Benchmark Electronics (BHE)

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…

We think Benchmark Electronics (BHE; $44.99; E/W) produces Q3 results and guidance on October 30th (after market) that provide solid support for current valuation with upside potential mainly tied to recent bookings and updated production…

Last night after the close, Benchmark Electronics (BHE; $43.69; E/W) announced that it appointed Bryan Schumaker as CFO (effective October 8th). Recall, the company appointed Arvind Kamal as interim CFO back in March after BHE’s…

We adjust our 2024/2025E EPS for Benchmark Electronics (BHE; $40.69; E/W) from $2.20/$2.50 to $2.25/$2.50 after the company produced a solid Q2 beat and provided Q3E guidance that lived up to our expectations, albeit with…

Benchmark Electronics (BHE; $40.69; E/W) reported Q2 non-GAAP EPS of $0.57, which beat our $0.52 and the Street’s $0.51 on sales upside ($666mm vs. our $638mm and consensus of $636mm). Recall, BHE’s Q2 guidance called…

We stick with our EPS estimates for Benchmark Electronics (BHE; $41.86; E/W) ahead of its Q2 print and guidance on July 30th (after market). Specifically, we model Q2E sales, operating margin, and EPS at $638mm…

We are reducing our rating on the shares of Benchmark Electronics (BHE; $41.09) from Outperform to Equal-Weight after the stock price has now well exceeded our prior target and is now trading at valuation levels…

Benchmark Electronics (BHE; $30.30; O/P) posted a healthy Q1 beat and inline Q2E guidance when adjusting non-GAAP forecasts to now exclude stock-based compensation (SBC) per its decision to conform to industry peer EPS presentations (discussed…

The risk/reward on the shares of Benchmark Electronics’ (BHE; $30.04; O/P) still looks attractive to us ahead of the company’s Q1 results and Q2E outlook in coming weeks, especially with the stock trading at only…

Yesterday after the close (3/19), Benchmark Electronics (BHE; $27.65; O/P) announced CFO Roop Lakkaraju, who has served in his current role for the past six years, is stepping down (effective April 1st) to take over…