck sold 15,000 shares of company stock for a total of $753,576 on January 20 and 21, 2026, under a pre-arranged trading plan. These sales occurred as the stock neared its 52-week high, with InvestingPro indicating it is currently trading above its Fair Value and has a P/E ratio significantly higher than peers. The company also recently reported strong Q3 2025 earnings, announced leadership transitions, and declared a quarterly dividend.
Benchmark Electronics stock hits 52-week high at 50.3 USD By Investing.com
Benchmark Electronics (BHE) has reached a new 52-week high of $50.3 USD, reflecting positive investor sentiment and significant gains over the past year. Despite weak gross profit margins, analysts predict profitability for the company, which recently reported strong Q3 2025 financial results and announced leadership changes.
Benchmark Electronics stock hits 52-week high at 50.3 USD By Investing.com
Benchmark Electronics (BHE) has hit a 52-week high of $50.30, reflecting strong investor confidence and significant year-over-year growth. The company reported better-than-expected Q3 2025 financial results and announced leadership changes. Despite weak gross profit margins, analysts predict future profitability for the electronics manufacturing firm.
Benchmark Electronics stock hits 52-week high at 50.3 USD
Benchmark Electronics (BHE) has reached a 52-week high of $50.30, showcasing significant growth with a 4.71% return over the past year and 26.63% over six months. Despite weak gross profit margins, analysts predict profitability for the company, which also recently reported strong Q3 2025 financial results and announced leadership changes.
Benchmark Electronics to Report Fourth Quarter and Fiscal Year 2025 Results
Benchmark Electronics, Inc. (NYSE: BHE) will announce its fourth quarter and fiscal year 2025 results on Tuesday, February 3, 2026, after the market closes. The company will host a conference call on the same day at 5:00 p.m. Eastern Time to discuss these results, with a live audio webcast available on its Investor Relations website.
Benchmark Electronics to Report Fourth Quarter and Fiscal Year 2025 Results
Benchmark Electronics, Inc. (NYSE: BHE) announced that it will release its fourth quarter and fiscal year 2025 results on Tuesday, February 3, 2026, after the market close. The company will host a conference call on the same day at 5:00 p.m. Eastern Time to discuss these results. A live audio webcast and replay will be available on the Benchmark Investor Relations website.
Benchmark Electronics stock hits 52-week high at 50.3 USD By Investing.com
Benchmark Electronics Inc. (BHE) has reached a 52-week high of $50.30, driven by positive investor sentiment and strong performance, including a 4.71% return over the past year and 26.63% over six months. Despite weak gross profit margins, analysts predict profitability this year. The company also reported better-than-expected Q3 2025 results, declared a dividend, and announced key leadership changes.
Assessing Benchmark Electronics (BHE) Valuation After The Appointment Of A New CTO
Benchmark Electronics (BHE) is under investor scrutiny following the appointment of Josh Hollin as CTO. The article discusses the company's valuation, noting it trades near its analyst price target with recent positive share price momentum. While Simply Wall St suggests it is slightly overvalued at $49.49 compared to a fair value estimate of $47.33, their DCF model indicates it's trading significantly above an estimated fair value of $17.28.
Analysts Offer Insights on Technology Companies: Western Digital (WDC) and Benchmark Electronics (BHE)
Two analysts have issued bullish sentiments on technology companies Western Digital (WDC) and Benchmark Electronics (BHE). Evercore ISI maintained a Buy rating on Western Digital with a $230.00 price target, while Needham reiterated a Buy on Benchmark Electronics with a $55.00 price target. Both companies are seen as strong buys with positive analyst consensus.
Benchmark Electronics (NYSE:BHE) Hikes 11% This Week, Taking Five-year Gains to 106%
Benchmark Electronics (NYSE:BHE) has seen its share price increase by 84% over the last five years, significantly outperforming the broader market. When considering total shareholder return (TSR), which includes dividends reinvested, the company's five-year gain stands at 106%. The company has achieved profitability during this period, contributing to its positive share price movement.
Did Benchmark Electronics' (BHE) New AI-Focused CTO Just Reshape Its Technology Investment Narrative?
Benchmark Electronics (BHE) recently appointed Josh Hollin, an AI, robotics, and advanced manufacturing expert, as its new CTO. This appointment is expected to influence the company's technology investments, particularly in advanced computing and AI data center programs. While Hollin's focus aligns with the existing advanced computing recovery thesis, the article notes that investors should be aware of potential headwinds in semi-cap and industrial demand.
