Benchmark Electronics (BHE)
Designs and manufactures high-complexity electronics and precision systems for specialized OEM markets.
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Provides design, engineering, electronics manufacturing, precision machining, fulfillment, and aftermarket services for OEMs in semiconductor equipment, aerospace and defense, medical, industrial, and advanced computing and communications. Revenue comes from customer programs delivered across the Americas, Asia, and Europe, with the ten largest customers generating roughly half of sales.
Provides electronics manufacturing and precision technology services for original equipment manufacturers in semiconductor capital equipment, aerospace and defense, medical, industrial, and advanced computing and communications. Work spans product design and engineering, printed circuit board assembly and testing, complex system integration, precision machining, automation, fulfillment, and aftermarket support.
Operates manufacturing and engineering sites across the Americas, Asia, and Europe, combining regional production with an international component supply chain. Specializes in complex, high-reliability products supported by prototyping, test development, cleanroom assembly, microelectronics, and precision machining.
Customer forecasts drive production schedules, component commitments, staffing, and capacity. Medical and aerospace-and-defense programs require regulated processes and facilities. The ten largest customers generate roughly half of annual sales, while short customer commitments can leave program-specific inventory exposed to demand changes.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 30, 2026 | Needham | Reiterate | Rating: —Target: $80 | Target: $90 |
| Apr 30, 2026 | Needham | Reiterate | Rating: —Target: $62 | Target: $80 |
| Apr 30, 2026 | Lake Street | Target | Target: $62 | Target: $92 |
| Feb 4, 2026 | Lake Street | Target | Target: $57 | Target: $62 |
| Feb 4, 2026 | Needham | Reiterate | Rating: —Target: $34 | Target: $62 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $314.8M · Total debt $277.3M · Total assets $2.21B · Shareholders' equity $1.12B
- Revenue
- $756.0M
- Operating income
- $30.3M
- Net income
- $19.9M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 102.12% | 36.68M shares | |
|---|---|---|---|
| 340 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.75% | 988.4K shares | |
| 17 holders · as of Aug 18, 2026 | |||
| Adds to | 104.87% | ||
35.92M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 104.87%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.36% | 5.88M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 9.01% | 3.24M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.21% | 2.23M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 5.21% | 1.87M | as of Jun 30, 2026 |
Earnest Partners LLCInstitution | 4.57% | 1.64M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 11, 2026 | Anne de Greef-Safft | director | −6,000 | $82.10 |
| Jun 11, 2026 | Stephen J. Beaver | officer: SVP, General Counsel and CLO | −20,000 | $86.25 |
| May 26, 2026 | David Moezidis | director, officer: President and CEO | −12,500 | $87.57 |
| May 13, 2026 | David W. Scheible | director | −22,989 | $85.00 |
| May 12, 2026 | Kenneth T. Lamneck | director | −24,263 | $81.49 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Benchmark Electronics | $82.23 | +0.01% | $2.77B | 52.5 | 25.6 | 1.0 | +17.7% |
| Plexus | $263.33 | −0.08% | $6.75B | 37.3 | 26.3 | 1.5 | +28.1% |
| Sanmina | $216.25 | +0.23% | $11.23B | 37.5 | 17.2 | 0.9 | +69.7% |
| Jabil | $308.98 | +0.03% | $31.82B | 37.9 | 19.6 | 0.9 | +11.8% |
| Celestica | $355.75 | −0.08% | $39.60B | 35.8 | 23.7 | 2.5 | +61.3% |
| Flex | $113.99 | −0.45% | $41.23B | 43.1 | 22.0 | 1.4 | +20.6% |
| Ducommun | $166.45 | +0.07% | $2.54B | — | 34.0 | 2.9 | +11.0% |
| Kimball Electronics | $26.66 | 0.00% | $616.6M | 22.7 | 17.1 | 0.4 | −2.3% |
| Median | 37.4 | 22.0 | 1.4 | +20.6% |