Benchmark Electronics (BHE)

We stick with our Outperform on Benchmark Electronics (BHE; $56.02; O/P) after Q4 results and guidance proved to be favorable relative to our expectations around sales and operating margins. At the same time, we “only”…

Benchmark Electronics (BHE; $56.02; O/P) reported Q4 non-GAAP EPS of $0.71, which was comfortably ahead of our $0.65 and the Street’s $0.64 on sales of $704mm (vs. our $695mm and the Street’s $696mm). Recall, BHE’s…

We expect Benchmark Electronics (BHE; $49.22; O/P) to produce Q4 results and outlook on Tuesday, February 3rd (after market) that provide further support for the idea that the company is seeing an improvement in its…

We bump up our 2025E EPS for Benchmark Electronics (BHE; $44.21; O/P) from $2.30 to $2.34 (+2% YoY) while maintaining 2026E EPS at $2.55 (+9%), albeit with rising optimism for returning growth, after the company…

We expect Benchmark Electronics (BHE; $40.38; O/P) to produce Q3 results and Q4 guidance in coming weeks that supports prior targets for a return of YoY sales growth for H2 of 2025E. This in turn…

Last night, Benchmark Electronics (BHE; $40.16; O/P) announced that CEO Jeff Benck, who joined the company in March of 2019, plans to retire effective March 31, 2026. Mr. Benck will be succeeded by David Moezidis,…

We think some recent “under the radar” news flow out of Benchmark Electronics (BHE; $39.55; O/P) provides further support for the idea that its sales are returning to YoY growth in H2 of this year…

Benchmark Electronics (BHE; $39.26; O/P) reported Q2 non-GAAP EPS of $0.55, in line with our $0.55 and slightly ahead of the Street’s $0.54 on sales of $642mm (vs. our $640mm and the Street’s $639mm), which…

We think the upcoming Q2 results and guidance from Benchmark Electronics (BHE; $39.60; O/P) add some more “breadcrumbs” to the idea that this small cap stock is poised for a significant recovery over the next…

Benchmark Electronics (BHE; $38.27; O/P) produced solid Q1 results and guidance that basically jibed with our forecasts, albeit with some more top line pressures than we assumed would be the case, which was generally offset…

We stick with our forecasts for Benchmark Electronics (BHE; $37.69; O/P) ahead of its Q1 results and outlook, scheduled for next Tuesday (4/29 after market), although we still wonder about the difficulty of “getting things…

We raise our rating on the shares of Benchmark Electronics (BHE; $43.64) from Equal-Weight to Outperform after this small cap EMS provider produced a Q4 beat, albeit with somewhat “mixed” guidance to start the year….

We expect Benchmark Electronics (BHE; $43.33; E/W) to produce solid Q4 results and outlook on Wednesday (1/29 after market), which should provide healthy support for current valuations, especially given the recent 16% decline in the…

We adjust 2024/2025E EPS for Benchmark Electronics (BHE; $45.42; E/W) from $2.25/$2.50 to $2.26/$2.50 after the company produced some better-than-expected Q3 EPS ($0.57 vs. our $0.55 and consensus of $0.54) with Q4E guidance that jibed…

Benchmark Electronics (BHE; $45.40; E/W) reported Q3 non-GAAP EPS of $0.57, which was ahead of our $0.55 and the Street’s $0.54 on sales of $658mm (vs. our consensus matching $650mm). Recall, BHE’s Q3 guidance called…