Benchmark Electronics (BHE) Slides with Sector Selloff Is Its Valuation Simply Tracking Market Mood?
Benchmark Electronics (BHE) recently experienced a sector-wide selloff, impacting its stock alongside other electronic component manufacturers. This downturn is attributed to broad investor concerns rather than specific company developments, highlighting how closely BHE's valuation tracks market sentiment. Despite this, the company's Q2 2026 earnings showed strong performance, with increased revenue guidance and a future revenue target of $3.0 billion, suggesting the selloff might be sentiment-driven while BHE focuses on execution in higher-margin segments.
Benchmark Electronics (BHE) Slides with Sector Selloff Is Its Valuation Simply Tracking Market Mood?
Benchmark Electronics (BHE) experienced a stock decline this week, driven by a broad sector selloff impacting electronic component manufacturers rather than any company-specific news. This event highlights how closely BHE's valuation can track general market sentiment toward the electronics manufacturing sector. Despite the downturn, the company's Q2 2026 earnings showed strong results, including increased revenue guidance for the full year, suggesting the selloff is sentiment-driven.
Benchmark Electronics Down Over 9%, on Pace for Largest Percent Decrease Since April 2025 -- Data Talk
Benchmark Electronics (BHE) is experiencing a significant drop, down over 9% and trading at $76.12. This places the company on track for its largest percentage decrease since April 2025 and its lowest close since July 29, 2026. Despite this recent downturn, the stock remains up 78.02% year-to-date and 95.13% from 52 weeks ago.
Benchmark Electronics CEO David Moezidis Reports RSU Tax Withholding via Form 4 Filing
Benchmark Electronics CEO David Moezidis reported the disposition of 4,569 common stock shares on August 17, 2026, to cover tax liabilities from restricted stock unit vesting. The shares were withheld at a price of $84.17 each, and following this transaction, Moezidis directly owns 80,995 shares of common stock. This transaction was disclosed in a Form 4 filing with the SEC on August 18, 2026.
Benchmark Electronics (NYSE: BHE) CEO covers taxes with 4,569 withheld shares
Benchmark Electronics (NYSE: BHE) CEO David Moezidis had 4,569 shares of common stock withheld at $84.17 per share to cover taxes related to the vesting of restricted stock units on August 17, 2026. This transaction is categorized as a tax-related disposition, not an open-market sale. Following this withholding, Moezidis directly holds 80,995 common shares of the company.
Benchmark Electronics (NYSE: BHE) COO sees 2,078 shares withheld for taxes
Benchmark Electronics (NYSE: BHE) Chief Operating Officer David Valkanoff had 2,078 shares of common stock, valued at $84.17 per share, withheld on August 17, 2026, to cover taxes related to the vesting of restricted stock units. Following this transaction, Valkanoff directly holds 59,506 shares of BHE common stock. The transaction is categorized as a tax withholding rather than a market sale or purchase.
Benchmark Electronics Drops 8.5% Amid Sector-Wide Selling
Benchmark Electronics, Inc. (BHE) experienced an 8.5% drop on Tuesday, closing at $77.05, as the electronic component manufacturing sector faced a broad selloff. This decline was mirrored across several peers, with no apparent company-specific news driving Benchmark's losses, suggesting broader industry concerns rather than individual company issues. Investors are now watching for further clarity on demand trends and supply chain dynamics to determine if this signals a temporary rotation or a sustained downturn for the sector.
Don't Ignore The Insider Selling In Benchmark Electronics
An independent director at Benchmark Electronics, Inc. (BHE) recently sold US$493k worth of shares, representing 15% of their holding. This follows a larger sale of US$2.0m by another independent director in the past year, both at prices close to the current stock price. While insiders own 2.0% of the company, there have been no insider buys in the last year, leading to a cautionary stance from the author despite the company's profitability and growth.
