Benchmark Electronics (NYSE:BHE) Updates 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 Upgrades and Downgrades

Several brokerages recently commented on BHE. Weiss Ratings reiterated a “hold (c)” rating on shares of Benchmark Electronics in a research report on Wednesday, January 21st. Needham & Company LLC lifted their target price on Benchmark Electronics from $47.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, January 16th. Wall Street Zen upgraded Benchmark Electronics from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Finally, Lake Street Capital increased their price objective on Benchmark Electronics from $51.00 to $57.00 and gave the company a “buy” rating in a report on Friday, January 23rd. Two research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $56.00.

Benchmark Electronics Stock Performance

Shares of BHE stock traded up $2.30 during trading hours on Tuesday, hitting $56.18. 555,162 shares of the company were exchanged, compared to its average volume of 244,401. The firm has a fifty day simple moving average of $46.79 and a 200 day simple moving average of $42.73. Benchmark Electronics has a 52-week low of $30.73 and a 52-week high of $56.25. The stock has a market capitalization of $2.00 billion, a price-to-earnings ratio of 55.08 and a beta of 1.02. The company has a current ratio of 2.32, a quick ratio of 1.50 and a debt-to-equity ratio of 0.19.

Benchmark Electronics (NYSE:BHE) last released its earnings results on Tuesday, February 3rd. The technology company reported $0.71 EPS for the quarter, beating analysts’ consensus estimates of $0.64 by $0.07. Benchmark Electronics had a return on equity of 6.15% and a net margin of 1.43%.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 company also recently disclosed a quarterly dividend, which was paid on Tuesday, January 13th. Investors of record on Wednesday, December 31st were given a dividend of $0.17 per share. This represents a $0.68 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Wednesday, December 31st. Benchmark Electronics’s dividend payout ratio is 66.67%.

Insiders Place Their Bets

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

Hedge Funds Weigh In On Benchmark Electronics

A number of large investors have recently bought and sold shares of BHE. Tower Research Capital LLC TRC increased its stake in shares of Benchmark Electronics by 215.1% during the second quarter. Tower Research Capital LLC TRC now owns 3,000 shares of the technology company’s stock worth $116,000 after acquiring an additional 2,048 shares during the period. State of Wyoming purchased a new stake in shares of Benchmark Electronics in the second quarter valued at about $137,000. Caxton Associates LLP purchased a new position in Benchmark Electronics during the first quarter worth $202,000. iSAM Funds UK Ltd acquired a new position in Benchmark Electronics in the 3rd quarter valued at about $218,000. Finally, Numerai GP LLC acquired a new position in shares of Benchmark Electronics in the third quarter valued at approximately $239,000. Institutional investors and hedge funds own 92.29% of the company’s stock.

Benchmark Electronics Company Profile

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.