Benchmark Electronics (NYSE:BHE) Releases Q1 2026 Earnings Guidance

Benchmark Electronics (NYSE:BHE) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.530-0.590 for the period, compared to the consensus estimate of 0.550. The company issued revenue guidance of $655.0 million-$695.0 million, compared to the consensus revenue estimate of $662.8 million.

Analyst Ratings Changes

BHE has been the subject of several recent analyst reports. Weiss Ratings restated a “hold (c)” rating on shares of Benchmark Electronics in a research report on Wednesday, January 21st. Lake Street Capital raised their price target on shares of Benchmark Electronics from $51.00 to $57.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. Needham & Company LLC upped their price objective on Benchmark Electronics from $47.00 to $55.00 and gave the company a “buy” rating in a report on Friday, January 16th. Finally, Wall Street Zen upgraded Benchmark Electronics from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Benchmark Electronics currently has a consensus rating of “Moderate Buy” and a consensus target price of $56.00.

Benchmark Electronics Trading Up 4.3%

Shares of BHE stock traded up $2.30 on Tuesday, hitting $56.18. The stock had a trading volume of 555,063 shares, compared to its average volume of 236,407. The company’s 50 day moving average price is $46.79 and its 200-day moving average price is $42.73. Benchmark Electronics has a 1 year low of $30.73 and a 1 year high of $56.25. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.32 and a quick ratio of 1.50. The firm has a market capitalization of $2.00 billion, a P/E ratio of 55.08 and a beta of 1.02.

Benchmark Electronics (NYSE:BHE) last issued its quarterly earnings results on Tuesday, February 3rd. The technology company reported $0.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.64 by $0.07. Benchmark Electronics had a net margin of 1.43% and a return on equity of 6.15%. The business had revenue of $704.00 million for the quarter, compared to analysts’ expectations of $696.67 million. Benchmark Electronics has set its Q1 2026 guidance at 0.530-0.590 EPS.

Benchmark Electronics Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, January 13th. Stockholders of record on Wednesday, December 31st were paid a $0.17 dividend. This represents a $0.68 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Wednesday, December 31st. Benchmark Electronics’s dividend payout ratio (DPR) is presently 66.67%.

Insider Buying and Selling

In other Benchmark Electronics news, CEO Jeff Benck sold 14,900 shares of the company’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $50.24, for a total transaction of $748,576.00. Following the sale, the chief executive officer owned 423,180 shares in the company, valued at $21,260,563.20. This represents a 3.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Rhonda R. Turner sold 10,000 shares of Benchmark Electronics stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $47.83, for a total value of $478,300.00. Following the completion of the transaction, the senior vice president owned 34,701 shares of the company’s stock, valued at $1,659,748.83. The trade was a 22.37% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 63,967 shares of company stock valued at $3,029,458. Company insiders own 2.20% of the company’s stock.

Institutional Investors Weigh In On Benchmark Electronics

Hedge funds and other institutional investors have recently modified their holdings of the company. Franklin Resources Inc. grew its stake in shares of Benchmark Electronics by 14.4% during the third quarter. Franklin Resources Inc. now owns 2,688,298 shares of the technology company’s stock worth $103,634,000 after purchasing an additional 338,081 shares in the last quarter. Kennedy Capital Management LLC lifted its holdings in Benchmark Electronics by 141.8% during the 3rd quarter. Kennedy Capital Management LLC now owns 363,651 shares of the technology company’s stock worth $14,019,000 after buying an additional 213,276 shares during the last quarter. Millennium Management LLC lifted its holdings in Benchmark Electronics by 56.4% during the 3rd quarter. Millennium Management LLC now owns 341,457 shares of the technology company’s stock worth $13,163,000 after buying an additional 123,143 shares during the last quarter. Qube Research & Technologies Ltd boosted its position in shares of Benchmark Electronics by 25.8% during the 3rd quarter. Qube Research & Technologies Ltd now owns 536,395 shares of the technology company’s stock worth $20,678,000 after acquiring an additional 109,931 shares in the last quarter. Finally, Sei Investments Co. increased its holdings in shares of Benchmark Electronics by 146.6% in the 2nd quarter. Sei Investments Co. now owns 138,598 shares of the technology company’s stock valued at $5,382,000 after acquiring an additional 82,384 shares during the last quarter. 92.29% of the stock is currently owned by institutional investors and hedge funds.

About Benchmark Electronics

Benchmark Electronics, Inc is a global provider of comprehensive electronics manufacturing services (EMS) and integrated engineering solutions. The company offers a full suite of services that span the entire product lifecycle, from early‐stage design and prototyping to high‐volume production and aftermarket support. Benchmark serves diverse end markets, including industrial automation, medical devices, communications, aerospace and defense, and semiconductor equipment.

At the core of Benchmark’s offering are printed circuit board assemblies (PCBA), system integration, box build assemblies and turnkey manufacturing.