American Century discloses 5.2% Benchmark Electronics (BHE) stake in 13G filing
American Century entities and the Stowers Institute have filed a Schedule 13G, disclosing beneficial ownership of 5.2% of Benchmark Electronics, Inc. (BHE) common stock, totaling 1,870,433 shares as of June 30, 2026. American Century ETF Trust also reported beneficial ownership of 5.0% or 1,793,588 shares. All entities involved claim sole voting and dispositive power over their respective holdings, indicating a passive investment approach.
Don't Ignore The Insider Selling In Benchmark Electronics
An independent director at Benchmark Electronics recently sold US$493k worth of shares, representing 15% of their holding. This sale follows another large insider sale of US$2.0m by another independent director within the last year, both at prices near the current trading price. While the company is profitable and growing, the lack of insider buying and recent selling activity suggest caution for potential investors.
Benchmark Electronics director Anne de Greef-Safft sells $492,627
Benchmark Electronics director Anne De Greef-Safft sold common stock worth $492,627 on August 11, 2026, through direct and indirect dispositions. This sale followed a 108% surge in the company's shares over the past year, with the stock currently considered overvalued according to InvestingPro analysis. The sale occurred shortly after Benchmark Electronics reported strong Q2 2026 results, exceeding analyst expectations and raising its full-year revenue outlook.
Benchmark Electronics, Inc. $BHE Shares Sold by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. reduced its stake in Benchmark Electronics (NYSE:BHE) by 39.5% in the second quarter, selling 24,957 shares and retaining 38,283 shares valued at approximately $3.8 million. Despite this, other institutional investors have either increased their holdings or acquired new positions in the company. Benchmark Electronics reported strong quarterly earnings, surpassing analyst estimates with EPS of $0.75 and a 17.7% year-over-year revenue increase, leading to a "Buy" consensus rating and an average price target of $91.
Is Benchmark Electronics (BHE) Fairly Valued As Guidance And Buybacks Come Into Focus?
Benchmark Electronics (BHE) is currently trading at $81.94, slightly above its perceived fair value of $78 per share, according to a popular narrative. This valuation is influenced by recent guidance, strong free cash flow, and ongoing share repurchases aimed at boosting EPS growth. While the company has had a strong year, potential risks from semi-cap softness and project timing could impact future revenue and margins.
Benchmark Electronics (BHE) director reports sale of 6,000 shares and keeps 37,136
Benchmark Electronics Inc. director Anne De Greef-Safft sold a total of 6,000 shares of BHE Common Stock on August 11, 2026, in open-market transactions. This included 2,116 directly held shares and 3,884 indirectly held shares attributed to her spouse. After the sale, she retains 37,136 directly owned shares.
Benchmark Electronics director Anne de Greef-Safft sells $492,627
Benchmark Electronics director Anne De Greef-Safft sold common stock totaling $492,627 on August 11, 2026, through direct and indirect dispositions. The sale follows a 108% surge in Benchmark Electronics shares over the past year, although the stock is currently considered overvalued based on its P/E ratio. The company recently reported strong Q2 2026 results, surpassing analyst expectations for earnings and revenue, and raised its full-year revenue outlook.
Benchmark Electronics Number of Employees 2026 | Employee Count & Headcount Data
Benchmark Electronics, Inc. (BHE) had approximately 11,781 total employees worldwide as of March 2026, marking a 3.1% decline from 2023. Despite this, the company is actively hiring, with 295 active job postings in 2026, a 55.4% increase from 2025. The workforce is concentrated in North America, and the global average salary is $58,546.
Discipline and Rules-Based Execution in BHE Response
This article analyzes Benchmark Electronics Inc. (NYSE: BHE), highlighting a strong near-term sentiment and a mid-channel oscillation pattern. It details three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, including support and resistance levels. The analysis identifies an exceptional short setup with a favorable risk-reward ratio, indicating potential downside.