Did Benchmark Electronics' (BHE) New AI-Focused CTO Just Reshape Its Technology Investment Narrative?
Benchmark Electronics recently appointed Josh Hollin, an AI and automation specialist, as its new Chief Technology Officer. This move is expected to influence the company's technology investment strategy, particularly in advanced computing and AI data center programs. While the appointment doesn't immediately change the near-term focus, it aligns with the company's expanded credit facility to invest in higher complexity, AI-related initiatives, supporting its AC&C recovery thesis amidst mixed market visibility.
Benchmark Electronics (BHE) Valuation Check After Appointing New CTO Focused On AI And Automation
Benchmark Electronics (BHE) recently appointed Josh Hollin as its new CTO, signaling a focus on AI, automation, and advanced manufacturing. Despite recent share price cooling after medium-term gains, the stock is considered 4.8% undervalued with a narrative fair value of US$47.33, driven by anticipated growth in advanced computing and AI infrastructure. However, its P/E ratio of 43.1x suggests a significant valuation premium compared to the industry average, implying less room for error if growth targets are not met.
Investors Will Want Benchmark Electronics' (NYSE:BHE) Growth In ROCE To Persist
Benchmark Electronics (NYSE:BHE) has shown promising growth in its Return on Capital Employed (ROCE), which has increased by 161% over the last five years while utilizing roughly the same amount of capital. This indicates improved efficiencies within the company. Although its current ROCE of 6.9% is lower than the Electronic industry average, investors have seen an 81% return on the stock in the past five years, suggesting expectations for continued improvement.
Benchmark Electronics appoints Josh Hollin as new chief technology officer By Investing.com
Benchmark Electronics (NYSE:BHE) has announced the appointment of Josh Hollin as its new Senior Vice President and Chief Technology Officer, effective upon the retirement of Jan Janick on January 16, 2026. Hollin brings over 25 years of engineering leadership, with previous roles at GoPro, AMP Robotics, and Flex. The company, which has a market cap of $1.58 billion and shares up 6.01% year-to-date, expects Hollin to integrate AI, automation, and advanced engineering into its solutions.
Benchmark Appoints Josh Hollin as Senior Vice President and Chief Technology Officer
Benchmark Electronics, Inc. (NYSE: BHE) has appointed Josh Hollin as Senior Vice President and Chief Technology Officer (CTO), effective January 16, 2026. Hollin, with over 25 years of experience in engineering leadership, automation, and advanced manufacturing, will succeed Jan Janick. His role will focus on integrating AI, automation, and advanced engineering to drive innovation for Benchmark's customers.
Benchmark Appoints Josh Hollin as Senior Vice President and Chief Technology Officer
Benchmark Electronics, Inc. (NYSE: BHE) has announced the appointment of Josh Hollin as Senior Vice President and Chief Technology Officer (CTO). Hollin brings over 25 years of experience in engineering leadership, automation, and advanced manufacturing technologies, succeeding Jan Janick who will retire on January 16, 2026. He will focus on leveraging AI, automation, and advanced engineering to solve complex challenges for Benchmark's customers.
Benchmark Appoints Josh Hollin as Senior Vice President and Chief Technology Officer
Benchmark Electronics has appointed Josh Hollin as its new Senior Vice President and Chief Technology Officer, succeeding Jan Janick who will retire. Hollin brings over 25 years of experience in engineering leadership, automation, and advanced manufacturing. He is expected to lead Benchmark's integration of AI and automation into its engineering solutions.
Benchmark Electronics appoints Josh Hollin as new chief technology officer By Investing.com
Benchmark Electronics Inc. (NYSE:BHE) has announced the appointment of Josh Hollin as Senior Vice President and Chief Technology Officer, effective January 16, 2026, following Jan Janick's retirement. Hollin brings over 25 years of engineering experience, including senior roles at GoPro, AMP Robotics, and Flex. The company, which provides engineering and manufacturing services across various industries, reported strong Q3 2025 earnings and a current market capitalization of $1.58 billion.
AI and robotics veteran Josh Hollin to lead engineering at Benchmark
Benchmark Electronics has appointed Josh Hollin as Senior Vice President and Chief Technology Officer, effective January 16, 2026. Hollin, an AI and robotics veteran with over 25 years of experience, will drive innovation in automation and artificial intelligence technologies. He succeeds Jan Janick, who is retiring, and is expected to amplify Benchmark's engineering advantages by integrating advanced engineering solutions.