BHE (NYSE: BHE) insider plans sale of 6,000 shares, worth $492,000
An insider at Benchmark Electronics Inc. (NYSE: BHE) has filed a Form 144, signaling a proposed sale of 6,000 shares of common stock with an aggregate market value of $492,000. The sale, expected around August 7, 2026, will be conducted through Fidelity Brokerage Services LLC. These shares originate from stock awards granted as compensation in 2021 and 2024.
Benchmark Electronics Inc (BHE) Stock News Today
This article provides current stock information for Benchmark Electronics Inc (BHE), including its latest stock price, market capitalization, and P/E ratio. It states that more news regarding BHE's earnings, analyst ratings, and key developments will be available soon. The content indicates that users can follow the latest updates for Benchmark Electronics Inc on the platform.
Benchmark’s Raised 2026 Revenue Outlook Might Change The Case For Investing In Benchmark Electronics (BHE)
Benchmark Electronics (BHE) reported strong Q2 2026 results with increased sales and net income, and raised its full-year 2026 revenue outlook to approximately US$3 billion. This improved guidance, driven by demand in AI infrastructure and Semi-Cap manufacturing, supports the company's growth ambitions but also highlights risks related to market cyclicality and potential softening in other segments. The article suggests that while the updated outlook reinforces the investment narrative, investors should consider the implications of reliance on these high-growth areas.
Segall Bryant & Hamill LLC Invests $6.08 Million in Benchmark Electronics, Inc. $BHE
Segall Bryant & Hamill LLC has invested $6.08 million in Benchmark Electronics, Inc. (NYSE:BHE) by purchasing 108,412 shares in the first quarter, giving them a 0.30% stake. The company has a consensus "Buy" rating from analysts with an average price target of $91. Benchmark Electronics recently exceeded quarterly expectations with $0.75 EPS and $755.98 million in revenue, and declared a quarterly dividend of $0.17 per share.
BHE Stock News Today | Earnings, Events & Price Alerts
This page provides a comprehensive overview of recent news and events related to BHE (Benchmark Electronics) stock, including earnings reports, partnership announcements, and executive stock transactions. Key highlights include strong Q2 2026 earnings growth, Benchmark being named HPE's Manufacturing Partner of the Year, and an expanded manufacturing partnership with Ouster. The article also touches upon broader market movements and other corporate news.
Benchmark’s Raised 2026 Revenue Outlook Might Change The Case For Investing In Benchmark Electronics (BHE)
Benchmark Electronics (BHE) recently reported strong Q2 2026 results with higher sales and net income, leading to an increased full-year 2026 revenue outlook of approximately US$3 billion. This improved guidance, driven by demand in AI infrastructure and Semi-Cap programs, strengthens the company's investment narrative, although risks like cyclicality and program timing remain. The positive performance aligns with the company's long-term growth ambitions and contributes to a fair value estimate that is in line with its current stock price.
Lazard Asset Management LLC Purchases 63,943 Shares of Benchmark Electronics, Inc. $BHE
Lazard Asset Management LLC significantly increased its stake in Benchmark Electronics, Inc. by 1,230.6% in the first quarter, acquiring an additional 63,943 shares. This brings their total ownership to 69,139 shares, representing 0.19% of the company's stock. Despite positive analyst ratings and strong quarterly earnings that surpassed estimates, insiders have recently sold a substantial amount of shares.
Benchmark’s Raised 2026 Revenue Outlook Might Change The Case For Investing In Benchmark Electronics (BHE)
Benchmark Electronics (BHE) has reported strong Q2 2026 results, with increased sales and net income, and has raised its full-year 2026 revenue outlook to approximately US$3 billion. This improved guidance, driven by demand in AI infrastructure and Semi-Cap programs, supports the company's growth ambitions but also introduces risks related to market cyclicality and potential overcapacity. Investors should weigh the opportunities presented by this growth against the inherent risks in these volatile sectors.
BENCHMARK ELECTRONICS INC Q2 2026: Revenue $756M, EPS $0.55— 10-Q Summary
BENCHMARK ELECTRONICS INC (BHE) reported strong second-quarter 2026 results, with revenue reaching $756M and diluted EPS at $0.55, significantly up from the prior-year quarter. The revenue growth of 17.7% year-over-year was driven by increased volumes and an improved mix, while net income saw a substantial increase to $19.9M. The company also highlighted accelerated demand in key markets and operational improvements including restructuring the Phoenix site.
Benchmark Electronics (BHE) Stock Jumps As AI Driven Growth Lifts Margins
Benchmark Electronics (BHE) saw its stock jump 7.2% after reporting strong Q2 2026 earnings, with revenue of US$756 million and non-GAAP EPS of US$0.75. The company's growth was significantly driven by its AC&C segment, including AI and high-performance computing, which grew 71% year-on-year. Despite past concerns about revenue consistency and cash flow, the latest results and raised full-year guidance suggest a potential reset in investor perception, though some concerns remain regarding insider selling and paused buybacks.
Benchmark Electronics (BHE) Stock Jumps As AI Driven Growth Lifts Margins
Benchmark Electronics (BHE) stock surged 7.2% after reporting strong Q2 2026 earnings, with revenue up 18% year-on-year and a significant increase in net income, driven by growth in AI, high-performance computing, semi-cap, and medical segments. The company raised its full-year revenue guidance to US$3.0 billion, indicating a potential re-evaluation by investors despite prior concerns about revenue slippage and valuation. While bulls point to a shift towards higher-margin programs and improved operating margins, bears note management's cautious outlook for 2026 and recent insider selling.
Benchmark Electronics (NYSE: BHE) posts Q2 2026 net income of $19,882 (in thousands)
Benchmark Electronics (NYSE: BHE) reported significantly improved financial results for Q2 2026, with net income rising to $19,882 thousand and diluted EPS at $0.55, compared to $972 thousand and $0.03 diluted EPS in Q2 2025. Sales increased to $755,980 thousand, driven by strong performance across several market sectors, including advanced computing and communications, medical, and semi-cap. The company also saw increased cash flow from operations and maintained compliance with debt covenants, while actively managing share repurchases and dividends.
Transcript : Benchmark Electronics, Inc., Q2 2026 Earnings Call, Jul 29, 2026
This article provides the transcript of Benchmark Electronics, Inc.'s Q2 2026 Earnings Call held on July 29, 2026. The company announced its Q2 revenue of $756.0M, exceeding FactSet estimates, and adjusted EPS of $0.75 per share, also above estimates. Furthermore, Benchmark Electronics provided Q3 earnings guidance, expecting an adjusted EPS range of $0.76 - $0.82 and revenue between $755.0M - $795.0M, and raised its revenue guidance for the full year 2026.
GUIDANCE: (BHE) Benchmark Electronics, Inc. Expects Q3 Adjusted EPS Range $0.76 - $0.82
Benchmark Electronics, Inc. (BHE) has provided its guidance for the third quarter, anticipating an adjusted EPS range of $0.76 to $0.82. This forecast offers investors insight into the company's expected financial performance for the upcoming quarter.
Benchmark Electronics (NYSE: BHE) lifts outlook to $3B revenue
Benchmark Electronics reported strong second-quarter 2026 results, with revenue of $756 million, an 18% year-over-year increase, and diluted non-GAAP EPS of $0.75, up 36%. The company raised its full-year 2026 revenue guidance to approximately $3 billion, marking a 13% growth and a historical record for annual revenue. This positive outlook is driven by broad-based growth across sectors, solid cash generation, and strategic investments in infrastructure and technology.
Benchmark Electronics earnings up next as AI momentum builds By Investing.com
Benchmark Electronics is set to report its second-quarter results, with analysts expecting 69 cents per share on revenue of $720 million. Investors will be watching for signs of sustained momentum in semiconductor capital equipment, AI-focused advanced computing, and medical end markets, particularly after the company raised its full-year outlook. The focus will also be on the durability of the semiconductor equipment recovery, AI-related manufacturing strength, and margin trajectory.
Franklin Resources (BHE) discloses 1,052,975-share institutional stake in Benchmark
Franklin Resources, Inc. and its affiliates have reported an amended Schedule 13G filing for Benchmark Electronics, Inc. (BHE), indicating beneficial ownership of 1,052,975 common shares, which represents 2.9% of the outstanding common stock as of June 30, 2026. This stake is held through various investment management subsidiaries, with Franklin Mutual Advisers, LLC and Franklin Advisers, Inc. exercising voting and dispositive power. The filing clarifies that the principal shareholders of Franklin Resources, Charles B. Johnson and Rupert H. Johnson, Jr., do not directly own these shares but their potential beneficial ownership is attributed through their stake in Franklin Resources.
Behavioral Patterns of BHE and Institutional Flows
This article analyzes Benchmark Electronics Inc. (NYSE: BHE), identifying a mid-channel oscillation pattern and a significant 52.6:1 risk-reward setup. It outlines three AI-generated institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles. The analysis also provides multi-timeframe signal insights, showing near-term positive sentiment that may affect a mid-term weak bias within a long-term strong trend.
Benchmark Electronics Inc (BHE) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article provides a historical overview of Benchmark Electronics Inc (BHE) dividends and stock splits, detailing past and upcoming dividend payouts. It lists the dividend amount, record date, payment date, and ex-dividend date for various periods, showing consistent quarterly payouts. The company has distributed a total of $93.78 million in dividends over the past five years.
Benchmark Electronics, Inc. Revenue Breakdown – BX:BMU
Benchmark Electronics, Inc. (BMU) reported total revenue of 2.11 billion CHF last year. The Semi-Cap segment was the highest-performing, generating 587.62 million CHF, while the Americas region contributed the most to revenue with 939.23 million CHF.
Benchmark Electronics, Inc. Revenue Breakdown – LS:885906
Benchmark Electronics, Inc. (LS:885906) generated 2.26 billion EUR in revenue last year. Its top-performing segment, Semi-Cap, contributed 631.10 million EUR, while the Americas region accounted for 1.01 billion EUR. This information provides a detailed breakdown of the company's financial performance by segment and geography.
BHE|Benchmark Electronics Inc|Price:81.100|Chg%:-2.770
Benchmark Electronics Inc. (BHE) has a healthy fundamental outlook and high growth potential, despite a recent stock market decline. The company is considered fairly valued within the Electronic Equipment & Parts industry, holding a high institutional ownership. Analysts have rated BHE as a "Buy" with a target price of $83.50, suggesting an upward trend in the medium term.
Benchmark Electronics (BHE) Q4 2025 Earnings Report - Results, Call & Slides
Benchmark Electronics (BHE) reported strong Q4 2025 earnings, surpassing analyst expectations with an actual EPS of $0.71 against a consensus of $0.64 and actual revenue of $704.33 million against an expected $696.25 million. The company's revenue also showed a significant year-over-year growth of 7.22%. The next earnings report is estimated for July 29, 2026.
Benchmark Electronics Inc (BHE) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Benchmark Electronics Inc (BHE), highlighting its current earnings forecast score, average price target, and analyst ratings. It includes expected revenue for the next quarter, a comparison to its peer group, and answers frequently asked questions about its financial performance and analyst sentiment. The article indicates a "Buy" trend based on analyst ratings, but advises users to conduct their own analysis.
BHE|Benchmark Electronics Inc|Price:81.110|Chg%:-2.740
Benchmark Electronics Inc (BHE) is trading at $81.100, down 3.30% as of July 24, 2026. The company's fundamentals are considered healthy with high growth potential and a fairly valued assessment within the Electronic Equipment & Parts industry. Analysts currently rate BHE as a "Buy" with a target price of $83.50, despite recent stock market weakness.
Teachers Retirement System of The State of Kentucky Increases Position in Benchmark Electronics, Inc. $BHE
Teachers Retirement System of The State of Kentucky significantly increased its stake in Benchmark Electronics, Inc. (NYSE:BHE) by 278.1% in the first quarter, now holding 34,135 shares valued at $1.9 million. This move comes as several analysts maintain a "Moderate Buy" consensus rating on BHE, with target prices ranging from $80 to $92. Benchmark Electronics recently reported beating its quarterly EPS estimates and showing 7.1% year-over-year revenue growth, alongside a quarterly dividend payment and some insider share sales.
Benchmark Electronics (BHE) After The Quarterly Beat, Is The Valuation Story Already Priced In?
Benchmark Electronics (BHE) saw a significant surge in stock price after strong quarterly results, despite a two-year decline in revenue. The stock is currently trading slightly above its fair value estimate of $78.00, raising questions about whether its valuation is already priced in by the market. The company aims to improve net margins and long-term earnings by deepening vertical integration, especially in the semi-cap sector, which is projected to grow substantially by 2030.
(BHE) Movement Within Algorithmic Entry Frameworks
This article analyzes Benchmark Electronics Inc. (NYSE: BHE) using AI-generated algorithmic entry frameworks. It highlights a divergent sentiment across all horizons suggesting choppy conditions, with resistance being tested. The analysis provides specific trading strategies (Position, Momentum Breakout, Risk Hedging) and multi-timeframe signal analysis, including support and resistance levels for different time horizons.
Benchmark Electronics (BHE) Q1 Beat Puts Fair Value Back In Focus
Benchmark Electronics (BHE) recently reported a strong Q1, with revenue meeting expectations and future EPS and revenue guidance exceeding forecasts, leading to a 17.5% share price gain post-earnings. Despite a recent short-term pullback, the stock has shown significant momentum over the past year. The article highlights that BHE is currently trading at $81.77, which is considered overvalued compared to the narrative fair value of $78.00, driven by expectations of surging demand from AI infrastructure.
Will Benchmark Electronics’ New Russell Index Placements Subtly Reframe Its Growth Narrative And Risk Profile (BHE)?
Benchmark Electronics (NYSE:BHE) was recently added to several Russell growth and small-cap indices, which may broaden its investor base. While this could increase trading liquidity, it doesn't fundamentally alter the company's investment narrative, which relies on translating modest revenue growth from advanced manufacturing and AI infrastructure into higher margins. Investors are advised to consider Benchmark's thin 1.3% net margin and elevated valuation multiples, assessing whether the index inclusion and AI-linked orders genuinely challenge more cautious analyst outlooks or merely highlight diverse interpretations of its financial data.
Benchmark Electronics, Inc. | BHE Stock Price & Real-time Quotes
This page provides real-time stock quotes and financial information for Benchmark Electronics, Inc. (BHE). It includes current trading data, historical price charts, market capitalization, earnings date, and key financial metrics. Users can also find related news and company profile details.
Will Benchmark Electronics’ New Russell Index Placements Subtly Reframe Its Growth Narrative And Risk Profile (BHE)?
Benchmark Electronics (NYSE:BHE) was recently added to several Russell growth and small-cap indices, which may broaden its shareholder base and trading liquidity. While this inclusion could enhance its visibility, the core investment narrative remains tied to its role in advanced manufacturing and AI, with a focus on translating modest revenue growth into healthier margins. Investors are cautioned to consider the company's thin net margin and elevated valuation multiples despite the potential benefits of increased index fund ownership.
Will Benchmark Electronics’ New Russell Index Placements Subtly Reframe Its Growth Narrative And Risk Profile (BHE)?
Benchmark Electronics (BHE) was recently added to several Russell growth and small-cap indices in late June 2026, which may broaden its shareholder base and increase trading liquidity. While this bolsters its market presence, the core investment narrative remains centered on AI infrastructure and advanced manufacturing translating
